WealthSpring Partners, LLC
- SEC CIK
- 0001961292
- Latest filing
- Aug 5, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 21, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 72
- +14 vs. Q4 2025
- Portfolio value
- $109.0M
- +$11.4M (+11.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 11,545 | $100.0K | 0.1% | 00.0% | Unchanged | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 2,866 | $203.9K | 0.2% | +2,866 | New | – |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 2,059 | $204.0K | 0.2% | +5+0.2% | Added | – |
| iShares Core High Dividend ETF46429B663 | ETF | 1,515 | $205.6K | 0.2% | +1,515 | New | – |
| KOCoca Cola Co | Stock | 2,826 | $214.9K | 0.2% | +2,826 | New | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 1,000 | $224.6K | 0.2% | +1,000 | New | – |
| DEDeere & Co | Stock | 400 | $225.3K | 0.2% | +400 | New | History |
| Vanguard Materials ETF92204A801 | ETF | 1,000 | $225.3K | 0.2% | +1,000 | New | – |
| iShares Tr46435U366 | SELF DRIVNG EV | 5,898 | $227.3K | 0.2% | +244+4.3% | Added | – |
| NVSNovartis AG | ADR | 1,505 | $229.9K | 0.2% | +5+0.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 1,093 | $237.8K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 2,528 | $241.7K | 0.2% | 00.0% | Unchanged | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,340 | $248.0K | 0.2% | +10.0% | Added | – |
| DISWalt Disney Co | Stock | 2,600 | $250.6K | 0.2% | +232+9.8% | Added | History |
| CRCrane Co | COMMON STOCK | 1,518 | $259.6K | 0.2% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 2,377 | $262.4K | 0.2% | −190−7.4% | Reduced | – |
| PRUPrudential Financial Inc | Stock | 2,824 | $275.8K | 0.3% | −80−2.8% | Reduced | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 6,868 | $282.1K | 0.3% | 00.0% | Unchanged | – |
| CHDChurch & Dwight Co Inc | COM | 3,036 | $283.3K | 0.3% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 818 | $287.8K | 0.3% | +1+0.1% | Added | History |
| NEENextera Energy Inc | Stock | 3,105 | $288.4K | 0.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 961 | $290.6K | 0.3% | +1+0.1% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 2,256 | $321.4K | 0.3% | +2+0.1% | Added | – |
| SBUXStarbucks Corp | Stock | 3,901 | $349.5K | 0.3% | +234+6.4% | Added | History |
| JNJJohnson & Johnson | Stock | 1,489 | $364.0K | 0.3% | +1,489 | New | History |
| SRESempra | Stock | 3,920 | $380.9K | 0.3% | +10.0% | Added | History |
| SYKStryker Corp | Stock | 1,261 | $414.3K | 0.4% | +39+3.2% | Added | History |
| VVisa Inc. | Stock | 1,416 | $428.0K | 0.4% | +2+0.1% | Added | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 8,039 | $428.9K | 0.4% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 778 | $445.3K | 0.4% | +40+5.4% | Added | History |
| Vanguard Total World Stock ETF922042742 | ETF | 3,330 | $460.6K | 0.4% | +3+0.1% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 8,126 | $460.6K | 0.4% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 1,477 | $485.9K | 0.4% | +49+3.4% | Added | History |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 5,276 | $527.3K | 0.5% | +5,276 | New | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,334 | $540.0K | 0.5% | +2,649+56.5% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 3,419 | $580.1K | 0.5% | +11+0.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,189 | $627.8K | 0.6% | −157−6.7% | Reduced | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 20,000 | $710.6K | 0.7% | +20,000 | New | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 7,207 | $728.9K | 0.7% | +7,207 | New | – |
| CSCOCisco Systems, Inc. | Stock | 9,412 | $730.3K | 0.7% | +139+1.5% | Added | History |
| Vanguard World FD921910691 | ESG US CORP BD | 12,007 | $754.4K | 0.7% | +50.0% | Added | – |
| IBMInternational Business Machines Corp | Stock | 3,232 | $783.4K | 0.7% | +61+1.9% | Added | History |
| Capital Group Dividend Growe14021L109 | SHS ETF | 22,902 | $822.2K | 0.8% | +22,902 | New | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 21,270 | $854.8K | 0.8% | +21,270 | New | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,417 | $874.2K | 0.8% | +3+0.2% | Added | History |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 28,261 | $943.1K | 0.9% | +28,261 | New | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,499 | $962.5K | 0.9% | +30.0% | Added | – |
| GLDSPDR Gold Trust | ETF | 2,602 | $1.12M | 1.0% | +34+1.3% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 30,619 | $1.19M | 1.1% | −831−2.6% | Reduced | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 29,502 | $1.26M | 1.2% | +29,502 | New | – |
| RTXRTX Corp | Stock | 6,544 | $1.26M | 1.2% | +18+0.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 4,696 | $1.38M | 1.3% | +1,066+29.4% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.44M | 1.3% | +2 | New | History |
| MSFTMicrosoft Corp | Stock | 3,896 | $1.44M | 1.3% | +95+2.5% | Added | History |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 39,793 | $1.68M | 1.5% | +21,948+123.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 6,029 | $1.73M | 1.6% | −171−2.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 9,521 | $1.98M | 1.8% | −246−2.5% | Reduced | History |
| CVXChevron Corp | Stock | 10,198 | $2.11M | 1.9% | +642+6.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,130 | $2.12M | 1.9% | +6+0.3% | Added | History |
| NVDANVIDIA Corp | Stock | 15,664 | $2.73M | 2.5% | −865−5.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,059 | $2.90M | 2.7% | −244−3.9% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,507 | $2.93M | 2.7% | −41−0.9% | Reduced | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 13,289 | $3.38M | 3.1% | +1,700+14.7% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 70,334 | $3.80M | 3.5% | +220.0% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 80,284 | $3.86M | 3.5% | +157+0.2% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 143,206 | $4.86M | 4.5% | +7,615+5.6% | Added | – |
| AAPLApple Inc. | Stock | 20,181 | $5.12M | 4.7% | +447+2.3% | Added | History |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 96,687 | $6.46M | 5.9% | +951+1.0% | Added | – |
| iShares Tr464287812 | US CONSM STAPLES | 98,657 | $6.91M | 6.3% | +1,453+1.5% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 70,439 | $6.99M | 6.4% | +2,379+3.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,172 | $7.95M | 7.3% | +1,017+9.1% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 311,841 | $12.1M | 11.1% | +25,529+8.9% | Added | – |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.