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WealthSpring Partners Portfolio holdings

AUM $116M
This Fund
S&P 500
This Quarter Est. Return
-0.73%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
+$11.4M
Cap. Flow
+$13.2M
Cap. Flow %
12.14%
Top 10 Hldgs %
56.39%
Holding
73
New
15
Increased
39
Reduced
9
Closed
1

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.47M
2
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.31M
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.03M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.01M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$936K

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$215K
2
NVDA icon
NVIDIA
NVDA
+$159K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$120K
4
AMZN icon
Amazon
AMZN
+$54.2K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$53.7K

Sector Composition

Rank Sector Weight
1 Technology 9.92%
2 Financials 6.16%
3 Communication Services 2.81%
4 Consumer Discretionary 2.59%
5 Energy 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
26
Vanguard High Dividend Yield ETF
VYM
$82.8B
$962K 0.88%
6,499
+3
+0% +$451
CGGO icon
27
Capital Group Global Growth Equity ETF
CGGO
$11.8B
$943K 0.87%
+28,261
New +$1.01M
MDY icon
28
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$874K 0.8%
1,417
+3
+0.2% +$1.9K
CGGR icon
29
Capital Group Growth ETF
CGGR
$25.3B
$855K 0.78%
+21,270
New +$918K
CGDG icon
30
Capital Group Dividend Growers ETF
CGDG
$5.62B
$822K 0.75%
+22,902
New +$839K
IBM icon
31
IBM
IBM
$224B
$783K 0.72%
3,232
+61
+2% +$16.5K
VCEB icon
32
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$754K 0.69%
12,007
+5
+0% +$318
CSCO icon
33
Cisco
CSCO
$479B
$730K 0.67%
9,412
+139
+1% +$10.9K
VTES icon
34
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$729K 0.67%
+7,207
New +$735K
DFIC icon
35
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
$711K 0.65%
+20,000
New +$727K
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.32T
$628K 0.58%
2,189
-157
-7% -$49.3K
XOM icon
37
ExxonMobil
XOM
$634B
$580K 0.53%
3,419
+11
+0.3% +$1.6K
BND icon
38
Vanguard Total Bond Market
BND
$158B
$540K 0.5%
7,334
+2,649
+57% +$197K
VTEI icon
39
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$527K 0.48%
+5,276
New +$535K
HD icon
40
Home Depot
HD
$355B
$486K 0.45%
1,477
+49
+3% +$17.9K
JEPI icon
41
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$461K 0.42%
8,126
– –
VT icon
42
Vanguard Total World Stock ETF
VT
$79.8B
$461K 0.42%
3,330
+3
+0.1% +$431
META icon
43
Meta Platforms (Facebook)
META
$1.51T
$445K 0.41%
778
+40
+5% +$25.6K
IHI icon
44
iShares US Medical Devices ETF
IHI
$3.38B
$429K 0.39%
8,039
– –
V icon
45
Visa
V
$677B
$428K 0.39%
1,416
+2
+0.1% +$643
SYK icon
46
Stryker
SYK
$130B
$414K 0.38%
1,261
+39
+3% +$14K
SRE icon
47
Sempra
SRE
$54.8B
$381K 0.35%
3,920
+1
+0% +$92
JNJ icon
48
Johnson & Johnson
JNJ
$625B
$364K 0.33%
+1,489
New +$347K
SBUX icon
49
Starbucks
SBUX
$120B
$350K 0.32%
3,901
+234
+6% +$22.1K
ITOT icon
50
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$321K 0.29%
2,256
+2
+0.1% +$297
1
2
3

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SI
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GFA
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FCM
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OP
Orvieto Partners Boston, Massachusetts $117M AUM 4.66% 1-Year Est. Return
LHEI
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HFA
Hershey Financial Advisers Lancaster, Pennsylvania $116M AUM 30.33% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return

WealthSpring Partners's Q1 2026 Portfolio in Review

As of Q1 2026, WealthSpring Partners held 73 positions worth $109M, up 12% from $97.6M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

WealthSpring Partners deployed $13.2M of net new capital in Q1 2026, opening 15 new positions and adding to 39 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 2 shares worth $1.44M.

By sector, the portfolio is most concentrated in Technology at 9.9% of assets, down from 12% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was NVIDIA, an estimated $159K trimmed.

  • WealthSpring Partners's largest Q1 2026 buy was Berkshire Hathaway Class A: 2 shares worth $1.44M.
  • WealthSpring Partners added most to Dimensional US Core Equity 2 ETF in Q1 2026, an estimated $1.03M increase.
  • WealthSpring Partners's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $159K.
  • WealthSpring Partners fully exited Tesla in Q1 2026, selling an estimated $215K.
  • WealthSpring Partners's ten largest holdings make up 56% of its $109M portfolio in Q1 2026.
  • WealthSpring Partners opened 15 new positions and closed 1 in Q1 2026.
  • WealthSpring Partners's portfolio value rose 12% quarter-over-quarter to $109M.

Based on WealthSpring Partners's 13F filing for Q1 2026, filed 21 Apr 2026.