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CIK: 0001961292
Total reported value
$94.4M
$94.4M
71 檔
47.4%
At the close of Q2 2026, WealthSpring Partners, LLC disclosed equity holdings valued at approximately $94.4M, spread across 71 reported holdings.
In Q2 2026, WealthSpring Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 34 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 | 12.49% | -3.69% | +5.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.95% | -1.00% | +1.45% | |
| 3 | IYK | Ishares US Consumer Staples | ETF-Other | 6.27% | -1.40% | +1.74% | |
| 4 | PHO | Invesco Water Resources ETF | ETF-Other | 5.90% | -0.65% | +2.75% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.85% | -0.23% | -2.44% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.05% | +0.18% | +11.49% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.02% | +1.10% | -0.02% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.72% | -1.06% | +3.03% | |
| 9 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 3.43% | -0.52% | +5.91% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.41% | -0.51% | +2.13% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.83% | +0.66% | -2.09% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.59% | -0.32% | -0.51% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | +0.49% | -6.14% | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.01% | -0.33% | +38.93% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | -0.34% | -3.04% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.70% | -0.46% | -0.89% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | -0.12% | -14.65% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.46% | +0.23% | +0.69% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | +0.14% | +0.72% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.29% | +0.29% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | +0.17% | -0.80% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 1.10% | +0.45% | +1.01% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 1.07% | -0.43% | +0.20% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.94% | -0.19% | -0.56% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.86% | +0.19% | +0.21% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | +0.23% | — | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.79% | -0.23% | +1.36% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.77% | +0.17% | -12.37% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.01% | +0.23% | |
| 30 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.65% | +0.05% | +0.27% | |
| 31 | DFIC | Dimensional International Co | ETF-Other | 0.64% | +0.16% | — | |
| 32 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.63% | +0.12% | +0.11% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.13% | +42.87% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.22% | +6.23% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.46% | +0.18% | -46.73% | |
| 36 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.46% | +0.07% | +0.11% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.45% | -0.04% | +0.09% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.45% | +0.05% | -3.45% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.40% | EXIT | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.37% | -0.07% | -5.54% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.04% | -3.73% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.35% | -0.35% | EXIT | |
| 43 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.34% | +0.10% | — | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.34% | -0.34% | EXIT | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.33% | +0.06% | +187.82% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.32% | +0.06% | +0.13% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | +0.09% | -2.42% | |
| 48 | SRE | Sempra | Stock-Utilities | 0.31% | +0.01% | +0.03% | |
| 49 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.31% | -0.05% | +50.98% | |
| 50 | CR | Crane Co | Stock-Industrials | 0.29% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1.4% | +5.03% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.7% | +1.45% | Add |
| 3 | DFAX | Dimensional World Ex US Core | +0.6% | +11.49% | Add |
| 4 | DFCF | Dimensional Core Fixed Inc | +0.5% | +38.93% | Add |
| 5 | XAR | Ss Spdr S&p Aerospace Def | +0.3% | +5.91% | Add |
| 6 | AAPL | Apple Inc | +0.3% | -0.02% | Trim |
| 7 | CSCO | Cisco Systems Inc | +0.3% | -0.56% | Trim |
| 8 | MRVL | Marvell Technology Inc | +0.3% | NEW | New buy |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +3.03% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.04% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.2% | +42.87% | Add |
| 12 | PSA | Public Storage | +0.2% | NEW | New buy |
| 13 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.09% | Trim |
| 15 | DFAS | Dimensional US Small Cap ETF | +0.1% | +50.98% | Add |
| 16 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +187.82% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +0.23% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +1.36% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +0.72% | Add |
| 20 | MDY | State Street Spdr S&p Midcap | +0.1% | +0.21% | Add |
| 21 | CR | Crane Co | +0.1% | — | Unchanged |
| 22 | HD | Home Depot Inc | 0% | +6.23% | Add |
| 23 | VT | Vanguard Tot World Stk ETF | 0% | +0.09% | Add |
| 24 | SBUX | Starbucks CORP | 0% | +2.36% | Add |
| 25 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.13% | Add |
| 26 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +22.24% | Add |
| 27 | NVDA | Nvidia CORP | 0% | -6.14% | Trim |
| 28 | NUMG | Nuveen Esg Mid-cap Grow ETF | 0% | -0.47% | Trim |
| 29 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 30 | DFAI | Dimensional International Co | 0% | +1.01% | Add |
| 31 | AXP | American Express Co | 0% | +0.10% | Add |
| 32 | PRU | Prudential Financial Inc | 0% | +0.46% | Add |
| 33 | DE | Deere & Co | 0% | — | Unchanged |
| 34 | KO | Coca-cola Co/the | 0% | +5.13% | Add |
| 35 | XEXGX | Eaton Vance Tax-managed Glob | 0% | — | Unchanged |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | — | — | Unchanged |
| 37 | DFIC | Dimensional International Co | 0% | — | Unchanged |
| 38 | CHD | Church & Dwight Co Inc | 0% | — | Unchanged |
| 39 | TIP | Ishares Tips Bond ETF | 0% | +4.42% | Add |
| 40 | IDRV | Ishares Self-driving Ev&tech | 0% | +3.85% | Add |
| 41 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 42 | JNJ | Johnson & Johnson | 0% | -2.42% | Trim |
| 43 | VAW | Vanguard Materials ETF | 0% | — | Unchanged |
| 44 | AMGN | Amgen Inc | 0% | -2.20% | Trim |
| 45 | VTEI | Vanguard Int Tax-exempt Bond | 0% | +0.11% | Add |
| 46 | DIS | Walt Disney Co/the | 0% | -2.19% | Trim |
| 47 | VDC | Vanguard Consumer Staple ETF | 0% | — | Unchanged |
| 48 | PHO | Invesco Water Resources ETF | 0% | +2.75% | Add |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 50 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, WealthSpring Partners, LLC reported a total U.S. public equity portfolio value of $94.4M across 71 disclosed positions in Q2 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, IYK) accounted for 47.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
MRVL
市值: $313.6K
Top Position Liquidated / Trimmed
CGDV
前期市值: $1.3M
During Q2 2026, WealthSpring Partners, LLC's top holdings by market value included DFAC (12.5%)、IVV (8.0%)、IYK (6.3%). The largest single position, DFAC, represented 12.5% of total portfolio value.
In Q2 2026, WealthSpring Partners, LLC made 61 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 20 holdings, and fully liquidating 4 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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