Wealthspan Partners, LLC Reduced Holdings in Q3 2025

Wealthspan Partners, LLC

  • $238 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-21.6K
- 45.9%
$62.09 - $66.51 $1.34M - $1.43M
25.4K $1.66M
VIG
Vanguard Dividend Appreciation

ETFs
-2.54K
- 6.25%
N/A
38.1K $6.95M
WFC
Wells Fargo & Company

Financial Services
-1.73K
- 14.41%
$77.05 - $85.16 $134K - $148K
10.3K $862K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-710
- 11.24%
$102.4 - $103.88 $72.7K - $73.8K
5.6K $579K
OKE
Oneok Inc

Energy
-6
- 0.09%
$71.36 - $83.47 $428 - $501
6.73K $491K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 1.46%
$915.95 - $994.57 $4.58K - $4.97K
337 $311K
TRGP
Targa Resources Corp.

Energy
-22
- 0.71%
$160.52 - $174.4 $3.53K - $3.84K
3.08K $515K
PEP
Pepsico Inc

Consumer Defensive
-266
- 14.47%
$133.81 - $152.16 $35.6K - $40.5K
1.57K $220K
V
Visa Inc.

Financial Services
-26
- 3.05%
$332.09 - $358.86 $8.63K - $9.33K
826 $281K
PG
Procter & Gamble CO

Consumer Defensive
-31
- 1.95%
$150.47 - $161.22 $4.66K - $5K
1.56K $239K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-428
- 9.86%
$77.5 - $86.87 $33.2K - $37.2K
3.91K $327K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-399
- 4.47%
$69.62 - $73.99 $27.8K - $29.5K
8.52K $614K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-120
- 12.71%
$284.45 - $324.95 $34.1K - $39K
824 $263K
AMD
Advanced Micro Devices Inc

Technology
-270
- 13.31%
$134.8 - $184.42 $36.4K - $49.8K
1.76K $284K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-45
- 5.43%
$435.72 - $463.74 $19.6K - $20.9K
784 $363K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-192
- 5.14%
$94.17 - $99.95 $18.1K - $19.2K
3.54K $353K
Dimensional ETF Trust
-1.97K
- 17.35%
N/A
9.39K $0
VGT
Vanguard Information Technolog

ETFs
-55
- 9.11%
$656.44 - $753.15 $36.1K - $41.4K
549 $409K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-392
- 2.53%
$27.61 - $29.15 $10.8K - $11.4K
15.1K $439K
COP
Conocophillips

Energy
-348
- 3.72%
$91.0 - $98.99 $31.7K - $34.4K
9K $851K
DFAE
Dimensional ETF Tr

ETFs
-94
- 1.32%
$28.84 - $31.84 $2.71K - $2.99K
7.05K $222K
XOM
Exxon Mobil Corp

Energy
-50
- 1.01%
$105.83 - $117.22 $5.29K - $5.86K
4.9K $552K
IWM
Ishares Russell 2000 ETF

ETFs
-1.9K
- 10.29%
$214.92 - $244.84 $408K - $465K
16.6K $4.01M
VHT
Vanguard Health Care ETF

ETFs
-57
- 1.49%
$239.12 - $259.95 $13.6K - $14.8K
3.77K $978K
HD
Home Depot, Inc.

Consumer Cyclical
-83
- 4.96%
$357.4 - $423.42 $29.7K - $35.1K
1.59K $644K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-476
- 3.87%
$49.43 - $54.52 $23.5K - $26K
11.8K $639K
IVV
Ishares Core S&P 500 ETF

ETFs
-14
- 1.36%
$620.67 - $670.08 $8.69K - $9.38K
1.02K $682K
MCD
Mcdonalds Corp

Consumer Cyclical
-114
- 1.61%
$291.67 - $316.99 $33.3K - $36.1K
6.95K $2.11M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-40
- 0.33%
$67.01 - $72.84 $2.68K - $2.91K
12.1K $876K
VB
Vanguard Small Cap ETF

ETFs
-382
- 3.97%
$237.58 - $259.17 $90.8K - $99K
9.25K $2.35M
ORCL
Oracle Corp

Technology
-259
- 11.08%
$218.96 - $328.33 $56.7K - $85K
2.08K $584K
WMT
Walmart Inc.

Consumer Defensive
-101
- 0.56%
$94.4 - $104.27 $9.53K - $10.5K
17.8K $1.83M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-232
- 0.65%
$28.92 - $32.19 $6.71K - $7.47K
35.4K $1.13M
SOFI
So Fi Technologies, Inc.

Financial Services
-3.36K
- 15.39%
$17.64 - $29.81 $59.2K - $100K
18.5K $487K
JNJ
Johnson & Johnson

Healthcare
-267
- 5.6%
$155.17 - $185.42 $41.4K - $49.5K
4.5K $835K
IWD
Ishares Russell 1000 Val ETF

ETFs
-362
- 1.83%
$192.76 - $203.86 $69.8K - $73.8K
19.4K $3.95M
VBR
Vanguard Small Cap Value ETF

ETFs
-9
- 0.1%
$195.41 - $212.37 $1.76K - $1.91K
9.2K $1.92M
ABBV
Abb Vie Inc.

Healthcare
-99
- 2.85%
$184.85 - $231.54 $18.3K - $22.9K
3.37K $780K
TSLA
Tesla, Inc.

Consumer Cyclical
-72
- 5.26%
$293.94 - $444.72 $21.2K - $32K
1.3K $576K
GOOGL
Alphabet Inc.

Communication Services
-20
- 0.8%
$174.36 - $254.72 $3.49K - $5.09K
2.48K $602K
COPX
Global X Copper Miners ETF

ETFs
-293
- 2.32%
$42.75 - $59.81 $12.5K - $17.5K
12.3K $738K
ONDS
Ondas Holdings Inc.

Technology
-15.6K
- 28.89%
$1.75 - $7.88 $27.3K - $123K
38.4K $299K
NVDA
Nvidia Corp

Technology
-44
- 0.46%
$153.3 - $186.58 $6.75K - $8.21K
9.53K $1.78M
SLV
I Shares Silver Trust

ETFs
-24
- 0.06%
$32.73 - $42.5 $786 - $1.02K
39.7K $1.68M
IVW
Ishares S&P 500 Growth ETF

ETFs
-457
- 1.07%
$108.97 - $121.65 $49.8K - $55.6K
42.1K $5.09M
AAPL
Apple Inc.

Technology
-291
- 1.47%
$202.38 - $256.87 $58.9K - $74.7K
19.5K $4.97M
VTV
Vanguard Value ETF

ETFs
-896
- 0.68%
$175.51 - $186.57 $157K - $167K
131K $24.5M
IAU
Ishares Gold Trust

ETFs
-176
- 0.15%
$61.62 - $72.77 $10.8K - $12.8K
120K $8.7M
VUG
Vanguard Growth ETF

ETFs
-1.42K
- 1.77%
$433.97 - $484.08 $617K - $688K
78.8K $37.8M
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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