WealthSpring Partners, LLC - Portfolio overview

WealthSpring Partners, LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. DFAC - DIMENSIONAL ETF TRUST, 11.12%
  2. IVV - ISHARES TR, 7.30%
  3. AGG - ISHARES TR, 6.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.