1y return+15.1%S&P 500 +20.9%
3y return+41.6%S&P 500 +68.5%
5y return+36.6%S&P 500 +74.5%
10y return+120.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $221 against $357 in the S&P 500.2
Bluespring Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $242.0M | 4.7% | +504.7% |
| QUALIshares Tr | $229.7M | 4.4% | +34.2% |
| IVVIshares Tr | $218.1M | 4.2% | +3544.2% |
| SCHFSchwab Strategic Tr | $130.9M | 2.5% | +30.8% |
| GOOGLAlphabet Inc | $129.6M | 2.5% | +2998.3% |
| OEFIshares Tr | $110.3M | 2.1% | +36.0% |
| DGRWWisdomtree Tr | $104.1M | 2.0% | +51.8% |
| AMZNAmazon Com Inc | $103.1M | 2.0% | +2649.4% |
| DGROIshares Tr | $100.6M | 1.9% | New |
| PYLDPimco Etf Tr | $96.5M | 1.9% | New |
| IEFAIshares Tr | $75.7M | 1.5% | New |
| AVEMAmerican Centy Etf Tr | $75.7M | 1.5% | New |
| SCHBSchwab Strategic Tr | $73.2M | 1.4% | +40.2% |
| GLDSpdr Gold Tr | $72.6M | 1.4% | +5577.9% |
| NVDANvidia Corporation | $68.2M | 1.3% | +1723.8% |
| IJHIshares Tr | $66.4M | 1.3% | New |
| GLDMWorld Gold Tr | $64.5M | 1.2% | +105.8% |
| VNLAJanus Detroit Str Tr | $64.4M | 1.2% | New |
| SPYState Str Spdr S&p 500 Etf T | $61.7M | 1.2% | +33.7% |
| JCPBJ P Morgan Exchange Traded F | $61.4M | 1.2% | +57.4% |
| MSFTMicrosoft Corp | $60.2M | 1.2% | +687.9% |
| VEAVanguard Tax-managed Fds | $57.2M | 1.1% | +5952.0% |
| LLYEli Lilly & Co | $56.2M | 1.1% | +2931.2% |
| AVUVAmerican Centy Etf Tr | $54.2M | 1.0% | +62.8% |
| BNDVanguard Bd Index Fds | $54.0M | 1.0% | +63.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $129.6M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $68.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $242.0M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $38.1M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $39.4M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $61.7M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $218.1M |
| SCHBSchwab Strategic Tr | June 30, 2020 | +136.5% | $73.2M |
| OEFIshares Tr | September 30, 2020 | +134.9% | $110.3M |
| QUALIshares Tr | June 30, 2020 | +128.8% | $229.7M |
Sold off last quarter
- IEIIshares Tr was $73.0M
- Honeywell Intl IncCUSIP 438516106 was $1.5M
- TSCOTractor Supply Co was $1.1M
- CIThe Cigna Group was $1.1M
- CVSCvs Health Corp was $870K
- WFCWells Fargo & Co was $562K
- AGGYWisdomtree Tr was $317K
- KBDCKayne Anderson Bdc Inc was $211K
- ACTGAcacia Resh Corp was $106K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.2% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +5.4% | +10.0% |
| December 31, 2023 | +8.9% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +4.0% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +6.4% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +5.6% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bluespring Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1557485&type=13F-HR&dateb=&owner=include&count=40CIK 1557485
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1557485/000155748526000004/Filed August 11, 2026 · accession 0001557485-26-000004