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Portfolio (Quarterly) Guide ↗

Wellspring Financial Advisors, LLC

· CIK 0001811308
13F Portfolio $1.5B AUM 288 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 288 New
Page 4 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLY SELECT SECTOR SPDR TR 19,805.0 $2.3M 0.15% NEW $117.28 -0.5%
62 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,847.0 $2.3M 0.15% NEW $477.58 -9.8%
63 CAT CATERPILLAR INC Industrials 2,155.0 $2.3M 0.15% NEW $1064.71 -17.2%
64 IJK ISHARES TR 18,882.0 $2.2M 0.15% NEW $117.50 +1.4%
65 ASML ASML HLDG NV Technology 1,039.0 $2.1M 0.14% NEW $1989.44 -5.3%
66 IGV ISHARES TR 1,349,322.0 $2.0M 0.13% NEW $1.51 +6643.6%
67 MU MICRON TECHNOLOGY INC Technology 1,708.0 $2.0M 0.13% NEW $1153.84 -12.3%
68 LRCX LAM RESEARCH CORP Technology 4,414.0 $1.9M 0.13% NEW $431.99 -20.4%
69 MGK VANGUARD WORLD FD 21,108.0 $1.9M 0.12% NEW $87.91 +2.6%
70 VV VANGUARD INDEX FDS 4,958.0 $1.7M 0.11% NEW $343.94 +3.5%
71 HDV ISHARES TR 61,365.0 $1.7M 0.11% NEW $27.41 +6.6%
72 NEE NEXTERA ENERGY INC Utilities 18,668.0 $1.6M 0.11% NEW $87.80 -1.8%
73 XLI SELECT SECTOR SPDR TR 8,554.0 $1.6M 0.10% NEW $185.23 +0.6%
74 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 30,956.0 $1.6M 0.10% NEW $51.05 +9.6%
75 ECL ECOLAB INC Basic Materials 5,661.0 $1.6M 0.10% NEW $278.62 -1.0%
76 MA MASTERCARD INCORPORATED Financial Services 2,974.0 $1.5M 0.10% NEW $513.12 +9.6%
77 ACVA ACV AUCTIONS INC Consumer Cyclical 210,541.0 $1.5M 0.10% NEW $7.19 +6.0%
78 IWV ISHARES TR 3,498.0 $1.5M 0.10% NEW $426.40 +3.3%
79 ACWI ISHARES TR 9,501.0 $1.5M 0.10% NEW $156.97 +3.1%
80 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,738.0 $1.4M 0.09% NEW $249.92 -3.3%
Page 4 of 15  ·  288 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.0%
Technology 27.6%
Communication Services 8.0%
Healthcare 6.3%
Consumer Cyclical 5.9%
Industrials 5.1%
Consumer Defensive 2.2%
Energy 1.6%
Utilities 1.0%
Basic Materials 0.9%