WealthSpring Partners, LLC
13F Reported Value
ⓘ$116.4M
Holdings
71
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WealthSpring Partners, LLC disclosed 71 positions worth $116.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $MRVL. The portfolio is most concentrated in Other (62.3% of disclosed assets). All figures are sourced directly from WealthSpring Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1961292.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$14.5M327,536 shISHARES TR - CORE S&P500 ETF
—Quality
$9.2M12,348 shISHARES TR - US CONSM STAPLES
—Quality
$7.3M100,371 sh- —
Quality
$6.9M99,343 sh ISHARES TR - CORE US AGGBD ET
—Quality
$6.8M68,719 shDIMENSIONAL ETF TRUST - WORLD EX US CORE
—Quality
$5.9M159,662 sh- 76.4
Quality
$5.8M20,177 sh VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$4.3M72,464 shSPDR SERIES TRUST - ST STR SP AERO
—Quality
$4.0M14,075 shVANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
—Quality
$4.0M81,998 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $14.5M | 327,536 |
| ISHARES TR - CORE S&P500 ETF | — | $9.2M | 12,348 |
| ISHARES TR - US CONSM STAPLES | — | $7.3M | 100,371 |
 Invesco Ltd.$IVZ | — | $6.9M | 99,343 |
| ISHARES TR - CORE US AGGBD ET | — | $6.8M | 68,719 |
| DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $5.9M | 159,662 |
 Apple Inc.$AAPL | 76.4 | $5.8M | 20,177 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $4.3M | 72,464 |
| SPDR SERIES TRUST - ST STR SP AERO | — | $4.0M | 14,075 |
| VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $4.0M | 81,998 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WealthSpring Partners, LLC's 71 positions.
Showing top 10 of 71 holdings.
Sector Allocation
Other
$72.5M
Financials
$15.2M
Technology
$14.9M
Consumer Discretionary
$4.9M
Industrials
$3.5M
Energy
$2.2M
Healthcare
$1.6M
Utilities
$636,057
Full Holdings — WealthSpring Partners, LLC (Q2 2026)
All 71 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 - US COR EQU 2 ETF | $14.5M | 12.5% | +5% | — |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $9.2M | 8.0% | +1% | — |
| 3 | — | ISHARES TR - US CONSM STAPLES | $7.3M | 6.3% | +2% | — |
| 4 | $IVZ | Invesco Ltd. | $6.9M | 5.9% | +3% | — |
| 5 | — | ISHARES TR - CORE US AGGBD ET | $6.8M | 5.8% | -2% | — |
| 6 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $5.9M | 5.0% | +11% | — |
| 7 | $AAPL | Apple Inc. | $5.8M | 5.0% | -0% | 76.4 |
| 8 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $4.3M | 3.7% | +3% | — |
| 9 | — | SPDR SERIES TRUST - ST STR SP AERO | $4.0M | 3.4% | +6% | — |
| 10 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $4.0M | 3.4% | +2% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $3.3M | 2.8% | -2% | — |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.0M | 2.6% | -1% | 73.8 |
| 13 |  $NVDA | NVIDIA CORP | $2.9M | 2.5% | -6% | 85.9 |
| 14 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $2.3M | 2.0% | +39% | — |
| 15 |  $GOOG | Alphabet Inc. | $2.1M | 1.8% | -3% | 78.2 |
| 16 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 1.7% | -1% | 66.2 |
| 17 |  $AMZN | AMAZON COM INC | $1.9M | 1.7% | -15% | 68.7 |
| 18 |  $CVX | CHEVRON CORP | $1.7M | 1.5% | +1% | 62.8 |
| 19 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 1.3% | +1% | 70.7 |
| 20 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 1.3% | +0% | 73.8 |
| 21 |  $MSFT | MICROSOFT CORP | $1.4M | 1.2% | -1% | 79.8 |
| 22 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $1.3M | 1.1% | +1% | — |
| 23 |  $RTX | RTX Corp | $1.2M | 1.1% | +0% | 73.2 |
| 24 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.9% | -1% | 70.3 |
| 25 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $998,568 | 0.9% | +0% | — |
| 26 |  $GLD | SPDR GOLD TRUST | $958,451 | 0.8% | +0% | — |
| 27 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $921,188 | 0.8% | +1% | 70 |
| 28 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $899,981 | 0.8% | -12% | — |
| 29 |  $GOOGL | Alphabet Inc. | $775,210 | 0.7% | +0% | 78.2 |
| 30 | — | VANGUARD WORLD FD - ESG US CORP BD | $755,619 | 0.7% | +0% | — |
| 31 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $745,200 | 0.6% | +0% | — |
| 32 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $730,931 | 0.6% | +0% | — |
| 33 |  $V | VISA INC. | $694,161 | 0.6% | +43% | 82.9 |
| 34 |  $HD | HOME DEPOT, INC. | $553,492 | 0.5% | +6% | 60.3 |
| 35 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $534,776 | 0.5% | -47% | — |
| 36 | — | VANGUARD MUN BD FDS - INTERMEDIATE TRM | $533,335 | 0.5% | +0% | — |
| 37 |  $DOV | DOVER Corp | $523,180 | 0.5% | +0% | 58.1 |
| 38 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $519,813 | 0.5% | -3% | — |
| 39 |  $XOM.R34088 | EXXON MOBIL CORP | $469,045 | 0.4% | +0% | 57.9 |
| 40 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $433,540 | 0.4% | -6% | — |
| 41 |  $META | Meta Platforms, Inc. | $422,179 | 0.4% | -4% | 79.6 |
| 42 |  $SBUX | STARBUCKS CORP | $408,019 | 0.3% | +2% | 58.2 |
| 43 | — | ISHARES TR - U.S. MED DVC ETF | $397,207 | 0.3% | +0% | — |
| 44 |  $SYK | STRYKER CORP | $393,245 | 0.3% | -1% | 72.1 |
| 45 | — | PROSHARES TR - S&P 500 DV ARIST | $378,242 | 0.3% | +188% | — |
| 46 | — | ISHARES TR - CORE S&P TTL STK | $371,096 | 0.3% | +0% | — |
| 47 |  $JNJ | JOHNSON & JOHNSON | $369,018 | 0.3% | -2% | 69 |
| 48 |  $SRE | SEMPRA | $363,519 | 0.3% | +0% | 41.9 |
| 49 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $356,257 | 0.3% | +51% | — |
| 50 |  $CR | Crane Co | $338,620 | 0.3% | +0% | 66.9 |
| 51 |  $AXP | AMERICAN EXPRESS CO | $325,417 | 0.3% | +0% | 69.4 |
| 52 | — | NUSHARES ETF TR - NUVEEN ESG MIDCP | $321,019 | 0.3% | -0% | — |
| 53 |  $MRVL | Marvell Technology, Inc. | $313,584 | 0.3% | NEW | 76.5 |
| 54 |  $PFH | PRUDENTIAL FINANCIAL INC | $306,189 | 0.3% | +0% | 58.7 |
| 55 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $294,128 | 0.3% | +0% | 58.1 |
| 56 |  $AMGN | AMGEN INC | $289,577 | 0.3% | -2% | 79.2 |
| 57 |  $ABBV | AbbVie Inc. | $275,161 | 0.2% | +0% | 72.6 |
| 58 |  $NEE | NEXTERA ENERGY INC | $272,538 | 0.2% | +0% | 64.6 |
| 59 | — | ISHARES TR - TIPS BD ETF | $271,653 | 0.2% | +4% | — |
| 60 | — | ISHARES TR - ESG AW MSCI EAFE | $259,904 | 0.2% | +0% | — |
| 61 |  $DE | DEERE & CO | $253,732 | 0.2% | +0% | 55.4 |
| 62 | — | VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD | $253,255 | 0.2% | +22% | — |
| 63 |  $DIS | Walt Disney Co | $244,769 | 0.2% | -2% | 60.1 |
| 64 |  $KO | COCA COLA CO | $241,490 | 0.2% | +5% | 69.5 |
| 65 |  $NVS | NOVARTIS AG | $235,881 | 0.2% | +0% | — |
| 66 | — | ISHARES TR - SELF DRIVNG EV | $233,359 | 0.2% | +4% | — |
| 67 | — | VANGUARD WORLD FD - MATERIALS ETF | $228,790 | 0.2% | +0% | — |
| 68 | — | VANGUARD WORLD FD - CONSUM STP ETF | $225,490 | 0.2% | +0% | — |
| 69 |  $PSA | Public Storage | $217,852 | 0.2% | NEW | 69.1 |
| 70 |  $TSLA | Tesla, Inc. | $200,626 | 0.2% | NEW | 53.9 |
| 71 | — | EATON VANCE TAX-MANAGED GLOB - COM | $113,256 | 0.1% | +0% | — |
New Positions (3)
Exited Positions (4)
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