Bluespring Wealth Management, LLC

13F filer, CIK 1557485, AUSTIN, TX

Bluespring Wealth Management, LLC reported $974,667,551 across 189 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-03. Its ten largest share positions make up 56.65% of the portfolio.

Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000683

Period: 2024-12-31
Reported value: $975M
Holdings: 189
Top 10 weight: 56.65%
New: 8
Sold out: 12

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHFadded	+1,983,942	$36.7M
SCHBadded	+1,180,784	$26.8M
SCHXadded	+536,972	$12.4M
QUALadded	+27,788	$4.95M
DFCFadded	+101,508	$4.19M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
INVESCOexited	-651,971	-$13.8M
BNDreduced	-54,507	-$3.92M
VUGreduced	-3,407	-$1.4M
AAPLreduced	-4,658	-$1.17M
EFAreduced	-14,284	-$1.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000683, largest first. % of portfolio is the value over $974,667,551, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
QUALISHARES TR	744,106	$133M	13.6%	+27,788	Timeline
SCHFSCHWAB STRATEGIC TR	3,663,356	$67.8M	6.95%	+1,983,942	Timeline
IEIISHARES TR	540,089	$62.4M	6.4%	+21,215	Timeline
DGRWWISDOMTREE TR	661,111	$53.5M	5.49%	+20,750	Timeline
OEFISHARES TR	175,079	$50.6M	5.19%	+13,723	Timeline
SCHBSCHWAB STRATEGIC TR	1,933,535	$43.9M	4.5%	+1,180,784	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	67,986	$40M	4.1%	-1,827	Timeline
AAPLAPPLE INC	144,671	$36.2M	3.72%	-4,658	Timeline
INVESCOINVESCO	1,619,301	$33.4M	3.43%	+34,359
BSCQINVESCO EXCH TRD SLF IDX FD	1,637,881	$31.8M	3.27%	+120,679	Timeline
MUBISHARES TR	293,959	$31.3M	3.21%	-7,181	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	1,442,675	$28.1M	2.88%	+193,863	Timeline
VWOVANGUARD INTL EQUITY INDEX F	613,257	$27M	2.77%	+18,085	Timeline
GLDMWORLD GOLD TR	495,892	$25.8M	2.65%	-7,444	Timeline
AVUVAMERICAN CENTY ETF TR	230,770	$22.3M	2.29%	+11,532	Timeline
SCHXSCHWAB STRATEGIC TR	854,455	$19.8M	2.03%	+536,972	Timeline
BNDVANGUARD BD INDEX FDS	267,286	$19.2M	1.97%	-54,507	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	428,204	$18.4M	1.89%	+66,587	Timeline
EFAISHARES TR	149,203	$11.3M	1.16%	-14,284	Timeline
VTIVANGUARD INDEX FDS	30,811	$8.93M	0.92%	-2,172	Timeline
MSFTMICROSOFT CORP	19,710	$8.31M	0.85%	-1,043	Timeline
VUGVANGUARD INDEX FDS	19,172	$7.87M	0.81%	-3,407	Timeline
DFCFDIMENSIONAL ETF TRUST	183,238	$7.56M	0.78%	+101,508	Timeline
SCHZSCHWAB STRATEGIC TR	264,806	$6.01M	0.62%	+133,421	Timeline
BIVVANGUARD BD INDEX FDS	72,507	$5.42M	0.56%	-1,980	Timeline
DFUSDIMENSIONAL ETF TRUST	80,896	$5.16M	0.53%	-13,790	Timeline
VTVANGUARD INTL EQUITY INDEX F	42,940	$5.04M	0.52%	-3,484	Timeline
IVVISHARES TR	7,746	$4.56M	0.47%	-88	Timeline
VBRVANGUARD INDEX FDS	21,628	$4.29M	0.44%	-57	Timeline
VEUVANGUARD INTL EQUITY INDEX F	73,020	$4.19M	0.43%	-11,200	Timeline
AGGYWISDOMTREE TR	97,616	$4.19M	0.43%	-2,870	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	9,129	$4.14M	0.42%	-1,243	Timeline
BSVVANGUARD BD INDEX FDS	50,994	$3.94M	0.4%	-6,261	Timeline
SCHESCHWAB STRATEGIC TR	144,655	$3.85M	0.4%	-12,521	Timeline
AMZNAMAZON COM INC	16,708	$3.67M	0.38%	-1,371	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	90,062	$3.63M	0.37%	-1,670	Timeline
ACWIISHARES TR	28,946	$3.4M	0.35%	-919	Timeline
IJJISHARES TR	24,437	$3.05M	0.31%	-1,477	Timeline
TSLATESLA INC	7,505	$3.03M	0.31%	-968	Timeline
SCHDSCHWAB STRATEGIC TR	107,261	$2.93M	0.3%	+71,853	Timeline
EEMISHARES TR	67,585	$2.83M	0.29%	-6,234	Timeline
QQQINVESCO QQQ TR	5,364	$2.74M	0.28%	+88	Timeline
METAMETA PLATFORMS INC	4,550	$2.66M	0.27%	-188	Timeline
MGCVANGUARD WORLD FD	12,231	$2.6M	0.27%	-15	Timeline
GOOGALPHABET INC	13,497	$2.57M	0.26%	-128	Timeline
MMM3M CO	19,438	$2.51M	0.26%	+3	Timeline
DFSVDIMENSIONAL ETF TRUST	79,164	$2.44M	0.25%	+548	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	114,074	$2.3M	0.24%	new	Timeline
GOOGLALPHABET INC	11,770	$2.23M	0.23%	-5	Timeline
DIASTATE STR SPDR DOW JONES IND	5,211	$2.22M	0.23%	-360	Timeline
UNPUNION PAC CORP	8,976	$2.05M	0.21%	-464	Timeline
CSCOCISCO SYS INC	34,138	$2.02M	0.21%	-2,911	Timeline
IWMISHARES TR	9,118	$2.01M	0.21%	-863	Timeline
MSIMOTOROLA SOLUTIONS INC	3,758	$1.74M	0.18%	-264	Timeline
BNYBANK OF NY MELLON CORP	21,516	$1.65M	0.17%	-2,183	Timeline
UNHUNITEDHEALTH GROUP INC	3,164	$1.6M	0.16%	-459	Timeline
PGPROCTER & GAMBLE CO	9,334	$1.56M	0.16%	-56	Timeline
HONHONEYWELL INTL INC	6,820	$1.54M	0.16%	+6	Timeline
NVDANVIDIA CORPORATION	11,430	$1.53M	0.16%	-2,100	Timeline
ECLECOLAB INC	6,413	$1.51M	0.15%	-93	Timeline
SPDWSPDR INDEX SHS FDS	43,846	$1.5M	0.15%	-518	Timeline
XLESELECT SECTOR SPDR TR	17,324	$1.48M	0.15%	-2,055	Timeline
ESGUISHARES TR	11,253	$1.45M	0.15%	+593	Timeline
PCARPACCAR INC	13,535	$1.45M	0.15%	-1,042	Timeline
ABTABBOTT LABORATORIES	12,508	$1.41M	0.15%	-100	Timeline
USBUS BANCORP	28,993	$1.4M	0.14%	-2,545	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	6,114	$1.39M	0.14%	-571	Timeline
AMGNAMGEN INC	5,212	$1.36M	0.14%	-475	Timeline
CATCATERPILLAR INC	3,727	$1.35M	0.14%	+1	Timeline
IWFISHARES TR	3,286	$1.32M	0.14%	-5	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,439	$1.32M	0.14%	-3	Timeline
TSCOTRACTOR SUPPLY CO	24,826	$1.32M	0.14%	+19,457	Timeline
ABBVABBVIE INC	7,262	$1.29M	0.13%	-116	Timeline
SCISERVICE CORP INTL	16,133	$1.29M	0.13%	-1,579	Timeline
VOOVANGUARD INDEX FDS	2,288	$1.23M	0.13%	+265	Timeline
MDTMEDTRONIC PLC	15,287	$1.23M	0.13%	-1,723	Timeline
QCOMQUALCOMM INC	7,855	$1.21M	0.12%	-444	Timeline
SUSLISHARES TR	11,029	$1.14M	0.12%	-1,505	Timeline
VOEVANGUARD INDEX FDS	7,014	$1.13M	0.12%	0	Timeline
NFLXNETFLIX INC.	1,173	$1.05M	0.11%	-133	Timeline
DFICDIMENSIONAL ETF TRUST	40,162	$1.04M	0.11%	+3,076	Timeline
TGTTARGET CORP	7,650	$1.03M	0.11%	-1,406	Timeline
IWBISHARES TR	3,151	$1.02M	0.1%	0	Timeline
MRKMERCK & CO INC	9,553	$958K	0.1%	+38	Timeline
HSYHERSHEY CO	5,622	$952K	0.1%	-660	Timeline
JNJJOHNSON & JOHNSON	6,527	$944K	0.1%	-441	Timeline
VZVERIZON COMMUNICATIONS INC	23,480	$939K	0.1%	-2,857	Timeline
XLKSELECT SECTOR SPDR TR	4,025	$936K	0.1%	-473	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	15,881	$920K	0.09%	+318	Timeline
VIGVANGUARD SPECIALIZED FUNDS	4,675	$916K	0.09%	-107	Timeline
UPSUNITED PARCEL SVCS INC	6,951	$877K	0.09%	-138	Timeline
CITHE CIGNA GROUP	3,169	$875K	0.09%	-407	Timeline
VEAVANGUARD TAX-MANAGED FDS	17,592	$841K	0.09%	-4,705	Timeline
GLDSPDR GOLD TR	3,413	$826K	0.08%	-10	Timeline
ORCLORACLE CORP	4,751	$792K	0.08%	-884	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,412	$750K	0.08%	-4	Timeline
ESMLISHARES TR	17,620	$741K	0.08%	+1,696	Timeline
HDHOME DEPOT INC	1,879	$731K	0.07%	-179	Timeline
MCDMCDONALDS CORP	2,419	$701K	0.07%	+16	Timeline
SCHASCHWAB STRATEGIC TR	26,666	$690K	0.07%	+12,021	Timeline
SPSBSPDR SERIES TRUST	22,778	$680K	0.07%	-3,845	Timeline
XLUSELECT SECTOR SPDR TR	8,695	$658K	0.07%	-1,651	Timeline
FVFIRST TR EXCHANGE TRADED FD	11,053	$653K	0.07%	-2,834	Timeline
ADMARCHER DANIELS MIDLAND CO	12,778	$646K	0.07%	-2,566	Timeline
JPMJPMORGAN CHASE & CO	2,408	$577K	0.06%	+8	Timeline
OTTROTTER TAIL CORP	7,459	$551K	0.06%	0	Timeline
CVSCVS HEALTH CORP	12,172	$546K	0.06%	-2,613	Timeline
PIIPOLARIS INC	8,960	$516K	0.05%	-100	Timeline
SPTMSPDR SERIES TRUST	7,219	$516K	0.05%	-693	Timeline
ACNACCENTURE PLC IRELAND	1,436	$505K	0.05%	-95	Timeline
PEPPEPSICO INC	3,289	$505K	0.05%	-86	Timeline
WFCWELLS FARGO & CO	6,966	$489K	0.05%	-729	Timeline
SUSAISHARES TR	3,970	$483K	0.05%	0	Timeline
VVISA INC	1,474	$466K	0.05%	-570	Timeline
HDVISHARES TR	4,126	$463K	0.05%	0	Timeline
LLYELI LILLY & CO	599	$463K	0.05%	-21	Timeline
XOMEXXON MOBIL CORP	4,232	$455K	0.05%	-561	Timeline
XELXCEL ENERGY INC	6,725	$454K	0.05%	+3	Timeline
IVWISHARES TR	4,459	$453K	0.05%	0	Timeline
EAGGISHARES TR	9,231	$429K	0.04%	-565	Timeline
BSXBOSTON SCIENTIFIC CORP	4,684	$418K	0.04%	0	Timeline
FASTFASTENAL CO	5,810	$418K	0.04%	-544	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,379	$406K	0.04%	+2	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	2,043	$405K	0.04%	-52	Timeline
VPUVANGUARD WORLD FD	2,420	$395K	0.04%	0	Timeline
KOCOCA COLA CO	6,167	$384K	0.04%	-997	Timeline
EFXEQUIFAX INC	1,496	$381K	0.04%	+1	Timeline
WMTWALMART INC	4,201	$380K	0.04%	-153	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	5,116	$379K	0.04%	-262	Timeline
SOSOUTHERN CO	4,430	$365K	0.04%	-26	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	693	$361K	0.04%	-56	Timeline
ESGDISHARES TR	4,594	$350K	0.04%	+195	Timeline
PFEPFIZER INC	12,984	$344K	0.04%	-1,140	Timeline
CMECME GROUP INC	1,438	$342K	0.04%	-214	Timeline
CMCSACOMCAST CORP NEW	9,119	$342K	0.04%	+32	Timeline
EWXSPDR INDEX SHS FDS	5,779	$339K	0.03%	0	Timeline
FICOFAIR ISAAC CORP	170	$338K	0.03%	-1	Timeline
MAMASTERCARD INCORPORATED	642	$338K	0.03%	-70	Timeline
GEGE AEROSPACE	2,011	$336K	0.03%	-3	Timeline
BACBANK OF AMER CORP	7,627	$335K	0.03%	+140	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	575	$329K	0.03%	0	Timeline
IBITISHARES BITCOIN TRUST ETF	6,082	$323K	0.03%	new	Timeline
AVGOBROADCOM INC	1,388	$322K	0.03%	-127	Timeline
IJRISHARES TR	2,710	$312K	0.03%	-235	Timeline
XLFSELECT SECTOR SPDR TR	6,445	$311K	0.03%	0	Timeline
DISDISNEY WALT CO	2,776	$310K	0.03%	-312	Timeline
DCIDONALDSON INC	4,554	$307K	0.03%	0	Timeline
TXNTEXAS INSTRS INC	1,580	$296K	0.03%	-21	Timeline
GGGGRACO INC	3,511	$296K	0.03%	-180	Timeline
VYMVANGUARD WHITEHALL FDS	2,309	$295K	0.03%	+7	Timeline
SOLVSOLVENTUM CORP	4,457	$294K	0.03%	0	Timeline
MDLZMONDELEZ INTL INC	4,843	$292K	0.03%	-58	Timeline
PMPHILIP MORRIS INTL INC	2,389	$291K	0.03%	+12	Timeline
DNOVFIRST TR EXCHNG TRADED FD VI	6,310	$270K	0.03%	-3,618	Timeline
AIQGLOBAL X FDS	6,998	$270K	0.03%	0	Timeline
RTXRTX CORPORATION	2,309	$267K	0.03%	+9	Timeline
EMREMERSON ELEC CO	2,144	$266K	0.03%	+24	Timeline
TJXTJX COS INC NEW	2,196	$265K	0.03%	+1	Timeline
DVYISHARES TR	2,018	$265K	0.03%	+9	Timeline
AMDADVANCED MICRO DEVICES INC	2,110	$255K	0.03%	+2	Timeline
WELLWELLTOWER INC	2,000	$252K	0.03%	-107	Timeline
CNRGSPDR SERIES TRUST	4,131	$250K	0.03%	0	Timeline
WMWASTE MGMT INC DEL	1,233	$249K	0.03%	-70	Timeline
CSXCSX CORP	7,709	$249K	0.03%	+64	Timeline
XLVSELECT SECTOR SPDR TR	1,802	$248K	0.03%	-344	Timeline
IWSISHARES TR	1,878	$243K	0.02%	0	Timeline
LRCXLAM RESEARCH CORP	3,344	$242K	0.02%	new	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	2,842	$240K	0.02%	+3	Timeline
CHECHEMED CORP NEW	453	$240K	0.02%	-2	Timeline
BABOEING CO	1,344	$238K	0.02%	new	Timeline
VTVVANGUARD INDEX FDS	1,338	$227K	0.02%	-106	Timeline
SCHWCHARLES SCHWAB CORP (THE)	3,041	$225K	0.02%	-340	Timeline
VHTVANGUARD WORLD FD	887	$225K	0.02%	+1	Timeline
LOWLOWES COS INC	907	$224K	0.02%	+4	Timeline
MKLMARKEL GROUP INC	127	$219K	0.02%	-3	Timeline
ADBEADOBE INC	488	$217K	0.02%	-73	Timeline
PAYXPAYCHEX INC	1,539	$216K	0.02%	+3	Timeline
VGTVANGUARD WORLD FD	345	$214K	0.02%	0	Timeline
PODDINSULET CORP	818	$214K	0.02%	-62	Timeline
LMTLOCKHEED MARTIN CORP	438	$213K	0.02%	-16	Timeline
CVXCHEVRON CORPORATION	1,448	$210K	0.02%	new	Timeline
HRLHORMEL FOODS CORP	6,672	$209K	0.02%	+46	Timeline
DLBDOLBY LABORATORIES INC	2,680	$209K	0.02%	+3	Timeline
IWDISHARES TR	1,116	$207K	0.02%	0	Timeline
DFSUDIMENSIONAL ETF TRUST	5,411	$205K	0.02%	new	Timeline
NOGNORTHERN OIL & GAS INC	5,400	$203K	0.02%	new	Timeline
BMOBANK OF MONTREAL	2,065	$200K	0.02%	new	Timeline
FFORD MTR CO	15,663	$155K	0.02%	+496	Timeline
ACTGACACIA RESH CORP	22,000	$95.5K	0.01%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
INVESCOINVESCO	651,971	$13.8M	shares
NUENUCOR CORP	2,436	$368K	shares
MGPIMGP INGREDIENTS INC NEW	3,500	$291K	shares
LAM RESEARCH CORPLAM RESEARCH CORP	336	$275K	shares
DHRDANAHER CORP DEL	928	$258K	shares
BKNGBOOKING HOLDINGS INC	55	$232K	shares
SBUXSTARBUCKS CORP	2,360	$230K	shares
GISGENERAL MILLS INC	3,038	$224K	shares
NKENIKE INC	2,519	$224K	shares
NEENEXTERA ENERGY INC	2,642	$223K	shares
KOMPSPDR SERIES TRUST	4,476	$221K	shares
BMYBRISTOL-MYERS SQUIBB CO	4,077	$211K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-000683	base		2025-02-03	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC