Chief Compliance Officer

0001085146-23-003050.txt : 20230803 0001085146-23-003050.hdr.sgml : 20230803 20230803110840 ACCESSION NUMBER: 0001085146-23-003050 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230803 DATE AS OF CHANGE: 20230803 EFFECTIVENESS DATE: 20230803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WealthSpring Partners, LLC CENTRAL INDEX KEY: 0001961292 IRS NUMBER: 811361221 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22855 FILM NUMBER: 231138650 BUSINESS ADDRESS: STREET 1: 5000 AIRPORT PLAZA DRIVE STREET 2: SUITE 245 CITY: LONG BEACH STATE: CA ZIP: 90815 BUSINESS PHONE: 562-491-4410 MAIL ADDRESS: STREET 1: 5000 AIRPORT PLAZA DRIVE STREET 2: SUITE 245 CITY: LONG BEACH STATE: CA ZIP: 90815 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001961292 XXXXXXXX 06-30-2023 06-30-2023 false WealthSpring Partners, LLC

5000 AIRPORT PLAZA DRIVE SUITE 245 LONG BEACH CA 90815

13F HOLDINGS REPORT 028-22855 000322756 801-126563 N Theodore Athans Chief Compliance Officer 562-491-4410 /s/Theodore Athans Chino Hills CA 08-03-2023 0 74 138145126 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 330896 2456 SH SOLE 0 0 2456 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1113450 9302 SH SOLE 0 0 9302 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 578502 4782 SH SOLE 0 0 4782 AMAZON COM INC COM 023135106 BBG001S5PQL7 2090453 16036 SH SOLE 0 0 16036 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 267026 1533 SH SOLE 0 0 1533 AMGEN INC COM 031162100 BBG001S5NNL6 335962 1514 SH SOLE 0 0 1514 APPLE INC COM 037833100 BBG001S5N8V8 7213073 37186 SH SOLE 0 0 37186 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4235562 12422 SH SOLE 0 0 12422 BOEING CO COM 097023105 BBG001S5P0V3 566324 2682 SH SOLE 0 0 2682 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2207274 14028 SH SOLE 0 0 14028 CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 652096 6506 SH SOLE 0 0 6506 CISCO SYS INC COM 17275R102 BBG001S6HC62 770449 14890 SH SOLE 0 0 14890 CLOROX CO DEL COM 189054109 BBG001S5PX50 203272 1278 SH SOLE 0 0 1278 COCA COLA CO COM 191216100 BBG001S5SMQ8 212188 3524 SH SOLE 0 0 3524 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2298504 4270 SH SOLE 0 0 4270 CRANE COMPANY COMMON STOCK 224408104 BBG016G0L0V9 270568 3036 SH SOLE 0 0 3036 DEERE & CO COM 244199105 BBG001S5QFF7 324152 800 SH SOLE 0 0 800 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 804980 29464 SH SOLE 0 0 29464 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 13297945 489795 SH SOLE 0 0 489795 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 2755272 118202 SH SOLE 0 0 118202 DISNEY WALT CO COM 254687106 BBG001S5QHF3 619614 6940 SH SOLE 0 0 6940 EATON VANCE TAX-MANAGED GLOB COM 27829F108 BBG001SPXHX1 182872 23090 SH SOLE 0 0 23090 ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 222096 8428 SH SOLE 0 0 8428 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 454163 4235 SH SOLE 0 0 4235 GLOBAL X FDS S&P 500 COVERED 37954Y475 BBG00MVL3G29 215512 5250 SH SOLE 0 0 5250 HOME DEPOT INC COM 437076102 BBG001S5RTW7 670502 2159 SH SOLE 0 0 2159 INTEL CORP COM 458140100 BBG001S5SF65 256376 7666 SH SOLE 0 0 7666 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 759008 5672 SH SOLE 0 0 5672 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 BBG001SRRFG7 247840 5056 SH SOLE 0 0 5056 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 BBG001SPPQG9 10209207 181047 SH SOLE 0 0 181047 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 253050 3120 SH SOLE 0 0 3120 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 836710 8302 SH SOLE 0 0 8302 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 525244 5368 SH SOLE 0 0 5368 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 10407417 23351 SH SOLE 0 0 23351 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 18078335 184567 SH SOLE 0 0 184567 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 361076 3270 SH SOLE 0 0 3270 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 1480348 13755 SH SOLE 0 0 13755 ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 1082000 19164 SH SOLE 0 0 19164 ISHARES TR US CONSM STAPLES 464287812 BBG001SF7V89 11610101 57967 SH SOLE 0 0 57967 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 517004 9344 SH SOLE 0 0 9344 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1030836 7088 SH SOLE 0 0 7088 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 405452 2936 SH SOLE 0 0 2936 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 406746 4616 SH SOLE 0 0 4616 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 243934 850 SH SOLE 0 0 850 MICROSOFT CORP COM 594918104 BBG001S5TD05 2087066 6128 SH SOLE 0 0 6128 MOTOROLA SOLUTIONS INC COM NEW 620076307 BBG001S5T9L1 227980 778 SH SOLE 0 0 778 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 619564 8350 SH SOLE 0 0 8350 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 268100 2656 SH SOLE 0 0 2656 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 BBG00FJ5HKX5 446582 11442 SH SOLE 0 0 11442 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1230770 2910 SH SOLE 0 0 2910 PEPSICO INC COM 713448108 BBG001S695T1 333396 1800 SH SOLE 0 0 1800 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 204850 1350 SH SOLE 0 0 1350 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 478306 5422 SH SOLE 0 0 5422 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 365220 1252 SH SOLE 0 0 1252 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 698708 7132 SH SOLE 0 0 7132 SEMPRA COM 816851109 BBG001SBVZ73 896834 6160 SH SOLE 0 0 6160 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 796154 4466 SH SOLE 0 0 4466 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 5969452 13466 SH SOLE 0 0 13466 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 1881564 3928 SH SOLE 0 0 3928 STARBUCKS CORP COM 855244109 BBG001S72KH6 661972 6682 SH SOLE 0 0 6682 STRYKER CORPORATION COM 863667101 BBG001S8FR03 572060 1876 SH SOLE 0 0 1876 TESLA INC COM 88160R101 BBG001SQKGD7 475898 1818 SH SOLE 0 0 1818 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 217686 418 SH SOLE 0 0 418 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 370662 5100 SH SOLE 0 0 5100 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 7540998 154276 SH SOLE 0 0 154276 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 205342 932 SH SOLE 0 0 932 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 5444653 133841 SH SOLE 0 0 133841 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 834702 8606 SH SOLE 0 0 8606 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 372436 7854 SH SOLE 0 0 7854 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 971390 9158 SH SOLE 0 0 9158 VANGUARD WORLD FD ESG US CORP BD 921910691 BBG00XGJM879 1213424 19578 SH SOLE 0 0 19578 VISA INC COM CL A 92826C839 BBG001SRCFY3 501470 2112 SH SOLE 0 0 2112 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 445870 10446 SH SOLE 0 0 10446 WP CAREY INC COM 92936U109 BBG001S67MM3 208626 3088 SH SOLE 0 0 3088