§ 13F · FUND PROFILE
WealthSpring Partners, LLC.
AUM · $116M (13F)Positions · 71Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$732K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 328K | $15M | 12.5% | +5% |
| 2 | IVV | ISHARES TR | 12K | $9M | 7.9% | +1% |
| 3 | IYK | ISHARES TR | 100K | $7M | 6.3% | +2% |
| 4 | PHO | INVESCO EXCHANGE TRADED FD T | 99K | $7M | 5.9% | +3% |
| 5 | AGG | ISHARES TR | 69K | $7M | 5.8% | −2% |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 160K | $6M | 5.1% | +11% |
| 7 | AAPL | APPLE INC | 20K | $6M | 5.0% | ±0% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 72K | $4M | 3.7% | +3% |
| 9 | XAR | SPDR SERIES TRUST | 14K | $4M | 3.4% | +6% |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | 82K | $4M | 3.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSPRING SIGNAL
AC read
WealthSpring Partners, LLC is a Other fund managing $116 million in assets. The fund runs a portfolio of 71 positions.
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