WealthSpring Partners, LLC
Sector Allocation
- Other63.4%$59.8M
- Technology14.9%$14.0M
- Financials13.2%$12.5M
- Energy2.0%$1.9M
- Consumer Discretionary1.8%$1.7M
- Industrials1.7%$1.6M
- Consumer Staples1.5%$1.5M
- Healthcare1.3%$1.2M
- Utilities0.3%$305,767
AUM History
13fpro.ai/research/fund/wealthspring-partners-llc-1961292
Conviction and streaks
Diversifying · top 10 = 52.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- DIMENSIONAL$8.3M
- ISHARES$6.6M
AAPL
$5.8M- ISHARES$5.3M
IVZ
$5.0M- DIMENSIONAL$4.9M
- ISHARES$4.6M
SPY
$3.3MNVDA
$2.8M- SPDR$2.7M
- VANGUARD$2.7M
- VANGUARD$2.5M
BRK.B
$2.1MCVX
$1.6M- DIMENSIONAL$1.6M
- DIMENSIONAL$1.5M
BRK.A
$1.5M- DIMENSIONAL$1.5M
AMZN
$1.5MJPM
$1.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wealthspring-partners-llc-1961292
WealthSpring Partners, LLC 13F holdings — Q3 2026
$94.4M portfolio (-18.9% QoQ) · 74 holdings · Q3 2026 13F · top 10 are 52% of the stock portfolio
- 1
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$8.3M
8.8% of stocks
-43%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE S&P500 ETF
$6.6M
7.0% of stocks
-31%This quarter—Since filed—HeldAIQuality—Est. buy— $5.8M
6.1% of stocks
-14%This quarter+0.3%Since filed4+ qtrsHeld- 4
ISHARES TR - CORE US AGGBD ET
$5.3M
5.6% of stocks
-18%This quarter—Since filed—HeldAIQuality—Est. buy— $5.0M
5.3% of stocks
-26%This quarter+2.1%Since filed4+ qtrsHeld- 6
DIMENSIONAL ETF TRUST - WORLD EX US CORE
$4.9M
5.2% of stocks
-16%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - US CONSM STAPLES
$4.6M
4.9% of stocks
-35%This quarter—Since filed—HeldAIQuality—Est. buy— $3.3M
3.5% of stocks
-2%This quarter-0.6%Since filed4+ qtrsHeld$2.8M
3.0% of stocks
-15%This quarter-2.4%Since filed4+ qtrsHeld- 10
SPDR SERIES TRUST - ST STR SP AERO
$2.7M
2.9% of stocks
-16%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $8.3M | 8.8% | -43% | — | — | — | — | |
| 2 | ISHARES TR - CORE S&P500 ETF | $6.6M | 7.0% | -31% | — | — | — | — | |
| 3 | $5.8M | 6.1% | -14% | +0.3% | 4+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - CORE US AGGBD ET | $5.3M | 5.6% | -18% | — | — | — | — | |
| 5 | $5.0M | 5.3% | -26% | +2.1% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $4.9M | 5.2% | -16% | — | — | — | — | |
| 7 | ISHARES TR - US CONSM STAPLES | $4.6M | 4.9% | -35% | — | — | — | — | |
| 8 | $3.3M | 3.5% | -2% | -0.6% | 4+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $2.8M | 3.0% | -15% | -2.4% | 4+ qtrsTrimmed 3 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SPDR SERIES TRUST - ST STR SP AERO | $2.7M | 2.9% | -16% | — | — | — | — |
All holdings — WealthSpring Partners, LLC (Q3 2026)
74 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund | — | $2.7M | 2.9% | 58K | -29% | — | — | 13F |
| 12 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $2.5M | 2.7% | 42K | -42% | — | — | 13F |
| 13 | BERKSHIRE HATHAWAY INC | Financials | $2.1M | 2.3% | 4,303 | -29% | 4+ qtrs | 73.5 | 13F | |
| 14 | CHEVRON CORP | Energy | $1.6M | 1.7% | 7,813 | -24% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETFetf/fund | — | $1.6M | 1.7% | 40K | -28% | — | — | 13F |
| 16 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKTetf/fund | — | $1.5M | 1.6% | 29K | New | — | — | 13F |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 1.6% | 2 | — | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $1.5M | 1.6% | 35K | +14% | — | — | 13F |
| 19 | AMAZON COM INC | Consumer Discretionary | $1.5M | 1.5% | 5,849 | -28% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JPMORGAN CHASE & CO | Financials | $1.4M | 1.5% | 4,198 | -11% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Alphabet Inc. | Technology | $1.4M | 1.5% | 4,004 | -32% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MICROSOFT CORP | Technology | $1.3M | 1.4% | 2,593 | -33% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.2M | 1.2% | 1,288 | -39% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - CORE S&P US GWTetf/fund | — | $1.1M | 1.1% | 5,621 | New | — | — | 13F |
| 25 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $991K | 1.1% | 1,509 | +6% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GLD | SPDR GOLD TRUST | Financials | $987K | 1.1% | 2,593 | -0.3% | |||
| 27 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | — | $965K | 1.0% | 34K | New | |||
| 28 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $884K | 0.9% | 5,695 | — | |||
| 29 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $752K | 0.8% | 20K | — | |||
| 30 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | — | $712K | 0.8% | 7,223 | +0.1% | |||
| 31 | $CSCO | CISCO SYSTEMS, INC. | Technology | $706K | 0.8% | 6,555 | -30% | |||
| 32 | $V | VISA INC. | Financials | $693K | 0.7% | 1,929 | -5% | |||
| 33 | — | ISHARES TR - CORE S&P US VLU | — | $688K | 0.7% | 6,241 | New | |||
| 34 | — | VANGUARD WORLD FD - ESG US CORP BD | — | $664K | 0.7% | 11K | -7% | |||
| 35 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $657K | 0.7% | 5,578 | New | |||
| 36 | $GOOG | Alphabet Inc. | Technology | $642K | 0.7% | 1,883 | -14% | |||
| 37 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $603K | 0.6% | 13K | +12% | |||
| 38 | $RTX | RTX Corp | Industrials | $603K | 0.6% | 3,246 | -50% | |||
| 39 | — | ISHARES TR - 7-10 YR TRSY BD | — | $559K | 0.6% | 6,260 | New | |||
| 40 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $527K | 0.6% | 2,396 | -27% | |||
| 41 | — | VANGUARD MUN BD FDS - INTERMEDIATE TRM | — | $504K | 0.5% | 5,288 | +0.1% | |||
| 42 | $AXP | AMERICAN EXPRESS CO | Financials | $473K | 0.5% | 1,556 | +62% | |||
| 43 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $470K | 0.5% | 6,702 | -5% | |||
| 44 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $460K | 0.5% | 12K | New | |||
| 45 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $430K | 0.5% | 9,930 | New | |||
| 46 | — | ISHARES TR - U.S. MED DVC ETF | — | $411K | 0.4% | 8,039 | — | |||
| 47 | $JNJ | JOHNSON & JOHNSON | Healthcare | $385K | 0.4% | 1,453 | — | |||
| 48 | $DOV | DOVER Corp | Industrials | $383K | 0.4% | 2,424 | -27% | |||
| 49 | — | PROSHARES TR - S&P 500 DV ARIST | — | $364K | 0.4% | 6,736 | +0.0% | |||
| 50 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $361K | 0.4% | 1,847 | New | |||
| 51 | — | ISHARES TR - CORE S&P TTL STK | — | $355K | 0.4% | 2,133 | -6% | |||
| 52 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $319K | 0.3% | 2,813 | -0.8% | |||
| 53 | $CR | Crane Co | Industrials | $310K | 0.3% | 1,518 | — | |||
| 54 | $SRE | SEMPRA | Utilities | $306K | 0.3% | 3,922 | +0.0% | |||
| 55 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $303K | 0.3% | 1,860 | -46% | |||
| 56 | $META | Meta Platforms, Inc. | Technology | $301K | 0.3% | 415 | -45% | |||
| 57 | $AMGN | AMGEN INC | Healthcare | $301K | 0.3% | 714 | -11% | |||
| 58 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $286K | 0.3% | 3,036 | — | |||
| 59 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $285K | 0.3% | 5,065 | -34% | |||
| 60 | $MRVL | Marvell Technology, Inc. | Technology | $278K | 0.3% | 1,053 | — | |||
| 61 | — | NUSHARES ETF TR - NUVEEN ESG MIDCP | — | $278K | 0.3% | 6,134 | -10% | |||
| 62 | $ABBV | AbbVie Inc. | Healthcare | $275K | 0.3% | 1,053 | -4% | |||
| 63 | $DE | DEERE & CO | Industrials | $269K | 0.3% | 400 | — | |||
| 64 | — | ISHARES TR - ESG AW MSCI EAFE | — | $261K | 0.3% | 2,528 | — | |||
| 65 | $TXN | TEXAS INSTRUMENTS INC | Technology | $260K | 0.3% | 927 | New | |||
| 66 | — | ISHARES TR - MSCI EAFE ETF | — | $247K | 0.3% | 2,375 | New | |||
| 67 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $246K | 0.3% | 865 | -45% | |||
| 68 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $244K | 0.3% | 3,155 | -27% | |||
| 69 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | — | $238K | 0.3% | 2,526 | +0.4% | |||
| 70 | — | ISHARES TR - TIPS BD ETF | — | $232K | 0.3% | 2,232 | -10% | |||
| 71 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $218K | 0.2% | 1,000 | — | |||
| 72 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $218K | 0.2% | 1,000 | — | |||
| 73 | $NVS | NOVARTIS AG | Healthcare | $216K | 0.2% | 1,516 | +0.7% | |||
| 74 | — | EATON VANCE TAX-MANAGED GLOB - COM | — | $109K | 0.1% | 12K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 10 added to, 40 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
- DIMENSIONAL ETF TRUST - US CORE EQT MKT$1.5M
first bought this quarter
- ISHARES TR - CORE S&P US GWT$1.1M
first bought this quarter
- SPDR SERIES TRUST - ST SHO TREAS ETF$965K
first bought this quarter
- ISHARES TR - CORE S&P US VLU$688K
first bought this quarter
- AMERICAN CENTY ETF TR - US SML CP VALU$657K
first bought this quarter
- ISHARES TR - 7-10 YR TRSY BD$559K
first bought this quarter
+5 more in the Excel export
Added to (10)
- DIMENSIONAL ETF TRUST - INTL CORE EQT MK+14%
now $1.5M
$AXPAMERICAN EXPRESS CO+62%
now $473K · held 4+ qtrs
- CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT+12%
now $603K
$MDYSPDR S&P MIDCAP 400 ETF TRUST+6%
now $991K · held 4+ qtrs
$NVSNOVARTIS AG+0.7%
now $216K · held 4+ qtrs
- VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD+0.4%
now $238K
+4 more in the Excel export
Trimmed (40)
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-43%
now $8.3M
- ISHARES TR - CORE S&P500 ETF-31%
now $6.6M
- ISHARES TR - US CONSM STAPLES-35%
now $4.6M
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF-42%
now $2.5M
now $5.0M · held 4+ qtrs
- ISHARES TR - CORE US AGGBD ET-18%
now $5.3M
+34 more in the Excel export
Holdings by quarter
Every 13F WealthSpring Partners, LLC has filed, 8 earlier quarters. Pick one to see what it held then.
Is it too late to follow WealthSpring Partners?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WealthSpring Partners's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter
Top 10 weight
52%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WealthSpring Partners, LLC disclosed 74 positions worth $94.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 11 new positions and exited 8 and a full exit from $SBUX. The portfolio is most concentrated in Other (63.4% of disclosed assets). All figures are sourced directly from WealthSpring Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1961292.
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