Institutions / Wealthspan Partners, LLC
Wealthspan Partners, LLC
CIK 1909805 · Institution · as of Dec 31, 2025
Portfolio value
$274.87M
Positions
122
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 122 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $36.96M | 13.4% |
| Vanguard Index Fds | $25.26M | 9.2% |
| Deere & Co | $13.32M | 4.8% |
| iShares Gold Tr | $9.61M | 3.5% |
| Vanguard Scottsdale Fds | $9.16M | 3.3% |
| Dimensional ETF Trust | $8.70M | 3.2% |
| Vanguard Specialized Funds | $8.09M | 2.9% |
| Dimensional ETF Trust | $7.42M | 2.7% |
| Dimensional ETF Trust | $6.80M | 2.5% |
| Fidelity Merrimack Str Tr | $6.75M | 2.5% |
| Vanguard Whitehall Fds | $6.54M | 2.4% |
| Morgan Stanley ETF Trust | $5.98M | 2.2% |
| Microsoft Corp | $5.85M | 2.1% |
| Apple Inc. | $5.26M | 1.9% |
| iShares Tr | $5.18M | 1.9% |
| Vanguard Index Fds | $5.02M | 1.8% |
| Schwab Strategic Tr | $4.91M | 1.8% |
| J P Morgan Exchange Traded F | $4.41M | 1.6% |
| iShares Tr | $4.34M | 1.6% |
| Dimensional ETF Trust | $4.23M | 1.5% |
| Schwab Strategic Tr | $4.18M | 1.5% |
| iShares Tr | $3.95M | 1.4% |
| Vanguard Tax-Managed Fds | $3.79M | 1.4% |
| Dimensional ETF Trust | $3.28M | 1.2% |
| iShares MSCI UAE ETF | $3.05M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.