Bluespring Wealth Management, LLC

13F filer · CIK 0001557485

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$5.2BU.S. long equity reported on 13F

Positions340217 new · 6 closed

Net flow last quarter+$1.99BBuys minus sells

Top 10 positions weight17.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026340 positions
AAPLApple Inc.	$242M	4.65%	0.01%	+504.7%	Q1 2013
GOOGLAlphabet Inc.	$130M	2.49%	0.00%	+2998.3%	Q4 2016
AMZNAmazon Com Inc	$103M	1.98%	0.00%	+2649.4%	Q3 2013
GLDSPDR Gold Trust	$72.6M	1.40%	0.05%	+5577.9%	Q1 2013
NVDANvidia Corp	$68.2M	1.31%	0.00%	+1723.8%	Q1 2017
GLDMWorld Gold Trust	$64.5M	1.24%	0.24%	+105.8%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$61.7M	1.19%	Not reported	+33.7%	Q1 2013
MSFTMicrosoft Corp	$60.2M	1.16%	0.00%	+687.9%	Q2 2013
LLYELI LILLY & Co	$56.2M	1.08%	0.01%	+2931.2%	Q2 2015
JNJJohnson & Johnson	$43.9M	0.84%	0.01%	+2550.8%	Q1 2013
BRK.BBerkshire Hathaway Inc	$38.1M	0.73%	Not reported	+711.0%	Q3 2013
KOCoca Cola Co	$35.2M	0.68%	0.01%	+6920.9%	Q3 2016
IBMInternational Business Machines Corp	$33.4M	0.64%	0.01%	+3270.7%	Q1 2013
NVONovo Nordisk A S	$32.1M	0.62%	Not reported	New	Q2 2026
CCitigroup Inc	$30.6M	0.59%	0.01%	+11797.2%	Q1 2014
LMTLockheed Martin Corp	$30.3M	0.58%	0.03%	+6623.0%	Q4 2013
XOMExxonMobil Holdings Corp	$28.8M	0.55%	0.01%	+4811.6%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$28.7M	0.55%	Not reported	+630.1%	Q2 2018
MUMicron Technology Inc	$27.7M	0.53%	0.00%	+1569.7%	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$27.5M	0.53%	0.01%	New	Q2 2026
JPMJPMorgan Chase & Co	$26.5M	0.51%	0.00%	+3418.3%	Q4 2013
BABoeing Co	$25.9M	0.50%	0.02%	+6749.1%	Q4 2016
AMDAdvanced Micro Devices Inc	$25.5M	0.49%	0.00%	+1954.0%	Q4 2020
TSLATesla, Inc.	$25M	0.48%	0.00%	+1326.0%	Q4 2016
COSTCostco Wholesale Corp	$24.9M	0.48%	0.01%	+842.8%	Q4 2016
FCXFreeport-Mcmoran Inc	$24.9M	0.48%	0.03%	Not reported	Q3 2013
PGPROCTER & GAMBLE Co	$24.3M	0.47%	0.01%	+1621.0%	Q1 2013
UTFCohen & Steers Infrastructure Fund Inc	$24.2M	0.47%	Not reported	New	Q2 2026
BACBank of America Corp	$24.1M	0.46%	0.01%	+5413.7%	Q1 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$21.9M	0.42%	0.00%	+2730.5%	Q1 2024
GOOGAlphabet Inc.	$21.5M	0.41%	Not reported	+347.9%	Q4 2015
ETNEaton Corp plc	$20.9M	0.40%	0.01%	+5660.4%	Q2 2014
LINLinde PLC	$19.7M	0.38%	0.01%	New	Q2 2026
BLKBlackRock, Inc.	$19.4M	0.37%	0.01%	New	Q2 2026
LCNBLCNB Corp	$19.1M	0.37%	7.63%	New	Q2 2026
DISWalt Disney Co	$17.7M	0.34%	0.01%	+6439.7%	Q2 2015
ROKRockwell Automation, Inc	$16.6M	0.32%	0.03%	New	Q2 2026
CSCOCisco Systems, Inc.	$16.5M	0.32%	0.00%	+342.7%	Q2 2014
MCDMcdonalds Corp	$16.3M	0.31%	0.01%	+1985.2%	Q1 2013
CVXChevron Corp	$15.9M	0.31%	0.00%	+4031.7%	Q4 2013
SCHWSchwab Charles Corp	$15.8M	0.30%	0.01%	+5496.9%	Q1 2017
ALBAlbemarle Corp	$15.5M	0.30%	0.10%	New	Q2 2026
AVGOBroadcom Inc.	$14.8M	0.28%	0.00%	+2097.3%	Q1 2024
WRBYWarby Parker Inc.	$14.7M	0.28%	0.43%	New	Q2 2026
METAMeta Platforms, Inc.	$14.1M	0.27%	Not reported	+515.5%	Q2 2013
EQTEQT Corp	$13.7M	0.26%	0.04%	New	Q2 2026
VVisa Inc.	$13.4M	0.26%	0.00%	+1984.1%	Q4 2016
HDHome Depot, Inc.	$12.8M	0.25%	0.00%	+1780.3%	Q2 2016
BXBlackstone Inc.	$12.5M	0.24%	0.01%	New	Q2 2026
REGNRegeneron Pharmaceuticals, Inc.	$12.3M	0.24%	0.02%	New	Q2 2026

Q1 2026Reported Apr 14, 2026127 positions
SPYSPDR S&P 500 ETF Trust	$40.3M	3.47%	Not reported	-0.9%	Q1 2013
GLDMWorld Gold Trust	$36.6M	3.15%	0.12%	-6.6%	Q1 2022
AAPLApple Inc.	$35.1M	3.02%	0.00%	+0.5%	Q1 2013
MSFTMicrosoft Corp	$7.58M	0.65%	0.00%	-3.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$4.5M	0.39%	Not reported	+2.2%	Q3 2013
GOOGAlphabet Inc.	$3.89M	0.34%	Not reported	-2.7%	Q4 2015
GOOGLAlphabet Inc.	$3.37M	0.29%	0.00%	-2.9%	Q4 2016
AMZNAmazon Com Inc	$3.28M	0.28%	0.00%	-5.0%	Q3 2013
NVDANvidia Corp	$3.26M	0.28%	0.00%	+34.4%	Q1 2017
QQQInvesco QQQ Trust, Series 1	$3.08M	0.27%	Not reported	+0.4%	Q2 2018
MMM3m Co	$2.94M	0.25%	0.00%	-0.3%	Q1 2013
ABBVAbbVie Inc.	$2.82M	0.24%	0.00%	-0.1%	Q3 2013
COSTCostco Wholesale Corp	$2.81M	0.24%	0.00%	-0.6%	Q4 2016
CATCaterpillar Inc	$2.81M	0.24%	0.00%	+8.4%	Q4 2016
CSCOCisco Systems, Inc.	$2.47M	0.21%	0.00%	-1.9%	Q2 2014
METAMeta Platforms, Inc.	$2.32M	0.20%	Not reported	-3.4%	Q2 2013
UNPUnion Pacific Corp	$2.22M	0.19%	0.00%	+1.6%	Q1 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$2.12M	0.18%	Not reported	-3.1%	Q1 2013
BNYBank of New York Mellon Corp	$1.83M	0.16%	0.00%	-8.0%	Q4 2020
ECLEcolab Inc.	$1.71M	0.15%	0.00%	+0.6%	Q3 2014
ABTAbbott Laboratories	$1.63M	0.14%	0.00%	+2.7%	Q3 2013
USBUS Bancorp \de\	$1.59M	0.14%	0.00%	-5.6%	Q4 2015
JNJJohnson & Johnson	$1.59M	0.14%	0.00%	+0.5%	Q1 2013
TSLATesla, Inc.	$1.55M	0.13%	0.00%	+3.4%	Q4 2016
HONHoneywell International Inc	$1.52M	0.13%	0.00%	-4.6%	Q3 2014
MSIMotorola Solutions, Inc.	$1.5M	0.13%	0.00%	-0.7%	Q2 2018
GLDSPDR Gold Trust	$1.49M	0.13%	0.00%	+3.4%	Q1 2013
LLYELI LILLY & Co	$1.42M	0.12%	0.00%	+1.4%	Q2 2015
PCARPaccar Inc	$1.4M	0.12%	0.00%	-6.7%	Q4 2020
VZVerizon Communications Inc	$1.39M	0.12%	0.00%	+21.2%	Q1 2013
MDTMedtronic plc	$1.39M	0.12%	0.00%	+6.3%	Q1 2015
PGPROCTER & GAMBLE Co	$1.39M	0.12%	0.00%	+7.0%	Q1 2013
GDGeneral Dynamics Corp	$1.28M	0.11%	0.00%	-2.3%	Q2 2017
MRKMerck & Co., Inc.	$1.27M	0.11%	0.00%	+9.9%	Q1 2017
FDXFedex Corp	$1.19M	0.10%	0.00%	+0.2%	Q2 2025
NFLXNetflix Inc	$1.13M	0.10%	0.00%	+0.5%	Q1 2016
TSCOTractor Supply Co	$1.08M	0.09%	0.00%	+4.3%	Q3 2021
CICigna Group	$1.06M	0.09%	0.00%	+22.7%	Q4 2018
ADMArcher-Daniels-Midland Co	$1.06M	0.09%	0.00%	+3.3%	Q3 2023
QCOMQualcomm Inc	$1.02M	0.09%	0.00%	+7.7%	Q1 2016
BRBroadridge Financial Solutions, Inc.	$949K	0.08%	0.01%	+4.3%	Q4 2019
MCDMcdonalds Corp	$901K	0.08%	0.00%	+15.4%	Q1 2013
CVSCVS HEALTH Corp	$870K	0.07%	0.00%	-0.9%	Q1 2017
SYYSysco Corp	$866K	0.07%	0.00%	New	Q1 2026
IBMInternational Business Machines Corp	$855K	0.07%	0.00%	+7.4%	Q1 2013
BBYBest Buy Co Inc	$853K	0.07%	0.01%	Not reported	Q4 2016
TGTTarget Corp	$785K	0.07%	0.00%	+2.6%	Q3 2013
ORCLOracle Corp	$764K	0.07%	0.00%	+2.2%	Q1 2015
UNHUnitedhealth Group Inc	$741K	0.06%	0.00%	-1.1%	Q2 2014
XOMExxonMobil Holdings Corp	$727K	0.06%	0.00%	+0.3%	Q3 2013

Q4 2025Reported Feb 2, 2026121 positions
SPYSPDR S&P 500 ETF Trust	$42.7M	3.67%	Not reported	-4.5%	Q1 2013
AAPLApple Inc.	$37.4M	3.22%	0.00%	-2.9%	Q1 2013
GLDMWorld Gold Trust	$36.1M	3.11%	0.15%	-3.4%	Q1 2022
MSFTMicrosoft Corp	$10.2M	0.88%	0.00%	+7.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$4.62M	0.40%	Not reported	-0.8%	Q3 2013
GOOGAlphabet Inc.	$4.37M	0.38%	Not reported	+4.5%	Q4 2015
AMZNAmazon Com Inc	$3.82M	0.33%	0.00%	-0.5%	Q3 2013
GOOGLAlphabet Inc.	$3.77M	0.33%	0.00%	+2.1%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$3.26M	0.28%	Not reported	-2.2%	Q2 2018
MMM3m Co	$3.25M	0.28%	0.00%	+4.2%	Q1 2013
ABBVAbbVie Inc.	$2.97M	0.26%	0.00%	+79.7%	Q3 2013
METAMeta Platforms, Inc.	$2.77M	0.24%	Not reported	-1.5%	Q2 2013
NVDANvidia Corp	$2.59M	0.22%	0.00%	+7.1%	Q1 2017
CSCOCisco Systems, Inc.	$2.5M	0.22%	0.00%	+0.3%	Q2 2014
COSTCostco Wholesale Corp	$2.45M	0.21%	0.00%	+94.3%	Q4 2016
DIASPDR Dow Jones Industrial Average ETF Trust	$2.27M	0.20%	Not reported	-5.9%	Q1 2013
CATCaterpillar Inc	$2.1M	0.18%	0.00%	-3.8%	Q4 2016
UNPUnion Pacific Corp	$2.08M	0.18%	0.00%	-1.5%	Q1 2013
BNYBank of New York Mellon Corp	$1.95M	0.17%	0.00%	-8.3%	Q4 2020
ABTAbbott Laboratories	$1.94M	0.17%	0.00%	+23.0%	Q3 2013
TSLATesla, Inc.	$1.81M	0.16%	0.00%	-3.8%	Q4 2016
USBUS Bancorp \de\	$1.73M	0.15%	0.00%	+15.5%	Q4 2015
ECLEcolab Inc.	$1.68M	0.14%	0.00%	+1.0%	Q3 2014
LLYELI LILLY & Co	$1.64M	0.14%	0.00%	+7.1%	Q2 2015
MDTMedtronic plc	$1.45M	0.12%	0.00%	-0.2%	Q1 2015
PCARPaccar Inc	$1.45M	0.12%	0.00%	-3.0%	Q4 2020
HONHoneywell International Inc	$1.37M	0.12%	0.00%	+1.7%	Q3 2014
JNJJohnson & Johnson	$1.34M	0.12%	0.00%	+3.4%	Q1 2013
MSIMotorola Solutions, Inc.	$1.34M	0.12%	0.00%	-1.3%	Q2 2018
GLDSPDR Gold Trust	$1.33M	0.11%	0.00%	-1.5%	Q1 2013
PGPROCTER & GAMBLE Co	$1.29M	0.11%	0.00%	-0.5%	Q1 2013
GDGeneral Dynamics Corp	$1.29M	0.11%	0.00%	+0.1%	Q2 2017
QCOMQualcomm Inc	$1.25M	0.11%	0.00%	-1.9%	Q1 2016
BRBroadridge Financial Solutions, Inc.	$1.25M	0.11%	0.00%	-1.6%	Q4 2019
TSCOTractor Supply Co	$1.14M	0.10%	0.00%	-2.9%	Q3 2021
NFLXNetflix Inc	$1.09M	0.09%	0.00%	-0.2%	Q1 2016
MRKMerck & Co., Inc.	$1.02M	0.09%	0.00%	+4.4%	Q1 2017
ORCLOracle Corp	$990K	0.09%	0.00%	+3.4%	Q1 2015
IBMInternational Business Machines Corp	$973K	0.08%	0.00%	-0.8%	Q1 2013
CVSCVS HEALTH Corp	$969K	0.08%	0.00%	-3.0%	Q1 2017
FDXFedex Corp	$966K	0.08%	0.00%	-0.3%	Q2 2025
HSYHershey Co	$954K	0.08%	0.00%	-3.7%	Q1 2022
VZVerizon Communications Inc	$933K	0.08%	0.00%	-2.4%	Q1 2013
UNHUnitedhealth Group Inc	$914K	0.08%	0.00%	-1.6%	Q2 2014
CICigna Group	$894K	0.08%	0.00%	-1.2%	Q4 2018
SCIService Corp International	$879K	0.08%	0.01%	-26.1%	Q2 2021
ADMArcher-Daniels-Midland Co	$810K	0.07%	0.00%	+8.9%	Q3 2023
MCDMcdonalds Corp	$767K	0.07%	0.00%	+4.5%	Q1 2013
JPMJPMorgan Chase & Co	$758K	0.07%	0.00%	-7.0%	Q4 2013
UPSUnited Parcel Service Inc	$672K	0.06%	0.00%	-1.1%	Q2 2015

Q3 2025Reported Nov 13, 2025121 positions
SPYSPDR S&P 500 ETF Trust	$43.6M	3.79%	Not reported	-1.5%	Q1 2013
AAPLApple Inc.	$36.1M	3.14%	0.00%	-1.0%	Q1 2013
GLDMWorld Gold Trust	$33.5M	2.91%	0.18%	-2.4%	Q1 2022
MSFTMicrosoft Corp	$10.2M	0.89%	0.00%	-0.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$4.66M	0.41%	Not reported	+0.4%	Q3 2013
AMZNAmazon Com Inc	$3.66M	0.32%	0.00%	+1.6%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$3.26M	0.28%	Not reported	+0.7%	Q2 2018
GOOGAlphabet Inc.	$3.25M	0.28%	Not reported	-1.0%	Q4 2015
METAMeta Platforms, Inc.	$3.13M	0.27%	Not reported	-7.8%	Q2 2013
MMM3m Co	$3.02M	0.26%	0.00%	-0.2%	Q1 2013
GOOGLAlphabet Inc.	$2.87M	0.25%	0.00%	-0.9%	Q4 2016
NVDANvidia Corp	$2.42M	0.21%	0.00%	+3.8%	Q1 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$2.33M	0.20%	Not reported	-1.6%	Q1 2013
CSCOCisco Systems, Inc.	$2.21M	0.19%	0.00%	-0.8%	Q2 2014
UNPUnion Pacific Corp	$2.16M	0.19%	0.00%	-0.4%	Q1 2013
BNYBank of New York Mellon Corp	$1.99M	0.17%	0.00%	-4.6%	Q4 2020
TSLATesla, Inc.	$1.86M	0.16%	0.00%	+0.2%	Q4 2016
CATCaterpillar Inc	$1.81M	0.16%	0.00%	+1.3%	Q4 2016
ECLEcolab Inc.	$1.74M	0.15%	0.00%	-2.0%	Q3 2014
ABTAbbott Laboratories	$1.69M	0.15%	0.00%	0.0%	Q3 2013
ABBVAbbVie Inc.	$1.68M	0.15%	0.00%	+0.3%	Q3 2013
MSIMotorola Solutions, Inc.	$1.61M	0.14%	0.00%	+0.1%	Q2 2018
HONHoneywell International Inc	$1.45M	0.13%	0.00%	+1.0%	Q3 2014
MDTMedtronic plc	$1.44M	0.13%	0.00%	+0.2%	Q1 2015
NFLXNetflix Inc	$1.4M	0.12%	0.00%	+0.3%	Q1 2016
PGPROCTER & GAMBLE Co	$1.39M	0.12%	0.00%	-0.1%	Q1 2013
ORCLOracle Corp	$1.38M	0.12%	0.00%	+0.3%	Q1 2015
USBUS Bancorp \de\	$1.36M	0.12%	0.00%	-0.6%	Q4 2015
COSTCostco Wholesale Corp	$1.35M	0.12%	0.00%	-0.7%	Q4 2016
BRBroadridge Financial Solutions, Inc.	$1.35M	0.12%	0.00%	-1.4%	Q4 2019
TSCOTractor Supply Co	$1.33M	0.12%	0.00%	-0.9%	Q3 2021
PCARPaccar Inc	$1.32M	0.11%	0.00%	+0.1%	Q4 2020
GDGeneral Dynamics Corp	$1.3M	0.11%	0.00%	+0.4%	Q2 2017
SCIService Corp International	$1.27M	0.11%	0.01%	-0.1%	Q2 2021
QCOMQualcomm Inc	$1.24M	0.11%	0.00%	+1.6%	Q1 2016
GLDSPDR Gold Trust	$1.21M	0.11%	0.00%	-0.1%	Q1 2013
JNJJohnson & Johnson	$1.16M	0.10%	0.00%	-6.9%	Q1 2013
LLYELI LILLY & Co	$1.09M	0.09%	0.00%	+0.4%	Q2 2015
VZVerizon Communications Inc	$1.03M	0.09%	0.00%	+0.3%	Q1 2013
HSYHershey Co	$1.02M	0.09%	0.00%	+0.2%	Q1 2022
UNHUnitedhealth Group Inc	$972K	0.08%	0.00%	-2.0%	Q2 2014
CVSCVS HEALTH Corp	$949K	0.08%	0.00%	-1.6%	Q1 2017
CICigna Group	$948K	0.08%	0.00%	+2.9%	Q4 2018
IBMInternational Business Machines Corp	$934K	0.08%	0.00%	-0.5%	Q1 2013
JPMJPMorgan Chase & Co	$797K	0.07%	0.00%	Not reported	Q4 2013
FDXFedex Corp	$792K	0.07%	0.00%	-3.2%	Q2 2025
MRKMerck & Co., Inc.	$776K	0.07%	0.00%	-0.9%	Q1 2017
ADMArcher-Daniels-Midland Co	$773K	0.07%	0.00%	+13.9%	Q3 2023
HDHome Depot, Inc.	$763K	0.07%	0.00%	-1.4%	Q2 2016
MCDMcdonalds Corp	$730K	0.06%	0.00%	-0.1%	Q1 2013

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