§ 13F · FUND PROFILE
WEALTHSPAN PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $241.9T (13F)Positions · 120Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 76K | $37.0T | 13.4% | −4% |
| 2 | VTV | VANGUARD INDEX FDS | 132K | $25.3T | 9.2% | +1% |
| 3 | DE | DEERE & CO | 29K | $13.3T | 4.8% | ±0% |
| 4 | IAU | ISHARES GOLD TR | 118K | $9.6T | 3.5% | −1% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 115K | $9.2T | 3.3% | +24% |
| 6 | DUSB | DIMENSIONAL ETF TRUST | 172K | $8.7T | 3.2% | −14% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 37K | $8.1T | 2.9% | −3% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 174K | $7.4T | 2.7% | +8% |
| 9 | DFAI | DIMENSIONAL ETF TRUST | 178K | $6.8T | 2.5% | +1% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 147K | $6.8T | 2.5% | +29% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSPAN SIGNAL
AC read
WEALTHSPAN PARTNERS, LLC is a Other fund managing $241926.8 trillion in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed