WealthSpring Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), WealthSpring Partners, LLC reported 58 stock positions worth $97.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 11.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.8%) and iShares Core U.S. Aggregate (AGG, 7.0%).
- Most Recent 13F
- Q2 2026
- Location
- LONG BEACH, CA
- CIK
- 0001961292
- Portfolio Value
- $97.6M (Q4 2025)
- SEC Filing
- 0001961292-26-000003 ↗ filed Feb 12, 2026
Holdings Value
Holdings 58 stocks · $97.6M
| DFAC Dimensional US Core Equity 2 | 11.61% | 286,312 | $11.3M | — |
| IVV iShares Core S&P 500 ETF | 7.83% | 11,155 | $7.6M | — |
| AGG iShares Core U.S. Aggregate | 6.96% | 68,060 | $6.8M | — |
| PHO Invesco Water Resources ETF | 6.91% | 95,736 | $6.7M | — |
| IYK iShares US Consumer Staples | 6.66% | 97,204 | $6.5M | — |
| AAPL Apple Inc. | 5.50% | 19,734 | $5.4M | — |
| DFAX Dimensional World Ex US Core | 4.55% | 135,591 | $4.4M | — |
| BNDX Vanguard Total Intl Bond ETF | 3.97% | 80,127 | $3.9M | — |
| VWO Vanguard Ftse Emerging Marke | 3.87% | 70,312 | $3.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 3.25% | 6,303 | $3.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.18% | 4,548 | $3.1M | — |
| NVDA Nvidia Corp. | 3.16% | 16,529 | $3.1M | — |
| XAR SS SPDR S&P Aerospace Def | 2.86% | 11,589 | $2.8M | — |
| AMZN Amazon.com Inc. | 2.31% | 9,767 | $2.3M | — |
| GOOGL Alphabet Inc. Class A | 1.99% | 6,200 | $1.9M | — |
| MSFT Microsoft Corp. | 1.88% | 3,801 | $1.8M | — |
| COST Costco Wholesale Corp. | 1.88% | 2,124 | $1.8M | — |
| CVX Chevron Corp. | 1.49% | 9,556 | $1.5M | — |
| DFAI Dimensional International Co. | 1.23% | 31,450 | $1.2M | — |
| RTX RTX Corp. | 1.23% | 6,526 | $1.2M | — |
| JPM JPMorgan Chase & Co. | 1.20% | 3,630 | $1.2M | — |
| GLD SPDR Gold Shares | 1.04% | 2,568 | $1.0M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.96% | 3,171 | $939K | — |
| VYM Vanguard High DVD Yield ETF | 0.96% | 6,496 | $932K | — |
| MDY State Street SPDR S&P Midcap | 0.87% | 1,414 | $853K | — |
| VCEB Vanguard ESG US Corp. Bond | 0.78% | 12,002 | $764K | — |
| DFCF Dimensional Core Fixed Inc. | 0.78% | 17,845 | $759K | — |
| GOOG Alphabet Inc. Class C | 0.75% | 2,346 | $736K | — |
| CSCO Cisco Systems Inc. | 0.73% | 9,273 | $714K | — |
| IHI iShares U.S. Medical Devices | 0.51% | 8,039 | $500K | — |
| V Visa Inc. Class A | 0.51% | 1,414 | $496K | — |
| HD Home Depot Inc. | 0.50% | 1,428 | $491K | — |
| META Meta Platforms Inc. Class A | 0.50% | 738 | $487K | — |
| VT Vanguard Tot World STK ETF | 0.48% | 3,327 | $469K | — |
| JEPI JPMorgan Equity Premium Inco | 0.48% | 8,126 | $465K | — |
| SYK Stryker Corp. | 0.44% | 1,222 | $430K | — |
| XOM Exxon Mobil Corp. | 0.42% | 3,408 | $410K | — |
| AXP American Express Co. | 0.36% | 960 | $355K | — |
| BND Vanguard Total Bond Market | 0.36% | 4,685 | $347K | — |
| SRE Sempra | 0.35% | 3,919 | $346K | — |
| ITOT iShares Core S&P Total U.S. | 0.34% | 2,254 | $335K | — |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.34% | 6,868 | $328K | — |
| PRU Prudential Financial Inc. | 0.34% | 2,904 | $328K | — |
| SBUX Starbucks Corp. | 0.32% | 3,667 | $309K | — |
| TIP iShares Tips Bond ETF | 0.29% | 2,567 | $282K | — |
| CR Crane Co. | 0.29% | 1,518 | $280K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 2,368 | $269K | — |
| AMGN Amgen Inc. | 0.27% | 817 | $267K | — |
| CHD Church & Dwight Co. Inc. | 0.26% | 3,036 | $255K | — |
| ABBV Abbvie Inc. | 0.26% | 1,093 | $250K | — |
| NEE Nextera Energy Inc. | 0.26% | 3,105 | $249K | — |
| NOBL Proshares S&P 500 Dividend A | 0.25% | 2,339 | $243K | — |
| ESGD iShares Trust iShares ESG Aw | 0.25% | 2,528 | $240K | — |
| TSLA Tesla Inc. | 0.22% | 477 | $215K | — |
| IDRV iShares Self-Driving Ev&tech | 0.22% | 5,654 | $214K | — |
| NVS Novartis AG-Sponsored ADR | 0.21% | 1,500 | $207K | — |
| VTEC Vanguard Ca Tax-Ex Bond | 0.21% | 2,054 | $206K | — |
| XEXGX Eaton Vance Tax-Managed Glob | 0.11% | 11,545 | $110K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.