WealthSpring Partners
WealthSpring Partners reported 74 stocks worth $94.4M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are Dimensional ETF Trust (8.8%), IVV (7.0%) and AAPL (6.1%). Compared with Q2 2026, the fund opened new positions in DFAU, IUSG and SPTS, added to DFAI, MDY and VTES, trimmed IVV, AAPL and AGG and sold out of XOM, SBUX and SYK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $8.3M | 8.8% | 187K | −141K (−43%) | 4 of 4 | |
| 2 |  IVV Ishares TR | $6.6M | 7.0% | 8,565 | −3,783 (−31%) | 4 of 4 | |
| 3 |  AAPL Apple Inc | $5.8M | 6.1% | 17K | −2,830 (−14%) | 4 of 4 | |
| 4 |  AGG Ishares TR | $5.3M | 5.6% | 56K | −13K (−18%) | 4 of 4 | |
| 5 |  PHO Invesco Exchange Traded FD T | $5M | 5.3% | 73K | −26K (−26%) | 4 of 4 | |
| 6 |  DFAX Dimensional ETF Trust | $4.9M | 5.2% | 133K | −26K (−16%) | 4 of 4 | |
| 7 |  IYK Ishares TR | $4.6M | 4.9% | 65K | −35K (−35%) | 4 of 4 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $3.3M | 3.5% | 4,322 | −91 (−2%) | 4 of 4 | |
| 9 |  NVDA Nvidia Corporation | $2.8M | 3.0% | 12K | −2,225 (−15%) | 4 of 4 | |
| 10 |  XAR Spdr Series Trust | $2.7M | 2.9% | 12K | −2,203 (−16%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $469K | 3,431 |
 SBUX Starbucks Corp | $408K | 3,993 |
 SYK Stryker Corporation | $393K | 1,249 |
 NEE Nextera Energy Inc | $273K | 3,105 |
 DIS Disney Walt Co | $245K | 2,543 |
🔒 Free account: see all 9.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WealthSpring Partners 13F FAQ
What does WealthSpring Partners own?
WealthSpring Partners reported 74 stocks worth $94.4M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are Dimensional ETF Trust (8.8%), IVV (7.0%) and AAPL (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did WealthSpring Partners buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 8 added to, 39 trimmed and 9 sold out. New positions include DFAU, IUSG and SPTS. It sold all of XOM, SBUX and SYK.
When will WealthSpring Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is WealthSpring Partners's portfolio worth?
The Q3 2026 filing reports $94.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.