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
- DFAC - DIMENSIONAL ETF TRUST, 11.12%
- IVV - ISHARES TR, 7.30%
- AGG - ISHARES TR, 6.42%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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