WealthSpring Partners

WealthSpring Partners as of Dec. 31, 2025

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 286k 39.59
Ishares Tr Core S&p500 Etf (IVV) 7.8 $7.6M 11k 684.93
Ishares Tr Core Us Aggbd Et (AGG) 7.0 $6.8M 68k 99.88
Invesco Exchange Traded Fd T Water Res Etf (PHO) 6.9 $6.7M 96k 70.41
Ishares Tr Us Consm Staples (IYK) 6.7 $6.5M 97k 66.92
Apple (AAPL) 5.5 $5.4M 20k 271.86
Dimensional Etf Trust World Ex Us Core (DFAX) 4.5 $4.4M 136k 32.73
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.0 $3.9M 80k 48.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.9 $3.8M 70k 53.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $3.2M 6.3k 502.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $3.1M 4.5k 681.89
NVIDIA Corporation (NVDA) 3.2 $3.1M 17k 186.50
Spdr Series Trust State Street Spd (XAR) 2.9 $2.8M 12k 241.25
Amazon (AMZN) 2.3 $2.3M 9.8k 230.82
Alphabet Cap Stk Cl A (GOOGL) 2.0 $1.9M 6.2k 312.98
Microsoft Corporation (MSFT) 1.9 $1.8M 3.8k 483.59
Costco Wholesale Corporation (COST) 1.9 $1.8M 2.1k 862.20
Chevron Corporation (CVX) 1.5 $1.5M 9.6k 152.41
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $1.2M 32k 38.11
Raytheon Technologies Corp (RTX) 1.2 $1.2M 6.5k 183.41
JPMorgan Chase & Co. (JPM) 1.2 $1.2M 3.6k 322.20
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.0M 2.6k 396.28
International Business Machines (IBM) 1.0 $939k 3.2k 296.25
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $932k 6.5k 143.53
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.9 $853k 1.4k 603.21
Vanguard World Esg Us Corp Bd (VCEB) 0.8 $764k 12k 63.63
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.8 $760k 18k 42.56
Alphabet Cap Stk Cl C (GOOG) 0.8 $736k 2.3k 313.77
Cisco Systems (CSCO) 0.7 $714k 9.3k 77.03
Ishares Tr U.s. Med Dvc Etf (IHI) 0.5 $500k 8.0k 62.15
Visa Com Cl A (V) 0.5 $496k 1.4k 350.82
Home Depot (HD) 0.5 $491k 1.4k 344.15
Meta Platforms Cl A (META) 0.5 $487k 738.00 660.19
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $469k 3.3k 141.07
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $465k 8.1k 57.24
Stryker Corporation (SYK) 0.4 $430k 1.2k 351.51
Exxon Mobil Corporation (XOM) 0.4 $410k 3.4k 120.36
American Express Company (AXP) 0.4 $355k 960.00 369.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $347k 4.7k 74.08
Sempra Energy (SRE) 0.4 $346k 3.9k 88.29
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $335k 2.3k 148.69
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.3 $328k 6.9k 47.74
Prudential Financial (PRU) 0.3 $328k 2.9k 112.88
Starbucks Corporation (SBUX) 0.3 $309k 3.7k 84.22
Ishares Tr Tips Bd Etf (TIP) 0.3 $282k 2.6k 109.90
Crane Company Common Stock (CR) 0.3 $280k 1.5k 184.43
Walt Disney Company (DIS) 0.3 $269k 2.4k 113.77
Amgen (AMGN) 0.3 $267k 817.00 327.15
Church & Dwight (CHD) 0.3 $255k 3.0k 83.85
Abbvie (ABBV) 0.3 $250k 1.1k 228.59
Nextera Energy (NEE) 0.3 $249k 3.1k 80.28
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $243k 2.3k 104.08
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $240k 2.5k 95.09
Tesla Motors (TSLA) 0.2 $215k 477.00 449.72
Ishares Tr Self Drivng Ev (IDRV) 0.2 $214k 5.7k 37.93
Novartis Sponsored Adr (NVS) 0.2 $207k 1.5k 137.84
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.2 $206k 2.1k 100.25
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $110k 12k 9.53