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WealthSpring Partners, LLC Portfolio
$94.4M across 74 positions as of 2026-09-30, with 52% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 8
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.2% | -4.6% |
| Sep 30, 2023 to Dec 31, 2023 | +9.3% | +11.2% |
| Jun 30, 2023 to Sep 30, 2023 | -3.9% | -3.6% |
| Mar 31, 2023 to Jun 30, 2023 | +4.7% | +8.3% |
| Dec 31, 2022 to Mar 31, 2023 | +5.6% | +7.0% |
| Sep 30, 2022 to Dec 31, 2022 | +6.3% | +7.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $8.3M | 8.8% | 187,014 |
| IVViShares Core S&P 500 ETF | $6.6M | 6.9% | 8,565 |
| AAPLApple Inc | $5.8M | 6.1% | 17,347 |
| AGGiShares Core U.S. Aggregate Bond ETF | $5.3M | 5.6% | 56,104 |
| PHOInvesco Water Resources ETF | $5M | 5.2% | 73,077 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $4.9M | 5.2% | 133,371 |
| ISHARES TR | $4.6M | 4.9% | 65,026 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.3M | 3.5% | 4,322 |
| NVDANVIDIA Corp | $2.8M | 3.0% | 12,478 |
| XARSPDR S&P Aerospace & Defense ETF | $2.7M | 2.9% | 11,872 |
| BNDXVanguard Total International Bond ETF | $2.7M | 2.9% | 58,356 |
| VWOVanguard FTSE Emerging Markets ETF | $2.5M | 2.7% | 42,322 |
| BRK.BBerkshire Hathaway Inc | $2.1M | 2.3% | 4,303 |
| CVXChevron Corp | $1.6M | 1.7% | 7,813 |
| DFCFDimensional Core Fixed Income ETF | $1.6M | 1.7% | 39,608 |
| DFAUDimensional US Core Equity Market ETF | $1.5M | 1.6% | 28,777 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 1.6% | 2 |
| DFAIDimensional International Core Equity Market ETF | $1.5M | 1.5% | 35,318 |
| AMZNAmazon.com Inc | $1.5M | 1.5% | 5,849 |
| JPMJPMorgan Chase & Co | $1.4M | 1.5% | 4,198 |
| GOOGLAlphabet Inc | $1.4M | 1.5% | 4,004 |
| MSFTMicrosoft Corp | $1.3M | 1.4% | 2,593 |
| COSTCostco Wholesale Corp | $1.2M | 1.2% | 1,288 |
| IUSGiShares Core S&P U.S. Growth ETF | $1.1M | 1.2% | 5,621 |
| MDYSPDR MidCap Trust Series I | $991.2K | 1.0% | 1,509 |
| GLDSPDR Gold Shares | $987.4K | 1.0% | 2,593 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $965.3K | 1.0% | 33,670 |
| VYMVanguard High Dividend Yield ETF | $883.9K | 0.9% | 5,695 |
| DIMENSIONAL ETF TRUST | $752.2K | 0.8% | 20,000 |
| VTESVanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF | $712.2K | 0.8% | 7,223 |
| CSCOCisco Systems Inc | $705.5K | 0.7% | 6,555 |
| VVisa Inc | $693.2K | 0.7% | 1,929 |
| IUSViShares Core S&P U.S. Value ETF | $688.3K | 0.7% | 6,241 |
| VANGUARD WORLD FD | $664K | 0.7% | 11,144 |
| AVUVAvantis U.S. Small Cap Value ETF | $656.9K | 0.7% | 5,578 |
| GOOGAlphabet Inc | $641.7K | 0.7% | 1,883 |
| CGGRCapital Group Growth ETF | $603.5K | 0.6% | 12,724 |
| RTXRTX Corp | $602.6K | 0.6% | 3,246 |
| IEFiShares 7-10 Year Treasury Bond ETF | $559K | 0.6% | 6,260 |
| IBMInternational Business Machines Corp | $527K | 0.6% | 2,396 |
| VTEIVanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF | $504.2K | 0.5% | 5,288 |
| AXPAmerican Express Co | $473.3K | 0.5% | 1,556 |
| BNDVanguard Total Bond Market ETF | $470.1K | 0.5% | 6,702 |
| DFAEDimensional Emerging Core Equity Market ETF | $460K | 0.5% | 11,703 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $429.9K | 0.5% | 9,930 |
| IHIiShares U.S. Medical Devices ETF | $411.2K | 0.4% | 8,039 |
| JNJJohnson & Johnson | $384.7K | 0.4% | 1,453 |
| VTVanguard Total World Stock Index ETF | $382.6K | 0.4% | 2,424 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $364.4K | 0.4% | 6,736 |
| XLKState Street Technology Select Sector SPDR ETF | $361.5K | 0.4% | 1,847 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $354.7K | 0.4% | 2,133 |
| PRUPrudential Financial Inc | $319.5K | 0.3% | 2,813 |
| CRCrane Co | $309.7K | 0.3% | 1,518 |
| SRESempra | $305.8K | 0.3% | 3,922 |
| XOMExxonmobil Holdings Corp | $302.7K | 0.3% | 1,860 |
| METAMeta Platforms Inc | $301.2K | 0.3% | 415 |
| AMGNAmgen Inc | $300.9K | 0.3% | 714 |
| CHDChurch & Dwight Co Inc | $286.1K | 0.3% | 3,036 |
| JEPIJPMorgan Equity Premium Income ETF | $284.8K | 0.3% | 5,065 |
| MRVLMarvell Technology Inc | $278.2K | 0.3% | 1,053 |
| NUMGNuveen ESG Mid-Cap Growth ETF | $277.5K | 0.3% | 6,134 |
| ABBVAbbVie Inc | $275.4K | 0.3% | 1,053 |
| DEDeere & Co | $268.6K | 0.3% | 400 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $260.5K | 0.3% | 2,528 |
| TXNTexas Instruments Inc | $259.6K | 0.3% | 927 |
| EFAiShares MSCI EAFE ETF | $246.7K | 0.3% | 2,375 |
| HDHome Depot Inc | $246.1K | 0.3% | 865 |
| DIMENSIONAL ETF TRUST | $244.2K | 0.3% | 3,155 |
| VANGUARD CALIF TAX FREE FDS | $238.1K | 0.3% | 2,526 |
| TIPiShares TIPS Bond ETF | $232.2K | 0.2% | 2,232 |
| VDCVanguard Consumer Staples ETF | $218.2K | 0.2% | 1,000 |
| VAWVanguard Materials ETF | $218.2K | 0.2% | 1,000 |
| NVSNovartis AG | $216.2K | 0.2% | 1,516 |
| EATON VANCE TAX-MANAGED GLOB | $108.6K | 0.1% | 11,545 |
Quarter ending 2026-09-30.
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