WealthSpring Partners
Latest statistics and disclosures from WealthSpring Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, IVV, AGG, PHO, IYK, and represent 39.98% of WealthSpring Partners's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$11M), IVV (+$7.6M), AGG (+$6.8M), PHO (+$6.7M), IYK (+$6.5M), AAPL (+$5.4M), DFAX, BNDX, VWO, BRK.B.
- Started 58 new stock positions in DFAX, NVDA, DIS, AMGN, TSLA, PRU, PHO, IHI, RTX, BND.
- Reduced shares in these 1 stock: Amr.
- Sold out of its position in Amr.
- WealthSpring Partners was a net buyer of stock by $98M.
- WealthSpring Partners has $98M in assets under management (AUM).
- Central Index Key (CIK): 0001961292
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Portfolio Holdings for WealthSpring Partners
WealthSpring Partners holds 58 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 11.6 | $11M | NEW | 286k | 39.59 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.8 | $7.6M | NEW | 11k | 684.93 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 7.0 | $6.8M | NEW | 68k | 99.88 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 6.9 | $6.7M | NEW | 96k | 70.41 |
|
| Ishares Tr Us Consm Staples (IYK) | 6.7 | $6.5M | NEW | 97k | 66.92 |
|
| Apple (AAPL) | 5.5 | $5.4M | NEW | 20k | 271.86 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.5 | $4.4M | NEW | 136k | 32.73 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.0 | $3.9M | NEW | 80k | 48.32 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.9 | $3.8M | NEW | 70k | 53.76 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $3.2M | NEW | 6.3k | 502.61 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $3.1M | NEW | 4.5k | 681.89 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $3.1M | NEW | 17k | 186.50 |
|
| Spdr Series Trust State Street Spd (XAR) | 2.9 | $2.8M | NEW | 12k | 241.25 |
|
| Amazon (AMZN) | 2.3 | $2.3M | NEW | 9.8k | 230.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $1.9M | NEW | 6.2k | 312.98 |
|
| Microsoft Corporation (MSFT) | 1.9 | $1.8M | NEW | 3.8k | 483.59 |
|
| Costco Wholesale Corporation (COST) | 1.9 | $1.8M | NEW | 2.1k | 862.20 |
|
| Chevron Corporation (CVX) | 1.5 | $1.5M | NEW | 9.6k | 152.41 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.2 | $1.2M | NEW | 32k | 38.11 |
|
| Raytheon Technologies Corp (RTX) | 1.2 | $1.2M | NEW | 6.5k | 183.41 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $1.2M | NEW | 3.6k | 322.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $1.0M | NEW | 2.6k | 396.28 |
|
| International Business Machines (IBM) | 1.0 | $939k | NEW | 3.2k | 296.25 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $932k | NEW | 6.5k | 143.53 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.9 | $853k | NEW | 1.4k | 603.21 |
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.8 | $764k | NEW | 12k | 63.63 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.8 | $760k | NEW | 18k | 42.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $736k | NEW | 2.3k | 313.77 |
|
| Cisco Systems (CSCO) | 0.7 | $714k | NEW | 9.3k | 77.03 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.5 | $500k | NEW | 8.0k | 62.15 |
|
| Visa Com Cl A (V) | 0.5 | $496k | NEW | 1.4k | 350.82 |
|
| Home Depot (HD) | 0.5 | $491k | NEW | 1.4k | 344.15 |
|
| Meta Platforms Cl A (META) | 0.5 | $487k | NEW | 738.00 | 660.19 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $469k | NEW | 3.3k | 141.07 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $465k | NEW | 8.1k | 57.24 |
|
| Stryker Corporation (SYK) | 0.4 | $430k | NEW | 1.2k | 351.51 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $410k | NEW | 3.4k | 120.36 |
|
| American Express Company (AXP) | 0.4 | $355k | NEW | 960.00 | 369.88 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $347k | NEW | 4.7k | 74.08 |
|
| Sempra Energy (SRE) | 0.4 | $346k | NEW | 3.9k | 88.29 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $335k | NEW | 2.3k | 148.69 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.3 | $328k | NEW | 6.9k | 47.74 |
|
| Prudential Financial (PRU) | 0.3 | $328k | NEW | 2.9k | 112.88 |
|
| Starbucks Corporation (SBUX) | 0.3 | $309k | NEW | 3.7k | 84.22 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $282k | NEW | 2.6k | 109.90 |
|
| Crane Company Common Stock (CR) | 0.3 | $280k | NEW | 1.5k | 184.43 |
|
| Walt Disney Company (DIS) | 0.3 | $269k | NEW | 2.4k | 113.77 |
|
| Amgen (AMGN) | 0.3 | $267k | NEW | 817.00 | 327.15 |
|
| Church & Dwight (CHD) | 0.3 | $255k | NEW | 3.0k | 83.85 |
|
| Abbvie (ABBV) | 0.3 | $250k | NEW | 1.1k | 228.59 |
|
| Nextera Energy (NEE) | 0.3 | $249k | NEW | 3.1k | 80.28 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $243k | NEW | 2.3k | 104.08 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $240k | NEW | 2.5k | 95.09 |
|
| Tesla Motors (TSLA) | 0.2 | $215k | NEW | 477.00 | 449.72 |
|
| Ishares Tr Self Drivng Ev (IDRV) | 0.2 | $214k | NEW | 5.7k | 37.93 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $207k | NEW | 1.5k | 137.84 |
|
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.2 | $206k | NEW | 2.1k | 100.25 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $110k | NEW | 12k | 9.53 |
|
Past Filings by WealthSpring Partners
SEC 13F filings are viewable for WealthSpring Partners going back to 2022
- WealthSpring Partners 2025 Q4 filed Feb. 12, 2026
- WealthSpring Partners 2022 Q4 restated filed Feb. 12, 2024
- WealthSpring Partners 2023 Q1 restated filed Feb. 12, 2024
- WealthSpring Partners 2023 Q2 restated filed Feb. 12, 2024
- WealthSpring Partners 2023 Q3 restated filed Feb. 12, 2024
- WealthSpring Partners 2022 Q3 restated filed Feb. 12, 2024
- WealthSpring Partners 2023 Q3 filed Nov. 3, 2023
- WealthSpring Partners 2023 Q2 filed Aug. 3, 2023
- WealthSpring Partners 2023 Q1 filed May 4, 2023
- WealthSpring Partners 2022 Q4 filed Feb. 10, 2023
- WealthSpring Partners 2022 Q3 filed Feb. 8, 2023