WealthSpring Partners, LLC reported 31 positions worth $29.27M for the quarter ended Sep 30, 2026, down 19.7% on the prior quarter. It opened 1 new position, added to 3, trimmed 21 and exited 7. Its largest holding is Apple Inc. at 19.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -2,830 | -14.0% | $942.45K | 19.74% |
| BRK-B Berkshire Hathaway Inc | -1,725 | -28.6% | $858.86K | 7.32% |
| COST Costco Wholesale Corp | -823 | -39.0% | $749.09K | 4.01% |
| MSFT Microsoft Corp | -1,272 | -32.9% | $652.33K | 4.54% |
| GOOGL Alphabet Inc. | -1,842 | -31.5% | $633.75K | 4.71% |
| RTX RTX Corp | -3,311 | -50.5% | $614.67K | 2.06% |
| AMZN Amazon Com Inc | -2,277 | -28.0% | $567.31K | 4.98% |
| NVDA Nvidia Corp | -2,225 | -15.1% | $508.15K | 9.74% |
| CVX Chevron Corp | -2,455 | -23.9% | $501.30K | 5.45% |
| SBUX Starbucks Corp | -3,993 | -100.0% | $408.02K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TXN Texas Instruments Inc | +927 | $259.64K | 0.887% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SBUX Starbucks Corp | -3,993 | $408.02K | 1.12% |
| SYK Stryker Corp | -1,249 | $393.25K | 1.08% |
| NEE Nextera Energy Inc | -3,105 | $272.54K | 0.747% |
| DIS Walt Disney Co | -2,543 | $244.77K | 0.671% |
| KO Coca Cola Co | -2,971 | $241.49K | 0.662% |
| PSA Public Storage | -684 | $217.85K | 0.597% |
| TSLA Tesla, Inc. | -477 | $200.63K | 0.55% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 17.3K | $5.78M | 19.74% | -2,830 | -14.0% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 12.5K | $2.85M | 9.74% | -2,225 | -15.1% | Reduced | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,303 | $2.14M | 7.32% | -1,725 | -28.6% | Reduced | 0% |
| 4 | CVX Chevron Corp | Energy | 7,813 | $1.60M | 5.45% | -2,455 | -23.9% | Reduced | 0% |
| 5 | BRK-A Berkshire Hathaway Inc | Financial Services | 2 | $1.49M | 5.1% | 0 | 0.0% | Unchanged | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 5,849 | $1.46M | 4.98% | -2,277 | -28.0% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 4,198 | $1.39M | 4.74% | -532 | -11.2% | Reduced | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 4,004 | $1.38M | 4.71% | -1,842 | -31.5% | Reduced | 0% |
| 9 | MSFT Microsoft Corp | Technology | 2,593 | $1.33M | 4.54% | -1,272 | -32.9% | Reduced | 0% |
| 10 | COST Costco Wholesale Corp | Consumer Staples | 1,288 | $1.17M | 4.01% | -823 | -39.0% | Reduced | 0% |
| 11 | GLD Spdr Gold Trust | Others | 2,593 | $987.44K | 3.37% | -9 | -0.3% | Reduced | 0% |
| 12 | CSCO Cisco Systems, Inc. | Technology | 6,555 | $705.52K | 2.41% | -2,804 | -30.0% | Reduced | 0% |
| 13 | V Visa Inc. | Financial Services | 1,929 | $693.16K | 2.37% | -94 | -4.6% | Reduced | 0% |
| 14 | GOOG Alphabet Inc. | Technology | 1,883 | $641.72K | 2.19% | -311 | -14.2% | Reduced | 0% |
| 15 | RTX RTX Corp | Industrials | 3,246 | $602.61K | 2.06% | -3,311 | -50.5% | Reduced | 0% |
Tip. Select a row to see that position’s full history at WealthSpring Partners.
As of its Q3 2026 13F filing, WealthSpring Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 19.7%, Nvidia Corp (NVDA) at 9.7%, Berkshire Hathaway Inc (BRK-B) at 7.3%, Chevron Corp (CVX) at 5.5%, Berkshire Hathaway Inc (BRK-A) at 5.1% of the reported portfolio.
WealthSpring Partners, LLC reported a 13F portfolio worth $29.27M across 31 positions for Q3 2026. That is down 19.7% from the previous quarter.
Its largest purchases by value were Texas Instruments Inc ($259.64K), American Express Co ($180.67K), Novartis Ag ($1.57K). It opened 1 new positions.
Its largest sales by value were Apple Inc. ($942.45K), Berkshire Hathaway Inc ($858.86K), Costco Wholesale Corp ($749.09K). It exited 7 positions entirely.
From the Form 13F-HR reports WealthSpring Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.