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CIK: 0001961292
Total reported value
$116.4M
$116.4M
72 檔
34.7%
The Q1 2026 SEC filing reveals that WealthSpring Partners, LLC held a total portfolio value of $116.4M, covering 72 public equity positions.
In Q1 2026, WealthSpring Partners, LLC displayed an active expansion posture, initiating 15 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.12% | +1.37% | +8.92% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.30% | +0.65% | +9.12% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.42% | -0.57% | +3.50% | |
| 4 | IYK | Ishares US Consumer Staples | ETF-Other | 6.34% | -0.07% | +1.49% | |
| 5 | PHO | Invesco Water Resources ETF | ETF-Other | 5.93% | -0.03% | +0.99% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.70% | +0.32% | +2.27% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.46% | +0.59% | +5.62% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.54% | -0.13% | +0.20% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.49% | +0.23% | +0.03% | |
| 10 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 3.10% | +0.33% | +14.67% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.69% | +0.14% | -0.90% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.66% | -0.07% | -3.87% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | +0.02% | -5.23% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.95% | -0.25% | +0.28% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.94% | -0.48% | +6.72% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | -0.16% | -2.52% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.21% | -2.76% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.54% | +0.47% | +122.99% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.08% | +2.50% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.32% | -0.03% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | +0.06% | +29.37% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.09% | +0.28% | |
| 23 | CGDV | Cap Group Dividend Value | ETF-Other | 1.15% | -1.15% | EXIT | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 1.09% | +0.01% | -2.64% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.03% | -0.21% | +1.32% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.88% | -0.11% | +0.05% | |
| 27 | CGGO | Cap Group Global Growth | ETF-Other | 0.87% | -0.87% | EXIT | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.80% | +0.06% | +0.21% | |
| 29 | CGGR | Cap Group Growth Equity | ETF-Other | 0.78% | -0.32% | — | |
| 30 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.75% | -0.75% | EXIT | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | +0.07% | +1.92% | |
| 32 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.69% | -0.04% | +0.04% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.27% | +1.50% | |
| 34 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.67% | -0.04% | — | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.65% | -0.01% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.09% | -6.69% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.13% | +0.32% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.50% | -0.05% | +56.54% | |
| 39 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.48% | -0.02% | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | +0.03% | +3.43% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.42% | -0.05% | — | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.42% | +0.03% | +0.09% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.05% | +5.42% | |
| 44 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.39% | -0.05% | — | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.21% | +0.14% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.38% | -0.04% | +3.19% | |
| 47 | SRE | Sempra | Stock-Utilities | 0.35% | -0.04% | +0.03% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.01% | — | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.32% | +0.03% | +6.38% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.29% | +0.03% | +0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | +0.8% | +122.99% | Add |
| 2 | CVX | Chevron CORP | +0.5% | +6.72% | Add |
| 3 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | +14.67% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.1% | +56.54% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.1% | +0.32% | Add |
| 6 | COST | Costco Wholesale CORP | +0.1% | +0.28% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | +29.37% | Add |
| 8 | SBUX | Starbucks CORP | — | +6.38% | Add |
| 9 | NEE | Nextera Energy Inc | — | — | Unchanged |
| 10 | SRE | Sempra | — | +0.03% | Add |
| 11 | CHD | Church & Dwight Co Inc | — | — | Unchanged |
| 12 | NVS | Novartis Ag-sponsored Adr | — | +0.33% | Add |
| 13 | GLD | Spdr Gold Shares | 0% | +1.32% | Add |
| 14 | AMGN | Amgen Inc | 0% | +0.12% | Add |
| 15 | IDRV | Ishares Self-driving Ev&tech | 0% | +4.32% | Add |
| 16 | XEXGX | Eaton Vance Tax-managed Glob | 0% | — | Unchanged |
| 17 | NOBL | Proshares S&p 500 Dividend A | 0% | +0.04% | Add |
| 18 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +0.24% | Add |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | 0% | — | Unchanged |
| 20 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 21 | CR | Crane Co | -0.1% | — | Unchanged |
| 22 | TIP | Ishares Tips Bond ETF | -0.1% | -7.40% | Trim |
| 23 | DIS | Walt Disney Co/the | -0.1% | +9.80% | Add |
| 24 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +0.09% | Add |
| 25 | HD | Home Depot Inc | -0.1% | +3.43% | Add |
| 26 | CSCO | Cisco Systems Inc | -0.1% | +1.50% | Add |
| 27 | SYK | Stryker CORP | -0.1% | +3.19% | Add |
| 28 | VT | Vanguard Tot World Stk ETF | -0.1% | +0.09% | Add |
| 29 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | — | Unchanged |
| 30 | RTX | Rtx CORP | -0.1% | +0.28% | Add |
| 31 | MDY | State Street Spdr S&p Midcap | -0.1% | +0.21% | Add |
| 32 | NUMG | Nuveen Esg Mid-cap Grow ETF | -0.1% | — | Unchanged |
| 33 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +0.05% | Add |
| 34 | DFAX | Dimensional World Ex US Core | -0.1% | +5.62% | Add |
| 35 | AXP | American Express Co | -0.1% | +0.10% | Add |
| 36 | PRU | Prudential Financial Inc | -0.1% | -2.75% | Trim |
| 37 | META | Meta Platforms Inc-class A | -0.1% | +5.42% | Add |
| 38 | VCEB | Vanguard Esg US CORP Bond | -0.1% | +0.04% | Add |
| 39 | IHI | Ishares U.s. Medical Devices | -0.1% | — | Unchanged |
| 40 | V | Visa Inc-class A Shares | -0.1% | +0.14% | Add |
| 41 | DFAI | Dimensional International Co | -0.1% | -2.64% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | -0.2% | -6.69% | Trim |
| 43 | IBM | Intl Business Machines CORP | -0.2% | +1.92% | Add |
| 44 | IYK | Ishares US Consumer Staples | -0.3% | +1.49% | Add |
| 45 | VWO | Vanguard Ftse Emerging Marke | -0.4% | +0.03% | Add |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | -2.76% | Trim |
| 47 | BNDX | Vanguard Total Intl Bond ETF | -0.4% | +0.20% | Add |
| 48 | DFAC | Dimensional US Core Equity 2 | -0.5% | +8.92% | Add |
| 49 | AMZN | Amazon.com Inc | -0.5% | -2.52% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -0.90% | Trim |
According to official SEC Form 13F filings, WealthSpring Partners, LLC reported a total U.S. public equity portfolio value of $116.4M across 72 disclosed positions in Q1 2026.
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 34.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
BRK-A
市值: $1.4M
Top Position Liquidated / Trimmed
TSLA
前期市值: $214.5K
During Q1 2026, WealthSpring Partners, LLC's top holdings by market value included DFAC (11.1%)、IVV (7.3%)、AGG (6.4%). The largest single position, DFAC, represented 11.1% of total portfolio value.
In Q1 2026, WealthSpring Partners, LLC made 64 total portfolio adjustments, initiating 15 new buys, adding to 39 positions, trimming 9 holdings, and fully liquidating 1 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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