Wealthspring Partners, LLC Top Holdings and 13F Report (2026) About Wealthspring Partners, LLCInvestment ActivityWealthspring Partners, LLC has $108.99 million in total holdings as of March 31, 2026.Wealthspring Partners, LLC owns shares of 72 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 12.46% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Wealthspring Partners, LLC has purchased 58 new stocks and bought additional shares in 39 stocks.Wealthspring Partners, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $12,118,134iShares Core S&P 500 ETF $7,950,716iShares Core U.S. Aggregate Bond ETF $6,992,459iShares U.S. Consumer Staples ETF $6,908,971Invesco Water Resources ETF $6,464,471 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $1,436,280 Holding14020W106 - Capital Group Dividend Value ETF $1,255,034 Holding14020X104 - Capital Group Global Growth Equity ETF $943,068 Holding14020G101 - Capital Group Growth ETF $854,847 Holding14021L109 - CAPITAL GROUP DIVIDEND GROWE $822,191 Holding Largest Purchases this Quarter Berkshire Hathaway 2 shares (about $1.44M)Capital Group Dividend Value ETF 29,502 shares (about $1.26M)Dimensional U.S. Core Equity 2 ETF 25,529 shares (about $992.06K)Capital Group Global Growth Equity ETF 28,261 shares (about $943.07K)Dimensional Core Fixed Income ETF 21,948 shares (about $926.65K) Largest Sales this Quarter NVIDIA 865 shares (about $150.85K)Berkshire Hathaway 244 shares (about $116.92K)Amazon.com 246 shares (about $51.23K)Alphabet 171 shares (about $49.18K)Alphabet 157 shares (about $45.03K) 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$12,118,134$992,056 ▲8.9%311,84111.1%ETFIVViShares Core S&P 500 ETF$7,950,716$664,302 ▲9.1%12,1727.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,992,459$236,163 ▲3.5%70,4396.4%FinanceIYKiShares U.S. Consumer Staples ETF$6,908,971$101,754 ▲1.5%98,6576.3%ETFPHOInvesco Water Resources ETF$6,464,471$63,584 ▲1.0%96,6875.9%ETFAAPLApple$5,121,824$113,446 ▲2.3%20,1814.7%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$4,864,723$258,682 ▲5.6%143,2064.5%ETFBNDXVanguard Total International Bond ETF$3,857,623$7,544 ▲0.2%80,2843.5%ETFVWOVanguard FTSE Emerging Markets ETF$3,801,527$1,189 ▲0.0%70,3343.5%ETFXARSPDR S&P Aerospace & Defense ETF$3,375,036$431,753 ▲14.7%13,2893.1%ETFSPYSPDR S&P 500 ETF Trust$2,930,985$26,663 ▼-0.9%4,5072.7%FinanceBRK.BBerkshire Hathaway$2,903,235$116,915 ▼-3.9%6,0592.7%FinanceNVDANVIDIA$2,731,763$150,854 ▼-5.2%15,6642.5%Computer and TechnologyCOSTCostco Wholesale$2,122,277$5,978 ▲0.3%2,1301.9%Retail/WholesaleCVXChevron$2,109,976$132,830 ▲6.7%10,1981.9%EnergyAMZNAmazon.com$1,982,939$51,234 ▼-2.5%9,5211.8%Retail/WholesaleGOOGLAlphabet$1,733,836$49,177 ▼-2.8%6,0291.6%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$1,680,067$926,648 ▲123.0%39,7931.5%ETFMSFTMicrosoft$1,442,143$35,165 ▲2.5%3,8961.3%Computer and TechnologyBRK.ABerkshire Hathaway$1,436,280$1,436,280 ▲New Holding21.3%FinanceJPMJPMorgan Chase & Co.$1,381,233$313,542 ▲29.4%4,6961.3%FinanceRTXRTX$1,262,311$3,472 ▲0.3%6,5441.2%AerospaceCGDVCapital Group Dividend Value ETF$1,255,034$1,255,034 ▲New Holding29,5021.2%ETFDFAIDimensional International Core Equity Market ETF$1,192,916$32,376 ▼-2.6%30,6191.1%ETFGLDSPDR Gold Shares$1,119,529$14,629 ▲1.3%2,6021.0%FinanceVYMVanguard High Dividend Yield ETF$962,490$444 ▲0.0%6,4990.9%ETFCGGOCapital Group Global Growth Equity ETF$943,068$943,068 ▲New Holding28,2610.9%ETFMDYSPDR S&P MidCap 400 ETF Trust$874,180$1,851 ▲0.2%1,4170.8%ETFCGGRCapital Group Growth ETF$854,847$854,847 ▲New Holding21,2700.8%ETFCAPITAL GROUP DIVIDEND GROWE$822,191$822,191 ▲New Holding22,9020.8%SHS ETFIBMInternational Business Machines$783,362$14,785 ▲1.9%3,2320.7%Computer and TechnologyVCEBVanguard ESG U.S. Corporate Bond ETF$754,404$314 ▲0.0%12,0070.7%ETFCSCOCisco Systems$730,280$10,785 ▲1.5%9,4120.7%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$728,893$728,893 ▲New Holding7,2070.7%ETFDFICDimensional International Core Equity 2 ETF$710,600$710,600 ▲New Holding20,0000.7%ETFGOOGAlphabet$627,840$45,030 ▼-6.7%2,1890.6%Computer and TechnologyXOMExxonMobil$580,142$1,866 ▲0.3%3,4190.5%EnergyBNDVanguard Total Bond Market ETF$540,044$195,061 ▲56.5%7,3340.5%ETFVANGUARD MUN BD FDS$527,299$527,299 ▲New Holding5,2760.5%INTERMEDIATE TRMHDHome Depot$485,872$16,119 ▲3.4%1,4770.4%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$460,5820.0%8,1260.4%ETFVTVanguard Total World Stock ETF$460,561$415 ▲0.1%3,3300.4%ETFMETAMeta Platforms$445,286$22,894 ▲5.4%7780.4%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$428,8810.0%8,0390.4%ETFVVisa$427,984$604 ▲0.1%1,4160.4%Business ServicesSYKStryker$414,266$12,812 ▲3.2%1,2610.4%MedicalSRESempra Energy$380,904$97 ▲0.0%3,9200.3%UtilitiesJNJJohnson & Johnson$363,971$363,971 ▲New Holding1,4890.3%MedicalSBUXStarbucks$349,504$20,965 ▲6.4%3,9010.3%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$321,376$285 ▲0.1%2,2560.3%ETFAXPAmerican Express$290,618$302 ▲0.1%9610.3%FinanceNEENextEra Energy$288,4050.0%3,1050.3%UtilitiesAMGNAmgen$287,844$352 ▲0.1%8180.3%MedicalCHDChurch & Dwight$283,3200.0%3,0360.3%Consumer StaplesNUMGNuveen ESG Mid-Cap Growth ETF$282,1380.0%6,8680.3%ETFPRUPrudential Financial$275,841$7,814 ▼-2.8%2,8240.3%FinanceTIPiShares TIPS Bond ETF$262,361$20,971 ▼-7.4%2,3770.2%ETFCRCrane$259,5780.0%1,5180.2%IndustrialsDISWalt Disney$250,609$22,362 ▲9.8%2,6000.2%Consumer DiscretionaryNOBLProShares S&P 500 Aristocrats ETF$248,030$106 ▲0.0%2,3400.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$241,7270.0%2,5280.2%ManufacturingABBVAbbVie$237,8190.0%1,0930.2%MedicalNVSNovartis$229,906$764 ▲0.3%1,5050.2%MedicalIDRViShares Self-Driving EV and Tech ETF$227,256$9,402 ▲4.3%5,8980.2%ETFVAWVanguard Materials ETF$225,340$225,340 ▲New Holding1,0000.2%ETFDEDeere & Company$225,320$225,320 ▲New Holding4000.2%IndustrialsVDCVanguard Consumer Staples ETF$224,590$224,590 ▲New Holding1,0000.2%ETFKOCocaCola$214,912$214,912 ▲New Holding2,8260.2%Consumer StaplesHDViShares Core High Dividend ETF$205,645$205,645 ▲New Holding1,5150.2%ETFVANGUARD CALIF TAX FREE FDS$204,022$495 ▲0.2%2,0590.2%TAX EXEMPT BD FDDFASDimensional U.S. Small Cap ETF$203,860$203,860 ▲New Holding2,8660.2%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$99,9800.0%11,5450.1%Financial ServicesTSLATesla$0$214,516 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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