WealthSpring Partners, LLC
Filing Date
Global Rank
#7,173
/ 8,517
▲ 248
Top Industry
Consumer Electronics
16.4%
3Y Alpha vs SPY
-2.3%
Period ended 46 days ago
Filed Aug 5, 2026 · 10d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+11.9%
SPY
+13.9%
Annualised alpha
-4.6%
Max drawdown
−7.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.3%
+3.1 pts
Top 5
47.6%
+6.0 pts
Top 10
68.6%
+5.1 pts
HHI
632
Diversified+106
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.7% | $12,556,290 |
| Financial Services | 18.4% | $7,501,240 |
| Unclassified | 12.9% | $5,252,762 |
| Communication Services | 8.6% | $3,531,058 |
| Consumer Cyclical | 7.6% | $3,098,774 |
| Consumer Defensive | 6.1% | $2,510,357 |
| Energy | 5.3% | $2,171,109 |
| Industrials | 4.5% | $1,836,411 |
| Healthcare | 3.8% | $1,562,854 |
| Utilities | 1.6% | $636,040 |
| Real Estate | 0.5% | $217,724 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| V | Visa Inc. | +607 | 2,023 | $694,071 | |
| KO | Coca Cola Co | +145 | 2,971 | $241,453 | |
| HD | Home Depot, Inc. | +92 | 1,569 | $553,354 | |
| SBUX | Starbucks Corp | +92 | 3,993 | $408,044 | |
| CVX | Chevron Corp | +70 | 10,268 | $1,702,023 | |
| IBM | International Business Machines Corp | +44 | 3,276 | $921,243 | |
| JPM | Jpmorgan Chase & Co | +34 | 4,730 | $1,548,270 | |
| PRU | Prudential Financial Inc | +13 | 2,837 | $306,197 | |
| RTX | RTX Corp | +13 | 6,557 | $1,244,059 | |
| XOM | ExxonMobil Holdings Corp | +12 | 3,431 | $469,086 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +3 | 1,420 | $998,742 | |
| SRE | Sempra | +1 | 3,921 | $363,515 | |
| AXP | American Express Co | +1 | 962 | $325,396 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −1,395 | 8,126 | $1,936,750 | |
| NVDA | Nvidia Corp | −961 | 14,703 | $2,941,923 | |
| GOOGL | Alphabet Inc. | −178 | 8,040 | $2,864,391 | |
| SPY | Spdr S&P 500 ETF Trust | −94 | 4,413 | $3,295,496 | |
| DIS | Walt Disney Co | −57 | 2,543 | $244,763 | |
| CSCO | Cisco Systems, Inc. | −53 | 9,359 | $1,099,308 | |
| JNJ | Johnson & Johnson | −36 | 1,453 | $369,018 | |
| BRK-B | Berkshire Hathaway Inc | −31 | 6,030 | $4,514,050 | |
| MSFT | Microsoft Corp | −31 | 3,865 | $1,441,722 | |
| META | Meta Platforms, Inc. | −29 | 749 | $421,904 | |
| COST | Costco Wholesale Corp /New | −19 | 2,111 | $1,974,777 | |
| AMGN | Amgen Inc | −18 | 800 | $289,696 | |
| SYK | Stryker Corp | −12 | 1,249 | $393,235 | |
| AAPL | Apple Inc. | −4 | 20,177 | $5,838,416 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | 80,284 | $3,857,646 | |
| CGDV | Capital Group Dividend Value ETF | 29,502 | $1,255,015 | |
| CGGO | Capital Group Global Growth Equity ETF | 28,261 | $943,069 | |
| CGGR | Capital Group Growth ETF | 21,270 | $854,841 | |
| CGDG | Capital Group Dividend Growers ETF | 22,902 | $822,181 | |
| VTEC | Vanguard California Tax-Exempt Bond ETF | 2,059 | $204,005 | |
| No positions match the current search. | ||||
38 tracked positions ·
$40,874,619 total
· filing declares
71 positions · $116,364,075
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,177 | $5,838,416 | 14.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 6,030 | $4,514,050 | 11.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,413 | $3,295,496 | 8.06% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 14,703 | $2,941,923 | 7.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,040 | $2,864,391 | 7.01% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 2,111 | $1,974,777 | 4.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 8,126 | $1,936,750 | 4.74% | |
| CVX |
Chevron Corp
Energy
|
Added | 10,268 | $1,702,023 | 4.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,730 | $1,548,270 | 3.79% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,865 | $1,441,722 | 3.53% | |
| RTX |
RTX Corp
Industrials
|
Added | 6,557 | $1,244,059 | 3.04% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 9,359 | $1,099,308 | 2.69% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 1,420 | $998,742 | 2.44% | |
| GLD |
Spdr Gold Trust
|
Held | 2,602 | $958,524 | 2.35% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,276 | $921,243 | 2.25% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,023 | $694,071 | 1.70% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,569 | $553,354 | 1.35% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 3,431 | $469,086 | 1.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 749 | $421,904 | 1.03% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 3,993 | $408,044 | 1.00% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 1,249 | $393,235 | 0.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,453 | $369,018 | 0.90% | |
| SRE |
Sempra
Utilities
|
Added | 3,921 | $363,515 | 0.89% | |
| CR |
Crane Co
Industrials
|
Held | 1,518 | $338,620 | 0.83% | |
| AXP |
American Express Co
Financial Services
|
Added | 962 | $325,396 | 0.80% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 1,053 | $313,678 | 0.77% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 2,837 | $306,197 | 0.75% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Held | 3,036 | $294,127 | 0.72% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 800 | $289,696 | 0.71% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,093 | $275,042 | 0.67% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 3,105 | $272,525 | 0.67% | |
| DE |
Deere & Co
Industrials
|
Held | 400 | $253,732 | 0.62% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 2,543 | $244,763 | 0.60% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 2,971 | $241,453 | 0.59% | |
| NVS |
Novartis AG
Healthcare
|
Held | 1,505 | $235,863 | 0.58% | |
| PSA |
Public Storage
Real Estate
|
NEW | 684 | $217,724 | 0.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 477 | $200,626 | 0.49% | |
| EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Financial Services
|
Held | 11,545 | $113,256 | 0.28% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.