WealthSpring Partners, LLC

Q2 2026 13F-HR Holdings

Location
Long Beach, CA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$116,364
Net value change ($000)
+7,376 (6.8%)
New positions
3
Sold out positions
4
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFAC 2,412 19.9%
IVV 1,297 16.3%
DFAX 1,017 20.9%
AAPL 716 14.0%
DFCF 654 38.9%
XAR 619 18.3%
VWO 523 13.8%
PHO 399 6.2%
IYK 384 5.6%
CSCO 369 50.5%
Top Reduces (Value $000, Stocks/ETFs)
CGDV -1,255 -100.0%
CGGO -943 -100.0%
CGDG -822 -100.0%
CVX -408 -19.3%
CGGR -320 -37.4%
HDV -206 -100.0%
AGG -190 -2.7%
GLD -162 -14.5%
COST -148 -7.0%
XOM -111 -19.1%
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