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Wealthspring Partners, LLC 13F Filings, Portfolio & Analysis

CIK: 0001961292
Long Beach 5000 Airport Plaza Drive Suite 245
Zip Code: 90815
Latest Portfolio Value
$108.99 M
+11.66%
Total Holdings
72
14
Latest Report Date
Q1 2026
Top 10 Concentration
56.39%

Wealthspring Partners, LLC — Portfolio Overview & Company Profile

Wealthspring Partners, LLC (CIK: 0001961292) is a financial institution headquartered at 5000 Airport Plaza Drive, Suite 245, Long Beach, California 90815. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $108.99 M, comprising 72 distinct securities. Over its filing history, it has submitted 12 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 56.4%. Quarterly turnover: 0.7%. ▲ 15 new, +39 added, −9 reduced, ×1 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
+11.66%
$108.99 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
311,841 $12.12 M 11.12% ▲ 25,529 Add 8.9%
12,172 $7.95 M 7.30% ▲ 1,017 Add 9.1%
70,439 $6.99 M 6.42% ▲ 2,379 Add 3.5%
98,657 $6.91 M 6.34% ▲ 1,453 Add 1.5%
96,687 $6.46 M 5.93% ▲ 951 Add 1.0%
20,181 $5.12 M 4.70% ▲ 447 Add 2.3%
143,206 $4.86 M 4.46% ▲ 7,615 Add 5.6%
80,284 $3.86 M 3.54% ▲ 157 Add 0.2%
70,334 $3.8 M 3.49% ▲ 22 Add 0.0%
13,289 $3.38 M 3.10% ▲ 1,700 Add 14.7%

Historical Portfolio Charts