Holders — by stockHoldings — by fund
WealthSpring Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001961292
$116.4M
disclosed book value
71
positions
12.5%
largest position share
Positions, as of 2026-06-30
top 71 of 71 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 327,536 | $14.5M | 12.5% |
| 2 | IVVISHARES TR | 12,348 | $9.2M | 7.9% |
| 3 | IYKISHARES TR | 100,371 | $7.3M | 6.3% |
| 4 | PHOINVESCO EXCHANGE TRADED FD T | 99,343 | $6.9M | 5.9% |
| 5 | AGGISHARES TR | 68,719 | $6.8M | 5.8% |
| 6 | DFAXDIMENSIONAL ETF TRUST | 159,662 | $5.9M | 5.1% |
| 7 | AAPLAPPLE INC | 20,177 | $5.8M | 5% |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 72,464 | $4.3M | 3.7% |
| 9 | XARSPDR SERIES TRUST | 14,075 | $4.0M | 3.4% |
| 10 | BNDXVANGUARD CHARLOTTE FDS | 81,998 | $4.0M | 3.4% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 4,413 | $3.3M | 2.8% |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,028 | $3.0M | 2.6% |
| 13 | NVDANVIDIA CORPORATION | 14,703 | $2.9M | 2.5% |
| 14 | DFCFDIMENSIONAL ETF TRUST | 55,285 | $2.3M | 2% |
| 15 | GOOGLALPHABET INC | 5,846 | $2.1M | 1.8% |
| 16 | COSTCOSTCO WHOLESALE CORPORATION | 2,111 | $2.0M | 1.7% |
| 17 | AMZNAMAZON COM INC | 8,126 | $1.9M | 1.7% |
| 18 | CVXCHEVRON CORPORATION | 10,268 | $1.7M | 1.5% |
| 19 | JPMJPMORGAN CHASE & CO | 4,730 | $1.5M | 1.3% |
| 20 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 1.3% |
| 21 | MSFTMICROSOFT CORP | 3,865 | $1.4M | 1.2% |
| 22 | DFAIDIMENSIONAL ETF TRUST | 30,927 | $1.3M | 1.1% |
| 23 | RTXRTX CORPORATION | 6,557 | $1.2M | 1.1% |
| 24 | CSCOCISCO SYS INC | 9,359 | $1.1M | 0.9% |
| 25 | MDYSTATE STR SPDR S&P MIDCAP 40 | 1,420 | $998,568 | 0.9% |
| 26 | GLDSPDR GOLD TR | 2,602 | $958,451 | 0.8% |
| 27 | IBMINTERNATIONAL BUSINESS MACHS | 3,276 | $921,188 | 0.8% |
| 28 | VYMVANGUARD WHITEHALL FDS | 5,695 | $899,981 | 0.8% |
| 29 | GOOGALPHABET INC | 2,194 | $775,210 | 0.7% |
| 30 | VCEBVANGUARD WORLD FD | 12,040 | $755,619 | 0.6% |
| 31 | DFICDIMENSIONAL ETF TRUST | 20,000 | $745,200 | 0.6% |
| 32 | VTESVANGUARD WELLINGTON FD | 7,215 | $730,931 | 0.6% |
| 33 | VVISA INC | 2,023 | $694,161 | 0.6% |
| 34 | HDHOME DEPOT INC | 1,569 | $553,492 | 0.5% |
| 35 | CGGRCAPITAL GROUP GROWTH ETF | 11,330 | $534,776 | 0.5% |
| 36 | VTEIVANGUARD MUN BD FDS | 5,282 | $533,335 | 0.5% |
| 37 | VTVANGUARD INTL EQUITY INDEX F | 3,333 | $523,180 | 0.4% |
| 38 | BNDVANGUARD BD INDEX FDS | 7,081 | $519,813 | 0.4% |
| 39 | EXMOCEXXON MOBIL CORP | 3,431 | $469,045 | 0.4% |
| 40 | JEPIJ P MORGAN EXCHANGE TRADED F | 7,676 | $433,540 | 0.4% |
| 41 | METAMETA PLATFORMS INC | 749 | $422,179 | 0.4% |
| 42 | SBUXSTARBUCKS CORP | 3,993 | $408,019 | 0.4% |
| 43 | IHIISHARES TR | 8,039 | $397,207 | 0.3% |
| 44 | SYKSTRYKER CORPORATION | 1,249 | $393,245 | 0.3% |
| 45 | NOBLPROSHARES TR | 6,735 | $378,242 | 0.3% |
| 46 | ITOTISHARES TR | 2,259 | $371,096 | 0.3% |
| 47 | JNJJOHNSON & JOHNSON | 1,453 | $369,018 | 0.3% |
| 48 | SRESEMPRA | 3,921 | $363,519 | 0.3% |
| 49 | DFASDIMENSIONAL ETF TRUST | 4,327 | $356,257 | 0.3% |
| 50 | CRCRANE COMPANY | 1,518 | $338,620 | 0.3% |
| 51 | AXPAMERICAN EXPRESS CO | 962 | $325,417 | 0.3% |
| 52 | NUMGNUSHARES ETF TR | 6,836 | $321,019 | 0.3% |
| 53 | MRVLMARVELL TECHNOLOGY INC | 1,053 | $313,584 | 0.3% |
| 54 | PRUPRUDENTIAL FINL INC | 2,837 | $306,189 | 0.3% |
| 55 | CHDCHURCH & DWIGHT CO INC | 3,036 | $294,128 | 0.3% |
| 56 | AMGNAMGEN INC | 800 | $289,577 | 0.2% |
| 57 | ABBVABBVIE INC | 1,093 | $275,161 | 0.2% |
| 58 | NEENEXTERA ENERGY INC | 3,105 | $272,538 | 0.2% |
| 59 | TIPISHARES TR | 2,482 | $271,653 | 0.2% |
| 60 | ESGDISHARES TR | 2,528 | $259,904 | 0.2% |
| 61 | DEDEERE & CO | 400 | $253,732 | 0.2% |
| 62 | VTECVANGUARD CALIF TAX FREE FDS | 2,517 | $253,255 | 0.2% |
| 63 | DISDISNEY WALT CO | 2,543 | $244,769 | 0.2% |
| 64 | KOCOCA COLA CO | 2,971 | $241,490 | 0.2% |
| 65 | NVSNOVARTIS AG | 1,505 | $235,881 | 0.2% |
| 66 | IDRVISHARES TR | 6,125 | $233,359 | 0.2% |
| 67 | VAWVANGUARD WORLD FD | 1,000 | $228,790 | 0.2% |
| 68 | VDCVANGUARD WORLD FD | 1,000 | $225,490 | 0.2% |
| 69 | PSAPUBLIC STORAGE | 684 | $217,852 | 0.2% |
| 70 | TSLATESLA INC | 477 | $200,626 | 0.2% |
| 71 | XEXGXEATON VANCE TAX-MANAGED GLOB | 11,545 | $113,256 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.