Wealthspan Partners, Llc Portfolio Stock Holdings
Wealthspan Partners, Llc disclosed 123 stock positions valued at approximately $283.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and DEERE & CO. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 123
- Portfolio Value
- $283.8M
Holdings by Sector
Wealthspan Partners, Llc Portfolio Holdings in Q1 2026
121 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 11.60% | 75,391 | -364 | -0.48% | $32,929,869 |
| VANGUARD INDEX FDS | VTV | Other | 9.20% | 133,125 | +880 | +0.67% | $26,119,131 |
| DEERE & CO | DE | Industrials | 5.64% | 28,439 | -180 | -0.63% | $16,019,910 |
| ISHARES GOLD TR | IAU | Other | 3.68% | 118,391 | +43 | +0.04% | $10,437,358 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.22% | 115,279 | +414 | +0.36% | $9,138,184 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 2.84% | 159,183 | -12,489 | -7.27% | $8,072,189 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.74% | 36,149 | -673 | -1.83% | $7,774,104 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.65% | 178,167 | +3,741 | +2.14% | $7,522,192 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.48% | 47,543 | +2,005 | +4.40% | $7,041,059 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 2.45% | 152,587 | +5,925 | +4.04% | $6,961,035 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 2.43% | 177,096 | -1,319 | -0.74% | $6,899,645 |
| MORGAN STANLEY ETF TRUST | EVSD | Other | 2.32% | 129,435 | +13,265 | +11.42% | $6,593,430 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.14% | 197,536 | +18,503 | +10.33% | $6,060,397 |
| VANGUARD INDEX FDS | VO | Other | 1.76% | 17,358 | +78 | +0.45% | $4,984,829 |
| ISHARES TR | IVW | Other | 1.75% | 44,019 | +1,971 | +4.69% | $4,978,989 |
| APPLE INC | AAPL | Technology | 1.74% | 19,406 | +45 | +0.23% | $4,925,026 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.66% | 96,264 | +3,704 | +4.00% | $4,710,191 |
| VANGUARD BD INDEX FDS | VUSB | Other | 1.61% | 92,021 | +92,021 | +100.00% | $4,581,276 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.61% | 80,654 | +3,665 | +4.76% | $4,571,470 |
| ISHARES TR | IWM | Other | 1.59% | 18,166 | +544 | +3.09% | $4,505,084 |
| MICROSOFT CORP | MSFT | Technology | 1.58% | 12,128 | +25 | +0.21% | $4,489,547 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.51% | 60,372 | -329 | -0.54% | $4,294,268 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.40% | 61,893 | +1,304 | +2.15% | $3,966,129 |
| ISHARES TR | IWD | Other | 1.40% | 18,562 | -213 | -1.13% | $3,966,056 |
| ISHARES TR | STIP | Other | 1.33% | 36,615 | +6,855 | +23.03% | $3,787,040 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.13% | 82,688 | -205 | -0.25% | $3,213,246 |
| CATERPILLAR INC | CAT | Industrials | 1.05% | 4,206 | +3 | +0.07% | $2,979,603 |
| ISHARES SILVER TR | SLV | Other | 0.93% | 38,716 | +472 | +1.23% | $2,638,142 |
| VANGUARD INDEX FDS | VB | Other | 0.87% | 9,422 | +295 | +3.23% | $2,467,839 |
| WALMART INC | WMT | Consumer Defensive | 0.77% | 17,496 | +5 | +0.03% | $2,174,388 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.76% | 6,953 | +2 | +0.03% | $2,160,997 |
| VANGUARD INDEX FDS | VBR | Other | 0.69% | 8,999 | -2 | -0.02% | $1,955,045 |
| ELI LILLY & CO | LLY | Healthcare | 0.68% | 2,111 | +1 | +0.05% | $1,941,771 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.67% | 3,951 | +43 | +1.10% | $1,893,200 |
| INVESCO QQQ TR | QQQ | Other | 0.60% | 2,929 | -72 | -2.40% | $1,690,661 |
| NVIDIA CORPORATION | NVDA | Technology | 0.60% | 9,693 | +40 | +0.41% | $1,690,473 |
| CSX CORP | CSX | Industrials | 0.53% | 36,397 | +127 | +0.35% | $1,494,111 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.51% | 40,637 | +262 | +0.65% | $1,443,833 |
| GLOBAL X FDS | MLPX | Other | 0.51% | 19,497 | +964 | +5.20% | $1,441,572 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.50% | 2,184 | +53 | +2.49% | $1,420,180 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.46% | 27,575 | +2,500 | +9.97% | $1,310,640 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.42% | 37,295 | -98 | -0.26% | $1,201,652 |
| ISHARES TR | IJH | Other | 0.41% | 17,283 | -1,010 | -5.52% | $1,167,148 |
| CONOCOPHILLIPS | COP | Energy | 0.38% | 8,180 | -784 | -8.75% | $1,079,760 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 4,393 | +1 | +0.02% | $1,073,928 |
| SPDR GOLD TR | GLD | Other | 0.37% | 2,463 | +38 | +1.57% | $1,059,804 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.37% | 16,772 | +452 | +2.77% | $1,047,430 |
| VANGUARD WORLD FD | VHT | Other | 0.36% | 3,758 | -18 | -0.48% | $1,023,294 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.36% | 35,123 | +2,840 | +8.80% | $1,023,127 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.35% | 18,079 | +1,246 | +7.40% | $1,003,769 |
| GLOBAL X FDS | COPX | Other | 0.35% | 13,021 | +1,232 | +10.45% | $994,144 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.33% | 5,707 | +1,379 | +31.86% | $933,537 |
| EXXON MOBIL CORP | XOM | Energy | 0.32% | 5,436 | -463 | -7.85% | $922,282 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.32% | 17,220 | -114 | -0.66% | $908,896 |
| WELLS FARGO & CO | WFC | Financial Services | 0.31% | 11,024 | -288 | -2.55% | $877,628 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.30% | 4,151 | +63 | +1.54% | $864,537 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.30% | 12,104 | - | - | $858,295 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.29% | 22,581 | -803 | -3.43% | $830,078 |
| TARGA RES CORP | TRGP | Energy | 0.27% | 3,078 | - | - | $771,747 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 3,374 | +1 | +0.03% | $733,813 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.26% | 13,440 | +729 | +5.74% | $726,438 |
| ALPHABET INC | GOOGL | Communication Services | 0.26% | 2,518 | +39 | +1.57% | $724,218 |
| MORGAN STANLEY ETF TRUST | EVLN | Other | 0.25% | 14,955 | -5,139 | -25.57% | $720,532 |
| ABRDN ETFS | BCD | Other | 0.25% | 20,021 | +1,571 | +8.51% | $716,361 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.25% | 21,169 | +109 | +0.52% | $712,760 |
| ISHARES TR | IVV | Other | 0.23% | 1,019 | - | - | $665,621 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.23% | 2,862 | +1 | +0.03% | $659,467 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.22% | 6,697 | -61 | -0.90% | $622,048 |
| ONEOK INC NEW | OKE | Energy | 0.22% | 6,788 | +26 | +0.38% | $613,579 |
| ORACLE CORP | ORCL | Technology | 0.20% | 3,840 | +1,761 | +84.70% | $564,902 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.20% | 1,915 | -49 | -2.49% | $563,293 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.19% | 800 | - | - | $544,896 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.19% | 1,611 | -20 | -1.23% | $529,980 |
| ISHARES TR | ICSH | Other | 0.18% | 10,236 | -2 | -0.02% | $518,163 |
| INVESCO EXCHANGE TRADED FD T | PHO | Other | 0.18% | 7,674 | +1 | +0.01% | $513,101 |
| HNI CORP | HNI | Industrials | 0.18% | 15,059 | - | - | $502,820 |
| TESLA INC | TSLA | Consumer Cyclical | 0.17% | 1,316 | +20 | +1.54% | $489,223 |
| ROLLINS INC | ROL | Consumer Cyclical | 0.17% | 9,070 | - | - | $484,429 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.17% | 1,122 | +106 | +10.43% | $476,715 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.16% | 29,447 | +10,546 | +55.80% | $467,618 |
| SLB LIMITED | SLB | Energy | 0.16% | 8,902 | - | - | $457,474 |
| VANGUARD INDEX FDS | VOT | Other | 0.15% | 1,659 | -101 | -5.74% | $426,823 |
| VANECK ETF TRUST | NLR | Other | 0.15% | 3,132 | -103 | -3.18% | $417,155 |
| GLOBAL X FDS | PAVE | Other | 0.14% | 7,978 | +194 | +2.49% | $405,362 |
| BP PLC | BP | Energy | 0.14% | 8,539 | +43 | +0.51% | $401,356 |
| SOUTHERN CO | SO | Utilities | 0.14% | 4,119 | +2 | +0.05% | $397,610 |
| VANGUARD INDEX FDS | VBK | Other | 0.13% | 1,258 | +78 | +6.61% | $380,230 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.13% | 11,184 | +1,281 | +12.94% | $378,690 |
| BANK AMERICA CORP | BAC | Financial Services | 0.13% | 7,381 | - | - | $359,824 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.13% | 767 | - | - | $355,267 |
| ONDAS INC | ONDS | Technology | 0.12% | 39,130 | +630 | +1.64% | $353,735 |
| NUVEEN AMT FREE MUN CR INC F | NVG | Financial Services | 0.12% | 28,378 | +6,571 | +30.13% | $349,902 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.12% | 1,678 | +110 | +7.02% | $341,356 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.12% | 340 | - | - | $338,930 |
| TRAVELERS COMPANIES INC | TRV | Financial Services | 0.12% | 1,161 | - | - | $338,640 |
| ISHARES TR | IUSV | Other | 0.11% | 3,059 | -302 | -8.99% | $312,783 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.11% | 10,031 | - | - | $305,952 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 0.11% | 12,887 | -209 | -1.60% | $304,778 |
| VANGUARD INDEX FDS | VOE | Other | 0.11% | 1,630 | +135 | +9.03% | $300,376 |
| JANUS DETROIT STR TR | JSMD | Other | 0.10% | 3,745 | -68 | -1.78% | $297,161 |