Bluespring Wealth Management, LLC
CIK 1557485
13F filing for Q2 2026・No. 897
- Holdings
- US$5.2B
- Quarter change
- +US$4.04B
- Entries
- 549
- Net bought (estimate)
- +US$3.95B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 350
- Sold out 9
- Cut 12
- Added 184
- Corporate actions 2
- Unchanged 3
Largest holdings
549 stocks worth US$5.2B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 836,211 | US$241.97M | 4.65% |
| ISHARES TRMSCI USA QLT FCT | Added | 1,046,876 | US$229.72M | 4.42% |
| IVVISHARES TRCORE S&P500 ETF | Added | 291,175 | US$218.06M | 4.19% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 4,726,608 | US$130.93M | 2.52% |
| GOOGLAlphabetCAP STK CL A | Added | 362,685 | US$129.61M | 2.49% |
| ISHARES TRS&P 100 ETF | Added | 301,503 | US$110.31M | 2.12% |
| WISDOMTREE TRUS QTLY DIV GRT | Added | 1,088,807 | US$104.11M | 2.00% |
| AMZNAmazonCOM | Added | 432,678 | US$103.12M | 1.98% |
| ISHARES TRCORE DIV GRWTH | New | 1,327,069 | US$100.58M | 1.93% |
| PIMCO ETF TRMULTISECTOR BD | New | 3,639,240 | US$96.51M | 1.86% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.