WealthSpring Partners, LLC — 13F Holdings & Portfolio
CIK 1961292 · latest 13F-HR filed 2026-04-21
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$109.0M
Long-equity book
Holdings
72
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+15 / −1 / ↑19 / ↓18
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$920.6K +121.2%
- DIMENSIONAL ETF TRUST$783.0K +6.9%
- CHEVRON CORPORATION$653.5K +44.9%
- SPDR SERIES TRUST$579.2K +20.7%
- DIMENSIONAL ETF TRUST$426.8K +9.6%
Top Trims
- MICROSOFT CORP-$396.0K -21.5%
- NVIDIA CORPORATION-$350.9K -11.4%
- AMAZON COM INC-$271.5K -12.0%
- BERKSHIRE HATHAWAY INC DEL-$264.7K -8.4%
- ALPHABET INC-$206.6K -10.6%
New Positions
- BERKSHIRE HATHAWAY INC DEL$1.4M
- CAPITAL GROUP DIVIDEND VALUE$1.3M
- CAPITAL GROUP GBL GROWTH EQT$943.1K
- CAPITAL GROUP GROWTH ETF$854.8K
- CAPITAL GROUP DIVIDEND GROWE$822.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $12.1M | 11.12% | 311,841 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $8.0M | 7.30% | 12,172 | SH |
| 3 | ISHARES TR | AGG | 464287226 | $7.0M | 6.42% | 70,439 | SH |
| 4 | ISHARES TR | IYK | 464287812 | $6.9M | 6.34% | 98,657 | SH |
| 5 | INVESCO EXCHANGE TRADED FD T | PHO | 46137V142 | $6.5M | 5.93% | 96,687 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $5.1M | 4.70% | 20,181 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $4.9M | 4.46% | 143,206 | SH |
| 8 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $3.9M | 3.54% | 80,284 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $3.8M | 3.49% | 70,334 | SH |
| 10 | SPDR SERIES TRUST | XAR | 78464A631 | $3.4M | 3.10% | 13,289 | SH |
| 11 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.9M | 2.69% | 4,507 | SH |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.9M | 2.66% | 6,059 | SH |
| 13 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.7M | 2.51% | 15,664 | SH |
| 14 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.1M | 1.95% | 2,130 | SH |
| 15 | CHEVRON CORPORATION | CVX | 166764100 | $2.1M | 1.94% | 10,198 | SH |
| 16 | AMAZON COM INC | AMZN | 023135106 | $2.0M | 1.82% | 9,521 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $1.7M | 1.59% | 6,029 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $1.7M | 1.54% | 39,793 | SH |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $1.4M | 1.32% | 3,896 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $1.4M | 1.32% | 2 | SH |
| 21 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.4M | 1.27% | 4,696 | SH |
| 22 | RTX CORPORATION | RTX | 75513E101 | $1.3M | 1.16% | 6,544 | SH |
| 23 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $1.3M | 1.15% | 29,502 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $1.2M | 1.09% | 30,619 | SH |
| 25 | SPDR GOLD TR | GLD | 78463V107 | $1.1M | 1.03% | 2,602 | SH |
| 26 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $962.5K | 0.88% | 6,499 | SH |
| 27 | CAPITAL GROUP GBL GROWTH EQT | CGGO | 14020X104 | $943.1K | 0.87% | 28,261 | SH |
| 28 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $874.2K | 0.80% | 1,417 | SH |
| 29 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $854.8K | 0.78% | 21,270 | SH |
| 30 | CAPITAL GROUP DIVIDEND GROWE | CGDG | 14021L109 | $822.2K | 0.75% | 22,902 | SH |
| 31 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $783.4K | 0.72% | 3,232 | SH |
| 32 | VANGUARD WORLD FD | VCEB | 921910691 | $754.4K | 0.69% | 12,007 | SH |
| 33 | CISCO SYS INC | CSCO | 17275R102 | $730.3K | 0.67% | 9,412 | SH |
| 34 | VANGUARD WELLINGTON FD | VTES | 921935870 | $728.9K | 0.67% | 7,207 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $710.6K | 0.65% | 20,000 | SH |
| 36 | ALPHABET INC | GOOG | 02079K107 | $627.8K | 0.58% | 2,189 | SH |
| 37 | EXXON MOBIL CORP | XOM | 30231G102 | $580.1K | 0.53% | 3,419 | SH |
| 38 | VANGUARD BD INDEX FDS | BND | 921937835 | $540.0K | 0.50% | 7,334 | SH |
| 39 | VANGUARD MUN BD FDS | VTEI | 922907738 | $527.3K | 0.48% | 5,276 | SH |
| 40 | HOME DEPOT INC | HD | 437076102 | $485.9K | 0.45% | 1,477 | SH |
| 41 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $460.6K | 0.42% | 8,126 | SH |
| 42 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $460.6K | 0.42% | 3,330 | SH |
| 43 | META PLATFORMS INC | META | 30303M102 | $445.3K | 0.41% | 778 | SH |
| 44 | ISHARES TR | IHI | 464288810 | $428.9K | 0.39% | 8,039 | SH |
| 45 | VISA INC | V | 92826C839 | $428.0K | 0.39% | 1,416 | SH |
| 46 | STRYKER CORPORATION | SYK | 863667101 | $414.3K | 0.38% | 1,261 | SH |
| 47 | SEMPRA | SRE | 816851109 | $380.9K | 0.35% | 3,920 | SH |
| 48 | JOHNSON & JOHNSON | JNJ | 478160104 | $364.0K | 0.33% | 1,489 | SH |
| 49 | STARBUCKS CORP | SBUX | 855244109 | $349.5K | 0.32% | 3,901 | SH |
| 50 | ISHARES TR | ITOT | 464287150 | $321.4K | 0.29% | 2,256 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $109.0M | 72 | 0001961292-26-000004 |
| 2025-12-31 | 2026-02-12 | $97.6M | 58 | 0001961292-26-000003 |