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Wealthspan Partners

Latest statistics and disclosures from Wealthspan Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VTV, DE, IAU, VCSH, and represent 34.26% of Wealthspan Partners's stock portfolio.
Added to shares of these 10 stocks: STIP, VCSH, FBND, EVMO, SCHD, CSX, EVLN, VEA, DFCF, VO.
Started 7 new stock positions in GE, EVMO, Soundhound Ai, IBM, CSX, Paypal Hldgs Inc call, ITOT.
Reduced shares in these 10 stocks: VUG, DUSB, , Jd Com Inc spon adr cl a, IJH, EVSD, Novo-nordisk A/s-spons Adr call, VIG, VOO, .
Sold out of its positions in Jd Com Inc spon adr cl a, Novo-nordisk A/s-spons Adr call, NEA, Spdr S&p 500 Etf Tr option, XLE, VOO.
Wealthspan Partners was a net buyer of stock by $6.8M.
Wealthspan Partners has $275M in assets under management (AUM), dropping by 5.08%.
Central Index Key (CIK): 0001909805

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Portfolio Holdings for Wealthspan Partners

Wealthspan Partners holds 124 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	13.4	$37M	-3%	76k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	9.2	$25M		132k	190.99	View chart
Deere & Company (DE)	4.8	$13M		29k	465.57	View chart
Ishares Gold Tr Ishares New (IAU)	3.5	$9.6M		118k	81.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.3	$9.2M	+23%	115k	79.73	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	3.2	$8.7M	-14%	172k	50.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$8.1M	-3%	37k	219.78	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.7	$7.4M	+7%	174k	42.56	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.5	$6.8M		178k	38.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.5	$6.8M	+28%	147k	46.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.4	$6.5M		46k	143.52	View chart
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)	2.2	$6.0M	-5%	116k	51.44	View chart
Microsoft Corporation (MSFT)	2.1	$5.9M		12k	483.62	View chart
Apple (AAPL)	1.9	$5.3M		19k	271.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.9	$5.2M		42k	123.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$5.0M	+8%	17k	290.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$4.9M	+37%	179k	27.43	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$4.4M	+8%	77k	57.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.6	$4.3M	+6%	18k	246.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.5	$4.2M		61k	69.67	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.5	$4.2M	+3%	93k	45.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$3.9M	-3%	19k	210.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$3.8M	+19%	61k	62.47	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$3.3M	-4%	83k	39.59	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.1	$3.0M	+431%	30k	102.39	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.9	$2.6M	-7%	52k	50.37	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$2.5M	-3%	38k	64.42	View chart
Caterpillar (CAT)	0.9	$2.4M		4.2k	572.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$2.4M		9.1k	257.94	View chart
Eli Lilly & Co. (LLY)	0.8	$2.3M		2.1k	1074.74	View chart
McDonald's Corporation (MCD)	0.8	$2.1M		7.0k	305.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.0M	-6%	3.9k	502.62	View chart
Wal-Mart Stores (WMT)	0.7	$1.9M		18k	111.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$1.9M	-2%	9.0k	211.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.8M	-5%	3.0k	614.30	View chart
NVIDIA Corporation (NVDA)	0.7	$1.8M		9.7k	186.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.5M		2.1k	681.90	View chart
Morgan Stanley Etf Trust Eaton Vance Mort (EVMO)	0.5	$1.4M	NEW	29k	50.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$1.4M	+2%	40k	34.46	View chart
CSX Corporation (CSX)	0.5	$1.3M	NEW	36k	36.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.2M	-28%	18k	66.00	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$1.2M	+4%	37k	31.66	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$1.2M		25k	46.92	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.4	$1.1M		19k	60.53	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.1M		3.8k	287.88	View chart
Wells Fargo & Company (WFC)	0.4	$1.1M	+9%	11k	93.20	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.1M	-8%	32k	32.62	View chart
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)	0.4	$994k	+208%	20k	49.47	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$978k	+22%	17k	58.12	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$972k		16k	59.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$961k	-3%	2.4k	396.31	View chart
Amazon (AMZN)	0.3	$944k		4.1k	230.82	View chart
Johnson & Johnson (JNJ)	0.3	$909k	-2%	4.4k	206.93	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$898k		12k	74.17	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$889k	-3%	23k	38.03	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$865k	+11%	17k	49.90	View chart
Global X Fds Global X Copper (COPX)	0.3	$846k	-4%	12k	71.79	View chart
ConocoPhillips (COP)	0.3	$839k		9.0k	93.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$776k		2.5k	313.05	View chart
Abbvie (ABBV)	0.3	$771k		3.4k	228.48	View chart
Exxon Mobil Corporation (XOM)	0.3	$710k	+20%	5.9k	120.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$698k		1.0k	684.94	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$694k	+25%	21k	32.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$683k	+7%	13k	53.76	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$662k	+2%	4.3k	153.01	View chart
HNI Corporation (HNI)	0.2	$633k		15k	42.04	View chart
JPMorgan Chase & Co. (JPM)	0.2	$633k		2.0k	322.25	View chart
Howmet Aerospace (HWM)	0.2	$587k	+139%	2.9k	205.05	View chart
Tesla Motors (TSLA)	0.2	$583k		1.3k	449.72	View chart
Axon Enterprise (AXON)	0.2	$577k	+14%	1.0k	568.21	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.2	$571k	+18%	19k	30.96	View chart
Targa Res Corp (TRGP)	0.2	$568k		3.1k	184.50	View chart
Home Depot (HD)	0.2	$561k	+2%	1.6k	344.10	View chart
Rollins (ROL)	0.2	$544k		9.1k	60.02	View chart
Nextera Energy (NEE)	0.2	$543k		6.8k	80.27	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.2	$540k	-9%	7.7k	70.41	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$518k	-2%	10k	50.58	View chart
Oneok (OKE)	0.2	$497k		6.8k	73.50	View chart
Sofi Technologies (SOFI)	0.2	$495k	+2%	19k	26.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$491k	-4%	1.8k	279.19	View chart
Curtiss-Wright (CW)	0.2	$441k		800.00	551.27	View chart
Bank of America Corporation (BAC)	0.1	$406k	+51%	7.4k	55.00	View chart
Oracle Corporation (ORCL)	0.1	$405k		2.1k	194.91	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$402k	+18%	3.2k	124.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$384k	-7%	509.00	753.84	View chart
Ondas Hldgs Com New (ONDS)	0.1	$376k		39k	9.76	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$372k		7.8k	47.79	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$369k	-2%	767.00	480.57	View chart
Abbott Laboratories (ABT)	0.1	$367k		2.9k	125.29	View chart
Southern Company (SO)	0.1	$359k		4.1k	87.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$357k	-3%	1.2k	302.11	View chart
Boston Scientific Corporation (BSX)	0.1	$351k		3.7k	95.35	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$345k	-5%	3.4k	102.54	View chart
SLB Com Stk (SLB)	0.1	$342k		8.9k	38.38	View chart
Travelers Companies (TRV)	0.1	$337k		1.2k	290.06	View chart
Advanced Micro Devices (AMD)	0.1	$336k	-10%	1.6k	214.16	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$323k	+40%	9.9k	32.57	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$311k	-2%	3.8k	81.56	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$300k	-13%	13k	22.90	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$297k	-33%	10k	29.61	View chart
BP Sponsored Adr (BP)	0.1	$295k	+43%	8.5k	34.73	View chart
Costco Wholesale Corporation (COST)	0.1	$293k		340.00	862.54	View chart
Paypal Hldgs Call Call Option (Principal)	0.1	$292k	NEW	5.0k	58.38	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$288k		916.00	314.80	View chart
Visa Com Cl A (V)	0.1	$284k	-2%	809.00	350.85	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$280k	+4%	865.00	323.07	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$276k	+83%	22k	12.66	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$265k	-9%	1.5k	177.37	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$255k	+3%	5.1k	49.65	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$252k		27k	9.48	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$252k	-49%	4.8k	52.63	View chart
Ge Aerospace Com New (GE)	0.1	$251k	NEW	814.00	308.03	View chart
Consolidated Edison (ED)	0.1	$228k		2.3k	99.31	View chart
Pepsi (PEP)	0.1	$226k		1.6k	143.53	View chart
Phillips 66 (PSX)	0.1	$225k		1.7k	129.04	View chart
Procter & Gamble Company (PG)	0.1	$223k		1.6k	143.28	View chart
Palantir Technologies Cl A (PLTR)	0.1	$219k		1.2k	177.75	View chart
DNP Select Income Fund (DNP)	0.1	$213k		21k	9.99	View chart
Kinder Morgan (KMI)	0.1	$207k		7.5k	27.49	View chart
International Business Machines (IBM)	0.1	$203k	NEW	684.00	296.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$200k	NEW	1.3k	148.66	View chart
Soundhound Ai Call Call Option (Principal)	0.0	$100k	NEW	10k	9.97	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$88k		16k	5.40	View chart
Fubotv Class A Com Shs (FUBO)	0.0	$47k		19k	2.52	View chart

Past Filings by Wealthspan Partners

SEC 13F filings are viewable for Wealthspan Partners going back to 2021

Wealthspan Partners 2025 Q4 filed Jan. 27, 2026
Wealthspan Partners 2025 Q3 filed Nov. 3, 2025
Wealthspan Partners 2025 Q2 filed July 28, 2025
Wealthspan Partners 2025 Q1 filed April 21, 2025
Wealthspan Partners 2024 Q4 filed Jan. 24, 2025
Wealthspan Partners 2024 Q3 filed Nov. 4, 2024
Wealthspan Partners 2024 Q2 filed July 22, 2024
Wealthspan Partners 2024 Q1 filed April 29, 2024
Wealthspan Partners 2023 Q4 filed Jan. 29, 2024
Wealthspan Partners 2023 Q3 filed Nov. 1, 2023
Wealthspan Partners 2023 Q2 filed Aug. 8, 2023
Wealthspan Partners 2023 Q1 filed April 21, 2023
Wealthspan Partners 2022 Q4 filed Feb. 13, 2023
Wealthspan Partners 2022 Q3 filed Nov. 14, 2022
Wealthspan Partners 2022 Q2 filed Aug. 11, 2022
Wealthspan Partners 2022 Q1 filed May 12, 2022

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