§ 13F · FUND PROFILE
WEALTHSPAN PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $262M (13F)Positions · 123Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 75K | $33M | 11.6% | ±0% |
| 2 | VTV | VANGUARD INDEX FDS | 133K | $26M | 9.2% | +1% |
| 3 | DE | DEERE & CO | 28K | $16M | 5.6% | −1% |
| 4 | IAU | ISHARES GOLD TR | 118K | $10M | 3.7% | ±0% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 115K | $9M | 3.2% | ±0% |
| 6 | DUSB | DIMENSIONAL ETF TRUST | 159K | $8M | 2.8% | −7% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 36K | $8M | 2.7% | −2% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 178K | $8M | 2.7% | +2% |
| 9 | VYM | VANGUARD WHITEHALL FDS | 48K | $7M | 2.5% | +4% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 153K | $7M | 2.5% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSPAN SIGNAL
AC read
WEALTHSPAN PARTNERS, LLC is a Other fund managing $262 million in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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