Wealthspring Partners Q2 2026 Portfolio Update: Focus on Dimensional ETFs

Wealthspring Partners, LLC has released its latest portfolio data for the period ending June 30, 2026. The total portfolio value stands at $115.8 million. This filing reveals notable changes in holdings compared to previous periods, providing insight into the investment strategy of this fund during Q2 2026.

The most significant movement observed is a substantial increase in allocations to Dimensional ETF Trust products:

• DFAX allocation rose from $5.8 million (5.05%) to $14.5 million (12.49%), representing a share increase of approximately 5.03%.
• DFAC allocation increased from $7.6 million to $14.5 million, showing strong confidence in this Dimensional fund.
• The investment in DFCF, another Dimensional ETF Trust product, jumped from a negligible position to $2.3 million (2.01%), indicating this was likely a new or significantly increased holding.

Additionally, the investor demonstrated strong interest in specific individual stocks:

• Marvel Entertainment (MRVL), a Technology stock valued at $313k (0.27%), was added to the portfolio.
• NVIDIA Corporation (NVDA) allocation increased from $594k to nearly double at $2.9 million (2.53%), reflecting a significant purchase.
• Amazon.com Inc. (AMZN) allocation grew from $1.0 million to $1.9 million (1.66%) within the Consumer Cyclical sector, showing continued confidence.
• Capital Group Growth ETF allocation decreased significantly from a prior value to $534k (0.46%), suggesting this was likely sold or reduced substantially during the quarter.
• ProShares Transparency SOCON 5-10Y TR allocation increased from a prior value to $378k (0.33%), indicating this was likely added.
• Dimensional ETF Trust - Diversified Small Cap Fundamental Index ex US Equity allocation increased from a prior value to $356k (0.31%), showing another Dimensional fund was added.
• Vanguard FTSE Whitehall Small Cap Index Fund allocation decreased from a prior value to $899k (0.77%), suggesting this holding was reduced or exited.
• iShares Core U.S. Aggregate Bond ETF allocation decreased slightly from a prior value to $6.8 million (5.85%), showing minor reduction.

The overall portfolio saw an increase in holdings count during this period, now standing at 70 stocks according to the filing data.