WealthSpring Partners, LLC
CIK 1961292 · View on SEC EDGAR ↗
- Portfolio value
- $116.4M
- Positions
- 71
- As of
- June 30, 2026
#8,097 of 9,443 by 13F value · top 85.7%
Portfolio value QoQ: +6.8% 13F does not disclose cash
- Top 10 holdings weight
- 59.08%
- Top 25 holdings weight
- 83.48%
- Positions above 1%
- 23
- Effective number of positions
- 21.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.83% Est. buys $4,318,831 · sells $4,791,767
- New positions
- 3
- Increased
- 34
- Decreased
- 20
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
9.8%
Retail
3.8%
Communication Services
3.0%
Energy
1.9%
Financials
1.6%
Industrials
1.6%
Healthcare
1.3%
Communications
0.9%
Financial Services
0.9%
Consumer Discretionary
0.5%
Utilities
0.5%
Consumer products
0.3%
Consumer Staples
0.2%
Real Estate
0.2%
Other/Unmapped
73.4%
Full portfolio 71 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $14,529,511 | 12.49% | 327,536 | $2,411,377 | Up ×2 | ||
| IVV | $9,247,660 | 7.95% | 12,348 | $1,296,944 | Up ×2 | ||
| IYK | $7,292,929 | 6.27% | 100,371 | $383,958 | Up ×2 | ||
| PHO Invesco Water Resources ETF | $6,862,595 | 5.90% | 99,343 | $398,124 | Up ×2 | ||
| AGG | $6,801,792 | 5.85% | 68,719 | $-190,667 | Down ×1 | ||
| DFAX | $5,881,932 | 5.05% | 159,662 | $1,017,209 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $5,838,465 | 5.02% | 20,177 | $716,641 | Down ×1 | ||
| VWO | $4,325,378 | 3.72% | 72,464 | $523,851 | Up ×2 | ||
| XAR | $3,994,415 | 3.43% | 14,075 | $619,379 | Up ×2 | ||
| BNDX Vanguard Total International Bond ETF | $3,971,141 | 3.41% | 81,998 | $113,518 | Up ×2 | ||
| SPY SPY | $3,295,429 | 2.83% | 4,413 | $364,444 | Down ×2 | ||
| BRKB | $3,016,102 | 2.59% | 6,028 | $112,867 | Down ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,941,978 | 2.53% | 14,703 | $210,215 | Down ×2 | ||
| DFCF | $2,333,596 | 2.01% | 55,285 | $653,529 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,089,261 | 1.80% | 5,846 | $355,425 | Down ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,974,372 | 1.70% | 2,111 | $-147,905 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,936,751 | 1.66% | 8,126 | $-46,188 | Down ×2 | ||
| CVX Chevron Corporation Common Stock | $1,702,102 | 1.46% | 10,268 | $-407,874 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,548,422 | 1.33% | 4,730 | $167,189 | Up ×2 | ||
| BRKA | $1,497,700 | 1.29% | 2 | $61,420 | |||
| MSFT Microsoft Corporation - Common Stock | $1,441,856 | 1.24% | 3,865 | $-287 | Down ×1 | ||
| DFAI | $1,275,753 | 1.10% | 30,927 | $82,837 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $1,244,029 | 1.07% | 6,557 | $-18,282 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,099,344 | 0.94% | 9,359 | $369,064 | Down ×1 | ||
| MDY | $998,568 | 0.86% | 1,420 | $124,388 | Up ×2 | ||
| GLD | $958,451 | 0.82% | 2,602 | $-161,078 | |||
| IBM International Business Machines Corporation Common Stock | $921,188 | 0.79% | 3,276 | $137,826 | Up ×2 | ||
| VYM | $899,981 | 0.77% | 5,695 | $-62,509 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $775,210 | 0.67% | 2,194 | $147,370 | Up ×1 | ||
| VCEB | $755,619 | 0.65% | 12,040 | $1,215 | Up ×2 | ||
| DFIC | $745,200 | 0.64% | 20,000 | $34,600 | |||
| VTES | $730,931 | 0.63% | 7,215 | $2,038 | Up ×1 | ||
| V Visa Inc. | $694,161 | 0.60% | 2,023 | $266,177 | Up ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $553,492 | 0.48% | 1,569 | $67,620 | Up ×2 | ||
| CGGR | $534,776 | 0.46% | 11,330 | $-320,071 | Down ×1 | ||
| VTEI | $533,335 | 0.46% | 5,282 | $6,036 | Up ×1 | ||
| VT | $523,180 | 0.45% | 3,333 | $62,619 | Up ×2 | ||
| BND Vanguard Total Bond Market ETF | $519,813 | 0.45% | 7,081 | $-20,231 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $469,045 | 0.40% | 3,431 | $-111,097 | Up ×2 | ||
| JEPI | $433,540 | 0.37% | 7,676 | $-27,042 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $422,179 | 0.36% | 749 | $-23,107 | Down ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $408,019 | 0.35% | 3,993 | $58,515 | Up ×2 | ||
| IHI | $397,207 | 0.34% | 8,039 | $-31,674 | |||
| SYK Stryker Corporation Common Stock | $393,245 | 0.34% | 1,249 | $-21,021 | Down ×1 | ||
| NOBL | $378,242 | 0.33% | 6,735 | $130,212 | Up ×2 | ||
| ITOT | $371,096 | 0.32% | 2,259 | $49,720 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $369,018 | 0.32% | 1,453 | $5,047 | Down ×1 | ||
| SRE DBA Sempra Common Stock | $363,519 | 0.31% | 3,921 | $-17,385 | Up ×2 | ||
| DFAS | $356,257 | 0.31% | 4,327 | $152,397 | Up ×1 | ||
| CR Crane Company Common Stock | $338,620 | 0.29% | 1,518 | $79,042 | |||
| AXP American Express Company Common Stock | $325,417 | 0.28% | 962 | $34,799 | Up ×2 | ||
| NUMG | $321,019 | 0.28% | 6,836 | $38,881 | Down ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $313,584 | 0.27% | 1,053 | Up ×1 | |||
| PRU Prudential Financial, Inc. Common Stock | $306,189 | 0.26% | 2,837 | $30,348 | Up ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $294,128 | 0.25% | 3,036 | $10,808 | |||
| AMGN Amgen Inc. - Common Stock | $289,577 | 0.25% | 800 | $1,733 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $275,161 | 0.24% | 1,093 | $37,342 | |||
| NEE NextEra Energy, Inc. Common Stock | $272,538 | 0.23% | 3,105 | $-15,867 | |||
| TIP | $271,653 | 0.23% | 2,482 | $9,292 | Up ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $259,904 | 0.22% | 2,528 | $18,177 | |||
| DE Deere & Company Common Stock | $253,732 | 0.22% | 400 | $28,412 | |||
| VTEC | $253,255 | 0.22% | 2,517 | $49,233 | Up ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $244,769 | 0.21% | 2,543 | $-5,840 | Down ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $241,490 | 0.21% | 2,971 | $26,578 | Up ×1 | ||
| NVS Novartis AG Common Stock | $235,881 | 0.20% | 1,505 | $5,975 | |||
| IDRV | $233,359 | 0.20% | 6,125 | $6,103 | Up ×2 | ||
| VAW | $228,790 | 0.20% | 1,000 | $3,450 | |||
| VDC | $225,490 | 0.19% | 1,000 | $900 | |||
| PSA Public Storage Common Stock | $217,852 | 0.19% | 684 | Up ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $200,626 | 0.17% | 477 | ||||
| EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest | $113,256 | 0.10% | 11,545 | $13,276 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DFAC | Bought more | +16K | +$2.4M |
| IVV | Bought more | +176 | +$1.3M |
| DFAX | Bought more | +16K | +$1.0M |
| AAPL | Trimmed | -4 | +$717K |
| DFCF | Bought more | +15K | +$654K |
| XAR | Bought more | +786 | +$619K |
| VWO | Bought more | +2K | +$524K |
| CVX | Bought more | +70 | -$408K |
| PHO | Bought more | +3K | +$398K |
| IYK | Bought more | +2K | +$384K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CGDV | June 30, 2026 | 29,502 | $1,255,034 | No longer tracked |
| CGGO | June 30, 2026 | 28,261 | $943,068 | No longer tracked |
| CGDG | June 30, 2026 | 22,902 | $822,191 | No longer tracked |
| TSLA | March 31, 2026 | 477 | $214,516 | -9.0% |
| HDV | June 30, 2026 | 1,515 | $205,645 | No longer tracked |