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Latest WealthSpring Partners, LLC Stock Portfolio

$94.42Million | No. of Holdings #74

WealthSpring Partners, LLC Performance

2026 Q3+0.20%
YTD+5.85%
2025+5.17%

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

WealthSpring Partners, LLC is a hedge fund based in Long Beach, CA. On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, WealthSpring Partners, LLC reported an equity portfolio of $94.4 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of WealthSpring Partners, LLC are DFAC, IJR, AAPL. The fund has invested 8.8% of it's portfolio in DIMENSIONAL ETF TRUST and 7% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), STARBUCKS CORP (SBUX) and STRYKER CORPORATION (SYK) stocks. They significantly reduced their stock positions in RTX CORPORATION (RTX), HOME DEPOT INC (HD) and META PLATFORMS INC (META). WealthSpring Partners, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (IJR) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN EXPRESS CO (AXP), DIMENSIONAL ETF TRUST (DFAC) and CAPITAL GROUP GROWTH ETF (CGGR).
WealthSpring Partners, LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$94.42Million
  as of Oct 14, 2026

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

Our best estimate is that WealthSpring Partners, LLC made a return of 0.2% in the last quarter. In trailing 12 months, it's portfolio return was 5.85%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust1,506,790
ishares tr1,089,050
spdr series trust965,332
ishares tr688,296
american centy etf tr656,908
ishares tr559,044
dimensional etf trust460,047
dimensional etf trust429,886
New stocks bought by WealthSpring Partners, LLC

Additions

Ticker% Inc.
american express co61.75
dimensional etf trust14.2
capital group growth etf12.3
state str spdr s&p midcap 406.27
novartis ag0.73
vanguard calif tax free fds0.36
vanguard wellington fd0.11
vanguard mun bd fds0.11
Additions to existing portfolio by WealthSpring Partners, LLC

Reductions

Ticker% Reduced
rtx corporation-50.5
home depot inc-44.87
meta platforms inc-44.59
dimensional etf trust-42.9
vanguard intl equity index f-41.6
costco wholesale corporation-38.99
ishares tr-35.21
j p morgan exchange traded f-34.02
WealthSpring Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-233,359
starbucks corp-408,019
exxon mobil corp-469,045
nextera energy inc-272,538
coca cola co-241,490
disney walt co-244,769
stryker corporation-393,245
public storage-217,852
WealthSpring Partners, LLC got rid off the above stocks

Sector Distribution

WealthSpring Partners, LLC has about 74.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Consumer Defensive
  • Industrials
Sector%
Others74.4
Technology12.4
Financial Services3
Communication Services2.5
Consumer Cyclical1.8
Energy1.7
Consumer Defensive1.5
Industrials1.3

Market Cap. Distribution

WealthSpring Partners, LLC has about 25.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED74.4
MEGA-CAP23.7
LARGE-CAP1.9

Stocks belong to which Index?

About 24.9% of the stocks held by WealthSpring Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others75.1
S&P 50024.9
Top 5 Winners (%)%
MSFT
microsoft corp
31.3 %
META
meta platforms inc
22.3 %
CVX
chevron corporation
20.4 %
AMGN
amgen inc
15.6 %
AAPL
apple inc
14.0 %
Top 5 Winners ($)$
AAPL
apple inc
0.8 M
MSFT
microsoft corp
0.5 M
NVDA
nvidia corporation
0.4 M
CVX
chevron corporation
0.3 M
IJR
ishares tr
0.2 M
Top 5 Losers (%)%
IBM
international business machs
-18.9 %
BIL
spdr series trust
-17.1 %
SRE
sempra
-15.9 %
HD
home depot inc
-15.0 %
MRVL
marvell technology inc
-11.3 %
Top 5 Losers ($)$
BIL
spdr series trust
-0.7 M
IJR
ishares tr
-0.3 M
IBM
international business machs
-0.2 M
IJR
ishares tr
-0.2 M
BNDX
vanguard charlotte fds
-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 74 stocks in it's portfolio. About 52.3% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for WealthSpring Partners, LLC last quarter.

$94.42MTotal Value
83.00Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of WealthSpring Partners, LLC, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WealthSpring Partners, LLC's holding in Ishares Tr over time
0.44%8,039
$411.2K
0.44%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
WealthSpring Partners, LLC's holding in American Centy Etf Tr over time
0.7%5,578
$656.9K
0.7%
new position
AGT
Ishares Tr

Ishares Tr

AGT
WealthSpring Partners, LLC's holding in Ishares Tr over time
0.28%2,528
$260.5K
0.28%
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
0.3%5,065
$284.8K
0.3%
decreased 34.02 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
WealthSpring Partners, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIL
Spdr Series Trust

Spdr Series Trust

BIL
WealthSpring Partners, LLC's holding in Spdr Series Trust over time
2.91%11,872
$2.75M
2.91%
decreased 15.65 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
WealthSpring Partners, LLC's holding in Spdr Series Trust over time
1.02%33,670
$965.3K
1.02%
new position
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
WealthSpring Partners, LLC's holding in Vanguard Bd Index Fds over time
0.5%6,702
$470.1K
0.5%
decreased 5.35 percentreduced
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
WealthSpring Partners, LLC's holding in Vanguard Charlotte Fds over time
2.9%58,356
$2.74M
2.9%
decreased 28.83 percentreduced
BZQ
Proshares Tr

Proshares Tr

BZQ
WealthSpring Partners, LLC's holding in Proshares Tr over time
0.39%6,736
$364.4K
0.39%
increased 0.01 percentadded
CGGR
Capital Group Growth Etf

Capital Group Growth Etf

CGGR
WealthSpring Partners, LLC's holding in Capital Group Growth Etf over time
0.64%12,724
$603.5K
0.64%
increased 12.3 percentadded