WealthSpring Partners, LLC Diversified Active

Name: WealthSpring Partners, LLC Q2 2026 13F Filing | 13F Explorer
Creator: WealthSpring Partners, LLC
Published: 2026-08-05

Location: Long Beach, CA

CIK: 0001961292 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 5, 2026

Total Value: $116M (100.0% shares, 0.0% debt)

Holdings (71)

New Positions (3)

MRVL MARVELL TECHNOLOGY INC 0.3%

Value $314K Shares 1,053 Est. Cost $297.80 Unrealized —

PSA PUBLIC STORAGE 0.2%

Value $218K Shares 684 Est. Cost $318.50 Unrealized —

TSLA TESLA INC 0.2%

Value $201K Shares 477 Est. Cost $420.60 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MRVL	MARVELL TECHNOLOGY INC	1,053	$314K	0.3%	$297.80	—	COM	573874104
PSA	PUBLIC STORAGE	684	$218K	0.2%	$318.50	—	COM	74460D109
TSLA	TESLA INC	477	$201K	0.2%	$420.60	—	COM	88160R101

Increased Positions (20)

DFAC DIMENSIONAL ETF TRUST 12.5%

Value $14.53M (+19.9%) Shares 327,536 (+5.0%) Est. Cost $24.73 Unrealized —

IVV ISHARES TR 7.9%

Value $9.248M (+16.3%) Shares 12,348 (+1.4%) Est. Cost $390.56 Unrealized —

DFAX DIMENSIONAL ETF TRUST 5.1%

Value $5.882M (+20.9%) Shares 159,662 (+11.5%) Est. Cost $23.15 Unrealized —

DFCF DIMENSIONAL ETF TRUST 2.0%

Value $2.334M (+38.9%) Shares 55,285 (+38.9%) Est. Cost $42.33 Unrealized —

XAR SPDR SERIES TRUST 3.4%

Value $3.994M (+18.4%) Shares 14,075 (+5.9%) Est. Cost $245.16 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 3.7%

Value $4.325M (+13.8%) Shares 72,464 (+3.0%) Est. Cost $37.69 Unrealized —

PHO INVESCO EXCHANGE TRADED FD T 5.9%

Value $6.863M (+6.2%) Shares 99,343 (+2.7%) Est. Cost $46.37 Unrealized —

IYK ISHARES TR 6.3%

Value $7.293M (+5.6%) Shares 100,371 (+1.7%) Est. Cost $148.48 Unrealized —

V VISA INC 0.6%

Value $694K (+62.2%) Shares 2,023 (+42.9%) Est. Cost $241.79 Unrealized —

DFAS DIMENSIONAL ETF TRUST 0.3%

Value $356K (+74.8%) Shares 4,327 (+51.0%) Est. Cost $74.91 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.8%

Value $921K (+17.6%) Shares 3,276 (+1.4%) Est. Cost $121.40 Unrealized —

NOBL PROSHARES TR 0.3%

Value $378K (+52.5%) Shares 6,735 (+187.8%) Est. Cost $72.81 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 3.4%

Value $3.971M (+2.9%) Shares 81,998 (+2.1%) Est. Cost $47.67 Unrealized —

DFAI DIMENSIONAL ETF TRUST 1.1%

Value $1.276M (+6.9%) Shares 30,927 (+1.0%) Est. Cost $23.48 Unrealized —

HD HOME DEPOT INC 0.5%

Value $553K (+13.9%) Shares 1,569 (+6.2%) Est. Cost $279.97 Unrealized —

SBUX STARBUCKS CORP 0.4%

Value $408K (+16.7%) Shares 3,993 (+2.4%) Est. Cost $81.07 Unrealized —

VTEC VANGUARD CALIF TAX FREE FDS 0.2%

Value $253K (+24.1%) Shares 2,517 (+22.2%) Est. Cost $100.32 Unrealized —

KO COCA COLA CO 0.2%

Value $241K (+12.4%) Shares 2,971 (+5.1%) Est. Cost $75.08 Unrealized —

TIP ISHARES TR 0.2%

Value $272K (+3.5%) Shares 2,482 (+4.4%) Est. Cost $105.09 Unrealized —

IDRV ISHARES TR 0.2%

Value $233K (+2.7%) Shares 6,125 (+3.8%) Est. Cost $37.96 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DFAC	DIMENSIONAL ETF TRUST	327,536 (+5.0%)	$14.53M (+19.9%)	12.5%	$24.73	—	US COR EQU 2 ETF	25434V708
IVV	ISHARES TR	12,348 (+1.4%)	$9.248M (+16.3%)	7.9%	$390.56	—	CORE S&P500 ETF	464287200
DFAX	DIMENSIONAL ETF TRUST	159,662 (+11.5%)	$5.882M (+20.9%)	5.1%	$23.15	—	WORLD EX US CORE	25434V880
DFCF	DIMENSIONAL ETF TRUST	55,285 (+38.9%)	$2.334M (+38.9%)	2.0%	$42.33	—	CORE FIXE IN ETF	25434V872
XAR	SPDR SERIES TRUST	14,075 (+5.9%)	$3.994M (+18.4%)	3.4%	$245.16	—	ST STR SP AERO	78464A631
VWO	VANGUARD INTL EQUITY INDEX F	72,464 (+3.0%)	$4.325M (+13.8%)	3.7%	$37.69	—	FTSE EMR MKT ETF	922042858
PHO	INVESCO EXCHANGE TRADED FD T	99,343 (+2.7%)	$6.863M (+6.2%)	5.9%	$46.37	—	WATER RES ETF	46137V142
IYK	ISHARES TR	100,371 (+1.7%)	$7.293M (+5.6%)	6.3%	$148.48	—	US CONSM STAPLES	464287812
V	VISA INC	2,023 (+42.9%)	$694K (+62.2%)	0.6%	$241.79	—	COM CL A	92826C839
DFAS	DIMENSIONAL ETF TRUST	4,327 (+51.0%)	$356K (+74.8%)	0.3%	$74.91	—	US SMALL CAP ETF	25434V500
IBM	INTERNATIONAL BUSINESS MACHS	3,276 (+1.4%)	$921K (+17.6%)	0.8%	$121.40	—	COM	459200101
NOBL	PROSHARES TR	6,735 (+187.8%)	$378K (+52.5%)	0.3%	$72.81	—	S&P 500 DV ARIST	74348A467
BNDX	VANGUARD CHARLOTTE FDS	81,998 (+2.1%)	$3.971M (+2.9%)	3.4%	$47.67	—	TOTAL INT BD ETF	92203J407
DFAI	DIMENSIONAL ETF TRUST	30,927 (+1.0%)	$1.276M (+6.9%)	1.1%	$23.48	—	INTL CORE EQT MK	25434V203
HD	HOME DEPOT INC	1,569 (+6.2%)	$553K (+13.9%)	0.5%	$279.97	—	COM	437076102
SBUX	STARBUCKS CORP	3,993 (+2.4%)	$408K (+16.7%)	0.4%	$81.07	—	COM	855244109
VTEC	VANGUARD CALIF TAX FREE FDS	2,517 (+22.2%)	$253K (+24.1%)	0.2%	$100.32	—	TAX EXEMPT BD FD	922021605
KO	COCA COLA CO	2,971 (+5.1%)	$241K (+12.4%)	0.2%	$75.08	—	COM	191216100
TIP	ISHARES TR	2,482 (+4.4%)	$272K (+3.5%)	0.2%	$105.09	—	TIPS BD ETF	464287176
IDRV	ISHARES TR	6,125 (+3.8%)	$233K (+2.7%)	0.2%	$37.96	—	SELF DRIVNG EV	46435U366

Exited Positions (4)

CGDV CAPITAL GROUP DIVIDEND VALUE 1.1%

Value $1.255M Shares 29,502 Est. Cost $42.54 Unrealized —

CGGO CAPITAL GROUP GBL GROWTH EQT 0.8%

Value $943K Shares 28,261 Est. Cost $33.37 Unrealized —

CGDG CAPITAL GROUP DIVIDEND GROWE 0.7%

Value $822K Shares 22,902 Est. Cost $35.90 Unrealized —

HDV ISHARES TR 0.2%

Value $206K Shares 1,515 Est. Cost $135.74 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CGDV	CAPITAL GROUP DIVIDEND VALUE	29,502	$1.255M	1.1%	$42.54	—	—	14020W106
CGGO	CAPITAL GROUP GBL GROWTH EQT	28,261	$943K	0.8%	$33.37	—	—	14020X104
CGDG	CAPITAL GROUP DIVIDEND GROWE	22,902	$822K	0.7%	$35.90	—	—	14021L109
HDV	ISHARES TR	1,515	$206K	0.2%	$135.74	—	—	46429B663

Decreased Positions (13)

SPY STATE STR SPDR S&P 500 ETF T 2.8%

Value $3.295M (+12.4%) Shares 4,413 (-2.1%) Est. Cost $358.35 Unrealized —

GOOGL ALPHABET INC 1.8%

Value $2.089M (+20.5%) Shares 5,846 (-3.0%) Est. Cost $108.23 Unrealized —

CGGR CAPITAL GROUP GROWTH ETF 0.5%

Value $535K (-37.4%) Shares 11,330 (-46.7%) Est. Cost $40.19 Unrealized —

NVDA NVIDIA CORPORATION 2.5%

Value $2.942M (+7.7%) Shares 14,703 (-6.1%) Est. Cost $157.13 Unrealized —

AGG ISHARES TR 5.8%

Value $6.802M (-2.7%) Shares 68,719 (-2.4%) Est. Cost $96.47 Unrealized —

VYM VANGUARD WHITEHALL FDS 0.8%

Value $900K (-6.5%) Shares 5,695 (-12.4%) Est. Cost $96.77 Unrealized —

AMZN AMAZON COM INC 1.7%

Value $1.937M (-2.3%) Shares 8,126 (-14.7%) Est. Cost $125.22 Unrealized —

JEPI J P MORGAN EXCHANGE TRADED F 0.4%

Value $434K (-5.9%) Shares 7,676 (-5.5%) Est. Cost $54.58 Unrealized —

META META PLATFORMS INC 0.4%

Value $422K (-5.2%) Shares 749 (-3.7%) Est. Cost $266.15 Unrealized —

BND VANGUARD BD INDEX FDS 0.4%

Value $520K (-3.7%) Shares 7,081 (-3.4%) Est. Cost $72.16 Unrealized —

DIS DISNEY WALT CO 0.2%

Value $245K (-2.3%) Shares 2,543 (-2.2%) Est. Cost $104.83 Unrealized —

JNJ JOHNSON & JOHNSON 0.3%

Value $369K (+1.4%) Shares 1,453 (-2.4%) Est. Cost $227.87 Unrealized —

AMGN AMGEN INC 0.2%

Value $290K (+0.6%) Shares 800 (-2.2%) Est. Cost $217.77 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	STATE STR SPDR S&P 500 ETF T	4,413 (-2.1%)	$3.295M (+12.4%)	2.8%	$358.35	—	TR UNIT	78462F103
GOOGL	ALPHABET INC	5,846 (-3.0%)	$2.089M (+20.5%)	1.8%	$108.23	—	CAP STK CL A	02079K305
CGGR	CAPITAL GROUP GROWTH ETF	11,330 (-46.7%)	$535K (-37.4%)	0.5%	$40.19	—	SHS CREAT UNIT	14020G101
NVDA	NVIDIA CORPORATION	14,703 (-6.1%)	$2.942M (+7.7%)	2.5%	$157.13	—	COM	67066G104
AGG	ISHARES TR	68,719 (-2.4%)	$6.802M (-2.7%)	5.8%	$96.47	—	CORE US AGGBD ET	464287226
VYM	VANGUARD WHITEHALL FDS	5,695 (-12.4%)	$900K (-6.5%)	0.8%	$96.77	—	HIGH DIV YLD	921946406
AMZN	AMAZON COM INC	8,126 (-14.7%)	$1.937M (-2.3%)	1.7%	$125.22	—	COM	023135106
JEPI	J P MORGAN EXCHANGE TRADED F	7,676 (-5.5%)	$434K (-5.9%)	0.4%	$54.58	—	EQUITY PREMIUM	46641Q332
META	META PLATFORMS INC	749 (-3.7%)	$422K (-5.2%)	0.4%	$266.15	—	CL A	30303M102
BND	VANGUARD BD INDEX FDS	7,081 (-3.4%)	$520K (-3.7%)	0.4%	$72.16	—	TOTAL BND MRKT	921937835
DIS	DISNEY WALT CO	2,543 (-2.2%)	$245K (-2.3%)	0.2%	$104.83	—	COM	254687106
JNJ	JOHNSON & JOHNSON	1,453 (-2.4%)	$369K (+1.4%)	0.3%	$227.87	—	COM	478160104
AMGN	AMGEN INC	800 (-2.2%)	$290K (+0.6%)	0.2%	$217.77	—	COM	031162100

Unchanged Positions (35)

AAPL APPLE INC 5.0%

Value $5.838M Shares 20,177 Est. Cost $156.69 Unrealized —

CVX CHEVRON CORPORATION 1.5%

Value $1.702M Shares 10,268 Est. Cost $135.67 Unrealized —

CSCO CISCO SYS INC 0.9%

Value $1.099M Shares 9,359 Est. Cost $41.48 Unrealized —

JPM JPMORGAN CHASE & CO 1.3%

Value $1.548M Shares 4,730 Est. Cost $152.34 Unrealized —

GLD SPDR GOLD TR 0.8%

Value $958K Shares 2,602 Est. Cost $159.31 Unrealized —

COST COSTCO WHOLESALE CORPORATION 1.7%

Value $1.974M Shares 2,111 Est. Cost $494.60 Unrealized —

GOOG ALPHABET INC 0.7%

Value $775K Shares 2,194 Est. Cost $109.90 Unrealized —

MDY STATE STR SPDR S&P MIDCAP 40 0.9%

Value $999K Shares 1,420 Est. Cost $401.73 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%

Value $3.016M Shares 6,028 Est. Cost $284.56 Unrealized —

XOM EXXON MOBIL CORP 0.4%

Value $469K Shares 3,431 Est. Cost $86.20 Unrealized —

CR CRANE COMPANY 0.3%

Value $339K Shares 1,518 Est. Cost $75.98 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 0.4%

Value $523K Shares 3,333 Est. Cost $78.88 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%

Value $1.498M Shares 2 Est. Cost $740378.25 Unrealized —

ITOT ISHARES TR 0.3%

Value $371K Shares 2,259 Est. Cost $79.54 Unrealized —

NUMG NUSHARES ETF TR 0.3%

Value $321K Shares 6,836 Est. Cost $38.96 Unrealized —

ABBV ABBVIE INC 0.2%

Value $275K Shares 1,093 Est. Cost $129.47 Unrealized —

AXP AMERICAN EXPRESS CO 0.3%

Value $325K Shares 962 Est. Cost $146.14 Unrealized —

DFIC DIMENSIONAL ETF TRUST 0.6%

Value $745K Shares 20,000 Est. Cost $35.53 Unrealized —

IHI ISHARES TR 0.3%

Value $397K Shares 8,039 Est. Cost $47.20 Unrealized —

PRU PRUDENTIAL FINL INC 0.3%

Value $306K Shares 2,837 Est. Cost $81.21 Unrealized —

DE DEERE & CO 0.2%

Value $254K Shares 400 Est. Cost $551.35 Unrealized —

SYK STRYKER CORPORATION 0.3%

Value $393K Shares 1,249 Est. Cost $209.25 Unrealized —

RTX RTX CORPORATION 1.1%

Value $1.244M Shares 6,557 Est. Cost $83.84 Unrealized —

ESGD ISHARES TR 0.2%

Value $260K Shares 2,528 Est. Cost $95.09 Unrealized —

SRE SEMPRA 0.3%

Value $364K Shares 3,921 Est. Cost $67.69 Unrealized —

NEE NEXTERA ENERGY INC 0.2%

Value $273K Shares 3,105 Est. Cost $75.96 Unrealized —

— EATON VANCE TAX-MANAGED GLOB 0.1%

Value $113K Shares 11,545 Est. Cost $7.25 Unrealized —

CHD CHURCH & DWIGHT CO INC 0.3%

Value $294K Shares 3,036 Est. Cost $82.83 Unrealized —

VTEI VANGUARD MUN BD FDS 0.5%

Value $533K Shares 5,282 Est. Cost $99.94 Unrealized —

NVS NOVARTIS AG 0.2%

Value $236K Shares 1,505 Est. Cost $76.03 Unrealized —

VAW VANGUARD WORLD FD 0.2%

Value $229K Shares 1,000 Est. Cost $225.34 Unrealized —

VTES VANGUARD WELLINGTON FD 0.6%

Value $731K Shares 7,215 Est. Cost $101.14 Unrealized —

VCEB VANGUARD WORLD FD 0.6%

Value $756K Shares 12,040 Est. Cost $61.90 Unrealized —

VDC VANGUARD WORLD FD 0.2%

Value $225K Shares 1,000 Est. Cost $224.59 Unrealized —

MSFT MICROSOFT CORP 1.2%

Value $1.442M Shares 3,865 Est. Cost $272.97 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	20,177	$5.838M	5.0%	$156.69	—	COM	037833100
CVX	CHEVRON CORPORATION	10,268	$1.702M	1.5%	$135.67	—	COM	166764100
CSCO	CISCO SYS INC	9,359	$1.099M	0.9%	$41.48	—	COM	17275R102
JPM	JPMORGAN CHASE & CO	4,730	$1.548M	1.3%	$152.34	—	COM	46625H100
GLD	SPDR GOLD TR	2,602	$958K	0.8%	$159.31	—	GOLD SHS	78463V107
COST	COSTCO WHOLESALE CORPORATION	2,111	$1.974M	1.7%	$494.60	—	COM	22160K105
GOOG	ALPHABET INC	2,194	$775K	0.7%	$109.90	—	CAP STK CL C	02079K107
MDY	STATE STR SPDR S&P MIDCAP 40	1,420	$999K	0.9%	$401.73	—	UTSER1 S&PDCRP	78467Y107
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,028	$3.016M	2.6%	$284.56	—	CL B NEW	084670702
XOM	EXXON MOBIL CORP	3,431	$469K	0.4%	$86.20	—	COM	30231G102
CR	CRANE COMPANY	1,518	$339K	0.3%	$75.98	—	COMMON STOCK	224408104
VT	VANGUARD INTL EQUITY INDEX F	3,333	$523K	0.4%	$78.88	—	TT WRLD ST ETF	922042742
BRK/A	BERKSHIRE HATHAWAY INC DEL	2	$1.498M	1.3%	$740378.25	—	CL A	084670108
ITOT	ISHARES TR	2,259	$371K	0.3%	$79.54	—	CORE S&P TTL STK	464287150
NUMG	NUSHARES ETF TR	6,836	$321K	0.3%	$38.96	—	NUVEEN ESG MIDCP	67092P409
ABBV	ABBVIE INC	1,093	$275K	0.2%	$129.47	—	COM	00287Y109
AXP	AMERICAN EXPRESS CO	962	$325K	0.3%	$146.14	—	COM	025816109
DFIC	DIMENSIONAL ETF TRUST	20,000	$745K	0.6%	$35.53	—	INTL CORE EQUITY	25434V799
IHI	ISHARES TR	8,039	$397K	0.3%	$47.20	—	U.S. MED DVC ETF	464288810
PRU	PRUDENTIAL FINL INC	2,837	$306K	0.3%	$81.21	—	COM	744320102
DE	DEERE & CO	400	$254K	0.2%	$551.35	—	COM	244199105
SYK	STRYKER CORPORATION	1,249	$393K	0.3%	$209.25	—	COM	863667101
RTX	RTX CORPORATION	6,557	$1.244M	1.1%	$83.84	—	COM	75513E101
ESGD	ISHARES TR	2,528	$260K	0.2%	$95.09	—	ESG AW MSCI EAFE	46435G516
SRE	SEMPRA	3,921	$364K	0.3%	$67.69	—	COM	816851109
NEE	NEXTERA ENERGY INC	3,105	$273K	0.2%	$75.96	—	COM	65339F101
—	EATON VANCE TAX-MANAGED GLOB	11,545	$113K	0.1%	$7.25	—	COM	27829F108
CHD	CHURCH & DWIGHT CO INC	3,036	$294K	0.3%	$82.83	—	COM	171340102
VTEI	VANGUARD MUN BD FDS	5,282	$533K	0.5%	$99.94	—	INTERMEDIATE TRM	922907738
NVS	NOVARTIS AG	1,505	$236K	0.2%	$76.03	—	SPONSORED ADR	66987V109
VAW	VANGUARD WORLD FD	1,000	$229K	0.2%	$225.34	—	MATERIALS ETF	92204A801
VTES	VANGUARD WELLINGTON FD	7,215	$731K	0.6%	$101.14	—	SHORT TRM TAX EX	921935870
VCEB	VANGUARD WORLD FD	12,040	$756K	0.6%	$61.90	—	ESG US CORP BD	921910691
VDC	VANGUARD WORLD FD	1,000	$225K	0.2%	$224.59	—	CONSUM STP ETF	92204A207
MSFT	MICROSOFT CORP	3,865	$1.442M	1.2%	$272.97	—	COM	594918104