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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, AGG, IYK, PHO, and represent 37.10% of WealthSpring Partners's stock portfolio.
Added to shares of these 10 stocks: BRK.A, CGDV, DFAC, CGGO, DFCF, CGGR, CGDG, VTES, DFIC, IVV.
Started 15 new stock positions in VDC, BRK.A, DE, VTES, DFIC, CGDV, JNJ, CGGO, VAW, CGGR. CGDG, HDV, KO, VTEI, DFAS.
Reduced shares in these 10 stocks: , NVDA, BRK.B, AMZN, GOOGL, GOOG, DFAI, SPY, TIP, PRU.
Sold out of its position in TSLA.
WealthSpring Partners was a net buyer of stock by $13M.
WealthSpring Partners has $109M in assets under management (AUM), dropping by 11.66%.
Central Index Key (CIK): 0001961292

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Portfolio Holdings for WealthSpring Partners

WealthSpring Partners holds 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	11.1	$12M	+8%	312k	38.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.3	$8.0M	+9%	12k	653.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.4	$7.0M	+3%	70k	99.27	View chart
Ishares Tr Us Consm Staples (IYK)	6.3	$6.9M		99k	70.03	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	5.9	$6.5M		97k	66.86	View chart
Apple (AAPL)	4.7	$5.1M	+2%	20k	253.79	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.5	$4.9M	+5%	143k	33.97	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.5	$3.9M		80k	48.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$3.8M		70k	54.05	View chart
Spdr Series Trust State Street Spd (XAR)	3.1	$3.4M	+14%	13k	253.97	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.7	$2.9M		4.5k	650.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.7	$2.9M	-3%	6.1k	479.16	View chart
NVIDIA Corporation (NVDA)	2.5	$2.7M	-5%	16k	174.40	View chart
Costco Wholesale Corporation (COST)	1.9	$2.1M		2.1k	996.37	View chart
Chevron Corporation (CVX)	1.9	$2.1M	+6%	10k	206.90	View chart
Amazon (AMZN)	1.8	$2.0M	-2%	9.5k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$1.7M	-2%	6.0k	287.58	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.5	$1.7M	+122%	40k	42.22	View chart
Microsoft Corporation (MSFT)	1.3	$1.4M	+2%	3.9k	370.16	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.3	$1.4M	NEW	2.00	718140.00	View chart
JPMorgan Chase & Co. (JPM)	1.3	$1.4M	+29%	4.7k	294.13	View chart
Raytheon Technologies Corp (RTX)	1.2	$1.3M		6.5k	192.90	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.2	$1.3M	NEW	30k	42.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.1	$1.2M	-2%	31k	38.96	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$1.1M		2.6k	430.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$963k		6.5k	148.10	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.9	$943k	NEW	28k	33.37	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.8	$874k		1.4k	616.92	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.8	$855k	NEW	21k	40.19	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.8	$822k	NEW	23k	35.90	View chart
International Business Machines (IBM)	0.7	$783k		3.2k	242.38	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.7	$754k		12k	62.83	View chart
Cisco Systems (CSCO)	0.7	$730k		9.4k	77.59	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.7	$729k	NEW	7.2k	101.14	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$711k	NEW	20k	35.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$628k	-6%	2.2k	286.82	View chart
Exxon Mobil Corporation (XOM)	0.5	$580k		3.4k	169.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$540k	+56%	7.3k	73.64	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.5	$527k	NEW	5.3k	99.94	View chart
Home Depot (HD)	0.4	$486k	+3%	1.5k	328.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$461k		8.1k	56.68	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$461k		3.3k	138.31	View chart
Meta Platforms Cl A (META)	0.4	$445k	+5%	778.00	572.35	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.4	$429k		8.0k	53.35	View chart
Visa Com Cl A (V)	0.4	$428k		1.4k	302.25	View chart
Stryker Corporation (SYK)	0.4	$414k	+3%	1.3k	328.52	View chart
Sempra Energy (SRE)	0.3	$381k		3.9k	97.17	View chart
Johnson & Johnson (JNJ)	0.3	$364k	NEW	1.5k	244.44	View chart
Starbucks Corporation (SBUX)	0.3	$350k	+6%	3.9k	89.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$321k		2.3k	142.45	View chart
American Express Company (AXP)	0.3	$291k		961.00	302.41	View chart
Nextera Energy (NEE)	0.3	$288k		3.1k	92.88	View chart
Amgen (AMGN)	0.3	$288k		818.00	351.89	View chart
Church & Dwight (CHD)	0.3	$283k		3.0k	93.32	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.3	$282k		6.9k	41.08	View chart
Prudential Financial (PRU)	0.3	$276k	-2%	2.8k	97.68	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$262k	-7%	2.4k	110.37	View chart
Crane Company Common Stock (CR)	0.2	$260k		1.5k	171.00	View chart
Walt Disney Company (DIS)	0.2	$251k	+9%	2.6k	96.39	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$248k		2.3k	106.00	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$242k		2.5k	95.62	View chart
Abbvie (ABBV)	0.2	$238k		1.1k	217.58	View chart
Novartis Sponsored Adr (NVS)	0.2	$230k		1.5k	152.76	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.2	$227k	+4%	5.9k	38.53	View chart
Vanguard World Materials Etf (VAW)	0.2	$225k	NEW	1.0k	225.34	View chart
Deere & Company (DE)	0.2	$225k	NEW	400.00	563.30	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$225k	NEW	1.0k	224.59	View chart
Coca-Cola Company (KO)	0.2	$215k	NEW	2.8k	76.05	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$206k	NEW	1.5k	135.74	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$204k		2.1k	99.09	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$204k	NEW	2.9k	71.13	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$100k		12k	8.66	View chart

Past Filings by WealthSpring Partners

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

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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