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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 33.35% of Wealthspan Partners's stock portfolio.
Added to shares of these 10 stocks: VUSB, STIP, EVSD, SCHD, EVSM, VYM, FBND, ORCL, T, URA.
Started 7 new stock positions in GEV, T, JQC, URA, VUSB, CNP, XLE.
Reduced shares in these 10 stocks: DUSB, Paypal Hldgs Inc call, IBIT, DFGX, EVLN, PLTR, IBM, ITOT, VUG, VIG.
Sold out of its positions in DFGX, FUBO, IBM, ITOT, IBIT, PLTR, Paypal Hldgs Inc call, Soundhound Ai.
Wealthspan Partners was a net buyer of stock by $8.0M.
Wealthspan Partners has $284M in assets under management (AUM), dropping by 3.10%.
Central Index Key (CIK): 0001909805

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Positions held by Wealthspan Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthspan Partners

Wealthspan Partners holds 123 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	11.6	$33M		75k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	9.2	$26M		133k	196.20	View chart
Deere & Company (DE)	5.6	$16M		28k	563.31	View chart
Ishares Gold Tr Ishares New (IAU)	3.7	$10M		118k	88.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.2	$9.1M		115k	79.27	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	2.8	$8.1M	-7%	159k	50.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$7.8M		36k	215.06	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.7	$7.5M	+2%	178k	42.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.5	$7.0M	+4%	48k	148.10	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.5	$7.0M	+4%	153k	45.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.4	$6.9M		177k	38.96	View chart
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)	2.3	$6.6M	+11%	129k	50.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$6.1M	+10%	198k	30.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$5.0M		17k	287.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$5.0M	+4%	44k	113.11	View chart
Apple (AAPL)	1.7	$4.9M		19k	253.79	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.7	$4.7M	+4%	96k	48.93	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.6	$4.6M	NEW	92k	49.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$4.6M	+4%	81k	56.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.6	$4.5M	+3%	18k	248.00	View chart
Microsoft Corporation (MSFT)	1.6	$4.5M		12k	370.18	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.5	$4.3M		60k	71.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$4.0M	+2%	62k	64.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$4.0M		19k	213.67	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.3	$3.8M	+23%	37k	103.43	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$3.2M		83k	38.86	View chart
Caterpillar (CAT)	1.0	$3.0M		4.2k	708.42	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	1.0	$2.9M	+13%	58k	50.19	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$2.6M		39k	68.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$2.5M	+3%	9.4k	261.92	View chart
Wal-Mart Stores (WMT)	0.8	$2.2M		18k	124.28	View chart
McDonald's Corporation (MCD)	0.8	$2.2M		7.0k	310.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$2.0M		9.0k	217.25	View chart
Eli Lilly & Co. (LLY)	0.7	$1.9M		2.1k	919.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.9M		4.0k	479.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.7M	-2%	2.9k	577.21	View chart
NVIDIA Corporation (NVDA)	0.6	$1.7M		9.7k	174.40	View chart
Morgan Stanley Etf Trust Eaton Vance Mort (EVMO)	0.5	$1.5M	+6%	30k	50.32	View chart
CSX Corporation (CSX)	0.5	$1.5M		36k	41.05	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$1.4M		41k	35.53	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.5	$1.4M	+5%	20k	73.94	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.4M	+2%	2.2k	650.27	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.5	$1.3M	+9%	28k	47.53	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.4	$1.2M		37k	32.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.2M	-5%	17k	67.53	View chart
ConocoPhillips (COP)	0.4	$1.1M	-8%	8.2k	132.00	View chart
Johnson & Johnson (JNJ)	0.4	$1.1M		4.4k	244.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.1M		2.5k	430.29	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$1.0M	+2%	17k	62.45	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.0M		3.8k	272.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.0M	+8%	35k	29.13	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$1.0M	+7%	18k	55.52	View chart
Global X Fds Global X Copper (COPX)	0.4	$994k	+10%	13k	76.35	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.3	$934k	+31%	5.7k	163.58	View chart
Exxon Mobil Corporation (XOM)	0.3	$922k	-7%	5.4k	169.66	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$909k		17k	52.78	View chart
Wells Fargo & Company (WFC)	0.3	$878k	-2%	11k	79.61	View chart
Amazon (AMZN)	0.3	$865k		4.2k	208.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$858k		12k	70.91	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$830k	-3%	23k	36.76	View chart
Targa Res Corp (TRGP)	0.3	$772k		3.1k	250.73	View chart
Abbvie (ABBV)	0.3	$734k		3.4k	217.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$726k	+5%	13k	54.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$724k		2.5k	287.62	View chart
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)	0.3	$721k	-25%	15k	48.18	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.3	$716k	+8%	20k	35.78	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$713k		21k	33.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$666k		1.0k	653.21	View chart
Howmet Aerospace (HWM)	0.2	$660k		2.9k	230.42	View chart
Nextera Energy (NEE)	0.2	$622k		6.7k	92.88	View chart
Oneok (OKE)	0.2	$614k		6.8k	90.39	View chart
Oracle Corporation (ORCL)	0.2	$565k	+84%	3.8k	147.11	View chart
JPMorgan Chase & Co. (JPM)	0.2	$563k	-2%	1.9k	294.15	View chart
Curtiss-Wright (CW)	0.2	$545k		800.00	681.12	View chart
Home Depot (HD)	0.2	$530k		1.6k	328.98	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$518k		10k	50.62	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.2	$513k		7.7k	66.86	View chart
HNI Corporation (HNI)	0.2	$503k		15k	33.39	View chart
Tesla Motors (TSLA)	0.2	$489k		1.3k	371.75	View chart
Rollins (ROL)	0.2	$484k		9.1k	53.41	View chart
Axon Enterprise (AXON)	0.2	$477k	+10%	1.1k	424.88	View chart
Sofi Technologies (SOFI)	0.2	$468k	+55%	29k	15.88	View chart
SLB Com Stk (SLB)	0.2	$458k		8.9k	51.39	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$427k	-5%	1.7k	257.28	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$417k	-3%	3.1k	133.19	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$405k	+2%	8.0k	50.81	View chart
BP Sponsored Adr (BP)	0.1	$401k		8.5k	47.00	View chart
Southern Company (SO)	0.1	$398k		4.1k	96.53	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$380k	+6%	1.3k	302.25	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$379k	+12%	11k	33.86	View chart
Bank of America Corporation (BAC)	0.1	$360k		7.4k	48.75	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$355k		767.00	463.19	View chart
Ondas Com New (ONDS)	0.1	$354k		39k	9.04	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$350k	+30%	28k	12.33	View chart
Advanced Micro Devices (AMD)	0.1	$341k	+7%	1.7k	203.43	View chart
Costco Wholesale Corporation (COST)	0.1	$339k		340.00	996.85	View chart
Travelers Companies (TRV)	0.1	$339k		1.2k	291.68	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$313k	-8%	3.1k	102.25	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$306k		10k	30.50	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$305k		13k	23.65	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$300k	+9%	1.6k	184.28	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$297k		3.7k	79.35	View chart
Phillips 66 (PSX)	0.1	$296k	-6%	1.6k	182.18	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$290k	+6%	923.00	313.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$288k	-19%	412.00	697.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$274k		916.00	298.85	View chart
Consolidated Edison (ED)	0.1	$261k		2.3k	113.16	View chart
Kinder Morgan (KMI)	0.1	$252k		7.5k	33.53	View chart
Abbott Laboratories (ABT)	0.1	$247k	-17%	2.4k	102.67	View chart
Pepsi (PEP)	0.1	$243k		1.6k	155.25	View chart
Boston Scientific Corporation (BSX)	0.1	$231k		3.7k	62.75	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$231k		27k	8.62	View chart
At&t (T)	0.1	$229k	NEW	7.9k	28.99	View chart
Global X Fds Global X Uranium (URA)	0.1	$228k	NEW	4.7k	48.43	View chart
Procter & Gamble Company (PG)	0.1	$226k		1.6k	144.48	View chart
DNP Select Income Fund (DNP)	0.1	$222k		22k	10.30	View chart
Ge Aerospace Com New (GE)	0.1	$217k	-5%	766.00	283.77	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$215k	NEW	3.5k	61.26	View chart
Visa Com Cl A (V)	0.1	$208k	-14%	688.00	302.44	View chart
CenterPoint Energy (CNP)	0.1	$208k	NEW	4.8k	43.16	View chart
Ge Vernova (GEV)	0.1	$207k	NEW	237.00	872.97	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$54k	-6%	15k	3.52	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$53k	NEW	11k	4.87	View chart

Past Filings by Wealthspan Partners

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

Wealthspan Partners 2026 Q1 filed April 8, 2026
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

View all past filings

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