WealthSpring Partners, LLC

Q1 2026 13F-HR Holdings

Location
Long Beach, CA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$108,988
Net value change ($000)
+11,381 (11.7%)
New positions
15
Sold out positions
1
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 1,436 NEW
CGDV 1,255 NEW
CGGO 943 NEW
DFCF 921 121.3%
CGGR 855 NEW
CGDG 822 NEW
DFAC 783 6.9%
VTES 729 NEW
DFIC 711 NEW
CVX 654 44.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -396 -21.5%
NVDA -351 -11.4%
PHO -277 -4.1%
AMZN -271 -12.0%
BRK-B -265 -8.4%
AAPL -243 -4.5%
TSLA -215 -100.0%
GOOGL -206 -10.6%
SPY -170 -5.5%
IBM -156 -16.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type