Titelia

Holdings of WealthSpring Partners, LLC

65 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 58 % of the equity sleeve

Sector breakdown

  • Technology 12.1 %
  • Funds 9.7 %
  • Financials 7.5 %
  • Communication 3.4 %
  • Consumer discretionary 3.2 %
  • Consumer staples 2.9 %
  • Health care 1.7 %
  • Industrials 1.7 %
  • Utilities 0.7 %
  • Energy 0.6 %
  • Unattributed 56.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US6589.3M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 311,84112.1M $
2iShares Core S&P 500 ETF 12,1728M $
3iShares Core U.S. Aggregate Bond ETF 70,4397M $
4Apple Inc 20,1815.1M $
5Vanguard Charlotte Funds 80,2843.9M $
6Vanguard International Equity Index Funds 70,3343.8M $
7SPDR Series Trust 13,2893.4M $
8State Street SPDR S&P 500 ETF Trust 4,5072.9M $
9Berkshire Hathaway Inc 6,0592.9M $
10NVIDIA Corp 15,6642.7M $
11Costco Wholesale Corp 2,1302.1M $
12Chevron Corp 10,1982.1M $
13Amazon.com Inc 9,5212M $
14Alphabet Inc 6,0291.7M $
15Dimensional ETF Trust 39,7931.7M $
16Microsoft Corp 3,8961.4M $
17Berkshire Hathaway Inc 21.4M $
18JPMorgan Chase & Co 4,6961.4M $
19RTX Corp 6,5441.3M $
20Capital Group Dividend Value ETF 29,5021.3M $
21Dimensional ETF Trust 30,6191.2M $
22SPDR Gold Shares 2,6021.1M $
23Vanguard High Dividend Yield E 6,499962.5K $
24Capital Group Global Growth Equity ETF 28,261943.1K $
25State Street SPDR S&P MidCap 400 ETF Trust 1,417874.2K $
26Capital Group Growth ETF 21,270854.8K $
27CAPITAL GROUP DIVIDEND GROWERS ETF 22,902822.2K $
28International Business Machines Corp. 3,232783.4K $
29Cisco Systems, Inc. 9,412730.3K $
30Vanguard Short-Term Tax-Exempt Bond ETF 7,207728.9K $
31Dimensional International Core 20,000710.6K $
32Alphabet Inc 2,189627.8K $
33Exxon Mobil Corp 3,419580.1K $
34Vanguard Total Bond Market ETF 7,334540K $
35Vanguard Intermediate-Term Tax-Exempt Bond ETF 5,276527.3K $
36Home Depot Inc/The 1,477485.9K $
37J P Morgan Exchange Traded Fund Trust 8,126460.6K $
38Vanguard Total World Stock ETF 3,330460.6K $
39Meta Platforms Inc 778445.3K $
40iShares Trust 8,039428.9K $
41Visa Inc 1,416428K $
42Stryker Corp 1,261414.3K $
43Sempra 3,920380.9K $
44Johnson & Johnson 1,489364K $
45Starbucks Corp 3,901349.5K $
46iShares Core S&P Total U.S. Stock Market ETF 2,256321.4K $
47American Express Co 961290.6K $
48NextEra Energy Inc 3,105288.4K $
49Amgen Inc 818287.8K $
50Church & Dwight Co Inc 3,036283.3K $
51Prudential Financial, Inc. 2,824275.8K $
52iShares TIPS Bond ETF 2,377262.4K $
53Crane Co 1,518259.6K $
54Walt Disney Co/The 2,600250.6K $
55ProShares Trust 2,340248K $
56iShares ESG Aware MSCI EAFE ETF 2,528241.7K $
57AbbVie Inc 1,093237.8K $
58Novartis AG 1,505229.9K $
59VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 1,000225.3K $
60Deere & Co 400225.3K $
61Vanguard World Fund 1,000224.6K $
62Coca-Cola Co/The 2,826214.9K $
63iShares Core High Dividend ETF 1,515205.6K $
64Dimensional U S Small Cap ETF 2,866203.9K $
65Eaton Vance Tax-Managed Global Diversified Equity Income Fund 11,545100K $