Grufity logo
Grufity logo

Latest WealthSpring Partners, LLC Stock Portfolio

$108Million | No. of Holdings #72

WealthSpring Partners, LLC Performance

2026 Q1-1.34%
YTD-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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 21 Apr, 2026
$108Million
  as of Apr 21, 2026

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 del1,436,280
capital group dividend value1,255,030
capital group gbl growth eqt943,068
capital group growth etf854,847
capital group dividend growe822,191
vanguard wellington fd728,893
dimensional etf trust710,600
vanguard mun bd fds527,299
New stocks bought by WealthSpring Partners, LLC

Additions

Ticker% Inc.
dimensional etf trust122
vanguard bd index fds56.54
jpmorgan chase & co29.37
spdr series trust14.67
disney walt co9.8
ishares tr9.12
dimensional etf trust8.92
chevron corporation6.72
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.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Consumer Defensive
  • Financial Services
  • Industrials
  • Healthcare
Sector%
Others74
Technology9.9
Communication Services2.8
Consumer Cyclical2.6
Energy2.5
Consumer Defensive2.4
Financial Services2.2
Industrials1.6
Healthcare1.2

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED74
MEGA-CAP23
LARGE-CAP2.8

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.

  • Others
  • S&P 500
Index%
Others74.3
S&P 50025.5
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.

$108.99MTotal Value
73.00Positions
21 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of WealthSpring Partners, LLC, last reported on 21 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WealthSpring Partners, LLC's holding in Ishares Tr over time
0.39%8,039
$428.9K
0.39%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
WealthSpring Partners, LLC's holding in Ishares Tr over time
0.22%2,528
$241.7K
0.22%
unchanged 0 percentunchanged
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
WealthSpring Partners, LLC's holding in J P Morgan Exchange Traded F over time
0.42%8,126
$460.6K
0.42%
unchanged 0 percentunchanged
BGRN
Ishares Tr

Ishares Tr

BGRN
WealthSpring Partners, LLC's holding in Ishares Tr over time
0.21%5,898
$227.3K
0.21%
increased 4.32 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
WealthSpring Partners, LLC's holding in Spdr Series Trust over time
3.1%13,289
$3.38M
3.1%
increased 14.67 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
WealthSpring Partners, LLC's holding in Vanguard Bd Index Fds over time
0.5%7,334
$540.0K
0.5%
increased 56.54 percentadded
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
WealthSpring Partners, LLC's holding in Vanguard Charlotte Fds over time
3.54%80,284
$3.86M
3.54%
increased 0.2 percentadded
BZQ
Proshares Tr

Proshares Tr

BZQ
WealthSpring Partners, LLC's holding in Proshares Tr over time
0.23%2,340
$248.0K
0.23%
increased 0.04 percentadded
CGDV
Capital Group Dividend Value

Capital Group Dividend Value

CGDV
WealthSpring Partners, LLC's holding in Capital Group Dividend Value over time
1.15%29,502
$1.26M
1.15%
new position
CGGO
Capital Group Gbl Growth Eqt

Capital Group Gbl Growth Eqt

CGGO
WealthSpring Partners, LLC's holding in Capital Group Gbl Growth Eqt over time
0.86%28,261
$943.1K
0.86%
new position
CGGR
Capital Group Growth Etf

Capital Group Growth Etf

CGGR
WealthSpring Partners, LLC's holding in Capital Group Growth Etf over time
0.78%21,270
$854.8K
0.78%
new position