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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
(+12%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
12.14%
Top 10 Holdings %
Top 10 Hldgs %
56.39%
Holding
73
New
15
Increased
39
Reduced
9
Closed
1
Avg Time Held
9.8
quarters
Top 10 Avg Time Held
4.7
quarters
Top 20 Avg Time Held
4.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$1.47M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
+$1.31M |
| 3 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$1.03M |
| 4 |
Capital Group Global Growth Equity ETF
CGGO
|
+$1.01M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$936K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$215K |
| 2 |
NVIDIA
NVDA
|
+$159K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$120K |
| 4 |
Amazon
AMZN
|
+$54.2K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$53.7K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 70.03% |
| 2 | Technology | 9.92% |
| 3 | Financials | 6.16% |
| 4 | Communication Services | 2.81% |
| 5 | Consumer Discretionary | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
American Express
AXP
$208B
| $291K | 0.27% |
961
+1
| +0.1% | +$335 |
2022 Q3
14 quarters
|
|
52
NextEra Energy
NEE
$161B
| $288K | 0.26% |
3,105
| – | – |
2022 Q3
14 quarters
|
|
53
Amgen
AMGN
$220B
| $288K | 0.26% |
818
+1
| +0.1% | +$356 |
2022 Q3
14 quarters
|
|
54
Church & Dwight Co
CHD
$23.2B
| $283K | 0.26% |
3,036
| – | – |
2022 Q3
14 quarters
|
|
55
Nuveen ESG Mid-Cap Growth ETF
NUMG
$356M
| $282K | 0.26% |
6,868
| – | – |
2023 Q2
11 quarters
|
|
56
Prudential Financial
PRU
$39.2B
| $276K | 0.25% |
2,824
-80
| -3% | -$8.29K |
2022 Q3
14 quarters
|
|
57
iShares TIPS Bond ETF
TIP
$14.2B
| $262K | 0.24% |
2,377
-190
| -7% | -$21K |
2022 Q3
14 quarters
|
|
58
Crane Co
CR
$11.7B
| $260K | 0.24% |
1,518
| – | – |
2023 Q2
11 quarters
|
|
59
Walt Disney
DIS
$185B
| $251K | 0.23% |
2,600
+232
| +10% | +$24.5K |
2022 Q3
14 quarters
|
|
60
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.1B
| $248K | 0.23% |
4,680
+2
| +0% | +$110 |
2025 Q4
1 quarter
|
|
61
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
| $242K | 0.22% |
2,528
| – | – |
2025 Q4
1 quarter
|
|
62
AbbVie
ABBV
$481B
| $238K | 0.22% |
1,093
| – | – |
2022 Q3
14 quarters
|
|
63
Novartis
NVS
$272B
| $230K | 0.21% |
1,505
+5
| +0.3% | +$766 |
2022 Q3
14 quarters
|
|
64
iShares Self-Driving EV and Tech ETF
IDRV
$261M
| $227K | 0.21% |
5,898
+244
| +4% | +$9.48K |
2025 Q4
1 quarter
|
|
65
Vanguard Materials ETF
VAW
$2.86B
| $225K | 0.21% |
+1,000
| New | +$229K |
2026 Q1
0 quarters
|
|
66
Deere & Co
DE
$176B
| $225K | 0.21% |
+400
| New | +$226K |
2026 Q1
0 quarters
|
|
67
Vanguard Consumer Staples ETF
VDC
$7.74B
| $225K | 0.21% |
+1,000
| New | +$229K |
2026 Q1
0 quarters
|
|
68
Coca-Cola
KO
$378B
| $215K | 0.2% |
+2,826
| New | +$214K |
2026 Q1
0 quarters
|
|
|
HDV
69
iShares Core High Dividend ETF
HDV
$15B
| $206K | 0.19% |
+7,575
| New | +$202K |
2026 Q1
0 quarters
|
|
70
Vanguard California Tax-Exempt Bond ETF
VTEC
$3.18B
| $204K | 0.19% |
2,059
+5
| +0.2% | +$503 |
2025 Q4
1 quarter
|
|
71
U.S. Small Cap Portfolio ETF Class Shares
DFAS
$15B
| $204K | 0.19% |
+2,866
| New | +$210K |
2026 Q1
0 quarters
|
|
72
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.86B
| $100K | 0.09% |
11,545
| – | – |
2022 Q3
14 quarters
|
|
|
73
Tesla
TSLA
$1.48T
| – | – |
-477
| Closed | -$215K | – |
|
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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 Miscellaneous at 70% of assets, up from 68% a quarter earlier, followed by Technology and Financials.
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 U.S. Core Equity 2 Portfolio ETF Class Shares 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.