Latest WealthSpring Partners, LLC Stock Portfolio
About WealthSpring Partners, LLC and 13F Hedge Fund Stock Holdings
WealthSpring Partners, LLC is a hedge fund based in Long Beach, CA. On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, WealthSpring Partners, LLC reported an equity portfolio of $97.6 Millions as of 31 Dec, 2025.
The top stock holdings of WealthSpring Partners, LLC are DFAC, IJR, IJR. The fund has invested 11.6% of it's portfolio in DIMENSIONAL ETF TRUST and 7.8% of portfolio in ISHARES TR.
WealthSpring Partners, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (IJR) and INVESCO EXCHANGE TRADED FD T (CSD).
The top stock holdings of WealthSpring Partners, LLC are DFAC, IJR, IJR. The fund has invested 11.6% of it's portfolio in DIMENSIONAL ETF TRUST and 7.8% of portfolio in ISHARES TR.
WealthSpring Partners, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (IJR) and INVESCO EXCHANGE TRADED FD T (CSD).
WealthSpring Partners, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| dimensional etf trust | 11,335,100 |
| ishares tr | 7,640,410 |
| ishares tr | 6,797,880 |
| invesco exchange traded fd t | 6,740,740 |
| ishares tr | 6,504,900 |
| apple inc | 5,364,860 |
| dimensional etf trust | 4,437,880 |
| vanguard charlotte fds | 3,871,760 |
New stocks bought by WealthSpring Partners, LLC
Additions
Reductions
Sold off
Sector Distribution
- Others
- Technology
- Communication Services
- Consumer Cyclical
- Financial Services
- Consumer Defensive
- Energy
- Industrials
| Sector | % |
|---|---|
| Others | 71.4 |
| Technology | 12.2 |
| Communication Services | 3.5 |
| Consumer Cyclical | 3.3 |
| Financial Services | 2.4 |
| Consumer Defensive | 2.1 |
| Energy | 1.9 |
| Industrials | 1.5 |
Market Cap. Distribution
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 71.4 |
| MEGA-CAP | 25.8 |
| LARGE-CAP | 2.8 |
Stocks belong to which Index?
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 71.6 |
| S&P 500 | 28.4 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
WealthSpring Partners, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of WealthSpring Partners, LLC
Last Reported on: 12 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.50 | 19,734 | 5,364,860 | new | |||
| AAXJ | ishares tr | 0.51 | 8,039 | 499,624 | new | |||
| ABBV | abbvie inc | 0.26 | 1,093 | 249,847 | new | |||
| AGT | ishares tr | 0.25 | 2,528 | 240,388 | new | |||
| AMGN | amgen inc | 0.27 | 817 | 267,285 | new | |||
| AMZN | amazon com inc | 2.31 | 9,767 | 2,254,420 | new | |||
| AXP | american express co | 0.36 | 960 | 355,080 | new | |||
| BBAX | j p morgan exchange traded f | 0.48 | 8,126 | 465,132 | new | |||
| BGRN | ishares tr | 0.22 | 5,654 | 214,445 | new | |||
| BIL | spdr series trust | 2.86 | 11,589 | 2,795,800 | new | |||
| BIV | vanguard bd index fds | 0.36 | 4,685 | 347,047 | new | |||
| BNDX | vanguard charlotte fds | 3.97 | 80,127 | 3,871,760 | new | |||
| BZQ | proshares tr | 0.25 | 2,339 | 243,440 | new | |||
| CHD | church & dwight co inc | 0.26 | 3,036 | 254,569 | new | |||
| COST | costco whsl corp new | 1.88 | 2,124 | 1,831,320 | new | |||
| CR | crane company | 0.29 | 1,518 | 279,965 | new | |||
| CSCO | cisco sys inc | 0.73 | 9,273 | 714,334 | new | |||
| CSD | invesco exchange traded fd t | 6.91 | 95,736 | 6,740,740 | new | |||
| CVX | chevron corp new | 1.49 | 9,556 | 1,456,470 | new | |||
| DFAC | dimensional etf trust | 11.61 | 286,312 | 11,335,100 | new | |||