Sponsored

The Analysis of WealthSpring Partners, LLC's Holdings & P&L

Currently, WealthSpring Partners, LLC holds 71 types of securities in its portfolio with a total value $116.4M. In the most recent quarter, they have increased their positions in DFAC (+15.7K shares, valued at $696.2K), DFCF (+15.5K shares, valued at $653.9K), DFAX (+16.5K shares, valued at $606.2K); decreased their positions in CGGR (-9.9K shares, valued at $469.2K), AMZN (-1.4K shares, valued at $332.5K), NVDA (-961 shares, valued at $192.3K); initiated new positions in MRVL (+1.1K shares, valued at $313.6K), PSA (+684 shares, valued at $217.9K), TSLA (+477 shares, valued at $200.6K).

1M P&L

-139.6K-0.16%

3M P&L

+3.5M+4.12%

HY P&L

+5.8M+6.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A63.0M

70.8%

2Consumer Electronics5.8M

6.6%

3Semiconductors3.3M

3.7%

Top Industries by Stock Count

1N/A33 stocks

55.9%

2Drug Manufacturers - General3 stocks

5.1%

3Internet Content & Information2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST327.5K shares5.03%2026-06-302026-08-05

ISHARES TR ISHARES TR12.3K shares1.45%2026-06-302026-08-05

IYK ISHARES TR100.4K shares1.74%2026-06-302026-08-05

PHO INVESCO EXCHANGE TRADED FD T99.3K shares2.75%2026-06-302026-08-05

ISHARES TR ISHARES TR68.7K shares-2.44%2026-06-302026-08-05

DFAX DIMENSIONAL ETF TRUST159.7K shares11.49%2026-06-302026-08-05

AAPL APPLE INC20.2K shares-0.02%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F72.5K shares3.03%2026-06-302026-08-05

Sponsored

XAR SPDR SERIES TRUST14.1K shares5.91%2026-06-302026-08-05

BNDX VANGUARD CHARLOTTE FDS82.0K shares2.13%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.4K shares-2.09%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL6.0K shares-0.51%2026-06-302026-08-05

NVDA NVIDIA CORPORATION14.7K shares-6.14%2026-06-302026-08-05

DFCF DIMENSIONAL ETF TRUST55.3K shares38.93%2026-06-302026-08-05

GOOGL ALPHABET INC5.8K shares-3.04%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.1K shares-0.89%2026-06-302026-08-05

Sponsored

AMZN AMAZON COM INC8.1K shares-14.65%2026-06-302026-08-05

CVX CHEVRON CORPORATION10.3K shares0.69%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.7K shares0.72%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-08-05

MSFT MICROSOFT CORP3.9K shares-0.80%2026-06-302026-08-05

DFAI DIMENSIONAL ETF TRUST30.9K shares1.01%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION6.6K shares0.20%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC9.4K shares-0.56%2026-06-302026-08-05

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.4K shares0.21%2026-06-302026-08-05

GLD SPDR GOLD TR2.6K shares0.00%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS3.3K shares1.36%2026-06-302026-08-05

VYM VANGUARD WHITEHALL FDS5.7K shares-12.37%2026-06-302026-08-05

GOOG ALPHABET INC2.2K shares0.23%2026-06-302026-08-05

VCEB VANGUARD WORLD FD12.0K shares0.27%2026-06-302026-08-05

DFIC DIMENSIONAL ETF TRUST20.0K shares0.00%2026-06-302026-08-05

VTES VANGUARD WELLINGTON FD7.2K shares0.11%2026-06-302026-08-05

Sponsored

VISA INC VISA INC2.0K shares42.87%2026-06-302026-08-05

HD HOME DEPOT INC1.6K shares6.23%2026-06-302026-08-05

CGGR CAPITAL GROUP GROWTH ETF11.3K shares-46.73%2026-06-302026-08-05

VTEI VANGUARD MUN BD FDS5.3K shares0.11%2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F3.3K shares0.09%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS7.1K shares-3.45%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP3.4K shares0.35%2026-06-302026-08-05

JEPI J P MORGAN EXCHANGE TRADED F7.7K shares-5.54%2026-06-302026-08-05

Sponsored

META PLATFORMS INC META PLATFORMS INC749 shares-3.73%2026-06-302026-08-05

SBUX STARBUCKS CORP4.0K shares2.36%2026-06-302026-08-05

IHI ISHARES TR8.0K shares0.00%2026-06-302026-08-05

SYK STRYKER CORPORATION1.2K shares-0.95%2026-06-302026-08-05

NOBL PROSHARES TR6.7K shares187.82%2026-06-302026-08-05

ITOT ISHARES TR2.3K shares0.13%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON1.5K shares-2.42%2026-06-302026-08-05

SRE SEMPRA3.9K shares0.03%2026-06-302026-08-05

Sponsored

DFAS DIMENSIONAL ETF TRUST4.3K shares50.98%2026-06-302026-08-05

CR CRANE COMPANY1.5K shares0.00%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO962 shares0.10%2026-06-302026-08-05

NUMG NUSHARES ETF TR6.8K shares-0.47%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC1.1K sharesnew addition2026-06-302026-08-05

PRU PRUDENTIAL FINL INC2.8K shares0.46%2026-06-302026-08-05

CHD CHURCH & DWIGHT CO INC3.0K shares0.00%2026-06-302026-08-05

AMGN AMGEN INC800 shares-2.20%2026-06-302026-08-05

Sponsored

ABBVIE INC ABBVIE INC1.1K shares0.00%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC3.1K shares0.00%2026-06-302026-08-05

TIP ISHARES TR2.5K shares4.42%2026-06-302026-08-05

ESGD ISHARES TR2.5K shares0.00%2026-06-302026-08-05

DE DEERE & CO400 shares0.00%2026-06-302026-08-05

VTEC VANGUARD CALIF TAX FREE FDS2.5K shares22.24%2026-06-302026-08-05

DIS DISNEY WALT CO2.5K shares-2.19%2026-06-302026-08-05

KO COCA COLA CO3.0K shares5.13%2026-06-302026-08-05

Sponsored

NVS NOVARTIS AG1.5K shares0.00%2026-06-302026-08-05

IDRV ISHARES TR6.1K shares3.85%2026-06-302026-08-05

VAW VANGUARD WORLD FD1.0K shares0.00%2026-06-302026-08-05

VDC VANGUARD WORLD FD1.0K shares0.00%2026-06-302026-08-05

PSA PUBLIC STORAGE684 sharesnew addition2026-06-302026-08-05

TSLA TESLA INC477 sharesnew addition2026-06-302026-08-05

EXG EATON VANCE TAX-MANAGED GLOB11.5K shares0.00%2026-06-302026-08-05

DFAC

DIMENSIONAL ETF TRUST

5.03%

Shares327.5K

Event2026-06-30

Filed2026-08-05

ISHARES TR

1.45%

Shares12.3K

Event2026-06-30

Filed2026-08-05

IYK

ISHARES TR

1.74%

Shares100.4K

Event2026-06-30

Filed2026-08-05

PHO

INVESCO EXCHANGE TRADED FD T

2.75%

Shares99.3K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-2.44%

Shares68.7K

Event2026-06-30

Filed2026-08-05

DFAX

DIMENSIONAL ETF TRUST

11.49%

Shares159.7K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-0.02%

Shares20.2K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

3.03%

Shares72.5K

Event2026-06-30

Filed2026-08-05

XAR

SPDR SERIES TRUST

5.91%

Shares14.1K

Event2026-06-30

Filed2026-08-05

BNDX

VANGUARD CHARLOTTE FDS

2.13%

Shares82.0K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

-2.09%

Shares4.4K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.51%

Shares6.0K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

-6.14%

Shares14.7K

Event2026-06-30

Filed2026-08-05

DFCF

DIMENSIONAL ETF TRUST

38.93%

Shares55.3K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-3.04%

Shares5.8K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

-0.89%

Shares2.1K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-14.65%

Shares8.1K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

0.69%

Shares10.3K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

0.72%

Shares4.7K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-0.80%

Shares3.9K

Event2026-06-30

Filed2026-08-05

DFAI

DIMENSIONAL ETF TRUST

1.01%

Shares30.9K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

0.20%

Shares6.6K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

-0.56%

Shares9.4K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

0.21%

Shares1.4K

Event2026-06-30

Filed2026-08-05

GLD

SPDR GOLD TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

1.36%

Shares3.3K

Event2026-06-30

Filed2026-08-05

VYM

VANGUARD WHITEHALL FDS

-12.37%

Shares5.7K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

0.23%

Shares2.2K

Event2026-06-30

Filed2026-08-05

VCEB

VANGUARD WORLD FD

0.27%

Shares12.0K

Event2026-06-30

Filed2026-08-05

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-05

VTES

VANGUARD WELLINGTON FD

0.11%

Shares7.2K

Event2026-06-30

Filed2026-08-05

VISA INC

42.87%

Shares2.0K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

6.23%

Shares1.6K

Event2026-06-30

Filed2026-08-05

CGGR

CAPITAL GROUP GROWTH ETF

-46.73%

Shares11.3K

Event2026-06-30

Filed2026-08-05

VTEI

VANGUARD MUN BD FDS

0.11%

Shares5.3K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

0.09%

Shares3.3K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

-3.45%

Shares7.1K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

0.35%

Shares3.4K

Event2026-06-30

Filed2026-08-05

JEPI

J P MORGAN EXCHANGE TRADED F

-5.54%

Shares7.7K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

-3.73%

Shares749

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

2.36%

Shares4.0K

Event2026-06-30

Filed2026-08-05

IHI

ISHARES TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

-0.95%

Shares1.2K

Event2026-06-30

Filed2026-08-05

NOBL

PROSHARES TR

187.82%

Shares6.7K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

0.13%

Shares2.3K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-2.42%

Shares1.5K

Event2026-06-30

Filed2026-08-05

SRE

SEMPRA

0.03%

Shares3.9K

Event2026-06-30

Filed2026-08-05

DFAS

DIMENSIONAL ETF TRUST

50.98%

Shares4.3K

Event2026-06-30

Filed2026-08-05

CRANE COMPANY

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

0.10%

Shares962

Event2026-06-30

Filed2026-08-05

NUMG

NUSHARES ETF TR

-0.47%

Shares6.8K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

PRU

PRUDENTIAL FINL INC

0.46%

Shares2.8K

Event2026-06-30

Filed2026-08-05

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

-2.20%

Shares800

Event2026-06-30

Filed2026-08-05

ABBVIE INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-05

TIP

ISHARES TR

4.42%

Shares2.5K

Event2026-06-30

Filed2026-08-05

ESGD

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

DEERE & CO

0.00%

Shares400

Event2026-06-30

Filed2026-08-05

VTEC

VANGUARD CALIF TAX FREE FDS

22.24%

Shares2.5K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

-2.19%

Shares2.5K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

5.13%

Shares3.0K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

IDRV

ISHARES TR

3.85%

Shares6.1K

Event2026-06-30

Filed2026-08-05

VAW

VANGUARD WORLD FD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

VDC

VANGUARD WORLD FD

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-05

PSA

PUBLIC STORAGE

New

Shares684

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

New

Shares477

Event2026-06-30

Filed2026-08-05

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares11.5K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available