Wealthspan Partners, LLC Incresed Positions in Q2 2025

Wealthspan Partners, LLC

  • $222 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
265
+ 0.33%
$329.49 - $438.4 $87.3K - $116K
80.3K $35.2M
IWM
Ishares Russell 2000 ETF

ETFs
4.57K
+ 32.92%
$174.82 - $215.79 $800K - $987K
18.5K $3.98M
DFAI
Dimensional ETF Tr

ETFs
9.38K
+ 5.7%
$28.02 - $34.71 $263K - $326K
174K $6.01M
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.6K
+ 136.81%
$22.27 - $29.21 $458K - $601K
35.6K $1.04M
FNDF
Schwab Fundamental Intl Large

ETFs
6.12K
+ 7.46%
$32.25 - $40.02 $197K - $245K
88.2K $3.53M
NVDA
Nvidia Corp

Technology
307
+ 3.31%
$94.31 - $157.99 $29K - $48.5K
9.57K $1.51M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.52K
+ 14.85%
$51.14 - $57.0 $436K - $486K
65.9K $3.75M
VEA
Vanguard Ftse Developed Market

ETFs
2.66K
+ 5.95%
$45.65 - $57.01 $122K - $152K
47.5K $2.71M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.9K
+ 20.19%
$24.32 - $27.87 $508K - $582K
124K $3.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.23K
+ 9.24%
$44.68 - $45.96 $368K - $378K
97.3K $4.45M
VO
Vanguard Mid Cap ETF

ETFs
308
+ 2.73%
$228.54 - $279.83 $70.4K - $86.2K
11.6K $3.24M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.31K
+ 13.44%
$24.94 - $31.15 $107K - $134K
36.4K $1.13M
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.07K
+ 16.56%
$24.32 - $29.74 $123K - $151K
35.7K $1.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
106
+ 5.44%
$496.48 - $617.85 $52.6K - $65.5K
2.05K $1.27M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.01%
$81.79 - $99.98 $164 - $200
17.9K $1.75M
AMZN
Amazon Com Inc

Consumer Cyclical
288
+ 7.64%
$167.32 - $223.3 $48.2K - $64.3K
4.06K $890K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
666
+ 25.59%
$101.69 - $139.02 $67.7K - $92.6K
3.27K $454K
DFIV
Dimensional ETF Tr

ETFs
2.78K
+ 27.88%
$34.67 - $43.21 $96.4K - $120K
12.8K $546K
SOFI
So Fi Technologies, Inc.

Financial Services
195
+ 0.9%
$9.5 - $18.21 $1.85K - $3.55K
21.8K $397K
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 5.35%
$210.28 - $289.91 $21K - $29K
1.97K $570K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.5K
+ 19.75%
$45.88 - $54.4 $68.7K - $81.4K
9.08K $493K
WFC
Wells Fargo & Company

Financial Services
16
+ 0.13%
$60.98 - $80.12 $976 - $1.28K
12K $963K
VHT
Vanguard Health Care ETF

ETFs
614
+ 19.12%
$236.71 - $261.92 $145K - $161K
3.83K $949K
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 1.48%
$221.86 - $362.89 $4.44K - $7.26K
1.37K $434K
DUHP
Dimensional ETF Tr Dimensional

ETFs
810
+ 3.47%
$29.36 - $35.56 $23.8K - $28.8K
24.2K $859K
SLV
I Shares Silver Trust

ETFs
394
+ 1.0%
$27.08 - $33.74 $10.7K - $13.3K
39.7K $1.3M
ONDS
Ondas Holdings Inc.

Technology
33.9K
+ 168.66%
$0.75 - $1.92 $25.4K - $65.1K
54K $103K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
752
+ 13.52%
$102.02 - $103.5 $76.7K - $77.8K
6.31K $649K
DFIS
Dimensional ETF Tr Dimensional

ETFs
527
+ 3.84%
$23.2 - $29.84 $12.2K - $15.7K
14.2K $425K
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 14.0%
$908.13 - $1056.85 $38.1K - $44.4K
342 $338K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.08%
$144.7 - $178.6 $289 - $357
2.5K $440K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.48K
+ 13.11%
$30.93 - $34.56 $45.7K - $51K
12.7K $422K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
109
+ 0.07%
$41.1 - $42.37 $4.48K - $4.62K
161K $6.82M
MLPX
Global X Mlp & Energy Infrastr

ETFs
859
+ 5.02%
$55.32 - $65.02 $47.5K - $55.9K
18K $1.13M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.39K
+ 10.38%
$20.99 - $23.93 $29.2K - $33.2K
14.8K $346K
FUBO
Fubo Tv Inc.

Communication Services
2K
+ 12.12%
$2.42 - $3.86 $4.84K - $7.72K
18.5K $71K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
299
+ 1.16%
$7.6 - $8.89 $2.27K - $2.66K
26.2K $232K
Dimensional ETF Trust
38.4K
+ 27.28%
N/A
179K $0
Morgan Stanley ETF Trust
41.3K
+ 61.72%
N/A
108K $0
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
37
+ 0.31%
$11.35 - $12.45 $420 - $461
11.8K $141K
ED
Consolidated Edison Inc

Utilities
7
+ 0.31%
$98.05 - $113.3 $686 - $793
2.29K $229K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.06%
$146.36 - $159.82 $439 - $479
4.77K $728K
LLY
Eli Lilly & CO

Healthcare
4
+ 0.19%
$713.71 - $898.95 $2.85K - $3.6K
2.1K $1.64M
Activity Summary
Buys All Purchases 55 New Holdings 11 Increased Positions 44 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 1 Puts 0
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