WealthSpring Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, WealthSpring Partners, LLC held in its portfolio 58 assets valued at $97,607,276 (i.e. $97.61M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($11.34M), ISHARES TR ($7.64M), and ISHARES TR ($6.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WealthSpring Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 286312 | 11335109 | US CORE EQUITY 2 |
| ISHARES TR | 11155 | 7640408 | CORE S&P500 ETF |
| ISHARES TR | 68060 | 6797880 | CORE US AGGBD ET |
| INVESCO EXCHANGE TRADED FD T | 95736 | 6740735 | WATER RES ETF |
| ISHARES TR | 97204 | 6504895 | US CONSM STAPLES |
| APPLE INC | 19734 | 5364861 | COM |
| DIMENSIONAL ETF TRUST | 135591 | 4437883 | WORLD EX US CORE |
| VANGUARD CHARLOTTE FDS | 80127 | 3871757 | TOTAL INT BD ETF |
| VANGUARD INTL EQUITY INDEX F | 70312 | 3779947 | FTSE EMR MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 6303 | 3167953 | CL B NEW |
| SPDR S&P 500 ETF TR | 4548 | 3101226 | TR UNIT |
| NVIDIA CORPORATION | 16529 | 3082618 | COM |
| SPDR SERIES TRUST | 11589 | 2795798 | STATE STREET SPD |
| AMAZON COM INC | 9767 | 2254419 | COM |
| ALPHABET INC | 6200 | 1940485 | CAP STK CL A |
| MICROSOFT CORP | 3801 | 1838120 | COM |
| COSTCO WHSL CORP NEW | 2124 | 1831315 | COM |
| CHEVRON CORP NEW | 9556 | 1456472 | COM |
| DIMENSIONAL ETF TRUST | 31450 | 1198572 | INTL CORE EQT MK |
| RTX CORPORATION | 6526 | 1196932 | COM |
| JPMORGAN CHASE & CO. | 3630 | 1169599 | COM |
| SPDR GOLD TR | 2568 | 1017645 | GOLD SHS |
| INTERNATIONAL BUSINESS MACHS | 3171 | 939410 | COM |
| VANGUARD WHITEHALL FDS | 6496 | 932342 | HIGH DIV YLD |
| SPDR S&P MIDCAP 400 ETF TR | 1414 | 852940 | UTSER1 S&PDCRP |
| VANGUARD WORLD FD | 12002 | 763700 | ESG US CORP BD |
| DIMENSIONAL ETF TRUST | 17845 | 759494 | CORE FIXED INCOM |
| ALPHABET INC | 2346 | 736097 | CAP STK CL C |
| CISCO SYS INC | 9273 | 714334 | COM |
| ISHARES TR | 8039 | 499624 | U.S. MED DVC ETF |
| VISA INC | 1414 | 496062 | COM CL A |
| HOME DEPOT INC | 1428 | 491449 | COM |
| META PLATFORMS INC | 738 | 487222 | CL A |
| VANGUARD INTL EQUITY INDEX F | 3327 | 469337 | TT WRLD ST ETF |
| J P MORGAN EXCHANGE TRADED F | 8126 | 465132 | EQUITY PREMIUM |
| STRYKER CORPORATION | 1222 | 429547 | COM |
| EXXON MOBIL CORP | 3408 | 410178 | COM |
| AMERICAN EXPRESS CO | 960 | 355080 | COM |
| VANGUARD BD INDEX FDS | 4685 | 347047 | TOTAL BND MRKT |
| SEMPRA | 3919 | 346000 | COM |
| ISHARES TR | 2254 | 335147 | CORE S&P TTL STK |
| NUSHARES ETF TR | 6868 | 327899 | NUVEEN ESG MIDCP |
| PRUDENTIAL FINL INC | 2904 | 327806 | COM |
| STARBUCKS CORP | 3667 | 308834 | COM |
| ISHARES TR | 2567 | 282123 | TIPS BD ETF |
| CRANE COMPANY | 1518 | 279965 | COMMON STOCK |
| DISNEY WALT CO | 2368 | 269400 | COM |
| AMGEN INC | 817 | 267285 | COM |
| CHURCH & DWIGHT CO INC | 3036 | 254569 | COM |
| ABBVIE INC | 1093 | 249847 | COM |
| NEXTERA ENERGY INC | 3105 | 249281 | COM |
| PROSHARES TR | 2339 | 243440 | S&P 500 DV ARIST |
| ISHARES TR | 2528 | 240388 | ESG AW MSCI EAFE |
| TESLA INC | 477 | 214516 | COM |
| ISHARES TR | 5654 | 214445 | SELF DRIVNG EV |
| NOVARTIS AG | 1500 | 206763 | SPONSORED ADR |
| VANGUARD CALIF TAX FREE FDS | 2054 | 205920 | TAX EXEMPT BD FD |
| EATON VANCE TAX-MANAGED GLOB | 11545 | 110024 | COM |
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