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CIK: 0001961292
Total reported value
$116.4M
$116.4M
58 檔
33.5%
In Q4 2025, WealthSpring Partners, LLC's U.S. equity holdings reached a combined market value of $116.4M, distributed across 58 disclosed stock positions.
In Q4 2025, WealthSpring Partners, LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.61% | +1.37% | -42.51% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.83% | +0.65% | -53.36% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.96% | -0.57% | -63.75% | |
| 4 | PHO | Invesco Water Resources ETF | ETF-Other | 6.91% | -0.03% | -47.55% | |
| 5 | IYK | Ishares US Consumer Staples | ETF-Other | 6.66% | -0.07% | +59.91% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.50% | +0.32% | -47.23% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.55% | +0.59% | +14.55% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.97% | -0.13% | -48.83% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.87% | +0.23% | -49.04% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.25% | -0.07% | -49.22% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.18% | +0.14% | -66.09% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 3.16% | +0.02% | +485.72% | |
| 13 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.86% | +0.33% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | -0.16% | -38.53% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | +0.21% | -33.72% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.08% | -48.06% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.88% | -0.25% | -50.16% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.49% | -0.48% | -34.12% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.23% | +0.01% | -5.83% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.23% | -0.09% | -9.13% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | +0.06% | -46.14% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.04% | -0.21% | -41.37% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.96% | +0.07% | -44.23% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | -0.11% | -30.21% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.87% | +0.06% | -63.29% | |
| 26 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.78% | -0.04% | -40.58% | |
| 27 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.78% | +0.47% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.09% | -50.94% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.27% | -40.20% | |
| 30 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.51% | -0.05% | -58.80% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.21% | -25.03% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | +0.03% | -33.15% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.05% | -13.18% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.48% | +0.03% | -61.38% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.48% | -0.05% | -13.04% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.44% | -0.04% | -34.44% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.13% | -39.35% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.36% | +0.01% | -42.72% | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | -0.05% | -8.25% | |
| 40 | SRE | Sempra | Stock-Utilities | 0.35% | -0.04% | -68.20% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.34% | +0.03% | -58.01% | |
| 42 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.34% | +0.02% | -41.76% | |
| 43 | PRU | Prudential Financial Inc | Stock-Financials | 0.34% | +0.01% | -46.68% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.32% | +0.03% | -45.15% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.29% | -0.01% | -79.05% | |
| 46 | CR | Crane Co | Stock-Industrials | 0.29% | +0.05% | -50.00% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.28% | -0.02% | -65.03% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.27% | -0.01% | -45.31% | |
| 49 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.26% | -0.01% | -53.34% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.02% | -55.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XAR | Ss Spdr S&p Aerospace Def | +2.9% | NEW | New buy |
| 2 | DFAX | Dimensional World Ex US Core | +2.6% | +14.55% | Add |
| 3 | NVDA | Nvidia CORP | +2.2% | +485.72% | Add |
| 4 | DFAC | Dimensional US Core Equity 2 | +1.9% | -42.51% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +1.1% | -33.72% | Trim |
| 6 | RTX | Rtx CORP | +0.8% | -9.13% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.8% | -38.53% | Trim |
| 8 | DFCF | Dimensional Core Fixed Inc | +0.8% | NEW | New buy |
| 9 | AAPL | Apple Inc | +0.7% | -47.23% | Trim |
| 10 | DFAI | Dimensional International Co | +0.6% | -5.83% | Trim |
| 11 | GLD | Spdr Gold Shares | +0.5% | -41.37% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.3% | -13.18% | Trim |
| 13 | NOBL | Proshares S&p 500 Dividend A | +0.3% | NEW | New buy |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | +0.3% | NEW | New buy |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.2% | -53.36% | Trim |
| 16 | MSFT | Microsoft CORP | +0.2% | -48.06% | Trim |
| 17 | COST | Costco Wholesale CORP | +0.1% | -50.16% | Trim |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | -49.22% | Trim |
| 19 | XOM | Exxon Mobil CORP | -0.1% | -39.35% | Trim |
| 20 | NEE | Nextera Energy Inc | -0.1% | -62.95% | Trim |
| 21 | VCEB | Vanguard Esg US CORP Bond | -0.1% | -40.58% | Trim |
| 22 | VT | Vanguard Tot World Stk ETF | -0.1% | -61.38% | Trim |
| 23 | TSLA | Tesla Inc | -0.1% | -73.76% | Trim |
| 24 | DIS | Walt Disney Co/the | -0.1% | -65.03% | Trim |
| 25 | SBUX | Starbucks CORP | -0.1% | -45.15% | Trim |
| 26 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -49.04% | Trim |
| 27 | CHD | Church & Dwight Co Inc | -0.2% | -53.34% | Trim |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | EXIT | Sold out |
| 29 | IHI | Ishares U.s. Medical Devices | -0.2% | -58.80% | Trim |
| 30 | INTC | Intel CORP | -0.2% | EXIT | Sold out |
| 31 | KO | Coca-cola Co/the | -0.2% | EXIT | Sold out |
| 32 | PEP | Pepsico Inc | -0.2% | EXIT | Sold out |
| 33 | DE | Deere & Co | -0.2% | EXIT | Sold out |
| 34 | PSA | Public Storage | -0.3% | EXIT | Sold out |
| 35 | BA | Boeing Co/the | -0.3% | EXIT | Sold out |
| 36 | WFC | Wells Fargo & Co | -0.3% | EXIT | Sold out |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | -0.3% | EXIT | Sold out |
| 38 | MDT | Medtronic plc | -0.3% | EXIT | Sold out |
| 39 | KMB | Kimberly-clark CORP | -0.3% | EXIT | Sold out |
| 40 | SRE | Sempra | -0.3% | -68.20% | Trim |
| 41 | VTIP | Vanguard Short-term Tips | -0.3% | EXIT | Sold out |
| 42 | PHO | Invesco Water Resources ETF | -0.3% | -47.55% | Trim |
| 43 | CVX | Chevron CORP | -0.3% | -34.12% | Trim |
| 44 | MDY | State Street Spdr S&p Midcap | -0.4% | -63.29% | Trim |
| 45 | HDV | Ishares Core High Dividend E | -0.6% | EXIT | Sold out |
| 46 | TIP | Ishares Tips Bond ETF | -0.7% | -79.05% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | -66.09% | Trim |
| 48 | BNDX | Vanguard Total Intl Bond ETF | -1.6% | -48.83% | Trim |
| 49 | IYK | Ishares US Consumer Staples | -1.8% | +59.91% | Add |
| 50 | AGG | Ishares Core U.s. Aggregate | -6.2% | -63.75% | Trim |
According to official SEC Form 13F filings, WealthSpring Partners, LLC reported a total U.S. public equity portfolio value of $116.4M across 58 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, IVV, AGG) accounted for 33.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
XAR
市值: $2.8M
Top Position Liquidated / Trimmed
HDV
前期市值: $782.6K
During Q4 2025, WealthSpring Partners, LLC's top holdings by market value included DFAC (11.6%)、IVV (7.8%)、AGG (7.0%). The largest single position, DFAC, represented 11.6% of total portfolio value.
In Q4 2025, WealthSpring Partners, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 3 positions, trimming 30 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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