WealthSpring Partners, LLC
CIK: 0001961292SEC EDGAR →
Portfolio Value
$97.6M
Holdings
58
As of
Q4 2025
New Positions
58
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 286,312 | $11.3M | 11.61% |
| 2 | ISHARES TR | 11,155 | $7.6M | 7.83% |
| 3 | ISHARES TR | 68,060 | $6.8M | 6.96% |
| 4 | INVESCO EXCHANGE TRADED FD T | 95,736 | $6.7M | 6.91% |
| 5 | ISHARES TR | 97,204 | $6.5M | 6.66% |
| 6 | APPLE INC | 19,734 | $5.4M | 5.50% |
| 7 | DIMENSIONAL ETF TRUST | 135,591 | $4.4M | 4.55% |
| 8 | VANGUARD CHARLOTTE FDS | 80,127 | $3.9M | 3.97% |
| 9 | VANGUARD INTL EQUITY INDEX F | 70,312 | $3.8M | 3.87% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 6,303 | $3.2M | 3.24% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $67.3M | 68.9% |
| Technology | 5 | $11.9M | 12.2% |
| Unknown | 5 | $4.7M | 4.8% |
| Communication Services | 4 | $3.4M | 3.5% |
| Consumer Cyclical | 4 | $3.3M | 3.3% |
| Consumer Defensive | 2 | $2.1M | 2.1% |
| Energy | 2 | $1.9M | 1.9% |
| Industrials | 2 | $1.5M | 1.5% |
| Healthcare | 3 | $945K | 1.0% |
| Utilities | 2 | $595K | 0.6% |