WealthSpring Partners, LLC
•CIK: 1961292•Filing: Q4 2025
**WealthSpring Partners, LLC** manages $98M across a diversified portfolio of 58 positions. The fund exhibits notable allocations to fixed income and broad market exposure, with top holdings including DFAC at $11.3M and IVV at $7.6M. Significant weightings are also observed in AGG ($6.8M), PHO ($6.7M), and IYK ($6.5M). This positioning suggests a tactical approach balancing core equity exposure with defensive fixed-income mandates.
Total AUM
$97.6M
QoQ Performance
N/A
Positions
46
Top 10 Concentration
61.1%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
IVV
AGG
PHO
IYK
AAPL
DFAC11.6%
IVV7.8%
AGG7.0%
PHO6.9%
IYK6.7%
AAPL5.5%
DFAX4.5%
BNDX4.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other59.9%
Technology15.5%
ETF11.0%
Financial5.7%
Consumer5.2%
Industrial1.2%
Healthcare0.5%
Energy0.4%