WealthSpring Partners

WealthSpring Partners as of March 31, 2026

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