Wealthspan Partners, LLC Reduced Holdings in Q2 2025

Wealthspan Partners, LLC

  • $222 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-5.87K
- 71.39%
$93.15 - $96.56 $547K - $567K
2.35K $225K
AAPL
Apple Inc.

Technology
-269
- 1.34%
$172.42 - $223.89 $46.4K - $60.2K
19.8K $4.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.71K
- 17.13%
$51.16 - $62.02 $497K - $602K
47K $2.91M
VIG
Vanguard Dividend Appreciation

ETFs
-2.01K
- 4.7%
N/A
40.7K $7.41M
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.69K
- 22.13%
$44.8 - $53.97 $210K - $253K
16.5K $890K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.13%
$483.48 - $539.8 $2.42K - $2.7K
3.92K $1.9M
COP
Conocophillips

Energy
-339
- 3.5%
$82.66 - $106.1 $28K - $36K
9.35K $839K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 0.28%
$285.55 - $321.23 $5.71K - $6.42K
7.07K $2.06M
OKE
Oneok Inc

Energy
-276
- 3.93%
$78.71 - $100.37 $21.7K - $27.7K
6.74K $550K
ABBV
Abb Vie Inc.

Healthcare
-123
- 3.42%
$170.16 - $206.27 $20.9K - $25.4K
3.47K $644K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.3K
- 21.2%
$39.89 - $49.46 $132K - $163K
12.3K $607K
SLB
Schlumberger Limited

Energy
-100
- 1.11%
$31.95 - $42.2 $3.2K - $4.22K
8.9K $300K
PEP
Pepsico Inc

Consumer Defensive
-244
- 11.72%
$128.02 - $151.37 $31.2K - $36.9K
1.84K $242K
XLE
Energy Sector Spdr

ETFs
-311
- 9.17%
$76.44 - $94.13 $23.8K - $29.3K
3.08K $261K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-1.1K
- 20.2%
$62.52 - $78.19 $68.7K - $85.9K
4.34K $337K
VOE
Vanguard Mid Cap Value Index F

ETFs
-299
- 15.36%
$141.87 - $164.49 $42.4K - $49.2K
1.65K $271K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-500
- 11.81%
$81.46 - $94.63 $40.7K - $47.3K
3.73K $353K
IWD
Ishares Russell 1000 Val ETF

ETFs
-774
- 3.77%
$166.82 - $194.23 $129K - $150K
19.7K $3.83M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-794
- 1.13%
$77.94 - $79.5 $61.9K - $63.1K
69.7K $5.54M
PG
Procter & Gamble CO

Consumer Defensive
-32
- 1.98%
$157.66 - $172.39 $5.05K - $5.52K
1.59K $252K
SO
Southern CO

Utilities
-222
- 5.12%
$84.91 - $92.56 $18.9K - $20.5K
4.11K $377K
GLD
Spdr Gold Trust

ETFs
-202
- 7.43%
$273.71 - $316.29 $55.3K - $63.9K
2.52K $767K
DNP
Dnp Select Income Fund Inc

Financial Services
-1.23K
- 5.57%
$8.89 - $9.88 $11K - $12.2K
20.9K $204K
NEE
Nextera Energy Inc

Utilities
-12
- 0.18%
$64.11 - $75.0 $769 - $900
6.82K $473K
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 1.53%
$335.24 - $380.78 $8.72K - $9.9K
1.67K $613K
V
Visa Inc.

Financial Services
-13
- 1.5%
$308.27 - $373.31 $4.01K - $4.85K
852 $302K
Dimensional ETF Trust
-1.18K
- 9.44%
N/A
11.4K $0
KMI
Kinder Morgan, Inc.

Energy
-87
- 1.13%
$25.21 - $29.4 $2.19K - $2.56K
7.64K $224K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-492
- 5.23%
$58.13 - $69.92 $28.6K - $34.4K
8.92K $623K
VBK
Vanguard Small Cap Growth ETF

ETFs
-7
- 0.57%
$219.76 - $276.94 $1.54K - $1.94K
1.23K $340K
COPX
Global X Copper Miners ETF

ETFs
-867
- 6.42%
$31.24 - $45.59 $27.1K - $39.5K
12.6K $568K
VBR
Vanguard Small Cap Value ETF

ETFs
-196
- 2.08%
$162.76 - $195.77 $31.9K - $38.4K
9.21K $1.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-5.84K
- 6.48%
$29.12 - $35.84 $170K - $209K
84.3K $3.02M
IVV
Ishares Core S&P 500 ETF

ETFs
-12
- 1.15%
$498.8 - $620.9 $5.99K - $7.45K
1.03K $641K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-84
- 0.69%
$53.65 - $67.02 $4.51K - $5.63K
12.1K $813K
AMD
Advanced Micro Devices Inc

Technology
-49
- 2.36%
$78.21 - $143.81 $3.83K - $7.05K
2.03K $287K
VB
Vanguard Small Cap ETF

ETFs
-24
- 0.25%
$193.73 - $237.37 $4.65K - $5.7K
9.63K $2.28M
ORCL
Oracle Corp

Technology
-100
- 4.1%
$122.82 - $218.63 $12.3K - $21.9K
2.34K $511K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-920
- 1.49%
$52.31 - $63.72 $48.1K - $58.6K
60.8K $3.88M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-116
- 3.54%
$416.06 - $551.64 $48.3K - $64K
3.16K $1.74M
CAT
Caterpillar Inc

Industrials
-32
- 0.76%
$273.94 - $388.21 $8.77K - $12.4K
4.19K $1.63M
AXON
Axon Enterprise, Inc.

Industrials
-18
- 2.01%
$497.13 - $827.94 $8.95K - $14.9K
876 $725K
IAU
Ishares Gold Trust

ETFs
-458
- 0.38%
$56.1 - $64.74 $25.7K - $29.7K
120K $7.47M
VTV
Vanguard Value ETF

ETFs
-722
- 0.54%
$153.67 - $176.74 $111K - $128K
132K $23.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.03K
- 2.37%
$82.96 - $110.1 $85.8K - $114K
42.6K $4.69M
DE
Deere & CO

Industrials
-433
- 1.5%
$412.99 - $531.48 $179K - $230K
28.4K $14.4M
MSFT
Microsoft Corp

Technology
-95
- 0.77%
$354.56 - $497.45 $33.7K - $47.3K
12.3K $6.12M
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
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email