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Laura Capuozzo

Wellspring Financial Advisors, Llc

Assets Managed
$1.518B
Holdings
288
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13.87%(2Q avg: 9.66%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Wellspring Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 288 positions.

Assets under management

The assets under management (AUM) of Wellspring Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.518B in assets, with a quarterly growth rate of 13.87% and a 2-quarter average growth rate of 9.66%. The portfolio is managed by Laura Capuozzo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1084.95%
22.87%
$347.205M
4.795M shares@ $72.42 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4.62%
6.59%
$99.951M
1.695M shares@ $58.96 avg price
AAAU
Goldman Sachs Physical Gold
Recent Activity
Increased 7.75%
5.81%
$88.069M
2.226M shares@ $39.57 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.71%
4.72%
$71.53M
2.959M shares@ $24.18 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Decreased -28.06%
4.61%
$69.968M
109,196 shares@ $640.76 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.06%
4.1%
$62.236M
6.158M shares@ $10.11 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.68%
3.4%
$51.478M
178,366 shares@ $288.61 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 12.24%
3.32%
$50.261M
863,583 shares@ $58.2 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 5.13%
3.06%
$46.431M
918,763 shares@ $50.54 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 38.39%
2.98%
$45.222M
237,362 shares@ $190.53 avg price

1-10 of 288