WealthSpring Partners, LLC

Q3 2026 13F-HR Holdings

Location
Long Beach, CA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$94,419
Net value change ($000)
-21,945 (-18.9%)
New positions
12
Sold out positions
9
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFAU 1,507 NEW
IUSG 1,089 NEW
SPTS 965 NEW
IUSV 688 NEW
AVUV 657 NEW
IEF 559 NEW
DFAE 460 NEW
DISV 430 NEW
XLK 361 NEW
EXXONMOBIL HOLDINGS CORP 303 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAC -6,217 -42.8%
IYK -2,694 -36.9%
IVV -2,689 -29.1%
PHO -1,906 -27.8%
VWO -1,815 -42.0%
AGG -1,498 -22.0%
XAR -1,249 -31.3%
BNDX -1,236 -31.1%
DFAX -945 -16.1%
BRK-B -874 -29.0%
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