Q3 2026 13F · SEC CIK 1961292

WealthSpring Partners, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $94.4M
Reported positions: 74
Holdings vs S&P 500, 3 yrs: —
Assets under management: $370.2M

WealthSpring Partners, LLC is a wealth manager that reported 74 positions worth $94.4M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Dimensional ETF Trust (DFAC, 8.8%), Ishares Tr (IVV, 6.9%), Apple Inc (AAPL, 6.1%).

WealthSpring Partners, LLC holdings largest 50 of 74 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

WealthSpring Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	8.8%	12.5%	187,014	-42.9%	$8.3M
IVVIshares Tr	6.9%	7.9%	8,565	-30.6%	$6.6M
AAPLApple Inc	6.1%	5.0%	17,347	-14.0%	$5.8M
AGGIshares Tr	5.6%	5.8%	56,104	-18.4%	$5.3M
PHOInvesco Exchange Traded Fd T	5.3%	5.9%	73,077	-26.4%	$5.0M
DFAXDimensional ETF Trust	5.2%	5.1%	133,371	-16.5%	$4.9M
IYKIshares U.s. Consumer Staples ETF	4.9%	6.3%	65,026	-35.2%	$4.6M
SPYState Str Spdr S&p 500 ETF T	3.5%	2.8%	4,322	-2.1%	$3.3M
NVDANvidia Corporation	3.0%	2.5%	12,478	-15.1%	$2.8M
XARState Streer	2.9%	3.4%	11,872	-15.7%	$2.7M
BNDXVanguard Charlotte Fds	2.9%	3.4%	58,356	-28.8%	$2.7M
VWOVanguard Intl Equity Index F	2.7%	3.7%	42,322	-41.6%	$2.5M
BRK-BBerkshire Hathaway Inc Del	2.3%	2.6%	4,303	-28.6%	$2.1M
CVXChevron Corporation	1.7%	1.5%	7,813	-23.9%	$1.6M
DFCFDimensional ETF Trust	1.7%	2.0%	39,608	-28.4%	$1.6M
DFAUDimensional ETF Trust	1.6%	—	28,777	—	$1.5M
BRK-ABerkshire Hathaway Inc Del	1.6%	1.3%	2	+0.0%	$1.5M
DFAIDimensional ETF Trust	1.6%	1.1%	35,318	+14.2%	$1.5M
AMZNAmazon Com Inc	1.5%	1.7%	5,849	-28.0%	$1.5M
JPMJpmorgan Chase & Co	1.5%	1.3%	4,198	-11.2%	$1.4M
GOOGLAlphabet Inc	1.5%	1.8%	4,004	-31.5%	$1.4M
MSFTMicrosoft Corp	1.4%	1.2%	2,593	-32.9%	$1.3M
COSTCostco Wholesale Corporation	1.2%	1.7%	1,288	-39.0%	$1.2M
IUSGIshares Tr	1.2%	—	5,621	—	$1.1M
MDYState Str Spdr S&p Midcap 40	1.1%	0.9%	1,509	+6.3%	$991K
GLDSpdr Gold Tr	1.0%	0.8%	2,593	-0.3%	$987K
SPTSSpdr Series Trust	1.0%	—	33,670	—	$965K
VYMVanguard Whitehall Fds	0.9%	0.8%	5,695	+0.0%	$884K
DFICDimensional ETF Trust	0.8%	0.6%	20,000	+0.0%	$752K
VTESVanguard Wellington Fd	0.8%	0.6%	7,223	+0.1%	$712K
CSCOCisco Sys Inc	0.7%	0.9%	6,555	-30.0%	$706K
VVisa Inc	0.7%	0.6%	1,929	-4.6%	$693K
IUSVIshares Tr	0.7%	—	6,241	—	$688K
VCEBVanguard Esg U.s. Corporate Bond ETF	0.7%	0.6%	11,144	-7.4%	$664K
AVUVAmerican Centy ETF Tr	0.7%	—	5,578	—	$657K
GOOGAlphabet Inc	0.7%	0.7%	1,883	-14.2%	$642K
CGGRCapital Group Growth ETF	0.6%	0.5%	12,724	+12.3%	$603K
RTXRtx Corporation	0.6%	1.1%	3,246	-50.5%	$603K
IEFIshares Tr	0.6%	—	6,260	—	$559K
IBMInternational Business Machs	0.6%	0.8%	2,396	-26.9%	$527K
VTEIVanguard Mun Bd Fds	0.5%	0.5%	5,288	+0.1%	$504K
AXPAmerican Express Co	0.5%	—	1,556	—	$473K
BNDVanguard Bd Index Fds	0.5%	0.4%	6,702	-5.4%	$470K
DFAEDimensional ETF Trust	0.5%	—	11,703	—	$460K
DISVDimensional ETF Trust	0.5%	—	9,930	—	$430K
IHIIshares Tr	0.4%	0.3%	8,039	+0.0%	$411K
JNJJohnson & Johnson	0.4%	0.3%	1,453	+0.0%	$385K
VTVanguard Intl Equity Index F	0.4%	0.5%	2,424	-27.3%	$383K
NOBLProshares Tr	0.4%	0.3%	6,736	+0.0%	$364K
XLKSelect Sector Spdr Tr	0.4%	—	1,847	—	$361K

What WealthSpring Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$94.4M	74
Q2 2026	$116.4M	71
Q1 2026	$109.0M	72
Q4 2025	$97.6M	58
Q3 2023	$133.8M	70
Q2 2023	$138.1M	74
Q1 2023	$129.2M	72
Q4 2022	$128.0M	73
Q3 2022	$113.2M	74

Questions about WealthSpring Partners, LLC's portfolio

What stocks does WealthSpring Partners, LLC own?

WealthSpring Partners, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 74 positions worth $94.4M. The largest are Dimensional ETF Trust (DFAC) at 8.8%, Ishares Tr (IVV) at 6.9%, Apple Inc (AAPL) at 6.1%, Ishares Tr (AGG) at 5.6% and Invesco Exchange Traded Fd T (PHO) at 5.3%.

What did WealthSpring Partners, LLC buy last quarter?

In Q3 2026, WealthSpring Partners, LLC added Dimensional ETF Trust (DFAI) (+14.2% shares), Capital Group Growth ETF (CGGR) (+12.3% shares) and State Str Spdr S&p Midcap 40 (MDY) (+6.3% shares), compared with its Q2 2026 filing.

What did WealthSpring Partners, LLC sell last quarter?

In Q3 2026, WealthSpring Partners, LLC cut from its top 50 Home Depot Inc (HD), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 J P Morgan Exchange Traded F (JEPI), cut from its top 50 Meta Platforms Inc (META), cut from its top 50 Starbucks Corp (SBUX), Rtx Corporation (RTX) (-50.5% shares), Dimensional ETF Trust (DFAC) (-42.9% shares) and Vanguard Intl Equity Index F (VWO) (-41.6% shares), compared with its Q2 2026 filing.

When is WealthSpring Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. WealthSpring Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does WealthSpring Partners, LLC manage?

WealthSpring Partners, LLC reported $370.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $94.4M.