0001085146-23-004074.txt : 20231103 0001085146-23-004074.hdr.sgml : 20231103 20231102212620 ACCESSION NUMBER: 0001085146-23-004074 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231103 DATE AS OF CHANGE: 20231102 EFFECTIVENESS DATE: 20231103 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: 231374306 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 09-30-2023 09-30-2023 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 562-491-4410 /s/Theodore Athans Chino Hills CA 11-02-2023 0 70 133817855 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 366204 2456 SH SOLE 0 0 2456 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1224064 9354 SH SOLE 0 0 9354 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 630533 4782 SH SOLE 0 0 4782 AMAZON COM INC COM 023135106 BBG001S5PQL7 2019682 15888 SH SOLE 0 0 15888 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 250070 1676 SH SOLE 0 0 1676 AMGEN INC COM 031162100 BBG001S5NNL6 401446 1494 SH SOLE 0 0 1494 APPLE INC COM 037833100 BBG001S5N8V8 6402967 37398 SH SOLE 0 0 37398 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4347574 12412 SH SOLE 0 0 12412 BOEING CO COM 097023105 BBG001S5P0V3 353068 1842 SH SOLE 0 0 1842 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 2446113 14506 SH SOLE 0 0 14506 CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 596144 6506 SH SOLE 0 0 6506 CISCO SYS INC COM 17275R102 BBG001S6HC62 833614 15506 SH SOLE 0 0 15506 COCA COLA CO COM 191216100 BBG001S5SMQ8 266884 4768 SH SOLE 0 0 4768 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2407938 4262 SH SOLE 0 0 4262 CRANE COMPANY COMMON STOCK 224408104 BBG016G0L0V9 269718 3036 SH SOLE 0 0 3036 DEERE & CO COM 244199105 BBG001S5QFF7 301904 800 SH SOLE 0 0 800 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 871970 33396 SH SOLE 0 0 33396 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 13048955 498051 SH SOLE 0 0 498051 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 2665572 118364 SH SOLE 0 0 118364 DISNEY WALT CO COM 254687106 BBG001S5QHF3 548874 6772 SH SOLE 0 0 6772 EATON VANCE TAX-MANAGED GLOB COM 27829F108 BBG001SPXHX1 170174 23090 SH SOLE 0 0 23090 ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 212690 7770 SH SOLE 0 0 7770 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 660576 5619 SH SOLE 0 0 5619 GLOBAL X FDS S&P 500 COVERED 37954Y475 BBG00MVL3G29 204172 5250 SH SOLE 0 0 5250 HOME DEPOT INC COM 437076102 BBG001S5RTW7 645466 2136 SH SOLE 0 0 2136 INTEL CORP COM 458140100 BBG001S5SF65 272686 7670 SH SOLE 0 0 7670 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 797876 5686 SH SOLE 0 0 5686 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 BBG001SRRFG7 224240 5064 SH SOLE 0 0 5064 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 BBG001SPPQG9 9707072 182532 SH SOLE 0 0 182532 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 254164 3138 SH SOLE 0 0 3138 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 782568 7914 SH SOLE 0 0 7914 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 505650 5368 SH SOLE 0 0 5368 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 10270334 23917 SH SOLE 0 0 23917 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 17656023 187751 SH SOLE 0 0 187751 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 362696 3284 SH SOLE 0 0 3284 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 1270992 12254 SH SOLE 0 0 12254 ISHARES TR U.S. MED DVC ETF 464288810 BBG001SQZT52 946332 19512 SH SOLE 0 0 19512 ISHARES TR US CONSM STAPLES 464287812 BBG001SF7V89 11336908 60785 SH SOLE 0 0 60785 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 500464 9344 SH SOLE 0 0 9344 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 977579 6740 SH SOLE 0 0 6740 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 355404 2940 SH SOLE 0 0 2940 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 361998 4620 SH SOLE 0 0 4620 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 255178 850 SH SOLE 0 0 850 MICROSOFT CORP COM 594918104 BBG001S5TD05 2310416 7318 SH SOLE 0 0 7318 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 480048 8380 SH SOLE 0 0 8380 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 270624 2656 SH SOLE 0 0 2656 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 BBG00FJ5HKX5 432294 11792 SH SOLE 0 0 11792 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1227362 2822 SH SOLE 0 0 2822 PEPSICO INC COM 713448108 BBG001S695T1 304992 1800 SH SOLE 0 0 1800 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 516702 5446 SH SOLE 0 0 5446 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 330134 1252 SH SOLE 0 0 1252 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 516874 7182 SH SOLE 0 0 7182 SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 204726 3512 SH SOLE 0 0 3512 SEMPRA COM 816851109 BBG001SBVZ73 838282 12322 SH SOLE 0 0 12322 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 750951 4380 SH SOLE 0 0 4380 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 5733180 13412 SH SOLE 0 0 13412 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 1758642 3852 SH SOLE 0 0 3852 STARBUCKS CORP COM 855244109 BBG001S72KH6 610322 6686 SH SOLE 0 0 6686 STRYKER CORPORATION COM 863667101 BBG001S8FR03 509324 1864 SH SOLE 0 0 1864 TESLA INC COM 88160R101 BBG001SQKGD7 454900 1818 SH SOLE 0 0 1818 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 211186 418 SH SOLE 0 0 418 VANGUARD BD INDEX FDS 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