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.
- Positions
- 58
- No filing for Q3 2025
- Portfolio value
- $97.6M
- No filing for Q3 2025
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.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 11,545 | $110.0K | 0.1% | – | – | History |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 2,054 | $205.9K | 0.2% | – | – | – |
| NVSNovartis AG | ADR | 1,500 | $206.8K | 0.2% | – | – | History |
| iShares Tr46435U366 | SELF DRIVNG EV | 5,654 | $214.4K | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 477 | $214.5K | 0.2% | – | – | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 2,528 | $240.4K | 0.2% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,339 | $243.4K | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 3,105 | $249.3K | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,093 | $249.8K | 0.3% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 3,036 | $254.6K | 0.3% | – | – | History |
| AMGNAmgen Inc | Stock | 817 | $267.3K | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 2,368 | $269.4K | 0.3% | – | – | History |
| CRCrane Co | COMMON STOCK | 1,518 | $280.0K | 0.3% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 2,567 | $282.1K | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 3,667 | $308.8K | 0.3% | – | – | History |
| PRUPrudential Financial Inc | Stock | 2,904 | $327.8K | 0.3% | – | – | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 6,868 | $327.9K | 0.3% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,254 | $335.1K | 0.3% | – | – | – |
| SRESempra | Stock | 3,919 | $346.0K | 0.4% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,685 | $347.0K | 0.4% | – | – | – |
| AXPAmerican Express Co | Stock | 960 | $355.1K | 0.4% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 3,408 | $410.2K | 0.4% | – | – | History |
| SYKStryker Corp | Stock | 1,222 | $429.5K | 0.4% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 8,126 | $465.1K | 0.5% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 3,327 | $469.3K | 0.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 738 | $487.2K | 0.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,428 | $491.4K | 0.5% | – | – | History |
| VVisa Inc. | Stock | 1,414 | $496.1K | 0.5% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 8,039 | $499.6K | 0.5% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 9,273 | $714.3K | 0.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,346 | $736.1K | 0.8% | – | – | History |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 17,845 | $759.5K | 0.8% | – | – | – |
| Vanguard World FD921910691 | ESG US CORP BD | 12,002 | $763.7K | 0.8% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,414 | $852.9K | 0.9% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,496 | $932.3K | 1.0% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,171 | $939.4K | 1.0% | – | – | History |
| GLDSPDR Gold Trust | ETF | 2,568 | $1.02M | 1.0% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,630 | $1.17M | 1.2% | – | – | History |
| RTXRTX Corp | Stock | 6,526 | $1.20M | 1.2% | – | – | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 31,450 | $1.20M | 1.2% | – | – | – |
| CVXChevron Corp | Stock | 9,556 | $1.46M | 1.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 2,124 | $1.83M | 1.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 3,801 | $1.84M | 1.9% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 6,200 | $1.94M | 2.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 9,767 | $2.25M | 2.3% | – | – | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 11,589 | $2.80M | 2.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 16,529 | $3.08M | 3.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,548 | $3.10M | 3.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,303 | $3.17M | 3.2% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 70,312 | $3.78M | 3.9% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 80,127 | $3.87M | 4.0% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 135,591 | $4.44M | 4.5% | – | – | – |
| AAPLApple Inc. | Stock | 19,734 | $5.36M | 5.5% | – | – | History |
| iShares Tr464287812 | US CONSM STAPLES | 97,204 | $6.50M | 6.7% | – | – | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 95,736 | $6.74M | 6.9% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 68,060 | $6.80M | 7.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,155 | $7.64M | 7.8% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 286,312 | $11.3M | 11.6% | – | – | – |