WealthSpring Partners, LLC

CIK

1961292

Location

LONG BEACH, CA

Portfolio Value

Micro $2,620,631

Diversification

Diversified

Filing Date

Global Rank

#7,228 / 8,586 ▲ 110

Top Industry

Consumer Electronics 16.7%

3Y Alpha vs SPY

-11.8%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

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

+8.0%

SPY

+11.2%

Annualised alpha

-11.6%

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

3 positions · $2,620,631 total · Consumer Defensive only · 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
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,130	+6	$2,122,395	+15.9%	80.99%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Held	3,036	0	$283,319	+11.3%	10.81%
KO	Coca Cola Co Consumer Defensive	NEW	2,826	NEW	$214,917	NEW	8.20%