StockDriftsStockDriftsTop 50 WealthSpring Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12.49% | 327.5K | $14.5M | +5.03%(+15.70K) | $39.19(+17.36%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.95% | 12.3K | $9.2M | +1.45%(+176) | $676.67(+14.88%) | 2026-06-30 | |
| IYK | ISHARES TR | 6.27% | 100.4K | $7.3M | +1.74%(+1.71K) | $67.73(+9.80%) | 2026-06-30 | |
| PHO | INVESCO EXCHANGE TRADED FD T | 5.9% | 99.3K | $6.9M | +2.75%(+2.66K) | $71.13(+2.82%) | 2026-06-30 | |
| AGG | ISHARES TR | 5.85% | 68.7K | $6.8M | -2.44%(-1.72K) | $100.05(-2.63%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 5.05% | 159.7K | $5.9M | +11.49%(+16.46K) | $32.41(+16.82%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.02% | 20.2K | $5.8M | -0.02%(-4) | $263.24(+16.50%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.72% | 72.5K | $4.3M | +3.03%(+2.13K) | $54.03(+11.80%) | 2026-06-30 | |
| XAR | SPDR SERIES TRUST | 3.43% | 14.1K | $4.0M | +5.91%(+786) | $240.64(+20.08%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.41% | 82.0K | $4.0M | +2.13%(+1.71K) | $48.87(-2.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.55% |
WealthSpring Partners, LLC reports $116.36M in US-listed equity holdings across 71 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (12.5%), IVV (8.0%) and IYK (6.3%). The top 20 holdings account for 78.29% of reported assets. Its disclosed equity book has returned +3.75% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from WealthSpring Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961292). View WealthSpring Partners, LLC’s 13F filings on SEC