WealthSpring Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), WealthSpring Partners, LLC reported 72 stock positions worth $109.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 11.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.3%) and iShares Core U.S. Aggregate (AGG, 6.4%). Compared with Q4 2025, it opened 15 new positions, sold out of 1, added to 39 and reduced 9. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Nvidia (NVDA, shares −5%).

Most Recent 13F
Q2 2026
Location
LONG BEACH, CA
CIK
0001961292
Portfolio Value
$109.0M (Q1 2026)
SEC Filing
0001961292-26-000004 ↗ filed Apr 21, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $97.6M Q4 2025 Q1 2026: $109.0M $109.0M Q1 2026 Q2 2026: $116.4M Q2 2026

Holdings 72 stocks · $109.0M
DFAC Dimensional US Core Equity 2 11.12% 311,841 $12.1M Add +8.9%
IVV iShares Core S&P 500 ETF 7.29% 12,172 $8.0M Add +9.1%
AGG iShares Core U.S. Aggregate 6.42% 70,439 $7.0M Add +3.5%
IYK iShares US Consumer Staples 6.34% 98,657 $6.9M Add +1.5%
PHO Invesco Water Resources ETF 5.93% 96,687 $6.5M Add +1.0%
AAPL Apple Inc. 4.70% 20,181 $5.1M Add +2.3%
DFAX Dimensional World Ex US Core 4.46% 143,206 $4.9M Add +5.6%
BNDX Vanguard Total Intl Bond ETF 3.54% 80,284 $3.9M Add +0.2%
VWO Vanguard Ftse Emerging Marke 3.49% 70,334 $3.8M Add +0.0%
XAR SS SPDR S&P Aerospace Def 3.10% 13,289 $3.4M Add +14.7%
SPY SS SPDR S&P 500 ETF Trust-US 2.69% 4,507 $2.9M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 2.66% 6,059 $2.9M Reduce -3.9%
NVDA Nvidia Corp. 2.51% 15,664 $2.7M Reduce -5.2%
COST Costco Wholesale Corp. 1.95% 2,130 $2.1M Add +0.3%
CVX Chevron Corp. 1.94% 10,198 $2.1M Add +6.7%
AMZN Amazon.com Inc. 1.82% 9,521 $2.0M Reduce -2.5%
GOOGL Alphabet Inc. Class A 1.59% 6,029 $1.7M Reduce -2.8%
DFCF Dimensional Core Fixed Inc. 1.54% 39,793 $1.7M Add +123.0%
MSFT Microsoft Corp. 1.32% 3,896 $1.4M Add +2.5%
BRK.A Berkshire Hathaway Inc. Class A 1.32% 2 $1.4M New
JPM JPMorgan Chase & Co. 1.27% 4,696 $1.4M Add +29.4%
RTX RTX Corp. 1.16% 6,544 $1.3M Add +0.3%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 1.15% 29,502 $1.3M New
DFAI Dimensional International Co. 1.09% 30,619 $1.2M Reduce -2.6%
GLD SPDR Gold Shares 1.03% 2,602 $1.1M Add +1.3%
VYM Vanguard High DVD Yield ETF 0.88% 6,499 $962K Add +0.1%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.87% 28,261 $943K New
MDY State Street SPDR S&P Midcap 0.80% 1,417 $874K Add +0.2%
CGGR Cap Group Growth Equity 0.78% 21,270 $855K New
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.75% 22,902 $822K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.72% 3,232 $783K Add +1.9%
VCEB Vanguard ESG US Corp. Bond 0.69% 12,007 $754K Add +0.0%
CSCO Cisco Systems Inc. 0.67% 9,412 $730K Add +1.5%
VTES Vanguard SH Term Tax-Ex Bond 0.67% 7,207 $729K New
DFIC Dimensional International Co. 0.65% 20,000 $711K New
GOOG Alphabet Inc. Class C 0.58% 2,189 $628K Reduce -6.7%
XOM Exxon Mobil Corp. 0.53% 3,419 $580K Add +0.3%
BND Vanguard Total Bond Market 0.50% 7,334 $540K Add +56.5%
VTEI Vanguard Int Tax-Exempt Bond 0.48% 5,276 $527K New
HD Home Depot Inc. 0.45% 1,477 $486K Add +3.4%
JEPI JPMorgan Equity Premium Inco 0.42% 8,126 $461K No change
VT Vanguard Tot World STK ETF 0.42% 3,330 $461K Add +0.1%
META Meta Platforms Inc. Class A 0.41% 778 $445K Add +5.4%
IHI iShares U.S. Medical Devices 0.39% 8,039 $429K No change
V Visa Inc. Class A 0.39% 1,416 $428K Add +0.1%
SYK Stryker Corp. 0.38% 1,261 $414K Add +3.2%
SRE Sempra 0.35% 3,920 $381K Add +0.0%
JNJ Johnson & Johnson 0.33% 1,489 $364K New
SBUX Starbucks Corp. 0.32% 3,901 $350K Add +6.4%
ITOT iShares Core S&P Total U.S. 0.29% 2,256 $321K Add +0.1%
AXP American Express Co. 0.27% 961 $291K Add +0.1%
NEE Nextera Energy Inc. 0.26% 3,105 $288K No change
AMGN Amgen Inc. 0.26% 818 $288K Add +0.1%
CHD Church & Dwight Co. Inc. 0.26% 3,036 $283K No change
NUMG Nuveen ESG Mid-Cap Grow ETF 0.26% 6,868 $282K No change
PRU Prudential Financial Inc. 0.25% 2,824 $276K Reduce -2.8%
TIP iShares Tips Bond ETF 0.24% 2,377 $262K Reduce -7.4%
CR Crane Co. 0.24% 1,518 $260K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.23% 2,600 $251K Add +9.8%
NOBL Proshares S&P 500 Dividend A 0.23% 2,340 $248K Add +0.0%
ESGD iShares Trust iShares ESG Aw 0.22% 2,528 $242K No change
ABBV Abbvie Inc. 0.22% 1,093 $238K No change
NVS Novartis AG-Sponsored ADR 0.21% 1,505 $230K Add +0.3%
IDRV iShares Self-Driving Ev&tech 0.21% 5,898 $227K Add +4.3%
VAW Vanguard Materials ETF 0.21% 1,000 $225K New
DE Deere & Co. 0.21% 400 $225K New
VDC Vanguard Consumer Staple ETF 0.21% 1,000 $225K New
KO The Coca-Cola Co. 0.20% 2,826 $215K New
HDV iShares Core High Dividend E 0.19% 1,515 $206K New
VTEC Vanguard Ca Tax-Ex Bond 0.19% 2,059 $204K Add +0.2%
DFAS Dimensional US Small Cap ETF 0.19% 2,866 $204K New
XEXGX Eaton Vance Tax-Managed Glob 0.09% 11,545 $100K No change

Portfolio Sells Q4 2025 → Q1 2026
NVDA Nvidia Corp. Reduce -5.2% 2.51% −0.65
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.9% 2.66% −0.58
AMZN Amazon.com Inc. Reduce -2.5% 1.82% −0.49
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.9% 2.69% −0.49
GOOGL Alphabet Inc. Class A Reduce -2.8% 1.59% −0.40
TSLA Tesla Inc. Sold out 0.00% −0.22
GOOG Alphabet Inc. Class C Reduce -6.7% 0.58% −0.18
DFAI Dimensional International Co. Reduce -2.6% 1.09% −0.13
PRU Prudential Financial Inc. Reduce -2.8% 0.25% −0.08
TIP iShares Tips Bond ETF Reduce -7.4% 0.24% −0.05

Portfolio Buys Q4 2025 → Q1 2026
BRK.A Berkshire Hathaway Inc. Class A New 1.32% +1.32
CGDV Cap Group Dividend Value New 1.15% +1.15
CGGO Cap Group Global Growth New 0.87% +0.87
CGGR Cap Group Growth Equity New 0.78% +0.78
DFCF Dimensional Core Fixed Inc. Add +123.0% 1.54% +0.76
CGDG Cap Group Dividend Growers New 0.75% +0.75
VTES Vanguard SH Term Tax-Ex Bond New 0.67% +0.67
DFIC Dimensional International Co. New 0.65% +0.65
VTEI Vanguard Int Tax-Exempt Bond New 0.48% +0.48
CVX Chevron Corp. Add +6.7% 1.94% +0.44
JNJ Johnson & Johnson New 0.33% +0.33
XAR SS SPDR S&P Aerospace Def Add +14.7% 3.10% +0.23
VAW Vanguard Materials ETF New 0.21% +0.21
DE Deere & Co. New 0.21% +0.21
VDC Vanguard Consumer Staple ETF New 0.21% +0.21
KO The Coca-Cola Co. New 0.20% +0.20
HDV iShares Core High Dividend E New 0.19% +0.19
DFAS Dimensional US Small Cap ETF New 0.19% +0.19
BND Vanguard Total Bond Market Add +56.5% 0.50% +0.14
XOM Exxon Mobil Corp. Add +0.3% 0.53% +0.11
COST Costco Wholesale Corp. Add +0.3% 1.95% +0.07
JPM JPMorgan Chase & Co. Add +29.4% 1.27% +0.07
SBUX Starbucks Corp. Add +6.4% 0.32% +0.00
NVS Novartis AG-Sponsored ADR Add +0.3% 0.21% −0.00
SRE Sempra Add +0.0% 0.35% −0.01
AMGN Amgen Inc. Add +0.1% 0.26% −0.01
IDRV iShares Self-Driving Ev&tech Add +4.3% 0.21% −0.01
GLD SPDR Gold Shares Add +1.3% 1.03% −0.02
NOBL Proshares S&P 500 Dividend A Add +0.0% 0.23% −0.02
VTEC Vanguard Ca Tax-Ex Bond Add +0.2% 0.19% −0.02
DIS The Walt Disney Co. Add +9.8% 0.23% −0.05
ITOT iShares Core S&P Total U.S. Add +0.1% 0.29% −0.05
HD Home Depot Inc. Add +3.4% 0.45% −0.06
VT Vanguard Tot World STK ETF Add +0.1% 0.42% −0.06
SYK Stryker Corp. Add +3.2% 0.38% −0.06
CSCO Cisco Systems Inc. Add +1.5% 0.67% −0.06
RTX RTX Corp. Add +0.3% 1.16% −0.07
MDY State Street SPDR S&P Midcap Add +0.2% 0.80% −0.07
VYM Vanguard High DVD Yield ETF Add +0.1% 0.88% −0.07
DFAX Dimensional World Ex US Core Add +5.6% 4.46% −0.08
VCEB Vanguard ESG US Corp. Bond Add +0.0% 0.69% −0.09
META Meta Platforms Inc. Class A Add +5.4% 0.41% −0.09
AXP American Express Co. Add +0.1% 0.27% −0.10
V Visa Inc. Class A Add +0.1% 0.39% −0.12
IBM Intl Business Machines Corp. Add +1.9% 0.72% −0.24
IYK iShares US Consumer Staples Add +1.5% 6.34% −0.33
VWO Vanguard Ftse Emerging Marke Add +0.0% 3.49% −0.38
BNDX Vanguard Total Intl Bond ETF Add +0.2% 3.54% −0.43
DFAC Dimensional US Core Equity 2 Add +8.9% 11.12% −0.49
IVV iShares Core S&P 500 ETF Add +9.1% 7.29% −0.53

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 71$116.4MDFAC, IVV, IYK, PHO, AGG
Q1 2026 72$109.0MDFAC, IVV, AGG, IYK, PHO
Q4 2025 58$97.6MDFAC, IVV, AGG, PHO, IYK