Latest WealthSpring Partners, LLC Stock Portfolio

WealthSpring Partners, LLC Performance:

2026 Q1: -1.34%YTD: -1.34%

Performance for 2026 Q1 is -1.34%, and YTD is -1.34%.

About WealthSpring Partners, LLC and 13F Hedge Fund Stock Holdings

WealthSpring Partners, LLC is a hedge fund based in Long Beach, CA. On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, WealthSpring Partners, LLC reported an equity portfolio of $109 Millions as of 31 Mar, 2026.

The top stock holdings of WealthSpring Partners, LLC are DFAC, IJR, IJR. The fund has invested 11.1% of it's portfolio in DIMENSIONAL ETF TRUST and 7.3% of portfolio in ISHARES TR.

The fund managers got completely rid off TESLA INC (TSLA) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ALPHABET INC (GOOG) and NVIDIA CORPORATION (NVDA). WealthSpring Partners, LLC opened new stock positions in BERKSHIRE HATHAWAY INC DEL, CAPITAL GROUP DIVIDEND VALUE (CGDV) and CAPITAL GROUP GBL GROWTH EQT (CGGO). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD BD INDEX FDS (BIV) and JPMORGAN CHASE & CO (JPM).

WealthSpring Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WealthSpring Partners, LLC made a return of -1.34% in the last quarter. In trailing 12 months, it's portfolio return was NA%.

Performance
S&P 500

New Buys

Ticker	$ Bought
berkshire hathaway inc del	1,436,280
capital group dividend value	1,255,030
capital group gbl growth eqt	943,068
capital group growth etf	854,847
capital group dividend growe	822,191
vanguard wellington fd	728,893
dimensional etf trust	710,600
vanguard mun bd fds	527,299

New stocks bought by WealthSpring Partners, LLC

Additions

Ticker	% Inc.
dimensional etf trust	122
vanguard bd index fds	56.54
jpmorgan chase & co	29.37
spdr series trust	14.67
disney walt co	9.8
ishares tr	9.12
dimensional etf trust	8.92
chevron corporation	6.72

Additions to existing portfolio by WealthSpring Partners, LLC

Reductions

Ticker	% Reduced
ishares tr	-7.4
alphabet inc	-6.69
nvidia corporation	-5.23
berkshire hathaway inc del	-3.87
alphabet inc	-2.76
prudential finl inc	-2.75
dimensional etf trust	-2.64
amazon com inc	-2.52

WealthSpring Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
tesla inc	-214,516

WealthSpring Partners, LLC got rid off the above stocks

Sector Distribution

WealthSpring Partners, LLC has about 74% of it's holdings in Others sector.

Sector	%
Others	74
Technology	9.9
Communication Services	2.8
Consumer Cyclical	2.6
Energy	2.5
Consumer Defensive	2.4
Financial Services	2.2
Industrials	1.6
Healthcare	1.2

Market Cap. Distribution

WealthSpring Partners, LLC has about 25.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74
MEGA-CAP	23
LARGE-CAP	2.8

Stocks belong to which Index?

About 25.5% of the stocks held by WealthSpring Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.3
S&P 500	25.5

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.9 %
CVX	chevron corporation	34.2 %
NEE	nextera energy inc	15.7 %
COST	costco wholesale corporation	15.5 %
CHD	church & dwight co inc	11.3 %

Top 5 Winners ($)		$
CVX	chevron corporation	0.5 M
IJR	ishares tr	0.3 M
COST	costco wholesale corporation	0.3 M
DFAC	dimensional etf trust	0.2 M
XOM	exxon mobil corp	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.2 %
AXP	american express co	-18.2 %
IBM	international business machs	-18.0 %
DIS	disney walt co	-14.7 %
AAXJ	ishares tr	-14.2 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.4 M
IJR	ishares tr	-0.4 M
AAPL	apple inc	-0.4 M
CSD	invesco exchange traded fd t	-0.3 M
DFAC	dimensional etf trust	-0.2 M

WealthSpring Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WealthSpring Partners, LLC

WealthSpring Partners, LLC has 72 stocks in it's portfolio. About 56.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for WealthSpring Partners, LLC last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.70	20,181	5,121,820	added	2.27

AAXJ	ishares tr	0.39	8,039	428,881	unchanged	0.00

ABBV	abbvie inc	0.22	1,093	237,819	unchanged	0.00

AGT	ishares tr	0.22	2,528	241,727	unchanged	0.00

AMGN	amgen inc	0.26	818	287,844	added	0.12

AMPS	ishares tr	0.19	1,515	205,645	new

AMZN	amazon com inc	1.82	9,521	1,982,940	reduced	-2.52

AXP	american express co	0.27	961	290,618	added	0.1

BBAX	j p morgan exchange traded f	0.42	8,126	460,582	unchanged	0.00

BGRN	ishares tr	0.21	5,898	227,256	added	4.32

BIL	spdr series trust	3.10	13,289	3,375,040	added	14.67

BIV	vanguard bd index fds	0.50	7,334	540,044	added	56.54

BNDX	vanguard charlotte fds	3.54	80,284	3,857,620	added	0.2

BZQ	proshares tr	0.23	2,340	248,030	added	0.04

CGDV	capital group dividend value	1.15	29,502	1,255,030	new

CGGO	capital group gbl growth eqt	0.86	28,261	943,068	new

CGGR	capital group growth etf	0.78	21,270	854,847	new

CHD	church & dwight co inc	0.26	3,036	283,320	unchanged	0.00

COST	costco wholesale corporation	1.95	2,130	2,122,280	added	0.28

CR	crane company	0.24	1,518	259,578	unchanged	0.00