§ 13F · FUND PROFILE
WEALTHSPAN PARTNERS, LLC.
AUM · $317M (13F)Positions · 129Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 455K | $39M | 12.3% | +503% |
| 2 | VTV | VANGUARD INDEX FDS | 135K | $29M | 9.3% | +1% |
| 3 | DE | DEERE & CO | 28K | $18M | 5.7% | ±0% |
| 4 | IAU | ISHARES GOLD TR | 118K | $9M | 2.8% | ±0% |
| 5 | VUSB | VANGUARD BD INDEX FDS | 177K | $9M | 2.8% | +92% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 112K | $9M | 2.8% | −3% |
| 7 | DUSB | DIMENSIONAL ETF TRUST | 171K | $9M | 2.7% | +8% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 34K | $8M | 2.6% | −5% |
| 9 | VYM | VANGUARD WHITEHALL FDS | 49K | $8M | 2.4% | +3% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 160K | $7M | 2.3% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHSPAN SIGNAL
AC read
WEALTHSPAN PARTNERS, LLC is a Other fund managing $317 million in assets. The fund runs a portfolio of 129 positions.
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