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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
AXP icon
51
American Express
AXP
$230B
$291K 0.27%
961
+1
+0.1% +$335
NEE icon
52
NextEra Energy
NEE
$177B
$288K 0.26%
3,105
– –
AMGN icon
53
Amgen
AMGN
$222B
$288K 0.26%
818
+1
+0.1% +$356
CHD icon
54
Church & Dwight Co
CHD
$24.5B
$283K 0.26%
3,036
– –
NUMG icon
55
Nuveen ESG Mid-Cap Growth ETF
NUMG
$367M
$282K 0.26%
6,868
– –
PRU icon
56
Prudential Financial
PRU
$41.8B
$276K 0.25%
2,824
-80
-3% -$8.29K
TIP icon
57
iShares TIPS Bond ETF
TIP
$14.5B
$262K 0.24%
2,377
-190
-7% -$21K
CR icon
58
Crane Co
CR
$12.7B
$260K 0.24%
1,518
– –
DIS icon
59
Walt Disney
DIS
$181B
$251K 0.23%
2,600
+232
+10% +$24.5K
NOBL icon
60
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
$248K 0.23%
4,680
+2
+0% +$110
ESGD icon
61
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$242K 0.22%
2,528
– –
ABBV icon
62
AbbVie
ABBV
$435B
$238K 0.22%
1,093
– –
NVS icon
63
Novartis
NVS
$297B
$230K 0.21%
1,505
+5
+0.3% +$766
IDRV icon
64
iShares Self-Driving EV and Tech ETF
IDRV
$138M
$227K 0.21%
5,898
+244
+4% +$9.48K
VAW icon
65
Vanguard Materials ETF
VAW
$3.13B
$225K 0.21%
+1,000
New +$229K
DE icon
66
Deere & Co
DE
$168B
$225K 0.21%
+400
New +$226K
VDC icon
67
Vanguard Consumer Staples ETF
VDC
$7.99B
$225K 0.21%
+1,000
New +$229K
KO icon
68
Coca-Cola
KO
$375B
$215K 0.2%
+2,826
New +$214K
HDV
69
iShares Core High Dividend ETF
HDV
$14.9B
$206K 0.19%
+7,575
New +$202K
VTEC icon
70
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.81B
$204K 0.19%
2,059
+5
+0.2% +$503
DFAS icon
71
Dimensional US Small Cap ETF
DFAS
$15.7B
$204K 0.19%
+2,866
New +$210K
EXG icon
72
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.06B
$100K 0.09%
11,545
– –
TSLA icon
73
Tesla
TSLA
$1.3T
– –
-477
Closed -$215K
1 2
3

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FCM
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OP
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LHEI
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HFA
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JAIC
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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.