Investor
WEALTHSPAN PARTNERS, LLC
CIK 0001909805 · filed 2026-01-27 · SEC filing
13F book
$275.3M
Positions
122
Largest name
13.4%
Vanguard Growth Etf
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Growth Etf | — | 75.8K | $37M | 13.4% | — | Held |
| Vanguard Index Fds | — | 132.2K | $25.3M | 9.2% | — | Held |
| Deere & Co | DE | 28.6K | $13.3M | 4.8% | — | Held |
| Ishares Gold Tr | — | 118.3K | $9.61M | 3.5% | — | Held |
| Vanguard Scottsdale Fds | — | 114.9K | $9.16M | 3.3% | — | Held |
| Dimensnl Ultrashrt Fixed | — | 171.7K | $8.7M | 3.2% | — | Held |
| Vanguard Specialized Funds | — | 36.8K | $8.09M | 2.9% | — | Held |
| Dimensional Etf Trust | — | 174.4K | $7.42M | 2.7% | — | Held |
| Dimensional Etf Trust | — | 178.4K | $6.8M | 2.5% | — | Held |
| Fidelity Merrimack Str Tr | — | 146.7K | $6.75M | 2.5% | — | Held |
| Vanguard Whitehall Fds | — | 45.5K | $6.54M | 2.4% | — | Held |
| Morgan Stanley Etf Trust | — | 116.2K | $5.98M | 2.2% | — | Held |
| Microsoft Corp | MSFT | 12.1K | $5.85M | 2.1% | — | Held |
| Apple Inc. | AAPL | 19.4K | $5.26M | 1.9% | — | Held |
| Ishares Tr | — | 42K | $5.18M | 1.9% | — | Held |
| Vanguard Index Fds | — | 17.3K | $5.02M | 1.8% | — | Held |
| Schwab Strategic Tr | — | 179K | $4.91M | 1.8% | — | Held |
| J P Morgan Exchange Traded F | — | 77K | $4.41M | 1.6% | — | Held |
| Ishares Tr | — | 17.6K | $4.34M | 1.6% | — | Held |
| Dimensional Etf Trust | — | 60.7K | $4.23M | 1.5% | — | Held |
| Schwab Strategic Tr | — | 92.6K | $4.18M | 1.5% | — | Held |
| Ishares Tr | — | 18.8K | $3.95M | 1.4% | — | Held |
| Vanguard Tax-Managed Fds | — | 60.6K | $3.79M | 1.4% | — | Held |
| Dimensional Etf Trust | — | 82.9K | $3.28M | 1.2% | — | Held |
| Ishares Tr | — | 29.8K | $3.05M | 1.1% | — | Held |
| Morgan Stanley Etf Trust | — | 51.5K | $2.59M | 0.9% | — | Held |
| Ishares Silver Tr | — | 38.2K | $2.46M | 0.9% | — | Held |
| Caterpillar Inc | CAT | 4.2K | $2.41M | 0.9% | — | Held |
| Vanguard Index Fds | — | 9.13K | $2.35M | 0.9% | — | Held |
| Eli Lilly & Co | LLY | 2.11K | $2.27M | 0.8% | — | Held |
| Mcdonalds Corp | MCD | 6.95K | $2.12M | 0.8% | — | Held |
| Berkshire Hathaway Inc Del | — | 3.91K | $1.96M | 0.7% | — | Held |
| Walmart Inc. | WMT | 17.5K | $1.95M | 0.7% | — | Held |
| Vanguard Index Fds | — | 9K | $1.91M | 0.7% | — | Held |
| Invesco Qqq Tr | — | 3K | $1.84M | 0.7% | — | Held |
| Nvidia Corp | NVDA | 9.65K | $1.8M | 0.7% | — | Held |
| Spdr S&P 500 Etf Tr | — | 2.13K | $1.45M | 0.5% | — | Held |
| Morgan Stanley Etf Trust | — | 28.5K | $1.45M | 0.5% | — | Held |
| Dimensional Etf Trust | — | 40.4K | $1.39M | 0.5% | — | Held |
| Csx Corp | CSX | 36.3K | $1.31M | 0.5% | — | Held |
| Ishares Tr | — | 18.3K | $1.21M | 0.4% | — | Held |
| Dimensional Etf Trust | — | 37.4K | $1.18M | 0.4% | — | Held |
| Invesco Exchange Traded Fd T | — | 25.1K | $1.18M | 0.4% | — | Held |
| Global X Fds | — | 18.5K | $1.12M | 0.4% | — | Held |
| Vanguard World Fd | — | 3.78K | $1.09M | 0.4% | — | Held |
| Wells Fargo Co New | — | 11.3K | $1.05M | 0.4% | — | Held |
| Schwab Strategic Tr | — | 32.3K | $1.05M | 0.4% | — | Held |
| Morgan Stanley Etf Trust | — | 20.1K | $994.1K | 0.4% | — | Held |
| J P Morgan Exchange Traded F | — | 16.8K | $978.3K | 0.4% | — | Held |
| Dimensional Etf Trust | — | 16.3K | $971.7K | 0.4% | — | Held |
| Spdr Gold Tr | — | 2.42K | $961.1K | 0.3% | — | Held |
| Amazon Com Inc | AMZN | 4.09K | $943.6K | 0.3% | — | Held |
| Johnson & Johnson | JNJ | 4.39K | $908.8K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 12.1K | $897.8K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 23.4K | $889.3K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 17.3K | $864.9K | 0.3% | — | Held |
| Global X Fds | — | 11.8K | $846.3K | 0.3% | — | Held |
| Conocophillips | COP | 8.96K | $839.1K | 0.3% | — | Held |
| Alphabet Inc | — | 2.48K | $776.1K | 0.3% | — | Held |
| AbbVie Inc. | ABBV | 3.37K | $770.7K | 0.3% | — | Held |
| Exxon Mobil Corp | — | 5.9K | $709.9K | 0.3% | — | Held |
| Ishares Tr | — | 1.02K | $698K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 21.1K | $693.7K | 0.3% | — | Held |
| Vanguard Intl Equity Index F | — | 12.7K | $683.3K | 0.2% | — | Held |
| First Tr Exchange Traded Fd | — | 4.33K | $662.2K | 0.2% | — | Held |
| Hni Corp | HNI | 15.1K | $633.1K | 0.2% | — | Held |
| Jpmorgan Chase & Co. | — | 1.96K | $632.9K | 0.2% | — | Held |
| Howmet Aerospace Inc. | HWM | 2.86K | $586.7K | 0.2% | — | Held |
| Tesla, Inc. | TSLA | 1.3K | $582.8K | 0.2% | — | Held |
| Axon Enterprise, Inc. | AXON | 1.02K | $577.3K | 0.2% | — | Held |
| Abrdn Etfs | — | 18.4K | $571.2K | 0.2% | — | Held |
| Targa Res Corp | — | 3.08K | $567.9K | 0.2% | — | Held |
| Home Depot, Inc. | HD | 1.63K | $561.2K | 0.2% | — | Held |
| Rollins Inc | ROL | 9.07K | $544.4K | 0.2% | — | Held |
| Nextera Energy Inc | — | 6.76K | $542.5K | 0.2% | — | Held |
| Invesco Exchange Traded Fd T | — | 7.67K | $540.3K | 0.2% | — | Held |
| Ishares Tr | — | 10.2K | $517.8K | 0.2% | — | Held |
| Oneok Inc /New/ | OKE | 6.76K | $497K | 0.2% | — | Held |
| SoFi Technologies, Inc. | SOFI | 18.9K | $494.8K | 0.2% | — | Held |
| Vanguard Index Fds | — | 1.76K | $491.4K | 0.2% | — | Held |
| Curtiss Wright Corp | CW | 800 | $441K | 0.2% | — | Held |
| Bank America Corp | — | 7.38K | $406K | 0.1% | — | Held |
| Oracle Corp | — | 2.08K | $405.2K | 0.1% | — | Held |
| Vaneck Etf Trust | — | 3.23K | $401.8K | 0.1% | — | Held |
| Vanguard World Fd | — | 509 | $383.7K | 0.1% | — | Held |
| Ondas Hldgs Inc | ONDS | 38.5K | $375.8K | 0.1% | — | Held |
| Global X Fds | — | 7.78K | $372K | 0.1% | — | Held |
| Spdr Dow Jones Indl Average | — | 767 | $368.6K | 0.1% | — | Held |
| Abbott Labs | ABT | 2.93K | $367.2K | 0.1% | — | Held |
| Southern Co | — | 4.12K | $359K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.18K | $356.5K | 0.1% | — | Held |
| Boston Scientific Corp | BSX | 3.68K | $351.2K | 0.1% | — | Held |
| Ishares Tr | — | 3.36K | $344.6K | 0.1% | — | Held |
| Slb Limited/Nv | SLB | 8.9K | $341.7K | 0.1% | — | Held |
| Travelers Companies, Inc. | TRV | 1.16K | $336.8K | 0.1% | — | Held |
| Advanced Micro Devices Inc | AMD | 1.57K | $335.8K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 9.9K | $322.5K | 0.1% | — | Held |
| Janus Detroit Str Tr | — | 3.81K | $311K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 13.1K | $299.9K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 10K | $297K | 0.1% | — | Held |
| Bp Plc | — | 8.5K | $295.1K | 0.1% | — | Held |
| Costco Whsl Corp New | — | 340 | $293.3K | 0.1% | — | Held |
| Vanguard Index Fds | — | 916 | $288.4K | 0.1% | — | Held |
| Visa Inc. | V | 809 | $283.8K | 0.1% | — | Held |
| Ishares Tr | — | 865 | $279.5K | 0.1% | — | Held |
| Nuveen Amt Free Mun Cr Inc F | — | 21.8K | $276.1K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.5K | $265.2K | 0.1% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 5.13K | $254.7K | 0.1% | — | Held |
| Blackrock Enhanced Equity Di | — | 26.6K | $251.8K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 4.78K | $251.8K | 0.1% | — | Held |
| Ge Aerospace | — | 814 | $250.7K | 0.1% | — | Held |
| Consolidated Edison Inc | ED | 2.3K | $228.3K | 0.1% | — | Held |
| Pepsico Inc | PEP | 1.57K | $225.6K | 0.1% | — | Held |
| Phillips 66 | PSX | 1.74K | $224.9K | 0.1% | — | Held |
| Procter And Gamble Co | PG | 1.56K | $223.4K | 0.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 1.23K | $218.8K | 0.1% | — | Held |
| Dnp Select Income Fd Inc | — | 21.3K | $213.2K | 0.1% | — | Held |
| Kinder Morgan Inc Del | — | 7.51K | $206.5K | 0.1% | — | Held |
| International Business Machs | — | 684 | $202.5K | 0.1% | — | Held |
| Ishares Tr | — | 1.35K | $200.2K | 0.1% | — | Held |
| Bigbear Ai Hldgs Inc | — | 16.4K | $88.3K | 0.0% | — | Held |
| FuboTV Inc. | FUBO | 18.5K | $46.6K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.