WealthSpring Partners, LLC — Q4 2025 13F保有銘柄

Name: WealthSpring Partners, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001961292

申告総資産額

$1.1億

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今四半期の全保有銘柄

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	DFAC	Dimensional US Core Equity 2	ETF-その他	11.61%	-0.49%	-42.51%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	7.83%	-0.53%	-53.36%
3	AGG	Ishares Core U.s. Aggregate	ETF-その他	6.96%	-0.54%	-63.75%
4	PHO	Invesco Water Resources ETF	ETF-その他	6.91%	-0.98%	-47.55%
5	IYK	Ishares US Consumer Staples	ETF-その他	6.66%	-0.32%	+59.91%
6	AAPL	Apple INC	株式-IT	5.50%	-0.80%	-47.23%
7	DFAX	Dimensional World Ex US Core	ETF-その他	4.55%	-0.09%	+14.55%
8	BNDX	Vanguard Total Intl Bond ETF	ETF-その他	3.97%	—	-48.83%
9	VWO	Vanguard Ftse Emerging Marke	ETF-新興国市場	3.87%	—	-49.04%
10	BRK-B	Berkshire Hathaway Inc-cl B	株式-その他	3.25%	-0.59%	-49.22%
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型株・グロース	3.18%	-0.49%	-66.09%
12	NVDA	Nvidia CORP	株式-IT	3.16%	-0.65%	+485.72%
13	XAR	Ss Spdr S&p Aerospace Def	ETF-その他	2.86%	+0.24%	—
14	AMZN	Amazon.com INC	株式-一般消費財	2.31%	-0.49%	-38.53%
15	GOOGL	Alphabet Inc-cl A	株式-通信サービス	1.99%	-0.40%	-33.72%
16	MSFT	Microsoft CORP	株式-IT	1.88%	-0.56%	-48.06%
17	COST	Costco Wholesale CORP	株式-生活必需品	1.88%	+0.07%	-50.16%
18	CVX	Chevron CORP	株式-エネルギー	1.49%	+0.45%	-34.12%
19	DFAI	Dimensional International Co	ETF-その他	1.23%	—	-5.83%
20	RTX	Rtx CORP	株式-資本財	1.23%	-0.07%	-9.13%
21	JPM	Jpmorgan Chase & Co	株式-金融	1.20%	+0.07%	-46.14%
22	GLD	Spdr Gold Shares	ETF-コモディティ	1.04%	-0.01%	-41.37%
23	IBM	Intl Business Machines CORP	株式-IT	0.96%	-0.24%	-44.23%
24	VYM	Vanguard High Dvd Yield ETF	ETF-その他	0.96%	-0.08%	-30.21%
25	MDY	State Street Spdr S&p Midcap	ETF-その他	0.87%	—	-63.29%
26	VCEB	Vanguard Esg US CORP Bond	ETF-投資適格社債	0.78%	—	-40.58%
27	DFCF	Dimensional Core Fixed INC	ETF-その他	0.78%	+0.76%	—
28	GOOG	Alphabet Inc-cl C	株式-通信サービス	0.75%	-0.17%	-50.94%
29	CSCO	Cisco Systems INC	株式-IT	0.73%	—	-40.20%
30	IHI	Ishares U.s. Medical Devices	ETF-その他	0.51%	-0.12%	-58.80%
31	V	Visa Inc-class A Shares	株式-金融	0.51%	-0.12%	-25.03%
32	HD	Home Depot INC	株式-一般消費財	0.50%	—	-33.15%
33	META	Meta Platforms Inc-class A	株式-通信サービス	0.50%	-0.09%	-13.18%
34	VT	Vanguard Tot World Stk ETF	ETF-その他	0.48%	—	-61.38%
35	JEPI	Jpmorgan Equity Premium Inco	ETF-その他	0.48%	—	-13.04%
36	SYK	Stryker CORP	株式-ヘルスケア	0.44%	—	-34.44%
37	XOM	Exxon Mobil CORP	株式-エネルギー	0.42%	+0.11%	-39.35%
38	AXP	American Express Co	株式-金融	0.36%	-0.09%	-42.72%
39	BND	Vanguard Total Bond Market	ETF-その他	0.36%	+0.14%	-8.25%
40	SRE	Sempra	株式-公益事業	0.35%	—	-68.20%
41	ITOT	Ishares Core S&p Total U.s.	ETF-その他	0.34%	—	-58.01%
42	NUMG	Nuveen Esg Mid-cap Grow ETF	ETF-その他	0.34%	-0.08%	-41.76%
43	PRU	Prudential Financial INC	株式-金融	0.34%	-0.09%	-46.68%
44	SBUX	Starbucks CORP	株式-一般消費財	0.32%	—	-45.15%
45	TIP	Ishares Tips Bond ETF	ETF-その他	0.29%	—	-79.05%
46	CR	Crane Co	株式-資本財	0.29%	—	-50.00%
47	DIS	Walt Disney Co/the	株式-通信サービス	0.28%	—	-65.03%
48	AMGN	Amgen INC	株式-ヘルスケア	0.27%	—	-45.31%
49	CHD	Church & Dwight Co INC	株式-生活必需品	0.26%	—	-53.34%
50	ABBV	Abbvie INC	株式-ヘルスケア	0.26%	—	-55.50%

1–50 of 58

今四半期の持株変動

WealthSpring Partners, LLCがQ4 2025時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	XAR	Ss Spdr S&p Aerospace Def	+2.9%	NEW	新規購入
2	DFAX	Dimensional World Ex US Core	+2.6%	+14.55%	増加
3	NVDA	Nvidia CORP	+2.2%	+485.72%	増加
4	DFAC	Dimensional US Core Equity 2	+1.9%	-42.51%	減少
5	GOOGL	Alphabet Inc-cl A	+1.1%	-33.72%	減少
6	RTX	Rtx CORP	+0.8%	-9.13%	減少
7	AMZN	Amazon.com INC	+0.8%	-38.53%	減少
8	DFCF	Dimensional Core Fixed INC	+0.8%	NEW	新規購入
9	AAPL	Apple INC	+0.7%	-47.23%	減少
10	DFAI	Dimensional International Co	+0.6%	-5.83%	減少
11	GLD	Spdr Gold Shares	+0.5%	-41.37%	減少
12	META	Meta Platforms Inc-class A	+0.3%	-13.18%	減少
13	NOBL	Proshares S&p 500 Dividend A	+0.3%	NEW	新規購入
14	ESGD	Ishares Trust Ishares Esg Aw	+0.3%	NEW	新規購入
15	IVV	Ishares Core S&p 500 ETF	+0.2%	-53.36%	減少
16	MSFT	Microsoft CORP	+0.2%	-48.06%	減少
17	COST	Costco Wholesale CORP	+0.1%	-50.16%	減少
18	BRK-B	Berkshire Hathaway Inc-cl B	—	-49.22%	減少
19	XOM	Exxon Mobil CORP	-0.1%	-39.35%	減少
20	NEE	Nextera Energy INC	-0.1%	-62.95%	減少
21	VCEB	Vanguard Esg US CORP Bond	-0.1%	-40.58%	減少
22	VT	Vanguard Tot World Stk ETF	-0.1%	-61.38%	減少
23	TSLA	Tesla INC	-0.1%	-73.76%	減少
24	DIS	Walt Disney Co/the	-0.1%	-65.03%	減少
25	SBUX	Starbucks CORP	-0.1%	-45.15%	減少
26	VWO	Vanguard Ftse Emerging Marke	-0.2%	-49.04%	減少
27	CHD	Church & Dwight Co INC	-0.2%	-53.34%	減少
28	SHY	Ishares 1-3 Year Treasury Bo	-0.2%	EXIT	全売却
29	IHI	Ishares U.s. Medical Devices	-0.2%	-58.80%	減少
30	INTC	Intel CORP	-0.2%	EXIT	全売却
31	KO	Coca-cola Co/the	-0.2%	EXIT	全売却
32	PEP	Pepsico INC	-0.2%	EXIT	全売却
33	DE	Deere & Co	-0.2%	EXIT	全売却
34	PSA	Public Storage	-0.3%	EXIT	全売却
35	BA	Boeing Co/the	-0.3%	EXIT	全売却
36	WFC	Wells Fargo & Co	-0.3%	EXIT	全売却
37	SHV	Ishares 0-1 Year Treasury Bo	-0.3%	EXIT	全売却
38	MDT	Medtronic plc	-0.3%	EXIT	全売却
39	KMB	Kimberly-clark CORP	-0.3%	EXIT	全売却
40	SRE	Sempra	-0.3%	-68.20%	減少
41	VTIP	Vanguard Short-term Tips	-0.3%	EXIT	全売却
42	PHO	Invesco Water Resources ETF	-0.3%	-47.55%	減少
43	CVX	Chevron CORP	-0.3%	-34.12%	減少
44	MDY	State Street Spdr S&p Midcap	-0.4%	-63.29%	減少
45	HDV	Ishares Core High Dividend E	-0.6%	EXIT	全売却
46	TIP	Ishares Tips Bond ETF	-0.7%	-79.05%	減少
47	SPY	Ss Spdr S&p 500 ETF Trust-us	-1.1%	-66.09%	減少
48	BNDX	Vanguard Total Intl Bond ETF	-1.6%	-48.83%	減少
49	IYK	Ishares US Consumer Staples	-1.8%	+59.91%	増加
50	AGG	Ishares Core U.s. Aggregate	-6.2%	-63.75%	減少