WealthSpring Partners, LLC
13F Reported Value
ⓘ$109.0M
Holdings
72
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WealthSpring Partners, LLC disclosed 72 positions worth $109.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 9 new positions and exited 1 and a full exit from $TSLA. The portfolio is most concentrated in Other (62.6% of disclosed assets). All figures are sourced directly from WealthSpring Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1961292.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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DIMENSIONAL ETF TRUST
—Quality
$12.1M311,841 shISHARES TR
—Quality
$8.0M12,172 shISHARES TR
—Quality
$7.0M70,439 shISHARES TR
—Quality
$6.9M98,657 sh- —
Quality
$6.5M96,687 sh - 76.1
Quality
$5.1M20,181 sh DIMENSIONAL ETF TRUST
—Quality
$4.9M143,206 shVANGUARD CHARLOTTE FDS
—Quality
$3.9M80,284 shVANGUARD INTL EQUITY INDEX F
—Quality
$3.8M70,334 shSPDR SERIES TRUST
—Quality
$3.4M13,289 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $12.1M | 311,841 |
| ISHARES TR | — | $8.0M | 12,172 |
| ISHARES TR | — | $7.0M | 70,439 |
| ISHARES TR | — | $6.9M | 98,657 |
 Invesco Ltd.$IVZ | — | $6.5M | 96,687 |
 Apple Inc.$AAPL | 76.1 | $5.1M | 20,181 |
| DIMENSIONAL ETF TRUST | — | $4.9M | 143,206 |
| VANGUARD CHARLOTTE FDS | — | $3.9M | 80,284 |
| VANGUARD INTL EQUITY INDEX F | — | $3.8M | 70,334 |
| SPDR SERIES TRUST | — | $3.4M | 13,289 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WealthSpring Partners, LLC's 72 positions.
Showing top 10 of 72 holdings.
Sector Allocation
Other
$68.3M
Financials
$14.3M
Technology
$12.8M
Consumer Discretionary
$4.9M
Industrials
$3.0M
Energy
$2.7M
Healthcare
$1.5M
Utilities
$669,309
Full Holdings — WealthSpring Partners, LLC (Q1 2026)
All 72 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $12.1M | 11.1% | +9% | — |
| 2 | — | ISHARES TR | $8.0M | 7.3% | +9% | — |
| 3 | — | ISHARES TR | $7.0M | 6.4% | +3% | — |
| 4 | — | ISHARES TR | $6.9M | 6.3% | +1% | — |
| 5 | $IVZ | Invesco Ltd. | $6.5M | 5.9% | +1% | — |
| 6 | $AAPL | Apple Inc. | $5.1M | 4.7% | +2% | 76.1 |
| 7 | — | DIMENSIONAL ETF TRUST | $4.9M | 4.5% | +6% | — |
| 8 | — | VANGUARD CHARLOTTE FDS | $3.9M | 3.5% | +0% | — |
| 9 | — | VANGUARD INTL EQUITY INDEX F | $3.8M | 3.5% | +0% | — |
| 10 | — | SPDR SERIES TRUST | $3.4M | 3.1% | +15% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $2.9M | 2.7% | -1% | — |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.9M | 2.7% | -4% | 64.5 |
| 13 |  $NVDA | NVIDIA CORP | $2.7M | 2.5% | -5% | 90.2 |
| 14 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 1.9% | +0% | 67 |
| 15 |  $CVX | CHEVRON CORP | $2.1M | 1.9% | +7% | 54.7 |
| 16 |  $AMZN | AMAZON COM INC | $2.0M | 1.8% | -3% | 74.6 |
| 17 |  $GOOG | Alphabet Inc. | $1.7M | 1.6% | -3% | 80.2 |
| 18 | — | DIMENSIONAL ETF TRUST | $1.7M | 1.5% | +123% | — |
| 19 |  $MSFT | MICROSOFT CORP | $1.4M | 1.3% | +2% | 83.7 |
| 20 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 1.3% | NEW | 64.5 |
| 21 |  $JPM | JPMORGAN CHASE & CO | $1.4M | 1.3% | +29% | 35.6 |
| 22 |  $RTX | RTX Corp | $1.3M | 1.2% | +0% | 70 |
| 23 | — | CAPITAL GROUP DIVIDEND VALUE | $1.3M | 1.1% | NEW | — |
| 24 | — | DIMENSIONAL ETF TRUST | $1.2M | 1.1% | -3% | — |
| 25 |  $GLD | SPDR GOLD TRUST | $1.1M | 1.0% | +1% | — |
| 26 | — | VANGUARD WHITEHALL FDS | $962,490 | 0.9% | +0% | — |
| 27 | — | CAPITAL GROUP GBL GROWTH EQT | $943,068 | 0.9% | NEW | — |
| 28 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $874,180 | 0.8% | +0% | — |
| 29 | — | CAPITAL GROUP GROWTH ETF | $854,847 | 0.8% | NEW | — |
| 30 | — | CAPITAL GROUP DIVIDEND GROWE | $822,191 | 0.8% | NEW | — |
| 31 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $783,362 | 0.7% | +2% | 66.7 |
| 32 | — | VANGUARD WORLD FD | $754,404 | 0.7% | +0% | — |
| 33 |  $CSCO | CISCO SYSTEMS, INC. | $730,280 | 0.7% | +1% | 72.3 |
| 34 | — | VANGUARD WELLINGTON FD | $728,893 | 0.7% | NEW | — |
| 35 | — | DIMENSIONAL ETF TRUST | $710,600 | 0.7% | +12% | — |
| 36 |  $GOOGL | Alphabet Inc. | $627,840 | 0.6% | -7% | 80.2 |
| 37 |  $XOM | EXXON MOBIL CORP | $580,142 | 0.5% | +0% | 61.8 |
| 38 | — | VANGUARD BD INDEX FDS | $540,044 | 0.5% | +57% | — |
| 39 | — | VANGUARD MUN BD FDS | $527,299 | 0.5% | NEW | — |
| 40 |  $HD | HOME DEPOT, INC. | $485,872 | 0.5% | +3% | 69.2 |
| 41 | — | J P MORGAN EXCHANGE TRADED F | $460,582 | 0.4% | +0% | — |
| 42 |  $DOV | DOVER Corp | $460,561 | 0.4% | +0% | 63.1 |
| 43 |  $META | Meta Platforms, Inc. | $445,286 | 0.4% | +5% | 80.9 |
| 44 | — | ISHARES TR | $428,881 | 0.4% | +0% | — |
| 45 |  $V | VISA INC. | $427,984 | 0.4% | +0% | 83.5 |
| 46 |  $SYK | STRYKER CORP | $414,266 | 0.4% | +3% | 69.8 |
| 47 |  $SRE | SEMPRA | $380,904 | 0.3% | +0% | 47.6 |
| 48 |  $JNJ | JOHNSON & JOHNSON | $363,971 | 0.3% | NEW | 72.8 |
| 49 |  $SBUX | STARBUCKS CORP | $349,504 | 0.3% | +6% | 54.6 |
| 50 | — | ISHARES TR | $321,376 | 0.3% | +0% | — |
| 51 |  $AXP | AMERICAN EXPRESS CO | $290,618 | 0.3% | +0% | 73.2 |
| 52 |  $NEE | NEXTERA ENERGY INC | $288,405 | 0.3% | +0% | 71.7 |
| 53 |  $AMGN | AMGEN INC | $287,844 | 0.3% | +0% | 79.5 |
| 54 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $283,320 | 0.3% | +0% | 65.3 |
| 55 | — | NUSHARES ETF TR | $282,138 | 0.3% | +0% | — |
| 56 |  $PFH | PRUDENTIAL FINANCIAL INC | $275,841 | 0.3% | -3% | 58.6 |
| 57 | — | ISHARES TR | $262,361 | 0.2% | -7% | — |
| 58 |  $CR | Crane Co | $259,578 | 0.2% | +0% | 64.8 |
| 59 |  $DIS | Walt Disney Co | $250,609 | 0.2% | +10% | 68.9 |
| 60 | — | PROSHARES TR | $248,030 | 0.2% | +0% | — |
| 61 | — | ISHARES TR | $241,727 | 0.2% | +0% | — |
| 62 |  $ABBV | AbbVie Inc. | $237,819 | 0.2% | +0% | 59.3 |
| 63 |  $NVS | NOVARTIS AG | $229,906 | 0.2% | +0% | — |
| 64 | — | ISHARES TR | $227,256 | 0.2% | +4% | — |
| 65 | — | VANGUARD WORLD FD | $225,340 | 0.2% | -92% | — |
| 66 |  $DE | DEERE & CO | $225,320 | 0.2% | NEW | 57.4 |
| 67 | — | VANGUARD WORLD FD | $224,590 | 0.2% | -92% | — |
| 68 |  $KO | COCA COLA CO | $214,912 | 0.2% | NEW | 74 |
| 69 | — | ISHARES TR | $205,645 | 0.2% | -73% | — |
| 70 | — | VANGUARD CALIF TAX FREE FDS | $204,022 | 0.2% | +0% | — |
| 71 | — | DIMENSIONAL ETF TRUST | $203,860 | 0.2% | -84% | — |
| 72 | — | EATON VANCE TAX-MANAGED GLOB | $99,980 | 0.1% | +0% | — |
New Positions (9)
Exited Positions (1)
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