WealthSpring Partners, LLC
Long book
$109.0M
Q1 2026
Positions
72
Top-10 weight
56%
concentration
Last quarter
+9.1%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsWealthSpring Partners, LLC is a wealth-management firm allocating client money, running a $109.0M US long book across 72 positions.
The portfolio is concentrated: the top 10 names carry 56% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, ISHARES CORE S&P 500 ETF, ISHARES CORE U.S. AGGREGATE, ISHARES US CONSUMER STAPLES, INVESCO WATER RESOURCES ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.3%
Q1 2026
+9.1%
Sector allocation
Technology 42%
Financials 19%
Consumer discretionary 15%
Energy 8%
Industrials 5%
Healthcare 4%
Services media 2%
Utilities 2%
Long book by quarter
What does WealthSpring Partners, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 20.2K | $5.1M | 4.7% | +2.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.1K | $2.9M | 2.7% | -3.9% |
| NVDA NVIDIA CORP | Technology | 15.7K | $2.7M | 2.5% | -5.2% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.1K | $2.1M | 1.9% | +0.3% |
| CVX CHEVRON CORP | Energy | 10.2K | $2.1M | 1.9% | +6.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 9.5K | $2.0M | 1.8% | -2.5% |
| GOOGL ALPHABET INC-CL A | Technology | 6.0K | $1.7M | 1.6% | -2.8% |
| MSFT MICROSOFT CORP | Technology | 3.9K | $1.4M | 1.3% | +2.5% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 1.3% | New |
| JPM JPMORGAN CHASE & CO | Financials | 4.7K | $1.4M | 1.3% | +29.4% |
| RTX RTX CORP | Industrials | 6.5K | $1.3M | 1.2% | +0.3% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 3.2K | $783K | 0.7% | +1.9% |
| CSCO CISCO SYSTEMS INC | Technology | 9.4K | $730K | 0.7% | +1.5% |
| GOOG ALPHABET INC-CL C | Technology | 2.2K | $628K | 0.6% | -6.7% |
| XOM EXXON MOBIL CORP | Energy | 3.4K | $580K | 0.5% | +0.3% |
| HD HOME DEPOT INC | Consumer discretionary | 1.5K | $486K | 0.4% | +3.4% |
| META META PLATFORMS INC-CLASS A | Technology | 778 | $445K | 0.4% | +5.4% |
| V VISA INC-CLASS A SHARES | Services media | 1.4K | $428K | 0.4% | +0.1% |
| SYK STRYKER CORP | Healthcare | 1.3K | $414K | 0.4% | +3.2% |
| SRE SEMPRA | Utilities | 3.9K | $381K | 0.3% | 0.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.5K | $364K | 0.3% | New |
| SBUX STARBUCKS CORP | Consumer discretionary | 3.9K | $350K | 0.3% | +6.4% |
| AXP AMERICAN EXPRESS CO | Financials | 961 | $291K | 0.3% | +0.1% |
| NEE NEXTERA ENERGY INC | Utilities | 3.1K | $288K | 0.3% | Held |
| AMGN AMGEN INC | Healthcare | 818 | $288K | 0.3% | +0.1% |
| CHD CHURCH & DWIGHT CO INC | Other | 3.0K | $283K | 0.3% | Held |
| PRU PRUDENTIAL FINANCIAL INC | Financials | 2.8K | $276K | 0.3% | -2.8% |
| CR CRANE CO | Industrials | 1.5K | $260K | 0.2% | Held |
| DIS WALT DISNEY CO/THE | Services media | 2.6K | $251K | 0.2% | +9.8% |
| ABBV ABBVIE INC | Healthcare | 1.1K | $238K | 0.2% | Held |
| DE DEERE & CO | Industrials | 400 | $225K | 0.2% | New |
| KO COCA-COLA CO/THE | Consumer staples | 2.8K | $215K | 0.2% | New |