Wealthspan Partners, LLC Incresed Positions in Q3 2025

Wealthspan Partners, LLC

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23.1K
+ 33.13%
$78.96 - $80.04 $1.82M - $1.85M
92.8K $7.42M
VO
Vanguard Mid Cap ETF

ETFs
4.29K
+ 37.05%
$279.83 - $293.74 $1.2M - $1.26M
15.9K $4.66M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.5K
+ 16.93%
$45.26 - $46.63 $746K - $768K
114K $5.26M
DFAI
Dimensional ETF Tr

ETFs
3.26K
+ 1.87%
$34.05 - $36.55 $111K - $119K
177K $6.44M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
370
+ 0.82%
$132.9 - $142.03 $49.2K - $52.6K
45.7K $6.44M
CAT
Caterpillar Inc

Industrials
27
+ 0.64%
$390.92 - $477.15 $10.6K - $12.9K
4.22K $2.01M
VEA
Vanguard Ftse Developed Market

ETFs
3.34K
+ 7.03%
$56.02 - $60.3 $187K - $201K
50.8K $3.04M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.57K
+ 3.05%
$36.04 - $38.78 $92.7K - $99.8K
86.9K $3.35M
DFAS
Dimensional ETF Tr U S Small C

ETFs
450
+ 0.74%
$63.41 - $69.69 $28.5K - $31.4K
61.3K $4.2M
FNDF
Schwab Fundamental Intl Large

ETFs
1.35K
+ 1.53%
$39.84 - $43.15 $53.9K - $58.4K
89.5K $3.85M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.63K
+ 51.0%
$53.81 - $57.52 $249K - $266K
13.7K $788K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.08K
+ 4.89%
$26.38 - $27.95 $160K - $170K
130K $3.56M
MSFT
Microsoft Corp

Technology
12
+ 0.1%
$491.09 - $535.64 $5.89K - $6.43K
12.3K $6.38M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.95K
+ 88.4%
$50.52 - $50.75 $250K - $251K
10.5K $534K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
258
+ 6.58%
$459.11 - $506.91 $118K - $131K
4.18K $2.1M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
969
+ 29.64%
$138.08 - $151.2 $134K - $147K
4.24K $640K
DFIV
Dimensional ETF Tr

ETFs
2.74K
+ 21.51%
$42.66 - $46.53 $117K - $128K
15.5K $714K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.91K
+ 8.0%
$30.76 - $33.01 $89.6K - $96.1K
39.3K $1.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 3.12%
$617.65 - $666.84 $39.5K - $42.7K
2.12K $1.41M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
825
+ 0.51%
$41.8 - $43.15 $34.5K - $35.6K
162K $6.94M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
2.85K
+ 22.38%
$32.62 - $34.4 $93K - $98.1K
15.6K $535K
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.52K
+ 17.71%
$29.65 - $31.77 $74.8K - $80.2K
16.8K $530K
DFAT
Dimensional ETF Tr U S Target

ETFs
133
+ 0.81%
$53.36 - $59.69 $7.1K - $7.94K
16.6K $968K
NEE
Nextera Energy Inc

Utilities
8
+ 0.12%
$69.77 - $77.54 $558 - $620
6.83K $515K
DIHP
Dimensional ETF Tr Dimensional

ETFs
11
+ 0.03%
$28.69 - $30.59 $316 - $336
35.7K $1.08M
MLPX
Global X Mlp & Energy Infrastr

ETFs
367
+ 2.04%
$59.5 - $62.99 $21.8K - $23.1K
18.3K $1.15M
DFAR
Dimensional ETF Tr Dimensional

ETFs
371
+ 2.51%
$22.9 - $24.1 $8.5K - $8.94K
15.1K $361K
SO
Southern CO

Utilities
2
+ 0.05%
$90.83 - $96.0 $182 - $192
4.11K $389K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
2.25K
+ 15.96%
$4.73 - $8.22 $10.6K - $18.5K
16.4K $106K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
291
+ 1.11%
$8.7 - $9.11 $2.53K - $2.65K
26.4K $240K
DNP
Dnp Select Income Fund Inc

Financial Services
230
+ 1.1%
$9.65 - $10.02 $2.22K - $2.3K
21.1K $211K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
39
+ 0.33%
$11.51 - $12.4 $449 - $484
11.9K $145K
ED
Consolidated Edison Inc

Utilities
6
+ 0.26%
$95.57 - $105.36 $573 - $632
2.29K $230K
Morgan Stanley ETF Trust
14.4K
+ 13.33%
N/A
123K $0
Ishares Bitcoin Trust ETF
1.19K
+ 31.83%
N/A
4.93K $0
Dimensional ETF Trust
21.4K
+ 11.95%
N/A
200K $0
Morgan Stanley ETF Trust
13.3K
+ 31.51%
N/A
55.6K $0
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.03%
$26.23 - $28.5 $52.5 - $57
7.64K $216K
AXON
Axon Enterprise, Inc.

Industrials
10
+ 1.14%
$698.02 - $870.97 $6.98K - $8.71K
886 $635K
DE
Deere & CO

Industrials
100
+ 0.35%
$457.26 - $524.37 $45.7K - $52.4K
28.5K $13M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 2 Puts 1
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