0001104659-20-095161.txt : 20200814 0001104659-20-095161.hdr.sgml : 20200814 20200814102310 ACCESSION NUMBER: 0001104659-20-095161 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wellspring Financial Advisors, LLC CENTRAL INDEX KEY: 0001811308 IRS NUMBER: 208013235 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20261 FILM NUMBER: 201102324 BUSINESS ADDRESS: STREET 1: 5885 LANDERBROOK DR STREET 2: SUITE 205 CITY: CLEVELAND STATE: OH ZIP: 44124 BUSINESS PHONE: 216-367-0680 MAIL ADDRESS: STREET 1: 5885 LANDERBROOK DR STREET 2: SUITE 205 CITY: CLEVELAND STATE: OH ZIP: 44124 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001811308 XXXXXXXX 06-30-2020 06-30-2020 false Wellspring Financial Advisors, LLC

5885 Landerbrook Dr Suite 205 Cleveland OH 44124

13F HOLDINGS REPORT 028-20261 N Laura Capuozzo 216-367-0680 /s/ Laura Capuozzo Cleveland OH 08-13-2020 0 88 242273 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM COM 002824100 256 2795 SH SOLE 2795 0 0 ABBVIE INC COM COM 00287Y109 266 2706 SH SOLE 2705 0 0 ALPHABET INC CAP STK CL C CL C 02079K107 460 326 SH SOLE 325 0 0 AMAZON.COM INC COM 023135106 1451 526 SH SOLE 526 0 0 AMGEN INC COM 031162100 562 2381 SH SOLE 2381 0 0 APPLE INC COM 037833100 2348 6437 SH SOLE 6436 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 359 2013 SH SOLE 2013 0 0 BLACKROCK CALIF MUN INCOME TR SH BEN INT SH BEN INT 09248E102 136 10300 SH SOLE 10300 0 0 BLACKROCK MUN 2020 TERM TR COM SHS COM SHS 09249X109 183 12200 SH SOLE 12200 0 0 BLACKROCK MUNIHLDGS NY QLTY FD COM COM 09255C106 292 22021 SH SOLE 22021 0 0 BLACKROCK MUNIHOLDINGS QUALITY COM COM 09254A101 132 10879 SH SOLE 10879 0 0 BLACKROCK MUNIYIELD QUALITY FD COM COM 09254E103 351 26975 SH SOLE 26975 0 0 COSTCO WHOLESALE CORP COM 22160K105 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