Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WealthSpring Partners, LLC (CIK 1961292) reported $109.0M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($12.1M, 11.12%), IVV ($8.0M, 7.30%), AGG ($7.0M, 6.42%), IYK ($6.9M, 6.34%), PHO ($6.5M, 5.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $12.1M | 11.12% | 311,841 | Added |
| 2 | IVV | ISHARES TR | $8.0M | 7.30% | 12,172 | Added |
| 3 | AGG | ISHARES TR | $7.0M | 6.42% | 70,439 | Added |
| 4 | IYK | ISHARES TR | $6.9M | 6.34% | 98,657 | Added |
| 5 | PHO | INVESCO EXCHANGE TRADED FD T | $6.5M | 5.93% | 96,687 | Added |
| 6 | AAPL | APPLE INC | $5.1M | 4.70% | 20,181 | Added |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $4.9M | 4.46% | 143,206 | Added |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $3.9M | 3.54% | 80,284 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $3.8M | 3.49% | 70,334 | Added |
| 10 | XAR | SPDR SERIES TRUST | $3.4M | 3.10% | 13,289 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $2.9M | 2.69% | 4,507 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.9M | 2.66% | 6,059 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $2.7M | 2.51% | 15,664 | Trimmed |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $2.1M | 1.95% | 2,130 | Added |
| 15 | CVX | CHEVRON CORPORATION | $2.1M | 1.94% | 10,198 | Added |
| 16 | AMZN | AMAZON COM INC | $2.0M | 1.82% | 9,521 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $1.7M | 1.59% | 6,029 | Trimmed |
| 18 | DFCF | DIMENSIONAL ETF TRUST | $1.7M | 1.54% | 39,793 | Added |
| 19 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.32% | 2 | New |
| 20 | MSFT | MICROSOFT CORP | $1.4M | 1.32% | 3,896 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $1.4M | 1.27% | 4,696 | Added |
| 22 | RTX | RTX CORPORATION | $1.3M | 1.16% | 6,544 | Added |
| 23 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.3M | 1.15% | 29,502 | New |
| 24 | DFAI | DIMENSIONAL ETF TRUST | $1.2M | 1.09% | 30,619 | Trimmed |
| 25 | GLD | SPDR GOLD TR | $1.1M | 1.03% | 2,602 | Added |
Source: SEC Form 13F filings · as of 2026-03-31