Top Institutional Investors

WealthSpring Partners, LLC — 13F Holdings & Portfolio

CIK 1961292 · latest 13F-HR filed 2026-10-14

Backtest portfolio

WealthSpring Partners, LLC manages $94.4M in 13F-reported U.S. long-equity assets across 74 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are DFAC (8.80%), IVV (6.95%), AAPL (6.12%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 12 new positions and exited 9; 4 existing positions rose in reported value and 36 fell.

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.

Loading holdings…
AUM
$94.4M

Long-equity book

Holdings
74

Distinct positions

Period
2026-09-30

Filed 2026-10-14

Q/Q Activity
+12 / −9 / ↑4 / ↓36

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
DFAC8.8% · -43%IVV6.9% · -31%AAPL6.1% · -14%AGG5.6% · -18%PHO5.2% · -26%DFAX5.2% · -16%IYK4.9% · -35%SPY3.5% · -2%NVDA3.0% · -15%XAR2.9% · -16%BNDX2.9% · -29%VWO2.7% · -42%BRK.B2.3% · -29%CVX1.7% · -24%DFCF1.7% · -28%DFAU1.6% · newBRK.A1.6% · 0%DFAI1.6% · +14%AMZN1.5% · -28%JPM1.5% · -11%GOOGL1.5% · -32%MSFT1.4% · -33%COST1.2% · -39%IUSG1.2% · newMDY1.1% · +6%GLD1.0% · -0%SPTS1.0% · newVYM0.9% · 0%DFIC0.8% · 0%VTES0.8% · +0%CSCO0.7% · -30%V0.7% · -5%IUSV0.7% · newVCEB0.7% · -7%AVUV0.7% · newGOOG0.7% · -14%CGGR0.6% · +12%RTX0.6% · -50%IEF0.6% · newIBM0.6% · -27%VTEI0.5% · +0%AXP0.5% · +62%BND0.5% · -5%DFAE0.5% · newDISV0.5% · newIHI0.4% · 0%JNJ0.4% · 0%VT0.4% · -27%NOBL0.4% · 0%XLK0.4% · newITOT0.4% · -6%PRU0.3% · -1%CR0.3% · 0%SRE0.3% · 0%XOM0.3% · -46%META0.3% · -45%AMGN0.3% · -11%CHD0.3% · 0%JEPI0.3% · -34%MRVL0.3% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 52.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 18, 2026.

Assets Under Management
$515.0M
Discretionary
$515.0M
Employees
5
Accounts
134
Address
2 WESTCHESTER PARK DRIVE
SUITE 108
WEST HARRISON, NY 10604
Phone
(914) 419-2207
Website
Name Title / Status Ownership Type
SIMPSON, MATTHEW ControlMANAGING MEMBER
since Feb 2019
50–75%Individual
GALLERS, DAVID, MITCHELMEMBER
since Feb 2019
10–25%Individual
MAYER, MICHAEL, JAMESCHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER
since Sep 2021
Less than 5%Individual
TRUST FOR THE DESCENDANTS OF MATTHEW A. SIMPSONOWNER
since Oct 2021
10–25%Domestic Entity
Simpson, Jennifer Control
Indirect owner via TRUST FOR THE DESCENDANTS OF MATTHEW A. SIMPSON
TRUSTEE OF TRUST FOR DESCENDANTS OF MATTHEW A. SIMPSON
since Oct 2021
General partner, trustee or managerIndividual
Ownership & leadership changes · 8 filings with changes since Sep 9, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

May 21, 2026 filing
  • ChangedMAYER, MICHAEL, JAMES · title CHIEF OPERTAING OFFICER & CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER
Feb 3, 2026 filing
  • ChangedTRUST FOR THE DESCENDANTS OF MATTHEW A. SIMPSON · no longer a control person
Feb 14, 2024 filing
  • No longer listedTRUST FOR THE CHILDREN OF DAVID M. GALLERS · OWNER · 10–25% · control person · listed since Oct 2021
  • No longer listedZebley Gallers, Angele · TRUSTEE OF TRUST FOR CHILDREN OF DAVID M. GALLERS · General partner, trustee or manager · indirect via TRUST FOR THE CHILDREN OF DAVID M. GALLERS · control person · listed since Oct 2021
  • ChangedGALLERS, DAVID, MITCHEL · title MANAGING MEMBER → MEMBER; ownership 25–50% → 10–25%; no longer a control person
  • ChangedSIMPSON, MATTHEW · ownership 25–50% → 50–75%
Jul 30, 2023 filing
  • ChangedMAYER, MICHAEL, JAMES · title CHIEF COMPLIANCE OFFICER → CHIEF OPERTAING OFFICER & CHIEF COMPLIANCE OFFICER
Mar 28, 2023 filing
  • No longer listedSimpson, Jennifer · TRUSTEE OF TRUST FOR DESCENDANTS OF MATTHEW A. SIMPSON · 10–25% · control person · listed since Oct 2021
  • No longer listedZebley Gallers, Angele · TRUSTEE OF TRUST FOR CHILDREN OF DAVID M. GALLERS · 10–25% · control person · listed since Oct 2021
  • AddedSimpson, Jennifer · TRUSTEE OF TRUST FOR DESCENDANTS OF MATTHEW A. SIMPSON · General partner, trustee or manager · indirect via TRUST FOR THE DESCENDANTS OF MATTHEW A. SIMPSON · control person
  • AddedZebley Gallers, Angele · TRUSTEE OF TRUST FOR CHILDREN OF DAVID M. GALLERS · General partner, trustee or manager · indirect via TRUST FOR THE CHILDREN OF DAVID M. GALLERS · control person
Mar 31, 2022 filing
  • AddedSimpson, Jennifer · TRUSTEE OF TRUST FOR DESCENDANTS OF MATTHEW A. SIMPSON · 25–50% · control person
  • AddedTRUST FOR THE CHILDREN OF DAVID M. GALLERS · OWNER · 25–50% · control person
  • AddedTRUST FOR THE DESCENDANTS OF MATTHEW A. SIMPSON · OWNER · 25–50% · control person
  • AddedZebley Gallers, Angele · TRUSTEE OF TRUST FOR CHILDREN OF DAVID M. GALLERS · 25–50% · control person
  • ChangedGALLERS, DAVID, MITCHEL · ownership 50–75% → 25–50%
  • ChangedSIMPSON, MATTHEW · ownership 50–75% → 25–50%
  • ChangedSimpson, Jennifer · ownership 25–50% → 10–25%
  • ChangedTRUST FOR THE CHILDREN OF DAVID M. GALLERS · ownership 25–50% → 10–25%
  • ChangedTRUST FOR THE DESCENDANTS OF MATTHEW A. SIMPSON · ownership 25–50% → 10–25%
  • ChangedZebley Gallers, Angele · ownership 25–50% → 10–25%
Oct 20, 2021 filing
  • AddedMAYER, MICHAEL, JAMES · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedGALLERS, DAVID, MITCHEL · title MANAGING MEMBER & CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Oct 22, 2019 filing
  • ChangedSIMPSON, MATTHEW · title MEMBER → MANAGING MEMBER
Sep 9, 2019 filing (earliest on record)
  • ListedGALLERS, DAVID, MITCHEL · MANAGING MEMBER & CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedSIMPSON, MATTHEW · MEMBER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 4 →

Top Trims

Show all 36 →

New Positions

Show all 12 →

Exited Positions

Show all 9 →

WealthSpring Partners, LLC Holdings (2026-09-30)

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 $8.3M 8.80% 187,014 SH
2 ISHARES TR IVV 464287200 $6.6M 6.95% 8,565 SH
3 APPLE INC AAPL 037833100 $5.8M 6.12% 17,347 SH
4 ISHARES TR AGG 464287226 $5.3M 5.62% 56,104 SH
5 INVESCO EXCHANGE TRADED FD T PHO 46137V142 $5.0M 5.25% 73,077 SH
6 DIMENSIONAL ETF TRUST DFAX 25434V880 $4.9M 5.23% 133,371 SH
7 ISHARES TR IYK 464287812 $4.6M 4.87% 65,026 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.3M 3.49% 4,322 SH
9 NVIDIA CORPORATION NVDA 67066G104 $2.8M 3.02% 12,478 SH
10 SPDR SERIES TRUST XAR 78464A631 $2.7M 2.91% 11,872 SH
11 VANGUARD CHARLOTTE FDS BNDX 92203J407 $2.7M 2.90% 58,356 SH
12 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.5M 2.66% 42,322 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.1M 2.27% 4,303 SH
14 CHEVRON CORPORATION CVX 166764100 $1.6M 1.69% 7,813 SH
15 DIMENSIONAL ETF TRUST DFCF 25434V872 $1.6M 1.68% 39,608 SH
16 DIMENSIONAL ETF TRUST DFAU 25434V104 $1.5M 1.60% 28,777 SH
17 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 1.58% 2 SH
18 DIMENSIONAL ETF TRUST DFAI 25434V203 $1.5M 1.55% 35,318 SH
19 AMAZON COM INC AMZN 023135106 $1.5M 1.54% 5,849 SH
20 JPMORGAN CHASE & CO JPM 46625H100 $1.4M 1.47% 4,198 SH
21 ALPHABET INC GOOGL 02079K305 $1.4M 1.46% 4,004 SH
22 MICROSOFT CORP MSFT 594918104 $1.3M 1.41% 2,593 SH
23 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.2M 1.24% 1,288 SH
24 ISHARES TR IUSG 464287671 $1.1M 1.15% 5,621 SH
25 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $991.2K 1.05% 1,509 SH
26 SPDR GOLD TR GLD 78463V107 $987.4K 1.05% 2,593 SH
27 SPDR SERIES TRUST SPTS 78468R101 $965.3K 1.02% 33,670 SH
28 VANGUARD WHITEHALL FDS VYM 921946406 $883.9K 0.94% 5,695 SH
29 DIMENSIONAL ETF TRUST DFIC 25434V799 $752.2K 0.80% 20,000 SH
30 VANGUARD WELLINGTON FD VTES 921935870 $712.2K 0.75% 7,223 SH
31 CISCO SYS INC CSCO 17275R102 $705.5K 0.75% 6,555 SH
32 VISA INC V 92826C839 $693.2K 0.73% 1,929 SH
33 ISHARES TR IUSV 464287663 $688.3K 0.73% 6,241 SH
34 VANGUARD WORLD FD VCEB 921910691 $664.0K 0.70% 11,144 SH
35 AMERICAN CENTY ETF TR AVUV 025072877 $656.9K 0.70% 5,578 SH
36 ALPHABET INC GOOG 02079K107 $641.7K 0.68% 1,883 SH
37 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $603.5K 0.64% 12,724 SH
38 RTX CORPORATION RTX 75513E101 $602.6K 0.64% 3,246 SH
39 ISHARES TR IEF 464287440 $559.0K 0.59% 6,260 SH
40 INTERNATIONAL BUSINESS MACHS IBM 459200101 $527.0K 0.56% 2,396 SH
41 VANGUARD MUN BD FDS VTEI 922907738 $504.2K 0.53% 5,288 SH
42 AMERICAN EXPRESS CO AXP 025816109 $473.3K 0.50% 1,556 SH
43 VANGUARD BD INDEX FDS BND 921937835 $470.1K 0.50% 6,702 SH
44 DIMENSIONAL ETF TRUST DFAE 25434V302 $460.0K 0.49% 11,703 SH
45 DIMENSIONAL ETF TRUST DISV 25434V781 $429.9K 0.46% 9,930 SH
46 ISHARES TR IHI 464288810 $411.2K 0.44% 8,039 SH
47 JOHNSON & JOHNSON JNJ 478160104 $384.7K 0.41% 1,453 SH
48 VANGUARD INTL EQUITY INDEX F VT 922042742 $382.6K 0.41% 2,424 SH
49 PROSHARES TR NOBL 74348A467 $364.4K 0.39% 6,736 SH
50 SELECT SECTOR SPDR TR XLK 81369Y803 $361.5K 0.38% 1,847 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-14 $94.4M 74 0001961292-26-000008
2026-06-30 2026-08-05 $116.4M 71 0001961292-26-000005
2026-03-31 2026-04-21 $109.0M 72 0001961292-26-000004
2025-12-31 2026-02-12 $97.6M 58 0001961292-26-000003
Filer Information
Address
5000 AIRPORT PLAZA DRIVE
SUITE 245
LONG BEACH, CA 90815
Phone
(562) 491-4410
Filing Manager
WealthSpring Partners, LLC
LONG BEACH, CA
Signatory
Leanne Drayton
Chief Compliance Officer