Wealthspring Partners, LLC Top Holdings and 13F Report (2026) About Wealthspring Partners, LLCInvestment ActivityWealthspring Partners, LLC has $94.42 million in total holdings as of September 30, 2026.Wealthspring Partners, LLC owns shares of 74 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 8.49% of the portfolio was purchased this quarter.About 32.04% of the portfolio was sold this quarter.This quarter, Wealthspring Partners, LLC has purchased 71 new stocks and bought additional shares in 10 stocks.Wealthspring Partners, LLC sold shares of 39 stocks and completely divested from 9 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $8,312,768iShares Core S&P 500 ETF $6,559,448Apple $5,776,920iShares Core U.S. Aggregate Bond ETF $5,304,082Invesco Water Resources ETF $4,956,793 Largest New Holdings this Quarter 25434V104 - Dimensional US Core Equity Market ETF $1,506,788 Holding464287671 - iShares Core S&P U.S. Growth ETF $1,089,050 Holding78468R101 - SPDR Portfolio Short Term Treasury ETF $965,332 Holding464287663 - iShares Core S&P U.S. Value ETF $688,296 Holding025072877 - Avantis U.S. Small Cap Value ETF $656,908 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 28,777 shares (about $1.51M)iShares Core S&P U.S. Growth ETF 5,621 shares (about $1.09M)SPDR Portfolio Short Term Treasury ETF 33,670 shares (about $965.33K)iShares Core S&P U.S. Value ETF 6,241 shares (about $688.30K)Avantis U.S. Small Cap Value ETF 5,578 shares (about $656.91K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 140,522 shares (about $6.25M)iShares Core S&P 500 ETF 3,783 shares (about $2.90M)iShares U.S. Consumer Staples ETF 35,345 shares (about $2.50M)Vanguard FTSE Emerging Markets ETF 30,142 shares (about $1.79M)Invesco Water Resources ETF 26,266 shares (about $1.78M) 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$8,312,768$6,246,200 ▼-42.9%187,0148.8%ETFIVViShares Core S&P 500 ETF$6,559,448$2,897,185 ▼-30.6%8,5656.9%ETFAAPLApple$5,776,920$942,450 ▼-14.0%17,3476.1%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$5,304,082$1,192,624 ▼-18.4%56,1045.6%ETFPHOInvesco Water Resources ETF$4,956,793$1,781,616 ▼-26.4%73,0775.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$4,937,398$973,294 ▼-16.5%133,3715.2%ETFIYKiShares U.S. Consumer Staples ETF$4,599,261$2,499,937 ▼-35.2%65,0264.9%ETFSPYSPDR S&P 500 ETF Trust$3,296,282$69,403 ▼-2.1%4,3223.5%ETFNVDANVIDIA$2,849,764$508,152 ▼-15.1%12,4783.0%TechnologyXARSPDR S&P Aerospace & Defense ETF$2,745,485$509,460 ▼-15.7%11,8722.9%ETFBNDXVanguard Total International Bond ETF$2,735,158$1,108,106 ▼-28.8%58,3562.9%ETFVWOVanguard FTSE Emerging Markets ETF$2,510,112$1,787,718 ▼-41.6%42,3222.7%ETFBRK.BBerkshire Hathaway$2,142,430$858,864 ▼-28.6%4,3032.3%FinanceCVXChevron$1,595,391$501,304 ▼-23.9%7,8131.7%EnergyDFCFDimensional Core Fixed Income ETF$1,589,081$628,964 ▼-28.4%39,6081.7%ETFDFAUDimensional US Core Equity Market ETF$1,506,788$1,506,788 ▲New Holding28,7771.6%ETFBRK.ABerkshire Hathaway$1,494,0100.0%21.6%FinanceDFAIDimensional International Core Equity Market ETF$1,463,205$181,917 ▲14.2%35,3181.5%ETFAMZNAmazon.com$1,457,278$567,314 ▼-28.0%5,8491.5%Consumer DiscretionaryJPMJPMorgan Chase & Co.$1,388,762$175,994 ▼-11.2%4,1981.5%FinanceGOOGLAlphabet$1,377,598$633,750 ▼-31.5%4,0041.5%Communication ServicesMSFTMicrosoft$1,329,786$652,328 ▼-32.9%2,5931.4%TechnologyCOSTCostco Wholesale$1,172,325$749,087 ▼-39.0%1,2881.2%Consumer StaplesIUSGiShares Core S&P U.S. Growth ETF$1,089,050$1,089,050 ▲New Holding5,6211.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$991,178$58,459 ▲6.3%1,5091.0%ETFGLDSPDR Gold Shares$987,442$3,427 ▼-0.3%2,5931.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$965,332$965,332 ▲New Holding33,6701.0%ETFVYMVanguard High Dividend Yield ETF$883,8640.0%5,6950.9%ETFDFICDimensional International Core Equity 2 ETF$752,2000.0%20,0000.8%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$712,165$789 ▲0.1%7,2230.8%ETFCSCOCisco Systems$705,518$301,796 ▼-30.0%6,5550.7%TechnologyVVisa$693,162$33,778 ▼-4.6%1,9290.7%FinanceIUSViShares Core S&P U.S. Value ETF$688,296$688,296 ▲New Holding6,2410.7%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$663,959$53,384 ▼-7.4%11,1440.7%ETFAVUVAvantis U.S. Small Cap Value ETF$656,908$656,908 ▲New Holding5,5780.7%ETFGOOGAlphabet$641,717$105,987 ▼-14.2%1,8830.7%Communication ServicesCGGRCapital Group Growth ETF$603,499$66,117 ▲12.3%12,7240.6%ETFRTXRTX$602,605$614,672 ▼-50.5%3,2460.6%IndustrialsIEFiShares 7-10 Year Treasury Bond ETF$559,044$559,044 ▲New Holding6,2600.6%ETFIBMInternational Business Machines$527,025$193,565 ▼-26.9%2,3960.6%TechnologyVANGUARD MUN BD FDS$504,212$572 ▲0.1%5,2880.5%INTERMEDIATE TRMAXPAmerican Express$473,259$180,666 ▲61.7%1,5560.5%FinanceBNDVanguard Total Bond Market ETF$470,143$26,587 ▼-5.4%6,7020.5%ETFDFAEDimensional Emerging Core Equity Market ETF$460,047$460,047 ▲New Holding11,7030.5%ETFDISVDimensional International Small Cap Value ETF$429,886$429,886 ▲New Holding9,9300.5%ETFIHIiShares U.S. Medical Devices ETF$411,1950.0%8,0390.4%ETFJNJJohnson & Johnson$384,6670.0%1,4530.4%HealthcareVTVanguard Total World Stock ETF$382,613$143,480 ▼-27.3%2,4240.4%ETFNOBLProShares S&P 500 Aristocrats ETF$364,424$54 ▲0.0%6,7360.4%ETFXLKTechnology Select Sector SPDR Fund$361,460$361,460 ▲New Holding1,8470.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$354,663$20,951 ▼-5.6%2,1330.4%ETFPRUPrudential Financial$319,477$2,726 ▼-0.8%2,8130.3%FinanceCRCrane$309,7020.0%1,5180.3%IndustrialsSRESempra Energy$305,767$78 ▲0.0%3,9220.3%UtilitiesEXXONMOBIL HOLDINGS CORP$302,745$302,745 ▲New Holding1,8600.3%COM SHSMETAMeta Platforms$301,181$242,396 ▼-44.6%4150.3%Communication ServicesAMGNAmgen$300,949$36,249 ▼-10.8%7140.3%HealthcareCHDChurch & Dwight$286,0520.0%3,0360.3%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$284,754$146,790 ▼-34.0%5,0650.3%ETFMRVLMarvell Technology$278,1770.0%1,0530.3%TechnologyNUMGNuveen ESG Mid-Cap Growth ETF$277,503$31,759 ▼-10.3%6,1340.3%ETFABBVAbbVie$275,350$10,460 ▼-3.7%1,0530.3%HealthcareDEDeere & Company$268,6200.0%4000.3%IndustrialsESGDiShares ESG Aware MSCI EAFE ETF$260,5100.0%2,5280.3%ETFTXNTexas Instruments$259,643$259,643 ▲New Holding9270.3%TechnologyEFAiShares MSCI EAFE ETF$246,739$246,739 ▲New Holding2,3750.3%ETFHDHome Depot$246,092$200,288 ▼-44.9%8650.3%Consumer DiscretionaryDFASDimensional U.S. Small Cap ETF$244,239$90,728 ▼-27.1%3,1550.3%ETFVANGUARD CALIF TAX FREE FDS$238,140$848 ▲0.4%2,5260.3%TAX EXEMPT BD FDTIPiShares TIPS Bond ETF$232,237$26,012 ▼-10.1%2,2320.2%ETFVDCVanguard Consumer Staples ETF$218,2100.0%1,0000.2%ETFVAWVanguard Materials ETF$218,1700.0%1,0000.2%ETFNVSNovartis$216,186$1,569 ▲0.7%1,5160.2%HealthcareEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$108,6380.0%11,5450.1%FinanceXOMExxonMobil$0$469,045 ▼-100.0%00.0%EnergySBUXStarbucks$0$408,019 ▼-100.0%00.0%Consumer DiscretionarySYKStryker$0$393,245 ▼-100.0%00.0%HealthcareNEENextEra Energy$0$272,538 ▼-100.0%00.0%UtilitiesDISWalt Disney$0$244,769 ▼-100.0%00.0%Communication ServicesKOCoca-Cola$0$241,490 ▼-100.0%00.0%Consumer StaplesIDRViShares Self-Driving EV and Tech ETF$0$233,359 ▼-100.0%00.0%ETFPSAPublic Storage$0$217,852 ▼-100.0%00.0%Real EstateTSLATesla$0$200,626 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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