Institutional Fund
Wealthspring Partners, LLC
Long Beach, CACIK 19612922 filings on record
Portfolio Value
$108.99M
Q1 2026
Holdings
72
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+11.7%
from $97.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust11.1%
- Ishares Tr7.3%
- Ishares Tr6.4%
- Ishares Tr6.3%
- Invesco Exchange Traded Fd T5.9%
- Apple Inc4.7%
- Other58.2%
Portfolio Holdings
72 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 311.8K | $12.12M | 11.1% | +25.5K | Added |
| 2 | Ishares Tr | 12.2K | $7.95M | 7.3% | +1.0K | Added |
| 3 | Ishares Tr | 70.4K | $6.99M | 6.4% | +2.4K | Added |
| 4 | Ishares Tr | 98.7K | $6.91M | 6.3% | +1.5K | Added |
| 5 | Invesco Exchange Traded Fd T | 96.7K | $6.46M | 5.9% | +951 | Added |
| 6 | Apple Inc | 20.2K | $5.12M | 4.7% | +447 | Added |
| 7 | Dimensional ETF Trust | 143.2K | $4.86M | 4.5% | +7.6K | Added |
| 8 | Vanguard Charlotte Fds | 80.3K | $3.86M | 3.5% | +157 | Added |
| 9 | Vanguard Intl Equity Index F | 70.3K | $3.80M | 3.5% | +22 | Added |
| 10 | Spdr Series Trust | 13.3K | $3.38M | 3.1% | +1.7K | Added |
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