WealthSpring Partners, LLC
SEC Form 13F institutional filer · CIK 0001961292
13F-HR · 36 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
75.4%
WealthSpring Partners, LLC — $65.2M AUM allocation strategy
WealthSpring Partners, LLC files SEC Form 13F and reports $65.2M of long US equity value across 36 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.8%, followed by Information Technology 16.6% and Industrials 4.1%.
The top 10 holdings account for 75% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WealthSpring Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$65.2M
total across 36 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
75% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +4.91K sh · +$697K+$IYY +1.45K sh · +$333K+$JPM +1.07K sh · +$212K
Biggest trims (shares)
−$NVDA −865 sh · −$351K−$AMZN −246 sh · −$271K−$BRK.B −244 sh · −$265K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks9.9%—
- Technology Hardware, Storage & Peripherals7.8%—
- Multi-Sector Holdings4.4%—
- Semiconductors4.2%—
- Aerospace & Defense4.1%—
- Integrated Oil & Gas4.1%—
- Interactive Media & Services3.6%—
- Consumer Staples Merchandise Retail3.2%—
- Other holdings58.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 96.7K | $6.46M | +951 | 9.9% |
| $AAPL | Apple Inc | 20.2K | $5.12M | +447 | 7.8% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.06K | $2.9M | -244 | 4.4% |
| $NVDA | NVIDIA Corporation | 15.7K | $2.73M | -865 | 4.2% |
| $COST | Costco Wholesale Corporation | 2.13K | $2.12M | +6 | 3.3% |
| $CVX | Chevron Corporation | 10.2K | $2.11M | +642 | 3.2% |
| $AMZN | Amazon.com Inc | 9.52K | $1.98M | -246 | 3.0% |
…and 29 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.