WealthSpring Partners, LLC

CIK 0001961292 · LONG BEACH, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

WealthSpring Partners, LLC reported 71 positions worth $116.4M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: DFAC (12.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$116.4M
2026 Q2
Positions
71
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.1%
Est. Net Flow (Q)
2026 Q2
10 / 71 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$14.5M12.49%327,536
2IVVISHARES TRSH$9.2M7.95%12,348
3IYKISHARES TRSH$7.3M6.27%100,371
4PHOINVESCO EXCHANGE TRADED FD TSH$6.9M5.90%99,343
5AGGISHARES TRSH$6.8M5.85%68,719
6DFAXDIMENSIONAL ETF TRUSTSH$5.9M5.05%159,662
7AAPLAPPLE INCSH$5.8M5.02%20,177
8VWOVANGUARD INTL EQUITY INDEX FSH$4.3M3.72%72,464
9XARSPDR SERIES TRUSTSH$4.0M3.43%14,075
10BNDXVANGUARD CHARLOTTE FDSSH$4.0M3.41%81,998

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WealthSpring Partners, LLC hold as of Q2 2026?

WealthSpring Partners, LLC reported 71 positions worth $116.4M in its Q2 2026 13F filing. Largest positions: DFAC (12.5%), IVV (7.9%), IYK (6.3%), PHO (5.9%) and AGG (5.8%).

What did WealthSpring Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WealthSpring Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.