WealthSpring Partners, LLC
CIK 1961292 · Holdings on Dec 31, 2025 · First reported Feb 12, 2026
Top ten holdings
Q4 2025- DFAC11.61%
- IVV7.83%
- AGG6.96%
- PHO6.91%
- IYK6.66%
- AAPL5.50%
- DFAX4.55%
- BNDX3.97%
- VWO3.87%
- BRK.B3.25%
Share classes counted separately61.11%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $11.34M | 11.61% | 286.31K shares | Prior unavailable — | — | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $7.64M | 7.83% | 11.15K shares | Prior unavailable — | — | ↗▾ |
| 03 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $6.80M | 6.96% | 68.06K shares | Prior unavailable — | — | ↗▾ |
| 04 | PHOINVESCO WATER RESOURCES ETFWATER RES ETF View history and evidence | $6.74M | 6.91% | 95.74K shares | Prior unavailable — | — | ↗▾ |
| 05 | IYKISHARES US CONSUMER STAPLESUS CONSM STAPLES View history and evidence | $6.50M | 6.66% | 97.20K shares | Prior unavailable — | — | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $5.36M | 5.50% | 19.73K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $4.44M | 4.55% | 135.59K shares | Prior unavailable — | — | ↗▾ |
| 08 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $3.87M | 3.97% | 80.13K shares | Prior unavailable — | — | ↗▾ |
| 09 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $3.78M | 3.87% | 70.31K shares | Prior unavailable — | — | ↗▾ |
| 10 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $3.17M | 3.25% | 6.30K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1961292 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 97607276
}Research all 58 reported holdings.
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