Wealthspan Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Wealthspan Partners, Llc disclosed 126 stock positions valued at approximately $317.28M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and DEERE & CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 126
- Portfolio Value
- $317.28M
Holdings by Sector
Wealthspan Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 12.34% | 454,623 | +379,232 | +503.02% | $39,161,203 |
| VANGUARD INDEX FDS | VTV | Other | 9.28% | 135,058 | +1,933 | +1.45% | $29,433,147 |
| DEERE & CO | DE | Industrials | 5.68% | 28,433 | -6 | -0.02% | $18,035,938 |
| ISHARES GOLD TR | IAU | Other | 2.81% | 118,207 | -184 | -0.16% | $8,925,817 |
| VANGUARD BD INDEX FDS | VUSB | Other | 2.78% | 177,091 | +85,070 | +92.45% | $8,815,567 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.78% | 111,507 | -3,772 | -3.27% | $8,812,396 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 2.74% | 171,441 | +12,258 | +7.70% | $8,705,786 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.57% | 34,499 | -1,650 | -4.56% | $8,163,194 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.43% | 48,769 | +1,226 | +2.58% | $7,706,930 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 2.29% | 159,569 | +6,982 | +4.58% | $7,258,778 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 2.28% | 175,753 | -1,343 | -0.76% | $7,249,795 |
| MORGAN STANLEY ETF TRUST | EVSD | Other | 2.10% | 130,753 | +1,318 | +1.02% | $6,649,431 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.02% | 201,757 | +4,221 | +2.14% | $6,397,716 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.92% | 144,142 | -34,025 | -19.10% | $6,084,241 |
| VANGUARD INDEX FDS | VO | Other | 1.88% | 74,155 | +56,797 | +327.21% | $5,974,684 |
| ISHARES TR | IVW | Other | 1.88% | 43,353 | -666 | -1.51% | $5,962,338 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.81% | 108,833 | +12,569 | +13.06% | $5,742,030 |
| APPLE INC | AAPL | Technology | 1.76% | 19,311 | -95 | -0.49% | $5,587,741 |
| ISHARES TR | IWM | Other | 1.73% | 18,318 | +152 | +0.84% | $5,503,565 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.70% | 65,459 | +5,087 | +8.43% | $5,389,878 |
| ISHARES TR | STIP | Other | 1.59% | 49,432 | +12,817 | +35.00% | $5,049,933 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.52% | 85,481 | +4,827 | +5.98% | $4,827,967 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.43% | 63,458 | +1,565 | +2.53% | $4,521,349 |
| MICROSOFT CORP | MSFT | Technology | 1.41% | 11,989 | -139 | -1.15% | $4,471,968 |
| CATERPILLAR INC | CAT | Industrials | 1.40% | 4,184 | -22 | -0.52% | $4,455,646 |
| ISHARES TR | IWD | Other | 1.38% | 18,048 | -514 | -2.77% | $4,375,396 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.24% | 88,666 | +5,978 | +7.23% | $3,933,234 |
| VANGUARD INDEX FDS | VB | Other | 0.91% | 9,520 | +98 | +1.04% | $2,885,568 |
| ELI LILLY & CO | LLY | Healthcare | 0.80% | 2,120 | +9 | +0.43% | $2,542,998 |
| VANGUARD INDEX FDS | VBR | Other | 0.69% | 9,007 | +8 | +0.09% | $2,188,631 |
Showing 30 of 126 holdings in the latest reporting period.