Investor
WealthSpring Partners, LLC
CIK 0001961292 · filed 2026-04-21 · SEC filing
13F book
$109M
Positions
72
15 new · 1 sold
Largest name
11.1%
Dimensional Etf Trust
Est. mark
−$1.45M
Price effect on 57 names still held. Flow $12.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 311.8K | $12.1M | 11.1% | −$209K | Added$783K |
| Ishares Tr | — | 12.2K | $7.95M | 7.3% | −$354K | Added$310.3K |
| Ishares Tr | — | 70.4K | $6.99M | 6.4% | −$41.6K | Added$194.6K |
| Ishares Tr | — | 98.7K | $6.91M | 6.3% | $302.3K | Added$404.1K |
| Invesco Exchange Traded Fd T | — | 96.7K | $6.46M | 5.9% | −$339.8K | Added−$276.3K |
| Apple Inc. | AAPL | 20.2K | $5.12M | 4.7% | −$356.5K | Added−$243K |
| Dimensional Etf Trust | — | 143.2K | $4.86M | 4.5% | $168.2K | Added$426.8K |
| Vanguard Charlotte Fds | — | 80.3K | $3.86M | 3.5% | −$21.7K | Added−$14.1K |
| Vanguard Intl Equity Index F | — | 70.3K | $3.8M | 3.5% | $20.4K | Added$21.6K |
| Spdr Series Trust | — | 13.3K | $3.38M | 3.1% | $147.5K | Added$579.2K |
| Spdr S&P 500 Etf Tr | — | 4.51K | $2.93M | 2.7% | −$142.3K | Cut−$170.2K |
| Berkshire Hathaway Inc Del | — | 6.06K | $2.9M | 2.7% | −$142.1K | Cut−$264.7K |
| Nvidia Corp | NVDA | 15.7K | $2.73M | 2.5% | −$189.5K | Cut−$350.9K |
| Costco Whsl Corp New | — | 2.13K | $2.12M | 1.9% | $285K | Added$291K |
| Chevron Corp New | CVX | 10.2K | $2.11M | 1.9% | $520.7K | Added$653.5K |
| Amazon Com Inc | AMZN | 9.52K | $1.98M | 1.8% | −$214.7K | Cut−$271.5K |
| Alphabet Inc | — | 6.03K | $1.73M | 1.6% | −$153.1K | Cut−$206.6K |
| Dimensional Etf Trust | — | 39.8K | $1.68M | 1.5% | −$6.08K | Added$920.6K |
| Microsoft Corp | MSFT | 3.9K | $1.44M | 1.3% | −$431.1K | Added−$396K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 1.3% | — | New |
| Jpmorgan Chase & Co. | — | 4.7K | $1.38M | 1.3% | −$101.9K | Added$211.6K |
| RTX Corp | RTX | 6.54K | $1.26M | 1.2% | $61.9K | Added$65.4K |
| Capital Group Dividend Value | — | 29.5K | $1.26M | 1.2% | — | New |
| Dimensional Etf Trust | — | 30.6K | $1.19M | 1.1% | $26K | Cut−$5.66K |
| Spdr Gold Tr | — | 2.6K | $1.12M | 1.0% | $87.3K | Added$101.9K |
| Vanguard Whitehall Fds | — | 6.5K | $962.5K | 0.9% | $29.7K | Added$30.1K |
| Capital Group Gbl Growth Eqt | — | 28.3K | $943.1K | 0.9% | — | New |
| Spdr S&P Midcap 400 Etf Tr | — | 1.42K | $874.2K | 0.8% | $19.4K | Added$21.2K |
| Capital Group Growth Etf | — | 21.3K | $854.8K | 0.8% | — | New |
| Capital Group Dividend Growe | — | 22.9K | $822.2K | 0.8% | — | New |
| International Business Machs | — | 3.23K | $783.4K | 0.7% | −$170.8K | Added−$156K |
| Vanguard World Fd | — | 12K | $754.4K | 0.7% | −$9.61K | Added−$9.3K |
| Cisco Sys Inc | — | 9.41K | $730.3K | 0.7% | $5.16K | Added$15.9K |
| Vanguard Wellington Fd | — | 7.21K | $728.9K | 0.7% | — | New |
| Dimensional Etf Trust | — | 20K | $710.6K | 0.7% | — | New |
| Alphabet Inc | — | 2.19K | $627.8K | 0.6% | −$59K | Cut−$108.3K |
| Exxon Mobil Corp | — | 3.42K | $580.1K | 0.5% | $168.1K | Added$170K |
| Vanguard Bd Index Fds | — | 7.33K | $540K | 0.5% | −$2.06K | Added$193K |
| Vanguard Mun Bd Fds | — | 5.28K | $527.3K | 0.5% | — | New |
| Home Depot, Inc. | HD | 1.48K | $485.9K | 0.4% | −$21.7K | Added−$5.58K |
| J P Morgan Exchange Traded F | — | 8.13K | $460.6K | 0.4% | −$4.55K | Held |
| Vanguard Intl Equity Index F | — | 3.33K | $460.6K | 0.4% | −$9.19K | Added−$8.78K |
| Meta Platforms, Inc. | META | 778 | $445.3K | 0.4% | −$64.8K | Added−$41.9K |
| Ishares Tr | — | 8.04K | $428.9K | 0.4% | −$70.7K | Held |
| Visa Inc. | V | 1.42K | $428K | 0.4% | −$68.7K | Added−$68.1K |
| Stryker Corp | SYK | 1.26K | $414.3K | 0.4% | −$28.1K | Added−$15.3K |
| Sempra | — | 3.92K | $380.9K | 0.3% | $34.8K | Added$34.9K |
| Johnson & Johnson | JNJ | 1.49K | $364K | 0.3% | — | New |
| Starbucks Corp | SBUX | 3.9K | $349.5K | 0.3% | $19.7K | Added$40.7K |
| Ishares Tr | — | 2.26K | $321.4K | 0.3% | −$14.1K | Added−$13.8K |
| American Express Co | AXP | 961 | $290.6K | 0.3% | −$64.8K | Added−$64.5K |
| Nextera Energy Inc | — | 3.1K | $288.4K | 0.3% | $39.1K | Held |
| Amgen Inc | AMGN | 818 | $287.8K | 0.3% | $20.2K | Added$20.6K |
| Church & Dwight Co Inc | — | 3.04K | $283.3K | 0.3% | $28.8K | Held |
| Nushares Etf Tr | — | 6.87K | $282.1K | 0.3% | −$45.8K | Held |
| Prudential Finl Inc | — | 2.82K | $275.8K | 0.3% | −$42.9K | Cut−$52K |
| Ishares Tr | — | 2.38K | $262.4K | 0.2% | $1.12K | Cut−$19.8K |
| Crane Company | — | 1.52K | $259.6K | 0.2% | −$20.4K | Held |
| Disney Walt Co | — | 2.6K | $250.6K | 0.2% | −$41.2K | Added−$18.8K |
| Proshares Tr | — | 2.34K | $248K | 0.2% | $4.48K | Added$4.59K |
| Ishares Tr | — | 2.53K | $241.7K | 0.2% | $1.34K | Held |
| AbbVie Inc. | ABBV | 1.09K | $237.8K | 0.2% | −$12K | Held |
| Novartis Ag | — | 1.5K | $229.9K | 0.2% | $22.4K | Added$23.1K |
| Ishares Tr | — | 5.9K | $227.3K | 0.2% | $3.41K | Added$12.8K |
| Vanguard World Fd | — | 1K | $225.3K | 0.2% | — | New |
| Deere & Co | DE | 400 | $225.3K | 0.2% | — | New |
| Vanguard World Fd | — | 1K | $224.6K | 0.2% | — | New |
| Coca Cola Co | KO | 2.83K | $214.9K | 0.2% | — | New |
| Ishares Tr | — | 1.51K | $205.6K | 0.2% | — | New |
| Vanguard Calif Tax Free Fds | — | 2.06K | $204K | 0.2% | −$2.39K | Added−$1.9K |
| Dimensional Etf Trust | — | 2.87K | $203.9K | 0.2% | — | New |
| Eaton Vance Tax-Managed Glob | — | 11.5K | $100K | 0.1% | −$10K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.