WealthSpring Partners, LLC
74 holdingsFiling period: 2026-03-31Current AUM: $119.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 311.8K | $12.1M | $13.9M | 11.61% | +25.5K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 12.2K | $8.0M | $9.1M | 7.64% | +1.0K | 2026-03-31 |
| 3 | AGG | ISHARES TR | 70.4K | $7.0M | $6.9M | 5.74% | +2.4K | 2026-03-31 |
| 4 | IYK | ISHARES TR | 98.7K | $6.9M | $7.4M | 6.17% | +1.5K | 2026-03-31 |
| 5 | PHO | INVESCO EXCHANGE TRADED FD T | 96.7K | $6.5M | $6.8M | 5.68% | +951 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 20.2K | $5.1M | $6.2M | 5.22% | +447 | 2026-03-31 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 143.2K | $4.9M | $5.2M | 4.38% | +7.6K | 2026-03-31 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 80.3K | $3.9M | $3.8M | 3.21% | +157 | 2026-03-31 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 70.3K | $3.8M | $4.1M | 3.46% | +22 | 2026-03-31 |
| 10 | XAR | SPDR SERIES TRUST | 13.3K | $3.4M | $3.5M | 2.95% | +1.7K | 2026-03-31 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 4.5K | $2.9M | $3.4M | 2.82% | -41 | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.1K | $2.9M | $2.9M | 2.43% | -244 | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 15.7K | $2.7M | $3.1M | 2.63% | -865 | 2026-03-31 |
| 14 | COST | COSTCO WHOLESALE CORPORATION | 2.1K | $2.1M | $2.0M | 1.70% | +6 | 2026-03-31 |
| 15 | CVX | CHEVRON CORPORATION | 10.2K | $2.1M | $2.0M | 1.68% | +642 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 9.5K | $2.0M | $2.6M | 2.16% | -246 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 6.0K | $1.7M | $2.1M | 1.80% | -171 | 2026-03-31 |
| 18 | DFCF | DIMENSIONAL ETF TRUST | 39.8K | $1.7M | $1.7M | 1.38% | +21.9K | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 3.9K | $1.4M | $1.8M | 1.52% | +95 | 2026-03-31 |
| 20 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.4M | $1.4M | 1.20% | -- | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 4.7K | $1.4M | $1.7M | 1.38% | +1.1K | 2026-03-31 |
| 22 | RTX | RTX CORPORATION | 6.5K | $1.3M | $1.4M | 1.18% | +18 | 2026-03-31 |
| 23 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 29.5K | $1.3M | $1.5M | 1.22% | -- | 2026-03-31 |
| 24 | DFAI | DIMENSIONAL ETF TRUST | 30.6K | $1.2M | $1.3M | 1.08% | -831 | 2026-03-31 |
| 25 | GLD | SPDR GOLD TR | 2.6K | $1.1M | $966K | 0.81% | +34 | 2026-03-31 |
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