0001606587-22-002197.txt : 20221109 0001606587-22-002197.hdr.sgml : 20221109 20221108174351 ACCESSION NUMBER: 0001606587-22-002197 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221108 EFFECTIVENESS DATE: 20221109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Spearhead Capital Advisors, LLC CENTRAL INDEX KEY: 0001718982 IRS NUMBER: 454099194 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18206 FILM NUMBER: 221370134 BUSINESS ADDRESS: STREET 1: 12012 SOUTH SHORE BLVD STREET 2: SUITE #112 CITY: WELLINGTON STATE: FL ZIP: 33414 BUSINESS PHONE: 561.801.7302 MAIL ADDRESS: STREET 1: 12012 SOUTH SHORE BLVD STREET 2: SUITE #112 CITY: WELLINGTON STATE: FL ZIP: 33414 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001718982 XXXXXXXX 09-30-2022 09-30-2022 false Spearhead Capital Advisors, LLC

12012 South Shore Blvd Suite #112 Wellington FL 33414

13F HOLDINGS REPORT 028-18206 N Alyson Kest 561-801-7302 Alyson Kest Wellington FL 11-07-2022 0 100 92307 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 931 9618 SH SOLE NONE 0 0 9618 ABBVIE INC COM 00287Y109 952 7093 SH SOLE NONE 0 0 7093 ADOBE SYSTEMS INCORPORATED COM 00724F101 1630 5923 SH SOLE NONE 0 0 5923 ALPHABET INC CAP STK CL A 02079K305 1171 12240 SH SOLE NONE 0 0 12240 ALPHABET INC CAP STK CL C 02079K107 2432 25289 SH SOLE NONE 0 0 25289 AMAZON COM INC COM 023135106 2537 22448 SH SOLE NONE 0 0 22448 AMGEN INC COM 031162100 996 4417 SH SOLE NONE 0 0 4417 ANALOG DEVICES INC COM 032654105 429 3082 SH SOLE NONE 0 0 3082 APOLLO COML REAL EST FIN INC COM 03762U105 236 28463 SH SOLE NONE 0 0 28463 APPLE INC COM 037833100 2717 19659 SH SOLE NONE 0 0 19659 AUTOMATIC DATA PROCESSING IN COM 053015103 1936 8557 SH SOLE NONE 0 0 8557 AUTOZONE INC COM 053332102 891 416 SH SOLE NONE 0 0 416 BAKKT HOLDINGS INC COM CL A 05759B107 25 10775 SH SOLE NONE 0 0 10775 BECTON DICKINSON & CO COM 075887109 1195 5361 SH SOLE NONE 0 0 5361 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 598 2239 SH SOLE NONE 0 0 2239 BLACKROCK INC COM 09247X101 913 1660 SH SOLE NONE 0 0 1660 BLACKSTONE MTG TR INC COM CL A 09257W100 368 15779 SH SOLE NONE 0 0 15779 BOEING CO COM 097023105 585 4834 SH SOLE NONE 0 0 4834 CARRIER GLOBAL CORPORATION COM 14448C104 351 9868 SH SOLE NONE 0 0 9868 CELSIUS HLDGS INC COM NEW 15118V207 201 2220 SH SOLE NONE 0 0 2220 CERUS CORP COM 157085101 79 21826 SH SOLE NONE 0 0 21826 CHEVRON CORP NEW COM 166764100 1248 8688 SH SOLE NONE 0 0 8688 CINCINNATI FINL CORP COM 172062101 790 8816 SH SOLE NONE 0 0 8816 CME GROUP INC COM 12572Q105 352 1989 SH SOLE NONE 0 0 1989 COCA COLA CO COM 191216100 338 6037 SH SOLE NONE 0 0 6037 COINBASE GLOBAL INC COM CL A 19260Q107 466 7230 SH SOLE NONE 0 0 7230 COLGATE PALMOLIVE CO COM 194162103 342 4867 SH SOLE NONE 0 0 4867 COSTCO WHSL CORP NEW COM 22160K105 923 1955 SH SOLE NONE 0 0 1955 CVS HEALTH CORP COM 126650100 883 9255 SH SOLE NONE 0 0 9255 DISNEY WALT CO COM 254687106 1333 14129 SH SOLE NONE 0 0 14129 DOVER CORP COM 260003108 775 6644 SH SOLE NONE 0 0 6644 DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 114 10941 SH SOLE NONE 0 0 10941 ECOLAB INC COM 278865100 682 4725 SH SOLE NONE 0 0 4725 ENPHASE ENERGY INC COM 29355A107 296 1066 SH SOLE NONE 0 0 1066 ENVIVA INC COM 29415B103 228 3800 SH SOLE NONE 0 0 3800 FACTSET RESH SYS INC COM 303075105 340 850 SH SOLE NONE 0 0 850 FIDELITY COVINGTON TRUST MSCI ENERGY IDX 316092402 229 11523 SH SOLE NONE 0 0 11523 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 270 6184 SH SOLE NONE 0 0 6184 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 812 32819 SH SOLE NONE 0 0 32819 GRACO INC COM 384109104 411 6851 SH SOLE NONE 0 0 6851 HOME DEPOT INC COM 437076102 1083 3924 SH SOLE NONE 0 0 3924 ISHARES GOLD TR ISHARES NEW 464285204 5128 162651 SH SOLE NONE 0 0 162651 ISHARES INC CORE MSCI EMKT 46434G103 4318 100454 SH SOLE NONE 0 0 100454 ISHARES INC MSCI EMRG CHN 46434G764 283 6390 SH SOLE NONE 0 0 6390 ISHARES TR CORE S&P SCP ETF 464287804 1181 13550 SH SOLE NONE 0 0 13550 ISHARES TR CORE S&P500 ETF 464287200 405 1129 SH SOLE NONE 0 0 1129 ISHARES TR RUS 2000 GRW ETF 464287648 1989 9630 SH SOLE NONE 0 0 9630 ISHARES TR MSCI EMG MKT ETF 464287234 453 13000 SH SOLE NONE 0 0 13000 ISHARES TR NATIONAL MUN ETF 464288414 501 4885 SH SOLE NONE 0 0 4885 ISHARES TR CORE MSCI EAFE 46432F842 309 5873 SH SOLE NONE 0 0 5873 ISHARES TR RUSEL 2500 ETF 46435G268 341 6849 SH SOLE NONE 0 0 6849 JOHNSON & JOHNSON COM 478160104 2121 12984 SH SOLE NONE 0 0 12984 JPMORGAN CHASE & CO COM 46625H100 877 8394 SH SOLE NONE 0 0 8394 KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101 2601 202580 SH SOLE NONE 0 0 202580 LINDE PLC SHS G5494J103 573 2124 SH SOLE NONE 0 0 2124 LOWES COS INC COM 548661107 665 3543 SH SOLE NONE 0 0 3543 MASTERCARD INCORPORATED CL A 57636Q104 752 2646 SH SOLE NONE 0 0 2646 MCCORMICK & CO INC COM NON VTG 579780206 762 10696 SH SOLE NONE 0 0 10696 MCDONALDS CORP COM 580135101 899 3896 SH SOLE NONE 0 0 3896 MEDTRONIC PLC SHS G5960L103 1054 13056 SH SOLE NONE 0 0 13056 META PLATFORMS INC CL A 30303M102 1389 10241 SH SOLE NONE 0 0 10241 METTLER TOLEDO INTERNATIONAL COM 592688105 325 300 SH SOLE NONE 0 0 300 MICROSOFT CORP COM 594918104 4348 18668 SH SOLE NONE 0 0 18668 MIDDLEBY CORP COM 596278101 344 2687 SH SOLE NONE 0 0 2687 MOODYS CORP COM 615369105 791 3254 SH SOLE NONE 0 0 3254 MSCI INC COM 55354G100 494 1171 SH SOLE NONE 0 0 1171 NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 36 14971 SH SOLE NONE 0 0 14971 NIKE INC CL B 654106103 344 4143 SH SOLE NONE 0 0 4143 ORACLE CORP COM 68389X105 358 5869 SH SOLE NONE 0 0 5869 OTIS WORLDWIDE CORP COM 68902V107 338 5294 SH SOLE NONE 0 0 5294 PEPSICO INC COM 713448108 1661 10171 SH SOLE NONE 0 0 10171 PROCTER AND GAMBLE CO COM 742718109 1062 8414 SH SOLE NONE 0 0 8414 REALTY INCOME CORP COM 756109104 1572 27007 SH SOLE NONE 0 0 27007 RIOT BLOCKCHAIN INC COM 767292105 84 11926 SH SOLE NONE 0 0 11926 ROPER TECHNOLOGIES INC COM 776696106 1508 4192 SH SOLE NONE 0 0 4192 S&P GLOBAL INC COM 78409V104 730 2392 SH SOLE NONE 0 0 2392 SALESFORCE INC COM 79466L302 1377 9571 SH SOLE NONE 0 0 9571 SCHWAB CHARLES CORP COM 808513105 784 10908 SH SOLE NONE 0 0 10908 SHERWIN WILLIAMS CO COM 824348106 1407 6870 SH SOLE NONE 0 0 6870 SHOCKWAVE MED INC COM 82489T104 209 752 SH SOLE NONE 0 0 752 SOUTHERN CO COM 842587107 297 4363 SH SOLE NONE 0 0 4363 SPDR SER TR PORTFLI TIPS ETF 78464A656 344 13575 SH SOLE NONE 0 0 13575 STANLEY BLACK & DECKER INC COM 854502101 529 7037 SH SOLE NONE 0 0 7037 STARBUCKS CORP COM 855244109 753 8941 SH SOLE NONE 0 0 8941 STARWOOD PPTY TR INC COM 85571B105 371 20345 SH SOLE NONE 0 0 20345 SYSCO CORP COM 871829107 798 11287 SH SOLE NONE 0 0 11287 TARGET CORP COM 87612E106 714 4812 SH SOLE NONE 0 0 4812 TJX COS INC NEW COM 872540109 463 7448 SH SOLE NONE 0 0 7448 UNITEDHEALTH GROUP INC COM 91324P102 2091 4141 SH SOLE NONE 0 0 4141 V F CORP COM 918204108 483 16133 SH SOLE NONE 0 0 16133 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 754 10573 SH SOLE NONE 0 0 10573 VANGUARD INDEX FDS MID CAP ETF 922908629 869 4624 SH SOLE NONE 0 0 4624 VANGUARD INDEX FDS SM CP VAL ETF 922908611 352 2454 SH SOLE NONE 0 0 2454 VANGUARD INDEX FDS SML CP GRW ETF 922908595 960 4918 SH SOLE NONE 0 0 4918 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 928 5442 SH SOLE NONE 0 0 5442 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 704 5782 SH SOLE NONE 0 0 5782 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 297 905 SH SOLE NONE 0 0 905 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 268 7378 SH SOLE NONE 0 0 7378 VISA INC COM CL A 92826C839 1808 10175 SH SOLE NONE 0 0 10175 WALMART INC COM 931142103 1063 8199 SH SOLE NONE 0 0 8199