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

Currently, WealthSpring Partners, LLC holds 72 types of securities in its portfolio with a total value $109.0M. In the most recent quarter, they have increased their positions in BRK.A (+2 shares, valued at $1.4M), CGDV (+29.5K shares, valued at $1.3M), DFAC (+25.5K shares, valued at $992.1K); decreased their positions in NVDA (-865 shares, valued at $150.9K), N/A (-244 shares, valued at $116.9K), AMZN (-246 shares, valued at $51.2K); initiated new positions in BRK.A (+2 shares, valued at $1.4M), CGDV (+29.5K shares, valued at $1.3M), CGGO (+28.3K shares, valued at $943.1K).

1M P&L

+1.7M+1.56%

3M P&L

+2.2M+1.98%

HY P&L

+3.6M+3.37%

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/A77.8M

75.0%

2Consumer Electronics5.1M

4.9%

3Semiconductors2.7M

2.6%

Top Industries by Stock Count

1N/A40 stocks

58.0%

2Drug Manufacturers - General4 stocks

5.8%

3Credit Services2 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST311.8K shares8.92%2026-03-312026-04-21

IVV ISHARES TR12.2K shares9.12%2026-03-312026-04-21

AGG ISHARES TR70.4K shares3.50%2026-03-312026-04-21

IYK ISHARES TR98.7K shares1.49%2026-03-312026-04-21

PHO INVESCO EXCHANGE TRADED FD T96.7K shares0.99%2026-03-312026-04-21

AAPL APPLE INC20.2K shares2.27%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST143.2K shares5.62%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS80.3K shares0.20%2026-03-312026-04-21

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VWO VANGUARD INTL EQUITY INDEX F70.3K shares0.03%2026-03-312026-04-21

XAR SPDR SERIES TRUST13.3K shares14.67%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T4.5K shares-0.90%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.1K shares-3.87%2026-03-312026-04-21

NVDA NVIDIA CORPORATION15.7K shares-5.23%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION2.1K shares0.28%2026-03-312026-04-21

CVX CHEVRON CORPORATION10.2K shares6.72%2026-03-312026-04-21

AMZN AMAZON COM INC9.5K shares-2.52%2026-03-312026-04-21

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ALPHABET INC ALPHABET INC6.0K shares-2.76%2026-03-312026-04-21

DFCF DIMENSIONAL ETF TRUST39.8K shares122.99%2026-03-312026-04-21

MSFT MICROSOFT CORP3.9K shares2.50%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL2 sharesnew addition2026-03-312026-04-21

JPM JPMORGAN CHASE & CO4.7K shares29.37%2026-03-312026-04-21

RTX RTX CORPORATION6.5K shares0.28%2026-03-312026-04-21

CGDV CAPITAL GROUP DIVIDEND VALUE29.5K sharesnew addition2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST30.6K shares-2.64%2026-03-312026-04-21

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GLD SPDR GOLD TR2.6K shares1.32%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS6.5K shares0.05%2026-03-312026-04-21

CGGO CAPITAL GROUP GBL GROWTH EQT28.3K sharesnew addition2026-03-312026-04-21

MDY STATE STR SPDR S&P MIDCAP 401.4K shares0.21%2026-03-312026-04-21

CGGR CAPITAL GROUP GROWTH ETF21.3K sharesnew addition2026-03-312026-04-21

CGDG CAPITAL GROUP DIVIDEND GROWE22.9K sharesnew addition2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS3.2K shares1.92%2026-03-312026-04-21

VCEB VANGUARD WORLD FD12.0K shares0.04%2026-03-312026-04-21

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CSCO CISCO SYS INC9.4K shares1.50%2026-03-312026-04-21

VTES VANGUARD WELLINGTON FD7.2K sharesnew addition2026-03-312026-04-21

DFIC DIMENSIONAL ETF TRUST20.0K sharesnew addition2026-03-312026-04-21

ALPHABET INC ALPHABET INC2.2K shares-6.69%2026-03-312026-04-21

XOM EXXON MOBIL CORP3.4K shares0.32%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS7.3K shares56.54%2026-03-312026-04-21

VTEI VANGUARD MUN BD FDS5.3K sharesnew addition2026-03-312026-04-21

HD HOME DEPOT INC1.5K shares3.43%2026-03-312026-04-21

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JEPI J P MORGAN EXCHANGE TRADED F8.1K shares0.00%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F3.3K shares0.09%2026-03-312026-04-21

META META PLATFORMS INC778 shares5.42%2026-03-312026-04-21

IHI ISHARES TR8.0K shares0.00%2026-03-312026-04-21

V VISA INC1.4K shares0.14%2026-03-312026-04-21

SYK STRYKER CORPORATION1.3K shares3.19%2026-03-312026-04-21

SRE SEMPRA3.9K shares0.03%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.5K sharesnew addition2026-03-312026-04-21

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SBUX STARBUCKS CORP3.9K shares6.38%2026-03-312026-04-21

ITOT ISHARES TR2.3K shares0.09%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO961 shares0.10%2026-03-312026-04-21

NEE NEXTERA ENERGY INC3.1K shares0.00%2026-03-312026-04-21

AMGN AMGEN INC818 shares0.12%2026-03-312026-04-21

CHD CHURCH & DWIGHT CO INC3.0K shares0.00%2026-03-312026-04-21

NUMG NUSHARES ETF TR6.9K shares0.00%2026-03-312026-04-21

PRU PRUDENTIAL FINL INC2.8K shares-2.75%2026-03-312026-04-21

Sponsored

TIP ISHARES TR2.4K shares-7.40%2026-03-312026-04-21

CR CRANE COMPANY1.5K shares0.00%2026-03-312026-04-21

DIS DISNEY WALT CO2.6K shares9.80%2026-03-312026-04-21

NOBL PROSHARES TR2.3K shares0.04%2026-03-312026-04-21

ESGD ISHARES TR2.5K shares0.00%2026-03-312026-04-21

ABBV ABBVIE INC1.1K shares0.00%2026-03-312026-04-21

NVS NOVARTIS AG1.5K shares0.33%2026-03-312026-04-21

IDRV ISHARES TR5.9K shares4.32%2026-03-312026-04-21

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VAW VANGUARD WORLD FD1.0K sharesnew addition2026-03-312026-04-21

DE DEERE & CO400 sharesnew addition2026-03-312026-04-21

VDC VANGUARD WORLD FD1.0K sharesnew addition2026-03-312026-04-21

KO COCA COLA CO2.8K sharesnew addition2026-03-312026-04-21

HDV ISHARES TR1.5K sharesnew addition2026-03-312026-04-21

VTEC VANGUARD CALIF TAX FREE FDS2.1K shares0.24%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST2.9K sharesnew addition2026-03-312026-04-21

EXG EATON VANCE TAX-MANAGED GLOB11.5K shares0.00%2026-03-312026-04-21

Sponsored

DFAC

DIMENSIONAL ETF TRUST

8.92%

Shares311.8K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

9.12%

Shares12.2K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

3.50%

Shares70.4K

Event2026-03-31

Filed2026-04-21

IYK

ISHARES TR

1.49%

Shares98.7K

Event2026-03-31

Filed2026-04-21

PHO

INVESCO EXCHANGE TRADED FD T

0.99%

Shares96.7K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

2.27%

Shares20.2K

Event2026-03-31

Filed2026-04-21

DFAX

DIMENSIONAL ETF TRUST

5.62%

Shares143.2K

Event2026-03-31

Filed2026-04-21

BNDX

VANGUARD CHARLOTTE FDS

0.20%

Shares80.3K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

0.03%

Shares70.3K

Event2026-03-31

Filed2026-04-21

XAR

SPDR SERIES TRUST

14.67%

Shares13.3K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-0.90%

Shares4.5K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-3.87%

Shares6.1K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-5.23%

Shares15.7K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

0.28%

Shares2.1K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

6.72%

Shares10.2K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-2.52%

Shares9.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-2.76%

Shares6.0K

Event2026-03-31

Filed2026-04-21

DFCF

DIMENSIONAL ETF TRUST

122.99%

Shares39.8K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

2.50%

Shares3.9K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares2

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

29.37%

Shares4.7K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

0.28%

Shares6.5K

Event2026-03-31

Filed2026-04-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares29.5K

Event2026-03-31

Filed2026-04-21

DFAI

DIMENSIONAL ETF TRUST

-2.64%

Shares30.6K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

1.32%

Shares2.6K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

0.05%

Shares6.5K

Event2026-03-31

Filed2026-04-21

CGGO

CAPITAL GROUP GBL GROWTH EQT

New

Shares28.3K

Event2026-03-31

Filed2026-04-21

MDY

STATE STR SPDR S&P MIDCAP 40

0.21%

Shares1.4K

Event2026-03-31

Filed2026-04-21

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares21.3K

Event2026-03-31

Filed2026-04-21

CGDG

CAPITAL GROUP DIVIDEND GROWE

New

Shares22.9K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

1.92%

Shares3.2K

Event2026-03-31

Filed2026-04-21

VCEB

VANGUARD WORLD FD

0.04%

Shares12.0K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

1.50%

Shares9.4K

Event2026-03-31

Filed2026-04-21

VTES

VANGUARD WELLINGTON FD

New

Shares7.2K

Event2026-03-31

Filed2026-04-21

DFIC

DIMENSIONAL ETF TRUST

New

Shares20.0K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-6.69%

Shares2.2K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.32%

Shares3.4K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

56.54%

Shares7.3K

Event2026-03-31

Filed2026-04-21

VTEI

VANGUARD MUN BD FDS

New

Shares5.3K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

3.43%

Shares1.5K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

0.09%

Shares3.3K

Event2026-03-31

Filed2026-04-21