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Wealthspan Partners, LLC

All holdings · as of Dec 31, 2025

122 positions

CompanyClassValueShares% of portfolio
BP PLC$295.1K8,4960.1%
COSTCO WHOLESALE CORP /NEW$293.3K3400.1%
VANGUARD INDEX FDS$288.4K9160.1%
Visa Inc$283.8K8090.1%
ISHARES TR$279.5K8650.1%
Nuveen AMT-Free Municipal Credit Income FundNVGClosed-End Fund$276.1K21,8070.1%
VANGUARD INDEX FDS$265.2K1,4950.1%
ISHARES BITCOIN TRUST ETF$254.7K5,1300.1%
BlackRock Enhanced Equity Dividend TrustBDJClosed-End Fund$251.8K26,5590.1%
DIMENSIONAL ETF TRUST$251.8K4,7830.1%
GENERAL ELECTRIC CO$250.7K8140.1%
Consolidated Edison Inc$228.3K2,2990.1%
PEPSICO INC$225.6K1,5720.1%
Phillips 66$224.9K1,7430.1%
PROCTER & GAMBLE Co$223.4K1,5590.1%
Palantir Technologies Inc$218.8K1,2310.1%
DNP SELECT INCOME FUND INCDNPClosed-End Fund$213.2K21,3430.1%
KINDER MORGAN, INC.$206.5K7,5120.1%
INTERNATIONAL BUSINESS MACHINES CORP$202.5K6840.1%
iShares MSCI UAE ETF$200.2K1,3470.1%
BigBear.ai Holdings, Inc.$88.3K16,3500.0%
fuboTV Inc$46.6K18,5000.0%
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