account_balance
Investment manager · 13F filer · SEC CIK 1961292
WealthSpring Partners, LLC
Reported value$94.4Mas of Sep 30, 2026
Positions74 11 new, 8 sold out
Top 10 weight52.3%DFAC alone is 9%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
8.8%Trimmed −43%
IVViShares Tr
6.9%Trimmed −31%
AAPLApple Inc.
6.1%Trimmed −14%
AGGiShares Tr
5.6%Trimmed −18%
PHOInvesco Exchange Traded Fd T
5.2%Trimmed −26%
DFAXDimensional ETF Trust
5.2%Trimmed −16%
IYKiShares Tr
4.9%Trimmed −35%
SPYSPDR S&P 500 ETF Trust
3.5%Trimmed −2%
NVDANVIDIA Corp
3.0%Trimmed −15%
XARSPDR Series Trust
2.9%Trimmed −16%
BNDXVanguard Charlotte FDS
2.9%Trimmed −29%
VWOVanguard Intl Equity Index F
2.7%Trimmed −42%
DFACDimensional ETF Trust
8.8%Trimmed −43%
IVViShares Tr
6.9%Trimmed −31%
AAPLApple Inc.
6.1%−14%
AGGiShares Tr
5.6%−18%
PHOInvesco Exchange Traded Fd T
5.2%−26%
DFAXDimensional ETF Trust
5.2%
IYKiShares Tr
4.9%
SPYSPDR S&P 500 ETF Trust
3.5%
NVDANVIDIA Corp
3.0%
XAR2.9%
BNDX2.9%
VWO2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 8.8% Trimmed −43%
IVV iShares Tr 6.9% Trimmed −31%
AAPL Apple Inc. 6.1% Trimmed −14%AGG iShares Tr 5.6% Trimmed −18%
PHO Invesco Exchange Traded Fd T 5.2% Trimmed −26%
DFAX Dimensional ETF Trust 5.2% Trimmed −16%
IYK iShares Tr 4.9% Trimmed −35%
SPY SPDR S&P 500 ETF Trust 3.5% Trimmed −2%NVDA NVIDIA Corp 3.0% Trimmed −15%XAR SPDR Series Trust 2.9% Trimmed −16%
BNDX Vanguard Charlotte FDS 2.9% Trimmed −29%
VWO Vanguard Intl Equity Index F 2.7% Trimmed −42%
What changed
Biggest moves since Jun 30, 2026
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