WealthSpring Partners, LLC

Registered adviser

CIK

1961292

Location

LONG BEACH, CA

Portfolio Value

Micro $67,827,741

Diversification

Diversified

Filing Date

Global Rank

#7,997 / 8,811 ▲ 42 · as of Jun 2026

Top Industry

Consumer Electronics 20.3%

3Y Alpha vs SPY

-8.6%

Period ended 21 days ago

Filed Oct 14, 2026 · 7d

9 quarters · since Sep 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 322756

Roster of Oct 1, 2026

Regulatory AUM

$370,181,742

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$370,181,742	Individuals and high net worth (98%)
Apr 2025 to Feb 2026	$332,665,171	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$300,055,562	Individuals and high net worth (99%)
May 2023 to Mar 2024	$263,881,182	Individuals and high net worth (99%)
Apr 2023	$263,881,182	Individuals and high net worth (99%)
Feb 2023 to Mar 2023	$252,607,835	Individuals and high net worth (98%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 74.1% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 76.8%; sector active share 60.0% against the combined 13F book's sector weights.

Over time 8 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

74 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

29.0%

+7.4 pts

Top 5

52.0%

−6.0 pts

Top 10

69.7%

−4.5 pts

HHI

1,086

Diversified+7

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.1%	$39,436,563	43
Technology	17.3%	$11,726,893	7
Financial Services	9.8%	$6,619,976	7
Communication Services	3.4%	$2,320,258	3
Energy	2.8%	$1,898,207	2
Consumer Cyclical	2.5%	$1,703,361	2
Consumer Defensive	2.2%	$1,458,568	2
Industrials	1.7%	$1,180,941	3
Healthcare	1.7%	$1,177,215	4
Utilities	0.5%	$305,759	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
DFAI	Dimensional International Core Equity Market ETF	+4,391	35,318	$1,463,224
CGGR	Capital Group Growth ETF	+1,394	12,724	$603,499
AXP	American Express Co	+594	1,556	$473,179
MDY	Spdr S&P Midcap 400 ETF Trust	+89	1,509	$990,975
NVS	Novartis AG	+11	1,516	$216,136
VTEC	Vanguard California Tax-Exempt Bond ETF	+9	2,526	$238,151
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	+8	7,223	$712,187
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	+6	5,288	$504,184
—		+1	6,736	$0
SRE	Sempra	+1	3,922	$305,759
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	−140,522	187,014	$8,312,772
IYK	iShares U.S. Consumer Staples ETF	−35,345	65,026	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−30,142	42,322	$2,510,117
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−26,291	133,371	$4,937,394
PHO	Victory Portfolios II	−26,266	73,077	$0
BNDX	Vanguard Total International Bond ETF	−23,642	58,356	$2,735,145
DFCF	Dimensional Core Fixed Income ETF	−15,677	39,608	$1,589,072
AGG	iShares Core U.S. Aggregate Bond ETF	−12,615	56,104	$0
IVV	iShares Core S&P 500 ETF	−3,783	8,565	$0
RTX	RTX Corp	−3,311	3,246	$602,619
AAPL	Apple Inc.	−2,830	17,347	$5,776,897
CSCO	Cisco Systems, Inc.	−2,804	6,555	$705,514
JEPI	JPMorgan Equity Premium Income ETF	−2,611	5,065	$284,754
CVX	Chevron Corp	−2,455	7,813	$1,595,492
AMZN	Amazon Com Inc	−2,277	5,849	$1,457,278
NVDA	Nvidia Corp	−2,225	12,478	$2,849,725
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	−2,203	11,872	$2,745,400
GOOGL	Alphabet Inc.	−1,842	4,004	$1,377,696
BRK-B	Berkshire Hathaway Inc	−1,725	4,303	$2,142,678
XOM	ExxonMobil Holdings Corp	−1,571	1,860	$302,715
MSFT	Microsoft Corp	−1,272	2,593	$1,329,949
DFAS	Dimensional U.S. Small Cap ETF	−1,172	3,155	$244,260
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−909	2,424	$382,628
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	−896	11,144	$663,959
IBM	International Business Machines Corp	−880	2,396	$526,952
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
DFAU	Dimensional US Core Equity Market ETF	28,777	$1,506,763
AVUV	Avantis U.S. Small Cap Value ETF	5,578	$656,921
DFAE	Dimensional Emerging Core Equity Market ETF	11,703	$460,044
DISV	Dimensional International Small Cap Value ETF	9,930	$429,869
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	1,847	$361,550
TXN	Texas Instruments Inc	927	$259,643
—		33,670	$0
IUSG	iShares Core S&P U.S. Growth ETF	5,621	$0
EFA	iShares MSCI EAFE ETF	2,375	$0
IUSV	iShares Core S&P U.S. Value ETF	6,241	$0
IEF	iShares 7-10 Year Treasury Bond ETF	6,260	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
SBUX	Starbucks Corp	3,993	$408,044
SYK	Stryker Corp	1,249	$393,235
NEE	Nextera Energy Inc	3,105	$272,525
DIS	Walt Disney Co	2,543	$244,763
KO	Coca Cola Co	2,971	$241,453
IDRV	iShares Self-Driving EV and Tech ETF	6,125	$233,362
PSA	Public Storage	684	$217,724
TSLA	Tesla, Inc.	477	$200,626
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 tracked positions · $67,827,741 total · filing declares 74 positions · $94,418,739 · as of Sep 30, 2026

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

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	187,014	-140,522	$8,312,772	−42.8%	12.26%
AAPL	Apple Inc. Technology	Reduced	17,347	-2,830	$5,776,897	−1.1%	8.52%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	133,371	-26,291	$4,937,394	−16.1%	7.28%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,322	-91	$3,296,086	+0.0%	4.86%
NVDA	Nvidia Corp Technology	Reduced	12,478	-2,225	$2,849,725	−3.1%	4.20%
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	Reduced	11,872	-2,203	$2,745,400	−31.3%	4.05%
BNDX	Vanguard Total International Bond ETF	Reduced	58,356	-23,642	$2,735,145	−31.1%	4.03%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	42,322	-30,142	$2,510,117	−42.0%	3.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,303	-1,725	$2,142,678	−29.0%	3.16%
CVX	Chevron Corp Energy	Reduced	7,813	-2,455	$1,595,492	−6.3%	2.35%
DFCF	Dimensional Core Fixed Income ETF	Reduced	39,608	-15,677	$1,589,072	−31.9%	2.34%
DFAU	Dimensional US Core Equity Market ETF	NEW	28,777	NEW	$1,506,763	NEW	2.22%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,494,010	−0.2%	2.20%
DFAI	Dimensional International Core Equity Market ETF	Added	35,318	+4,391	$1,463,224	+14.7%	2.16%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,849	-2,277	$1,457,278	−24.8%	2.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,198	-532	$1,388,824	−10.3%	2.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,004	-1,842	$1,377,696	−34.1%	2.03%
MSFT	Microsoft Corp Technology	Reduced	2,593	-1,272	$1,329,949	−7.8%	1.96%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,288	-823	$1,172,517	−40.6%	1.73%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,509	+89	$990,975	−0.8%	1.46%
GLD	Spdr Gold Trust	Reduced	2,593	-9	$987,518	+3.0%	1.46%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	5,695	0	$883,864	−1.8%	1.30%
DFIC	Dimensional International Core Equity 2 ETF	Held	20,000	0	$752,200	+0.9%	1.11%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Added	7,223	+8	$712,187	−2.6%	1.05%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,555	-2,804	$705,514	−35.8%	1.04%
V	Visa Inc. Financial Services	Reduced	1,929	-94	$693,147	−0.1%	1.02%
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	Reduced	11,144	-896	$663,959	−12.1%	0.98%
AVUV	Avantis U.S. Small Cap Value ETF	NEW	5,578	NEW	$656,921	NEW	0.97%
GOOG	Alphabet Inc. Communication Services	Reduced	1,883	-311	$641,613	−17.2%	0.95%
CGGR	Capital Group Growth ETF	Added	12,724	+1,394	$603,499	+12.9%	0.89%
RTX	RTX Corp Industrials	Reduced	3,246	-3,311	$602,619	−51.6%	0.89%
IBM	International Business Machines Corp Technology	Reduced	2,396	-880	$526,952	−42.8%	0.78%
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	Added	5,288	+6	$504,184	−5.5%	0.74%
AXP	American Express Co Financial Services	Added	1,556	+594	$473,179	+45.4%	0.70%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	6,702	-379	$470,145	−9.6%	0.69%
DFAE	Dimensional Emerging Core Equity Market ETF	NEW	11,703	NEW	$460,044	NEW	0.68%
DISV	Dimensional International Small Cap Value ETF	NEW	9,930	NEW	$429,869	NEW	0.63%
JNJ	Johnson & Johnson Healthcare	Held	1,453	0	$384,667	+4.2%	0.57%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	2,424	-909	$382,628	−26.9%	0.56%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	NEW	1,847	NEW	$361,550	NEW	0.53%
PRU	Prudential Financial Inc Financial Services	Reduced	2,813	-24	$319,500	+4.3%	0.47%
CR	Crane Co Industrials	Held	1,518	0	$309,702	−8.5%	0.46%
SRE	Sempra Utilities	Added	3,922	+1	$305,759	−15.9%	0.45%
XOM	ExxonMobil Holdings Corp Energy	Reduced	1,860	-1,571	$302,715	−35.5%	0.45%
AMGN	Amgen Inc Healthcare	Reduced	714	-86	$300,958	+3.9%	0.44%
META	Meta Platforms, Inc. Communication Services	Reduced	415	-334	$300,949	−28.7%	0.44%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	3,036	0	$286,051	−2.7%	0.42%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	5,065	-2,611	$284,754	−34.3%	0.42%
MRVL	Marvell Technology, Inc. Technology	Held	1,053	0	$278,213	−11.3%	0.41%
NUMG	Nuveen ESG Mid-Cap Growth ETF	Reduced	6,134	-702	$277,502	−13.6%	0.41%

Showing the top 50 of 74 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.