WealthSpring Partners, LLC

CIK

1961292

Location

LONG BEACH, CA

Portfolio Value

Micro $35,621,937

Diversification

Diversified

Filing Date

Global Rank

#6,878 / 8,232 ▲ 229

Top Industry

Consumer Electronics 16.7%

3Y Alpha vs SPY

-7.2%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.1%

SPY

+9.1%

Annualised alpha

-7.2%

Max drawdown

−7.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.4%

−0.7 pts

Top 5

44.4%

−3.2 pts

Top 10

68.7%

−2.1 pts

HHI

612

Diversified−45

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$10,809,399	5
Financial Services	15.1%	$5,379,356	6
Unclassified	13.8%	$4,924,644	3
Consumer Cyclical	7.9%	$2,818,198	3
Energy	7.6%	$2,690,033	2
Consumer Defensive	7.4%	$2,620,631	3
Communication Services	6.8%	$2,429,404	3
Industrials	4.9%	$1,747,235	3
Healthcare	4.3%	$1,533,739	5
Utilities	1.9%	$669,298	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	+1,066	4,696	$1,381,375
CVX	Chevron Corp	+642	10,198	$2,109,966
AAPL	Apple Inc.	+447	20,181	$5,121,735
SBUX	Starbucks Corp	+234	3,901	$349,490
DIS	Walt Disney Co	+232	2,600	$250,588
CSCO	Cisco Systems, Inc.	+139	9,412	$730,277
MSFT	Microsoft Corp	+95	3,896	$1,442,182
IBM	International Business Machines Corp	+61	3,232	$783,404
HD	Home Depot, Inc.	+49	1,477	$485,770
META	Meta Platforms, Inc.	+40	778	$445,117
SYK	Stryker Corp	+39	1,261	$414,351
GLD	Spdr Gold Trust	+34	2,602	$1,119,614
RTX	RTX Corp	+18	6,544	$1,262,337
XOM	Exxon Mobil Corp	+11	3,419	$580,067
COST	Costco Wholesale Corp /New	+6	2,130	$2,122,395
NVS	Novartis AG	+5	1,505	$229,888
MDY	Spdr S&P Midcap 400 ETF Trust	+3	1,417	$873,948
V	Visa Inc.	+2	1,416	$427,971
AXP	American Express Co	+1	961	$290,683
AMGN	Amgen Inc	+1	818	$287,813
SRE	Sempra	+1	3,920	$380,906
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−865	15,664	$2,731,801
AMZN	Amazon Com Inc	−246	9,521	$1,982,938
BRK-B	Berkshire Hathaway Inc	−244	6,059	$2,903,472
GOOGL	Alphabet Inc.	−171	6,029	$1,733,699
PRU	Prudential Financial Inc	−80	2,824	$275,876
SPY	Spdr S&P 500 ETF Trust	−41	4,507	$2,931,082
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	1,489	$363,971
DE	Deere & Co	400	$225,320
KO	Coca Cola Co	2,826	$214,917
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TSLA	Tesla, Inc.	477	$214,516
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 positions · $35,621,937 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	20,181	+447	$5,121,735	−4.5%	14.38%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,507	-41	$2,931,082	−5.5%	8.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,059	-244	$2,903,472	−8.4%	8.15%
NVDA	Nvidia Corp Technology	Reduced	15,664	-865	$2,731,801	−11.4%	7.67%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,130	+6	$2,122,395	+15.9%	5.96%
CVX	Chevron Corp Energy	Added	10,198	+642	$2,109,966	+44.9%	5.92%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,521	-246	$1,982,938	−12.0%	5.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,029	-171	$1,733,699	−10.7%	4.87%
MSFT	Microsoft Corp Technology	Added	3,896	+95	$1,442,182	−21.5%	4.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,696	+1,066	$1,381,375	+18.1%	3.88%
RTX	RTX Corp Industrials	Added	6,544	+18	$1,262,337	+5.5%	3.54%
GLD	Spdr Gold Trust	Added	2,602	+34	$1,119,614	+10.0%	3.14%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,417	+3	$873,948	+2.5%	2.45%
IBM	International Business Machines Corp Technology	Added	3,232	+61	$783,404	−16.6%	2.20%
CSCO	Cisco Systems, Inc. Technology	Added	9,412	+139	$730,277	+2.2%	2.05%
XOM	Exxon Mobil Corp Energy	Added	3,419	+11	$580,067	+41.4%	1.63%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,477	+49	$485,770	−1.1%	1.36%
META	Meta Platforms, Inc. Communication Services	Added	778	+40	$445,117	−8.6%	1.25%
V	Visa Inc. Financial Services	Added	1,416	+2	$427,971	−13.7%	1.20%
SYK	Stryker Corp Healthcare	Added	1,261	+39	$414,351	−3.5%	1.16%
SRE	Sempra Utilities	Added	3,920	+1	$380,906	+10.1%	1.07%
JNJ	Johnson & Johnson Healthcare	NEW	1,489	NEW	$363,971	NEW	1.02%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,901	+234	$349,490	+13.2%	0.98%
AXP	American Express Co Financial Services	Added	961	+1	$290,683	−18.2%	0.82%
NEE	Nextera Energy Inc Utilities	Held	3,105	0	$288,392	+15.7%	0.81%
AMGN	Amgen Inc Healthcare	Added	818	+1	$287,813	+7.6%	0.81%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	3,036	0	$283,319	+11.3%	0.80%
PRU	Prudential Financial Inc Financial Services	Reduced	2,824	-80	$275,876	−15.8%	0.77%
CR	Crane Co Industrials	Held	1,518	0	$259,578	−7.3%	0.73%
DIS	Walt Disney Co Communication Services	Added	2,600	+232	$250,588	−7.0%	0.70%
ABBV	AbbVie Inc. Healthcare	Held	1,093	0	$237,716	−4.8%	0.67%
NVS	Novartis AG Healthcare	Added	1,505	+5	$229,888	+11.2%	0.65%
DE	Deere & Co Industrials	NEW	400	NEW	$225,320	NEW	0.63%
KO	Coca Cola Co Consumer Defensive	NEW	2,826	NEW	$214,917	NEW	0.60%
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund Financial Services	Held	11,545	0	$99,979	−9.1%	0.28%