WEALTHSPAN PARTNERS, LLC

CIK 0001909805 · DAVENPORT, IA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

WEALTHSPAN PARTNERS, LLC reported 129 positions worth $317.3M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VUG (12.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$317.3M
2026 Q2
Positions
129
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.7%
Est. Net Flow (Q)
2026 Q2
10 / 129 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$39.2M12.34%454,623
2VTVVANGUARD INDEX FDSSH$29.4M9.28%135,058
3DEDEERE & COSH$18.0M5.68%28,433
4IAUISHARES GOLD TRSH$8.9M2.81%118,207
5VUSBVANGUARD BD INDEX FDSSH$8.8M2.78%177,091
6VCSHVANGUARD SCOTTSDALE FDSSH$8.8M2.78%111,507
7DUSBDIMENSIONAL ETF TRUSTSH$8.7M2.74%171,441
8VIGVANGUARD SPECIALIZED FUNDSSH$8.2M2.57%34,499
9VYMVANGUARD WHITEHALL FDSSH$7.7M2.43%48,769
10FBNDFIDELITY MERRIMACK STR TRSH$7.3M2.29%159,569

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WEALTHSPAN PARTNERS, LLC hold as of Q2 2026?

WEALTHSPAN PARTNERS, LLC reported 129 positions worth $317.3M in its Q2 2026 13F filing. Largest positions: VUG (12.3%), VTV (9.3%), DE (5.7%), IAU (2.8%) and VUSB (2.8%).

What did WEALTHSPAN PARTNERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WEALTHSPAN PARTNERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.