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WealthSpring Partners

Latest statistics and disclosures from WealthSpring Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, IVV, IYK, PHO, AGG, and represent 38.44% of WealthSpring Partners's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFCF, DFAX, MRVL, NOBL, XAR, PSA, V, TSLA, PHO.
Started 3 new stock positions in PSA, TSLA, MRVL.
Reduced shares in these 10 stocks: CGDV, CGGO, CGDG, CGGR, AMZN, HDV, NVDA, AGG, VYM, SPY.
Sold out of its positions in CGDV, CGGO, CGDG, HDV.
WealthSpring Partners was a net seller of stock by $-473k.
WealthSpring Partners has $116M in assets under management (AUM), dropping by 6.77%.
Central Index Key (CIK): 0001961292

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Positions held by WealthSpring Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WealthSpring Partners

WealthSpring Partners holds 71 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	12.5	$15M	+5%	328k	44.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.9	$9.2M		12k	748.92	View chart
Ishares Tr Us Consm Staples (IYK)	6.3	$7.3M		100k	72.66	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	5.9	$6.9M	+2%	99k	69.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.8	$6.8M	-2%	69k	98.98	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	5.1	$5.9M	+11%	160k	36.84	View chart
Apple (AAPL)	5.0	$5.8M		20k	289.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$4.3M	+3%	73k	59.69	View chart
Spdr Series Trust St Str Sp Aero (XAR)	3.4	$4.0M	+5%	14k	283.80	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.4	$4.0M	+2%	82k	48.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.8	$3.3M	-2%	4.4k	746.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.6	$3.0M		6.0k	500.35	View chart
NVIDIA Corporation (NVDA)	2.5	$2.9M	-6%	15k	200.09	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	2.0	$2.3M	+38%	55k	42.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$2.1M	-3%	5.8k	357.38	View chart
Costco Wholesale Corporation (COST)	1.7	$2.0M		2.1k	935.28	View chart
Amazon (AMZN)	1.7	$1.9M	-14%	8.1k	238.34	View chart
Chevron Corporation (CVX)	1.5	$1.7M		10k	165.77	View chart
JPMorgan Chase & Co. (JPM)	1.3	$1.5M		4.7k	327.36	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.3	$1.5M		2.00	748850.00	View chart
Microsoft Corporation (MSFT)	1.2	$1.4M		3.9k	373.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$1.3M		31k	41.25	View chart
Raytheon Technologies Corp (RTX)	1.1	$1.2M		6.6k	189.73	View chart
Cisco Systems (CSCO)	0.9	$1.1M		9.4k	117.46	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.9	$999k		1.4k	703.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$959k		2.6k	368.35	View chart
International Business Machines (IBM)	0.8	$921k		3.3k	281.19	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$900k	-12%	5.7k	158.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$775k		2.2k	353.33	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.6	$756k		12k	62.76	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$745k		20k	37.26	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.6	$731k		7.2k	101.31	View chart
Visa Com Cl A (V)	0.6	$694k	+42%	2.0k	343.13	View chart
Home Depot (HD)	0.5	$554k	+6%	1.6k	352.77	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.5	$535k	-46%	11k	47.20	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.5	$533k		5.3k	100.97	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$523k		3.3k	156.97	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$520k	-3%	7.1k	73.41	View chart
Exxon Mobil Corporation (XOM)	0.4	$469k		3.4k	136.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$434k	-5%	7.7k	56.48	View chart
Meta Platforms Cl A (META)	0.4	$422k	-3%	749.00	563.66	View chart
Starbucks Corporation (SBUX)	0.4	$408k	+2%	4.0k	102.18	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.3	$397k		8.0k	49.41	View chart
Stryker Corporation (SYK)	0.3	$393k		1.2k	314.85	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$378k	+187%	6.7k	56.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$371k		2.3k	164.27	View chart
Johnson & Johnson (JNJ)	0.3	$369k	-2%	1.5k	253.97	View chart
Sempra Energy (SRE)	0.3	$364k		3.9k	92.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$356k	+50%	4.3k	82.33	View chart
Crane Company Common Stock (CR)	0.3	$339k		1.5k	223.07	View chart
American Express Company (AXP)	0.3	$325k		962.00	338.27	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.3	$321k		6.8k	46.96	View chart
Marvell Technology (MRVL)	0.3	$314k	NEW	1.1k	297.80	View chart
Prudential Financial (PRU)	0.3	$306k		2.8k	107.93	View chart
Church & Dwight (CHD)	0.3	$294k		3.0k	96.88	View chart
Amgen (AMGN)	0.2	$290k	-2%	800.00	361.97	View chart
Abbvie (ABBV)	0.2	$275k		1.1k	251.75	View chart
Nextera Energy (NEE)	0.2	$273k		3.1k	87.77	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$272k	+4%	2.5k	109.45	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$260k		2.5k	102.81	View chart
Deere & Company (DE)	0.2	$254k		400.00	634.33	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$253k	+22%	2.5k	100.62	View chart
Walt Disney Company (DIS)	0.2	$245k	-2%	2.5k	96.25	View chart
Coca-Cola Company (KO)	0.2	$242k	+5%	3.0k	81.28	View chart
Novartis Sponsored Adr (NVS)	0.2	$236k		1.5k	156.73	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.2	$233k	+3%	6.1k	38.10	View chart
Vanguard World Materials Etf (VAW)	0.2	$229k		1.0k	228.79	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$226k		1.0k	225.49	View chart
Public Storage (PSA)	0.2	$218k	NEW	684.00	318.50	View chart
Tesla Motors (TSLA)	0.2	$201k	NEW	477.00	420.60	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$113k		12k	9.81	View chart

Past Filings by WealthSpring Partners

SEC 13F filings are viewable for WealthSpring Partners going back to 2022

WealthSpring Partners 2026 Q2 filed Aug. 5, 2026
WealthSpring Partners 2026 Q1 filed April 21, 2026
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

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