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WealthSpring Partners, LLC

SEC CIK
0001961292
Latest filing
Aug 5, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only.

Institution overview
Positions
58
No filing for Q3 2025
Portfolio value
$97.6M
No filing for Q3 2025
Filed
Feb 12, 2026
SEC

WealthSpring Partners, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of WealthSpring Partners, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF286,312$11.3M11.6%–––
iShares Core S&P 500 ETF464287200ETF11,155$7.64M7.8%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF68,060$6.80M7.0%–––
Invesco Exchange Traded FD T46137V142WATER RES ETF95,736$6.74M6.9%–––
iShares Tr464287812US CONSM STAPLES97,204$6.50M6.7%–––
AAPLApple Inc.Stock19,734$5.36M5.5%––History
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF135,591$4.44M4.5%–––
Vanguard Total International Bond ETF92203J407ETF80,127$3.87M4.0%–––
Vanguard Ftse Emerging Markets ETF922042858ETF70,312$3.78M3.9%–––
BRK.BBerkshire Hathaway IncStock6,303$3.17M3.2%––History
SPYSPDR S&P 500 ETF TrustETF4,548$3.10M3.2%––History
NVDANVIDIA CorpStock16,529$3.08M3.2%––History
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF11,589$2.80M2.9%–––
AMZNAmazon Com IncStock9,767$2.25M2.3%––History
GOOGLAlphabet Inc.Stock6,200$1.94M2.0%––History
MSFTMicrosoft CorpStock3,801$1.84M1.9%––History
COSTCostco Wholesale CorpStock2,124$1.83M1.9%––History
CVXChevron CorpStock9,556$1.46M1.5%––History
Dimensional ETF Trust25434V203INTL CORE EQT MK31,450$1.20M1.2%–––
RTXRTX CorpStock6,526$1.20M1.2%––History
JPMJPMorgan Chase & CoStock3,630$1.17M1.2%––History
GLDSPDR Gold TrustETF2,568$1.02M1.0%––History
IBMInternational Business Machines CorpStock3,171$939.4K1.0%––History
Vanguard High Dividend Yield Index ETF921946406ETF6,496$932.3K1.0%–––
MDYSPDR S&P Midcap 400 ETF TrustETF1,414$852.9K0.9%––History
Vanguard World FD921910691ESG US CORP BD12,002$763.7K0.8%–––
Dimensional ETF Trust25434V872CORE FIXE IN ETF17,845$759.5K0.8%–––
GOOGAlphabet Inc.Stock2,346$736.1K0.8%––History
CSCOCisco Systems, Inc.Stock9,273$714.3K0.7%––History
iShares U.S. Medical Devices ETF464288810ETF8,039$499.6K0.5%–––
VVisa Inc.Stock1,414$496.1K0.5%––History
HDHome Depot, Inc.Stock1,428$491.4K0.5%––History
METAMeta Platforms, Inc.Stock738$487.2K0.5%––History
Vanguard Total World Stock ETF922042742ETF3,327$469.3K0.5%–––
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM8,126$465.1K0.5%–––
SYKStryker CorpStock1,222$429.5K0.4%––History
XOMExxonMobil Holdings CorpCOM3,408$410.2K0.4%––History
AXPAmerican Express CoStock960$355.1K0.4%––History
Vanguard Total Bond Market ETF921937835ETF4,685$347.0K0.4%–––
SRESempraStock3,919$346.0K0.4%––History
iShares Tr464287150CORE S&P TTL STK2,254$335.1K0.3%–––
Nushares ETF Tr67092P409NUVEEN ESG MIDCP6,868$327.9K0.3%–––
PRUPrudential Financial IncStock2,904$327.8K0.3%––History
SBUXStarbucks CorpStock3,667$308.8K0.3%––History
iShares Tips Bond ETF464287176ETF2,567$282.1K0.3%–––
CRCrane CoCOMMON STOCK1,518$280.0K0.3%––History
DISWalt Disney CoStock2,368$269.4K0.3%––History
AMGNAmgen IncStock817$267.3K0.3%––History
CHDChurch & Dwight Co IncCOM3,036$254.6K0.3%––History
ABBVAbbVie Inc.Stock1,093$249.8K0.3%––History
NEENextera Energy IncStock3,105$249.3K0.3%––History
ProShares Tr74348A467S&P 500 DV ARIST2,339$243.4K0.2%–––
iShares Tr46435G516ESG AW MSCI EAFE2,528$240.4K0.2%–––
TSLATesla, Inc.Stock477$214.5K0.2%––History
iShares Tr46435U366SELF DRIVNG EV5,654$214.4K0.2%–––
NVSNovartis AGADR1,500$206.8K0.2%––History
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD2,054$205.9K0.2%–––
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM11,545$110.0K0.1%––History