WealthSpring Partners, LLC

Est. AUM

$109.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$12.1M	311841	11.12%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$8.0M	12172	7.30%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$7.0M	70439	6.42%	SOLE
4	ISHARES TR	US CONSM STAPLES	$6.9M	98657	6.34%	SOLE
5	INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$6.5M	96687	5.93%	SOLE
6	APPLE INC	COM	$5.1M	20181	4.70%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$4.9M	143206	4.46%	SOLE
8	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.9M	80284	3.54%	SOLE
9	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.8M	70334	3.49%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	13289	3.10%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.9M	4507	2.69%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	6059	2.66%	SOLE
13	NVIDIA CORPORATION	COM	$2.7M	15664	2.51%	SOLE
14	COSTCO WHOLESALE CORPORATION	COM	$2.1M	2130	1.95%	SOLE
15	CHEVRON CORPORATION	COM	$2.1M	10198	1.94%	SOLE
16	AMAZON COM INC	COM	$2.0M	9521	1.82%	SOLE
17	ALPHABET INC	CAP STK CL A	$1.7M	6029	1.59%	SOLE
18	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$1.7M	39793	1.54%	SOLE
19	MICROSOFT CORP	COM	$1.4M	3896	1.32%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	1.32%	SOLE
21	JPMORGAN CHASE & CO	COM	$1.4M	4696	1.27%	SOLE
22	RTX CORPORATION	COM	$1.3M	6544	1.16%	SOLE
23	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.3M	29502	1.15%	SOLE
24	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.2M	30619	1.09%	SOLE
25	SPDR GOLD TR	GOLD SHS	$1.1M	2602	1.03%	SOLE
26	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$962K	6499	0.88%	SOLE
27	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$943K	28261	0.87%	SOLE
28	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$874K	1417	0.80%	SOLE
29	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$855K	21270	0.78%	SOLE
30	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$822K	22902	0.75%	SOLE
31	INTERNATIONAL BUSINESS MACHS	COM	$783K	3232	0.72%	SOLE
32	VANGUARD WORLD FD	ESG US CORP BD	$754K	12007	0.69%	SOLE
33	CISCO SYS INC	COM	$730K	9412	0.67%	SOLE
34	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$729K	7207	0.67%	SOLE
35	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$711K	20000	0.65%	SOLE
36	ALPHABET INC	CAP STK CL C	$628K	2189	0.58%	SOLE
37	EXXON MOBIL CORP	COM	$580K	3419	0.53%	SOLE
38	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$540K	7334	0.50%	SOLE
39	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$527K	5276	0.48%	SOLE
40	HOME DEPOT INC	COM	$486K	1477	0.45%	SOLE
41	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$461K	8126	0.42%	SOLE
42	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$461K	3330	0.42%	SOLE
43	META PLATFORMS INC	CL A	$445K	778	0.41%	SOLE
44	ISHARES TR	U.S. MED DVC ETF	$429K	8039	0.39%	SOLE
45	VISA INC	COM CL A	$428K	1416	0.39%	SOLE
46	STRYKER CORPORATION	COM	$414K	1261	0.38%	SOLE
47	SEMPRA	COM	$381K	3920	0.35%	SOLE
48	JOHNSON & JOHNSON	COM	$364K	1489	0.33%	SOLE
49	STARBUCKS CORP	COM	$350K	3901	0.32%	SOLE
50	ISHARES TR	CORE S&P TTL STK	$321K	2256	0.29%	SOLE

1–50 of 72

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.