WealthSpring Partners

WealthSpring Partners as of June 30, 2026

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