# EDGAR Filing Document

**Accession Number:** 0002058986
**File Stem:** 0002058986-26-000004
**Filing Date:** 2026-4
**Character Count:** 11520
**Document Hash:** db8a1e187cf35e7dd85c06bccbe23977
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002058986-26-000004.hdr.sgml**: 20260421

**ACCESSION NUMBER**: 0002058986-26-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260421

**DATE AS OF CHANGE**: 20260421

**EFFECTIVENESS DATE**: 20260421

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SpringVest Wealth Management LLC
- **CENTRAL INDEX KEY:** 0002058986

**ORGANIZATION NAME:**
- **EIN:** 934246695
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25448
- **FILM NUMBER:** 26879112

**BUSINESS ADDRESS:**
- **STREET 1:** 14785 PRESTON R.
- **STREET 2:** STE. 590
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75254
- **BUSINESS PHONE:** 4693576370

**MAIL ADDRESS:**
- **STREET 1:** 14785 PRESTON RD. #590
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75254

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SpringVest Wealth Management LLC<br>**Address:** 14785 PRESTON RD. #590<br>DALLAS, TX 75254

**Form 13F File Number:** 028-25448

**CRD Number (if applicable):** 000329297

**SEC File Number (if applicable):** 801-129657

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Timothy Dwight<br>**Title:** CEO<br>**Phone:** 469-357-6370

**Signature, Place, and Date of Signing:**

/s/Timothy Dwight  Dallas, TX  04-21-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 67

**Form 13F Information Table Value Total:** $146413313

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 265346 | 925 | SH |  | SOLE |  | 925 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 293452 | 1409 | SH |  | SOLE |  | 1409 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | BBG001S5NFD2 | 6591651 | 50287 | SH |  | SOLE |  | 50287 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 1162225 | 4579 | SH |  | SOLE |  | 4579 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 10368370 | 21637 | SH |  | SOLE |  | 21637 | 0 | 0 |
| CACI INTL INC | CL A | 127190304 | BBG001SF9NK1 | 212109 | 390 | SH |  | SOLE |  | 390 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 | BBG001S67ZC5 | 385697 | 1864 | SH |  | SOLE |  | 1864 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 | BBG001S5TZM2 | 322576 | 2444 | SH |  | SOLE |  | 2444 | 0 | 0 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | BBG01254CL28 | 11300226 | 267651 | SH |  | SOLE |  | 267651 | 0 | 0 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | BBG00Y2PHW26 | 1071364 | 31641 | SH |  | SOLE |  | 31641 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | BBG00Y2PGDN6 | 8558866 | 219683 | SH |  | SOLE |  | 219683 | 0 | 0 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | BBG012558MV6 | 545156 | 11374 | SH |  | SOLE |  | 11374 | 0 | 0 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | BBG01254JDW6 | 5127092 | 107082 | SH |  | SOLE |  | 107082 | 0 | 0 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | BBG01J9W4CB4 | 1131695 | 22317 | SH |  | SOLE |  | 22317 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | BBG00Y2JG0C0 | 2903332 | 64347 | SH |  | SOLE |  | 64347 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | BBG011DXY6D4 | 235802 | 6068 | SH |  | SOLE |  | 6068 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | BBG011DXXNJ2 | 1172993 | 16542 | SH |  | SOLE |  | 16542 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | BBG015DLMLQ7 | 971971 | 26441 | SH |  | SOLE |  | 26441 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | BBG015GTL6R0 | 595010 | 25159 | SH |  | SOLE |  | 25159 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | BBG011DXXVM0 | 1080474 | 15190 | SH |  | SOLE |  | 15190 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | BBG001S5QNR7 | 352298 | 2691 | SH |  | SOLE |  | 2691 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 448829 | 2645 | SH |  | SOLE |  | 2645 | 0 | 0 |
| HARBOR ETF TRUST | LONG TERM GROWER | 41151J406 | BBG014VVP8S2 | 286541 | 10334 | SH |  | SOLE |  | 10334 | 0 | 0 |
| HARRIS OAKMARK ETF TRUST | OAKMARK U S LRG | 41456U106 | BBG01R1Y2M84 | 214511 | 7782 | SH |  | SOLE |  | 7782 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | BBG001SQLN69 | 276717 | 4061 | SH |  | SOLE |  | 4061 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | BBG001SKXPR1 | 2974915 | 36029 | SH |  | SOLE |  | 36029 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | BBG001S8MLN3 | 223660 | 2580 | SH |  | SOLE |  | 2580 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 2047760 | 30324 | SH |  | SOLE |  | 30324 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 664804 | 1018 | SH |  | SOLE |  | 1018 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 970486 | 2276 | SH |  | SOLE |  | 2276 | 0 | 0 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | BBG00B2MF4T8 | 1505637 | 22432 | SH |  | SOLE |  | 22432 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 665643 | 1798 | SH |  | SOLE |  | 1798 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 873274 | 5007 | SH |  | SOLE |  | 5007 | 0 | 0 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | BBG00FJQN752 | 308671 | 4934 | SH |  | SOLE |  | 4934 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG001STP9N1 | 244373 | 1478 | SH |  | SOLE |  | 1478 | 0 | 0 |
| PROSHARES TR | PSHS ULT S 500 | 74347R107 | BBG001SR6GZ7 | 282015 | 5436 | SH |  | SOLE |  | 5436 | 0 | 0 |
| PROSHARES TR | PSHS ULTRA QQQ | 74347R206 | BBG001SR6H76 | 489155 | 8019 | SH |  | SOLE |  | 8019 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | BBG001T5XQT9 | 2247479 | 89541 | SH |  | SOLE |  | 89541 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 2540396 | 82803 | SH |  | SOLE |  | 82803 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 790035 | 27121 | SH |  | SOLE |  | 27121 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | BBG001T66WQ7 | 5837764 | 191402 | SH |  | SOLE |  | 191402 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 2849380 | 6622 | SH |  | SOLE |  | 6622 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X848 | BBG001SRXRN6 | 494697 | 13520 | SH |  | SOLE |  | 13520 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | BBG001SG6843 | 549151 | 6946 | SH |  | SOLE |  | 6946 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A474 | BBG001T6B0P2 | 508183 | 16900 | SH |  | SOLE |  | 16900 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | BBG001STKCW9 | 335036 | 3656 | SH |  | SOLE |  | 3656 | 0 | 0 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | BBG001T66XM9 | 595002 | 16789 | SH |  | SOLE |  | 16789 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 | BBG001S72SM3 | 10889101 | 16744 | SH |  | SOLE |  | 16744 | 0 | 0 |
| UNIFIED SER TR | BALLAST SMLMD CP | 90470L550 | BBG00YC6P3V0 | 329948 | 7313 | SH |  | SOLE |  | 7313 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | BBG001TC6MJ4 | 2529101 | 22123 | SH |  | SOLE |  | 22123 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 921932794 | BBG001TC6MT3 | 630514 | 5066 | SH |  | SOLE |  | 5066 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | BBG001ST39Q2 | 546717 | 6973 | SH |  | SOLE |  | 6973 | 0 | 0 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | BBG00ZXBYMT4 | 9947345 | 199806 | SH |  | SOLE |  | 199806 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 729150 | 2539 | SH |  | SOLE |  | 2539 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 590723 | 989 | SH |  | SOLE |  | 989 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 299030 | 932 | SH |  | SOLE |  | 932 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 762237 | 3885 | SH |  | SOLE |  | 3885 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 289586 | 3856 | SH |  | SOLE |  | 3856 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | BBG001SHTV18 | 286774 | 3479 | SH |  | SOLE |  | 3479 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | BBG003H12XS7 | 2191362 | 43871 | SH |  | SOLE |  | 43871 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 486527 | 9752 | SH |  | SOLE |  | 9752 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | BBG001T62M38 | 21021464 | 254036 | SH |  | SOLE |  | 254036 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 8568571 | 108093 | SH |  | SOLE |  | 108093 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 345910 | 1608 | SH |  | SOLE |  | 1608 | 0 | 0 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | BBG00C868SD7 | 1315578 | 13960 | SH |  | SOLE |  | 13960 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | BBG001T0Y6W9 | 413370 | 1125 | SH |  | SOLE |  | 1125 | 0 | 0 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | BBG001SHL7K8 | 368486 | 4125 | SH |  | SOLE |  | 4125 | 0 | 0 |

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