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WealthSpring Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$109.0M

Reporting period: 2026-03-31 · Number of holdings: 72

WealthSpring Partners, LLC disclosed 72 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $109.0M and a quarterly turnover rate of 17.1%.

Personality snowflake

Concentration
17.02
Portfolio Stability
17.14
Momentum/Contrarian
100
Sector conviction
61.98
Diversification
100
Sizing Uniformity
85.53

Recent moves

  • Trim PHO

    +1.0%　-$276.3K

  • Trim AAPL

    +2.3%　-$243.0K

  • Add DFCF

    +123.0%　$920.6K

  • Trim NVDA

    -5.2%　-$350.9K

  • Trim BRK-B

    -3.9%　-$264.7K

  • Trim MSFT

    +2.5%　-$396.0K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFACDimensional US Core Equity 2ETF-Other11.12%-0.49%+8.92%
2IVVIshares Core S&p 500 ETFETF-Large Cap & Growth7.30%-0.53%+9.12%
3AGGIshares Core U.s. AggregateETF-Other6.42%-0.54%+3.50%
4IYKIshares US Consumer StaplesETF-Other6.34%-0.32%+1.49%
5PHOInvesco Water Resources ETFETF-Other5.93%-0.98%+0.99%
6AAPLApple INCStock-Tech4.70%-0.80%+2.27%
7DFAXDimensional World Ex US CoreETF-Other4.46%-0.09%+5.62%
8BNDXVanguard Total Intl Bond ETFETF-Other3.54%—+0.20%
9VWOVanguard Ftse Emerging MarkeETF-Emerging Markets3.49%—+0.03%
10XARSs Spdr S&p Aerospace DefETF-Other3.10%+0.24%+14.67%
11SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.69%-0.49%-0.90%
12BRK-BBerkshire Hathaway Inc-cl BStock-Other2.66%-0.59%-3.87%
13NVDANvidia CORPStock-Tech2.51%-0.65%-5.23%
14COSTCostco Wholesale CORPStock-Consumer Staples1.95%+0.07%+0.28%
15CVXChevron CORPStock-Energy1.94%+0.45%+6.72%
16AMZNAmazon.com INCStock-Consumer Disc1.82%-0.49%-2.52%
17GOOGLAlphabet Inc-cl AStock-Comm Services1.59%-0.40%-2.76%
18DFCFDimensional Core Fixed INCETF-Other1.54%+0.76%+122.99%
19MSFTMicrosoft CORPStock-Tech1.32%-0.56%+2.50%
20BRK-ABerkshire Hathaway Inc-cl AStock-Other1.32%+1.32%NEW
21JPMJpmorgan Chase & CoStock-Financials1.27%+0.07%+29.37%
22RTXRtx CORPStock-Industrials1.16%-0.07%+0.28%
23CGDVCap Group Dividend ValueETF-Other1.15%+1.15%NEW
24DFAIDimensional International CoETF-Other1.09%—-2.64%
25GLDSpdr Gold SharesETF-Commodities1.03%-0.01%+1.32%
26VYMVanguard High Dvd Yield ETFETF-Other0.88%-0.08%+0.05%
27CGGOCap Group Global GrowthETF-Other0.87%+0.87%NEW
28MDYState Street Spdr S&p MidcapETF-Other0.80%—+0.21%
29CGGRCap Group Growth EquityETF-Other0.78%+0.78%NEW
30CGDGCap Group Dividend GrowersETF-Other0.75%+0.75%NEW
31IBMIntl Business Machines CORPStock-Tech0.72%-0.24%+1.92%
32VCEBVanguard Esg US CORP BondETF-Corp Bonds0.69%—+0.04%
33CSCOCisco Systems INCStock-Tech0.67%—+1.50%
34VTESVanguard Sh Term Tax-ex BondETF-Other0.67%+0.67%NEW
35DFICDimensional International CoETF-Other0.65%+0.65%NEW
36GOOGAlphabet Inc-cl CStock-Comm Services0.58%-0.17%-6.69%
37XOMExxon Mobil CORPStock-Energy0.53%+0.11%+0.32%
38BNDVanguard Total Bond MarketETF-Other0.50%+0.14%+56.54%
39VTEIVanguard Int Tax-exempt BondETF-Other0.48%+0.48%NEW
40HDHome Depot INCStock-Consumer Disc0.45%—+3.43%
41JEPIJpmorgan Equity Premium IncoETF-Other0.42%——
42VTVanguard Tot World Stk ETFETF-Other0.42%—+0.09%
43METAMeta Platforms Inc-class AStock-Comm Services0.41%-0.09%+5.42%
44IHIIshares U.s. Medical DevicesETF-Other0.39%-0.12%—
45VVisa Inc-class A SharesStock-Financials0.39%-0.12%+0.14%
46SYKStryker CORPStock-Healthcare0.38%—+3.19%
47SRESempraStock-Utilities0.35%—+0.03%
48JNJJohnson & JohnsonStock-Healthcare0.33%+0.33%NEW
49SBUXStarbucks CORPStock-Consumer Disc0.32%—+6.38%
50ITOTIshares Core S&p Total U.s.ETF-Other0.29%—+0.09%
1–50 of 72

Holding changes this quarter

WealthSpring Partners, LLC's most significant position changes for 2026-03-31: New buy: Berkshire Hathaway Inc-cl A (BRK-A); New buy: Cap Group Dividend Value (CGDV); New buy: Cap Group Global Growth (CGGO); New buy: Cap Group Growth Equity (CGGR); New buy: Cap Group Dividend Growers (CGDG).

Position changes disclosed by WealthSpring Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFCFDimensional Core Fixed INC+0.8%+122.99%Add
2CVXChevron CORP+0.5%+6.72%Add
3XARSs Spdr S&p Aerospace Def+0.2%+14.67%Add
4BNDVanguard Total Bond Market+0.1%+56.54%Add
5XOMExxon Mobil CORP+0.1%+0.32%Add
6COSTCostco Wholesale CORP+0.1%+0.28%Add
7JPMJpmorgan Chase & Co+0.1%+29.37%Add
8SBUXStarbucks CORP—+6.38%Add
9NEENextera Energy INC——Unchanged
10SRESempra—+0.03%Add
11GLDSpdr Gold Shares0%+1.32%Add
12RTXRtx CORP-0.1%+0.28%Add
13NUMGNuveen Esg Mid-cap Grow ETF-0.1%—Unchanged
14VYMVanguard High Dvd Yield ETF-0.1%+0.05%Add
15DFAXDimensional World Ex US Core-0.1%+5.62%Add
16AXPAmerican Express Co-0.1%+0.10%Add
17PRUPrudential Financial INC-0.1%-2.75%Trim
18METAMeta Platforms Inc-class A-0.1%+5.42%Add
19IHIIshares U.s. Medical Devices-0.1%—Unchanged
20VVisa Inc-class A Shares-0.1%+0.14%Add
21GOOGAlphabet Inc-cl C-0.2%-6.69%Trim
22IBMIntl Business Machines CORP-0.2%+1.92%Add
23IYKIshares US Consumer Staples-0.3%+1.49%Add
24GOOGLAlphabet Inc-cl A-0.4%-2.76%Trim
25DFACDimensional US Core Equity 2-0.5%+8.92%Add
26AMZNAmazon.com INC-0.5%-2.52%Trim
27SPYSs Spdr S&p 500 ETF Trust-us-0.5%-0.90%Trim
28IVVIshares Core S&p 500 ETF-0.5%+9.12%Add
29AGGIshares Core U.s. Aggregate-0.5%+3.50%Add
30MSFTMicrosoft CORP-0.6%+2.50%Add
31BRK-BBerkshire Hathaway Inc-cl B-0.6%-3.87%Trim
32NVDANvidia CORP-0.7%-5.23%Trim
33AAPLApple INC-0.8%+2.27%Add
34PHOInvesco Water Resources ETF-1%+0.99%Add
35BRK-ABerkshire Hathaway Inc-cl A—NEWNew buy
36CGDVCap Group Dividend Value—NEWNew buy
37CGGOCap Group Global Growth—NEWNew buy
38CGGRCap Group Growth Equity—NEWNew buy
39CGDGCap Group Dividend Growers—NEWNew buy
40VTESVanguard Sh Term Tax-ex Bond—NEWNew buy
41DFICDimensional International Co—NEWNew buy
42VTEIVanguard Int Tax-exempt Bond—NEWNew buy
43JNJJohnson & Johnson—NEWNew buy
44VAWVanguard Materials ETF—NEWNew buy
45DEDeere & Co—NEWNew buy
46VDCVanguard Consumer Staple ETF—NEWNew buy
47KOCoca-cola Co/the—NEWNew buy
48TSLATesla INC—EXITSold out
49HDVIshares Core High Dividend E—NEWNew buy
50DFASDimensional US Small Cap ETF—NEWNew buy

FAQ

What is WealthSpring Partners, LLC and what type of investor is it?
WealthSpring Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $109.0M, spread across 72 disclosed positions.
What are WealthSpring Partners, LLC's largest equity positions?
Based on the latest 13F filing, WealthSpring Partners, LLC's top holdings by market value are: 1. Dimensional US Core Equity 2 (DFAC) — $12.1M (11.1%) 2. Ishares Core S&p 500 ETF (IVV) — $8.0M (7.3%) 3. Ishares Core U.s. Aggregate (AGG) — $7.0M (6.4%) 4. Ishares US Consumer Staples (IYK) — $6.9M (6.3%) 5. Invesco Water Resources ETF (PHO) — $6.5M (5.9%)
What changes did WealthSpring Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, WealthSpring Partners, LLC made 47 notable position adjustments: 15 new positions were initiated, 24 existing holdings were added to, 7 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Berkshire Hathaway Inc-cl A (BRK-A); New buy: Cap Group Dividend Value (CGDV); New buy: Cap Group Global Growth (CGGO); New buy: Cap Group Growth Equity (CGGR); New buy: Cap Group Dividend Growers (CGDG)
What sectors does WealthSpring Partners, LLC focus on?
WealthSpring Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.1% • Financials: 17.2% • Communication Services: 10.5% • Consumer Discretionary: 9.7% • Energy: 9.3% • Consumer Staples: 8.0%