WealthSpring Partners, LLC holds a focused book of 71 stocks worth $116.4M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Ishares Core U.S. Aggregate. Their largest long position is Dimensional US Core Equity 2 at 12% of the equity book. Cloning the disclosed picks since 2026 would be +7% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1961292/holdings"
Use Arkolith to show WealthSpring Partners, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning WealthSpring Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as WealthSpring Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 75 / 71 | $509.8B |
| WELLS FARGO & COMPANY/MN | 75 / 71 | $157.7B |
| ROYAL BANK OF CANADA | 75 / 71 | $150.0B |
| LPL Financial LLC | 75 / 71 | $73.3B |
| Cetera Investment Advisers | 75 / 71 | $21.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 75 / 71 | $19.0B |
| OSAIC HOLDINGS, INC. | 75 / 71 | $15.7B |
| Farther Finance Advisors, LLC | 75 / 71 | $2.5B |
Ranked by how many of WealthSpring Partners, LLC's top 71 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $14.5M | 327.5K | 12.5% | ▲+5.0% Added · +16K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $9.2M | 12.3K | 7.9% | ▲+1.4% Added · +176 sh | |
| 3 | Ishares TR US CONSM STAPLES | $7.3M | 100.4K | 6.3% | ▲+1.7% Added · +2K sh | |
| 4 | Invesco Exchange Traded FD T WATER RES ETF | $6.9M | 99.3K | 5.9% | ▲+2.7% Added · +3K sh | |
| 5 | Ishares TR CORE US AGGBD ET | $6.8M | 68.7K | 5.8% | ▼−2.4% Reduced · −2K sh | |
| 6 | Dimensional ETF Trust WORLD EX US CORE | $5.9M | 159.7K | 5.1% | ▲+11% Added · +16K sh | |
| 7 | Apple Inc COM | $5.8M | 20.2K | 5.0% | ▼~0% Reduced · −4 sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.3M | 72.5K | 3.7% | ▲+3.0% Added · +2K sh | |
| 9 | SPDR Series Trust ST STR SP AERO | $4.0M | 14.1K | 3.4% | ▲+5.9% Added · +786 sh | |
| 10 | Vanguard Charlotte FDS TOTAL INT BD ETF | $4.0M | 82.0K | 3.4% | ▲+2.1% Added · +2K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $3.3M | 4.4K | 2.8% | ▼−2.1% Reduced · −94 sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $3.0M | 6.0K | 2.6% | ▼−0.5% Reduced · −31 sh | |
| 13 | Nvidia Corporation COM | $2.9M | 14.7K | 2.5% | ▼−6.1% Reduced · −961 sh | |
| 14 | Dimensional ETF Trust CORE FIXE IN ETF | $2.3M | 55.3K | 2.0% | ▲+39% Added · +15K sh | |
| 15 | Alphabet Inc CAP STK CL A | $2.1M | 5.8K | 1.8% | ▼−3.0% Reduced · −183 sh | |
| 16 | Costco Wholesale Corporation COM | $2.0M | 2.1K | 1.7% | ▼−0.9% Reduced · −19 sh | |
| 17 | Amazon Com Inc COM | $1.9M | 8.1K | 1.7% | ▼−15% Reduced · −1K sh | |
| 18 | Chevron Corporation COM | $1.7M | 10.3K | 1.5% | ▲+0.7% Added · +70 sh | |
| 19 | JPMorgan Chase & Co COM | $1.5M | 4.7K | 1.3% | ▲+0.7% Added · +34 sh | |
| 20 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 1.3% | —Held | |
| 21 | Microsoft Corp COM | $1.4M | 3.9K | 1.2% | ▼−0.8% Reduced · −31 sh | |
| 22 | Dimensional ETF Trust INTL CORE EQT MK | $1.3M | 30.9K | 1.1% | ▲+1.0% Added · +308 sh | |
| 23 | RTX Corporation COM | $1.2M | 6.6K | 1.1% | ▲+0.2% Added · +13 sh | |
| 24 | Cisco Sys Inc COM | $1.1M | 9.4K | 0.9% | ▼−0.6% Reduced · −53 sh | |
| 25 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $999K | 1.4K | 0.9% | ▲+0.2% Added · +3 sh | |
| 26 | SPDR Gold TR GOLD SHS | $958K | 2.6K | 0.8% | —Held | |
| 27 | International Business Machs COM | $921K | 3.3K | 0.8% | ▲+1.4% Added · +44 sh | |
| 28 | Vanguard Whitehall FDS HIGH DIV YLD | $900K | 5.7K | 0.8% | ▼−12% Reduced · −804 sh | |
| 29 | Alphabet Inc CAP STK CL C | $775K | 2.2K | 0.7% | ▲+0.2% Added · +5 sh | |
| 30 | Vanguard World FD ESG US CORP BD | $756K | 12.0K | 0.6% | ▲+0.3% Added · +33 sh | |
| 31 | Dimensional ETF Trust INTL CORE EQUITY | $745K | 20.0K | 0.6% | —Held | |
| 32 | Vanguard Wellington FD SHORT TRM TAX EX | $731K | 7.2K | 0.6% | ▲+0.1% Added · +8 sh | |
| 33 | Visa Inc COM CL A | $694K | 2.0K | 0.6% | ▲+43% Added · +607 sh | |
| 34 | Home Depot Inc COM | $553K | 1.6K | 0.5% | ▲+6.2% Added · +92 sh | |
| 35 | Capital Group Growth ETF SHS CREAT UNIT | $535K | 11.3K | 0.5% | ▼−47% Reduced · −10K sh | |
| 36 | Vanguard Mun BD FDS INTERMEDIATE TRM | $533K | 5.3K | 0.5% | ▲+0.1% Added · +6 sh | |
| 37 | Vanguard Intl Equity Index F TT WRLD ST ETF | $523K | 3.3K | 0.4% | ▲+0.1% Added · +3 sh | |
| 38 | Vanguard BD Index FDS TOTAL BND MRKT | $520K | 7.1K | 0.4% | ▼−3.4% Reduced · −253 sh | |
| 39 | Exxon Mobil Corp COM | $469K | 3.4K | 0.4% | ▲+0.3% Added · +12 sh | |
| 40 | J P Morgan Exchange Traded F EQUITY PREMIUM | $434K | 7.7K | 0.4% | ▼−5.5% Reduced · −450 sh | |
| 41 | Meta Platforms Inc CL A | $422K | 749 | 0.4% | ▼−3.7% Reduced · −29 sh | |
| 42 | Starbucks Corp COM | $408K | 4.0K | 0.4% | ▲+2.4% Added · +92 sh | |
| 43 | Ishares TR U.S. MED DVC ETF | $397K | 8.0K | 0.3% | —Held | |
| 44 | Stryker Corporation COM | $393K | 1.2K | 0.3% | ▼−0.9% Reduced · −12 sh | |
| 45 | Proshares TR S&P 500 DV ARIST | $378K | 6.7K | 0.3% | ▲+188% Added · +4K sh | |
| 46 | Ishares TR CORE S&P TTL STK | $371K | 2.3K | 0.3% | ▲+0.1% Added · +3 sh | |
| 47 | Johnson & Johnson COM | $369K | 1.5K | 0.3% | ▼−2.4% Reduced · −36 sh | |
| 48 | Sempra COM | $364K | 3.9K | 0.3% | ▲~0% Added · +1 sh | |
| 49 | Dimensional ETF Trust US SMALL CAP ETF | $356K | 4.3K | 0.3% | ▲+51% Added · +1K sh | |
| 50 | Crane Company COMMON STOCK | $339K | 1.5K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 71 | $116.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 72 | $109.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 58 | $97.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Feb 12, 2024 | 1 | $0 | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Feb 12, 2024 | 1 | $0 | 13F-HR/A |
| Q1 2023 | Mar 31, 2023 | Feb 12, 2024 | 1 | $0 | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | Feb 12, 2024 | 1 | $0 | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Feb 12, 2024 | 1 | $0 | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.