WealthSpring Partners, LLC: 13F holdings
CIK 19612922026Q2
| Positions | 71 |
|---|
| Reported value | $116.4m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 71 (-1 vs prior quarter) |
|---|
| Reported value | $116.4m (+6.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 327,536 | $14.5m | 12.5% |
| IVV ISHARES TR | 12,348 | $9.2m | 7.9% |
| IYK ISHARES TR | 100,371 | $7.3m | 6.3% |
| PHO INVESCO EXCHANGE TRADED FD T | 99,343 | $6.9m | 5.9% |
| AGG ISHARES TR | 68,719 | $6.8m | 5.8% |
| DFAX DIMENSIONAL ETF TRUST | 159,662 | $5.9m | 5.1% |
| AAPL APPLE INC | 20,177 | $5.8m | 5.0% |
| VWO VANGUARD INTL EQUITY INDEX F | 72,464 | $4.3m | 3.7% |
| XAR SPDR SERIES TRUST | 14,075 | $4.0m | 3.4% |
| BNDX VANGUARD CHARLOTTE FDS | 81,998 | $4.0m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1961292")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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