Wealthspring Partners, LLC Top Holdings and 13F Report (2026) About Wealthspring Partners, LLCInvestment ActivityWealthspring Partners, LLC has $116.36 million in total holdings as of June 30, 2026.Wealthspring Partners, LLC owns shares of 71 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 3.71% of the portfolio was purchased this quarter.About 4.12% of the portfolio was sold this quarter.This quarter, Wealthspring Partners, LLC has purchased 72 new stocks and bought additional shares in 34 stocks.Wealthspring Partners, LLC sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $14,529,511iShares Core S&P 500 ETF $9,247,660iShares U.S. Consumer Staples ETF $7,292,929Invesco Water Resources ETF $6,862,595iShares Core U.S. Aggregate Bond ETF $6,801,792 Largest New Holdings this Quarter 573874104 - Marvell Technology $313,584 Holding74460D109 - Public Storage $217,852 Holding88160R101 - Tesla $200,626 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 15,695 shares (about $696.23K)Dimensional Core Fixed Income ETF 15,492 shares (about $653.92K)Dimensional World ex U.S. Core Equity 2 ETF 16,456 shares (about $606.24K)Marvell Technology 1,053 shares (about $313.58K)ProShares S&P 500 Aristocrats ETF 4,395 shares (about $246.83K) Largest Sales this Quarter Capital Group Growth ETF 9,940 shares (about $469.17K)Amazon.com 1,395 shares (about $332.48K)NVIDIA 961 shares (about $192.29K)iShares Core U.S. Aggregate Bond ETF 1,720 shares (about $170.25K)Vanguard High Dividend Yield ETF 804 shares (about $127.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthspring Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$14,529,511$696,231 â–²5.0%327,53612.5%ETFIVViShares Core S&P 500 ETF$9,247,660$131,810 â–²1.4%12,3487.9%ETFIYKiShares U.S. Consumer Staples ETF$7,292,929$124,539 â–²1.7%100,3716.3%ETFPHOInvesco Water Resources ETF$6,862,595$183,476 â–²2.7%99,3435.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,801,792$170,245 â–¼-2.4%68,7195.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$5,881,932$606,237 â–²11.5%159,6625.1%ETFAAPLApple$5,838,465$1,157 â–¼0.0%20,1775.0%TechnologyVWOVanguard FTSE Emerging Markets ETF$4,325,378$127,140 â–²3.0%72,4643.7%ETFXARSPDR S&P Aerospace & Defense ETF$3,994,415$223,063 â–²5.9%14,0753.4%ETFBNDXVanguard Total International Bond ETF$3,971,141$83,009 â–²2.1%81,9983.4%ETFSPYSPDR S&P 500 ETF Trust$3,295,429$70,195 â–¼-2.1%4,4132.8%ETFBRK.BBerkshire Hathaway$3,016,102$15,511 â–¼-0.5%6,0282.6%FinanceNVDANVIDIA$2,941,978$192,290 â–¼-6.1%14,7032.5%TechnologyDFCFDimensional Core Fixed Income ETF$2,333,596$653,922 â–²38.9%55,2852.0%ETFGOOGLAlphabet$2,089,261$65,401 â–¼-3.0%5,8461.8%Communication ServicesCOSTCostco Wholesale$1,974,372$17,770 â–¼-0.9%2,1111.7%Consumer StaplesAMZNAmazon.com$1,936,751$332,484 â–¼-14.7%8,1261.7%Consumer DiscretionaryCVXChevron$1,702,102$11,604 â–²0.7%10,2681.5%EnergyJPMJPMorgan Chase & Co.$1,548,422$11,130 â–²0.7%4,7301.3%FinanceBRK.ABerkshire Hathaway$1,497,7000.0%21.3%FinanceMSFTMicrosoft$1,441,856$11,565 â–¼-0.8%3,8651.2%TechnologyDFAIDimensional International Core Equity Market ETF$1,275,753$12,705 â–²1.0%30,9271.1%ETFRTXRTX$1,244,029$2,466 â–²0.2%6,5571.1%IndustrialsCSCOCisco Systems$1,099,344$6,226 â–¼-0.6%9,3590.9%TechnologyMDYSPDR S&P MidCap 400 ETF Trust$998,568$2,110 â–²0.2%1,4200.9%ETFGLDSPDR Gold Shares$958,4510.0%2,6020.8%ETFIBMInternational Business Machines$921,188$12,372 â–²1.4%3,2760.8%TechnologyVYMVanguard High Dividend Yield ETF$899,981$127,056 â–¼-12.4%5,6950.8%ETFGOOGAlphabet$775,210$1,767 â–²0.2%2,1940.7%Communication ServicesVCEBVanguard ESG U.S. Corporate Bond ETF$755,619$2,071 â–²0.3%12,0400.6%ETFDFICDimensional International Core Equity 2 ETF$745,2000.0%20,0000.6%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$730,931$810 â–²0.1%7,2150.6%ETFVVisa$694,161$208,283 â–²42.9%2,0230.6%FinanceHDHome Depot$553,492$32,455 â–²6.2%1,5690.5%Consumer DiscretionaryCGGRCapital Group Growth ETF$534,776$469,168 â–¼-46.7%11,3300.5%ETFVANGUARD MUN BD FDS$533,335$606 â–²0.1%5,2820.5%INTERMEDIATE TRMVTVanguard Total World Stock ETF$523,180$471 â–²0.1%3,3330.4%ETFBNDVanguard Total Bond Market ETF$519,813$18,573 â–¼-3.4%7,0810.4%ETFXOMExxonMobil$469,045$1,640 â–²0.4%3,4310.4%EnergyJEPIJPMorgan Equity Premium Income ETF$433,540$25,416 â–¼-5.5%7,6760.4%ETFMETAMeta Platforms$422,179$16,346 â–¼-3.7%7490.4%Communication ServicesSBUXStarbucks$408,019$9,401 â–²2.4%3,9930.4%Consumer DiscretionaryIHIiShares U.S. Medical Devices ETF$397,2070.0%8,0390.3%ETFSYKStryker$393,245$3,778 â–¼-1.0%1,2490.3%HealthcareNOBLProShares S&P 500 Aristocrats ETF$378,242$246,826 â–²187.8%6,7350.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$371,096$493 â–²0.1%2,2590.3%ETFJNJJohnson & Johnson$369,018$9,143 â–¼-2.4%1,4530.3%HealthcareSRESempra Energy$363,519$93 â–²0.0%3,9210.3%UtilitiesDFASDimensional U.S. Small Cap ETF$356,257$120,289 â–²51.0%4,3270.3%ETFCRCrane$338,6200.0%1,5180.3%IndustrialsAXPAmerican Express$325,417$338 â–²0.1%9620.3%FinanceNUMGNuveen ESG Mid-Cap Growth ETF$321,019$1,503 â–¼-0.5%6,8360.3%ETFMRVLMarvell Technology$313,584$313,584 â–²New Holding1,0530.3%TechnologyPRUPrudential Financial$306,189$1,403 â–²0.5%2,8370.3%FinanceCHDChurch & Dwight$294,1280.0%3,0360.3%Consumer StaplesAMGNAmgen$289,577$6,515 â–¼-2.2%8000.2%HealthcareABBVAbbVie$275,1610.0%1,0930.2%HealthcareNEENextEra Energy$272,5380.0%3,1050.2%UtilitiesTIPiShares TIPS Bond ETF$271,653$11,492 â–²4.4%2,4820.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$259,9040.0%2,5280.2%ETFDEDeere & Company$253,7320.0%4000.2%IndustrialsVANGUARD CALIF TAX FREE FDS$253,255$46,083 â–²22.2%2,5170.2%TAX EXEMPT BD FDDISWalt Disney$244,769$5,486 â–¼-2.2%2,5430.2%Communication ServicesKOCocaCola$241,490$11,786 â–²5.1%2,9710.2%Consumer StaplesNVSNovartis$235,8810.0%1,5050.2%HealthcareIDRViShares Self-Driving EV and Tech ETF$233,359$8,649 â–²3.8%6,1250.2%ETFVAWVanguard Materials ETF$228,7900.0%1,0000.2%ETFVDCVanguard Consumer Staples ETF$225,4900.0%1,0000.2%ETFPSAPublic Storage$217,852$217,852 â–²New Holding6840.2%Real EstateTSLATesla$200,626$200,626 â–²New Holding4770.2%Consumer DiscretionaryEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$113,2560.0%11,5450.1%FinanceCGDVCapital Group Dividend Value ETF$0$1,255,034 â–¼-100.0%00.0%ETFCGGOCapital Group Global Growth Equity ETF$0$943,068 â–¼-100.0%00.0%ETFCAPITAL GROUP DIVIDEND GROWE$0$822,191 â–¼-100.0%00.0%SHS ETFHDViShares Core High Dividend ETF$0$205,645 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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