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Latest WealthSpring Partners, LLC Stock Portfolio

$116Million | No. of Holdings #71

WealthSpring Partners, LLC Performance

2026 Q2+7.07%
YTD+5.64%

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

WealthSpring Partners, LLC is a hedge fund based in Long Beach, CA. On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, WealthSpring Partners, LLC reported an equity portfolio of $116.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of WealthSpring Partners, LLC are DFAC, IJR, IJR. The fund has invested 12.5% of it's portfolio in DIMENSIONAL ETF TRUST and 8% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off CAPITAL GROUP DIVIDEND VALUE (CGDV), CAPITAL GROUP GBL GROWTH EQT (CGGO) and CAPITAL GROUP DIVIDEND GROWE stocks. They significantly reduced their stock positions in CAPITAL GROUP GROWTH ETF (CGGR), AMAZON COM INC (AMZN) and VANGUARD WHITEHALL FDS (VIGI). WealthSpring Partners, LLC opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), PUBLIC STORAGE (PSA) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to PROSHARES TR (BZQ), DIMENSIONAL ETF TRUST (DFAC) and VISA INC (V).
WealthSpring Partners, LLC Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$116Million
  as of Aug 05, 2026

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

Our best estimate is that WealthSpring Partners, LLC made a return of 7.07% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marvell technology inc313,584
public storage217,852
tesla inc200,626
New stocks bought by WealthSpring Partners, LLC

Additions

Ticker% Inc.
proshares tr187
dimensional etf trust50.98
visa inc42.87
dimensional etf trust38.93
vanguard calif tax free fds22.24
dimensional etf trust11.49
home depot inc6.23
spdr series trust5.91
Additions to existing portfolio by WealthSpring Partners, LLC

Reductions

Ticker% Reduced
capital group growth etf-46.73
amazon com inc-14.65
vanguard whitehall fds-12.37
nvidia corporation-6.14
j p morgan exchange traded f-5.54
meta platforms inc-3.73
vanguard bd index fds-3.45
alphabet inc-3.04
WealthSpring Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
capital group dividend value-1,255,030
capital group gbl growth eqt-943,068
capital group dividend growe-822,191
ishares tr-205,645
WealthSpring Partners, LLC got rid off the above stocks

Sector Distribution

WealthSpring Partners, LLC has about 73.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
  • Energy
  • Industrials
  • Healthcare
Sector%
Others73.6
Technology10.8
Communication Services3
Consumer Cyclical2.7
Financial Services2.5
Consumer Defensive2.2
Energy1.9
Industrials1.6
Healthcare1.1

Market Cap. Distribution

WealthSpring Partners, LLC has about 26.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED73.6
MEGA-CAP23.5
LARGE-CAP2.9

Stocks belong to which Index?

About 25.9% of the stocks held by WealthSpring Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others74.1
S&P 50025.9
Top 5 Winners (%)%
CSCO
cisco sys inc
51.3 %
CR
crane company
30.4 %
GOOG
alphabet inc
23.9 %
GOOG
alphabet inc
23.2 %
IBM
international business machs
15.9 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
1.8 M
IJR
ishares tr
1.2 M
AAPL
apple inc
0.7 M
DFAC
dimensional etf trust
0.4 M
SPY
state str spdr s&p 500 etf t
0.4 M
Top 5 Losers (%)%
BZQ
proshares tr
-37.4 %
CVX
chevron corporation
-19.8 %
XOM
exxon mobil corp
-19.4 %
GLD
spdr gold tr
-14.4 %
AAXJ
ishares tr
-7.4 %
Top 5 Losers ($)$
CVX
chevron corporation
-0.4 M
BZQ
proshares tr
-0.2 M
GLD
spdr gold tr
-0.2 M
COST
costco wholesale corporation
-0.1 M
XOM
exxon mobil corp
-0.1 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 71 stocks in it's portfolio. About 59.1% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for WealthSpring Partners, LLC last quarter.

$116.36MTotal Value
75.00Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of WealthSpring Partners, LLC, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WealthSpring Partners, LLC's holding in Ishares Tr over time
0.34%8,039
$397.2K
0.34%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
WealthSpring Partners, LLC's holding in Ishares Tr over time
0.22%2,528
$259.9K
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
0.37%7,676
$433.5K
0.37%
decreased 5.54 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
WealthSpring Partners, LLC's holding in Ishares Tr over time
0.2%6,125
$233.4K
0.2%
increased 3.85 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
WealthSpring Partners, LLC's holding in Spdr Series Trust over time
3.43%14,075
$3.99M
3.43%
increased 5.91 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
WealthSpring Partners, LLC's holding in Vanguard Bd Index Fds over time
0.45%7,081
$519.8K
0.45%
decreased 3.45 percentreduced
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
WealthSpring Partners, LLC's holding in Vanguard Charlotte Fds over time
3.41%81,998
$3.97M
3.41%
increased 2.13 percentadded
BZQ
Proshares Tr

Proshares Tr

BZQ
WealthSpring Partners, LLC's holding in Proshares Tr over time
0.32%6,735
$378.2K
0.32%
increased 187.82 percentadded
CGDV
Capital Group Dividend Value

Capital Group Dividend Value

CGDV
WealthSpring Partners, LLC's holding in Capital Group Dividend Value over time
0%0.00
$0.00
0%
decreased 100 percentsold off
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%0.00
$0.00
0%
decreased 100 percentsold off
CGGR
Capital Group Growth Etf

Capital Group Growth Etf

CGGR
WealthSpring Partners, LLC's holding in Capital Group Growth Etf over time
0.46%11,330
$534.8K
0.46%
decreased 46.73 percentreduced