WealthSpring Partners, LLC 13F Holdings · Q2 2026
WealthSpring Partners, LLC reported 71 securities worth $116.36M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (12.49%), IVV (7.95%), IYK (6.27%). Among its top 25 positions this quarter: 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $14.5M | 12.49% | 327,536 | Added |
| 2 | IVV | ISHARES TR | $9.2M | 7.95% | 12,348 | Added |
| 3 | IYK | ISHARES TR | $7.3M | 6.27% | 100,371 | Added |
| 4 | PHO | INVESCO EXCHANGE TRADED FD T | $6.9M | 5.90% | 99,343 | Added |
| 5 | AGG | ISHARES TR | $6.8M | 5.85% | 68,719 | Trimmed |
| 6 | DFAX | DIMENSIONAL ETF TRUST | $5.9M | 5.05% | 159,662 | Added |
| 7 | AAPL | APPLE INC | $5.8M | 5.02% | 20,177 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $4.3M | 3.72% | 72,464 | Added |
| 9 | XAR | SPDR SERIES TRUST | $4.0M | 3.43% | 14,075 | Added |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $4.0M | 3.41% | 81,998 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 2.83% | 4,413 | Trimmed |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.0M | 2.59% | 6,028 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $2.9M | 2.53% | 14,703 | Trimmed |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $2.3M | 2.01% | 55,285 | Added |
| 15 | GOOGL | ALPHABET INC | $2.1M | 1.80% | 5,846 | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $2.0M | 1.70% | 2,111 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $1.9M | 1.66% | 8,126 | Trimmed |
| 18 | CVX | CHEVRON CORPORATION | $1.7M | 1.46% | 10,268 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $1.5M | 1.33% | 4,730 | Added |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.29% | 2 | Hold |
| 21 | MSFT | MICROSOFT CORP | $1.4M | 1.24% | 3,865 | Trimmed |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $1.3M | 1.10% | 30,927 | Added |
| 23 | RTX | RTX CORPORATION | $1.2M | 1.07% | 6,557 | Added |
| 24 | CSCO | CISCO SYS INC | $1.1M | 0.94% | 9,359 | Trimmed |
| 25 | MDY | STATE STR SPDR S&P MIDCAP 40 | $998,568 | 0.86% | 1,420 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR