Wealthspan Partners, LLC Portfolio Holdings

Wealthspan Partners, LLC

  • $238 Million
  • Q3 2025

Wealthspan Partners, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $238 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $37.8M, Vanguard Value ETF with a value of $24.5M, Deere & CO with a value of $13M, Ishares Gold Trust with a value of $8.7M, and Vanguard Sht Term Corp Bd ETF with a value of $7.42M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $222M to 238M.

Wealthspan Partners, LLC is based out at Davenport, IA

Below you can find more details about Wealthspan Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $238 Million
ETFs: $184 Million
Industrials: $17.1 Million
Technology: $14.6 Million
Financial Services: $5.67 Million
Consumer Cyclical: $4.76 Million
Healthcare: $3.97 Million
Energy: $3.37 Million
Consumer Defensive: $2.6 Million
Other: $1.81 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.8 Million 15.9% of portfolio
78,839
Q3 2025 Reduced 1.77%
$0
$24.5 Million 10.29% of portfolio
131,215
Q3 2025 Reduced 0.68%
$65.3B
$8.7 Million 3.66% of portfolio
119,537
Q3 2025 Reduced 0.15%
$0
$7.42 Million 3.12% of portfolio
92,830
Q3 2025 Added 33.13%
$0
$6.95 Million 2.92% of portfolio
38,144
Q3 2025 Reduced 6.25%
$0
$6.94 Million 2.92% of portfolio
162,221
Q3 2025 Added 0.51%
$0
$6.44 Million 2.71% of portfolio
177,101
Q3 2025 Added 1.87%
$0
$6.44 Million 2.71% of portfolio
45,687
Q3 2025 Added 0.82%
$0
$5.26 Million 2.21% of portfolio
113,797
Q3 2025 Added 16.93%
$0
$5.09 Million 2.14% of portfolio
42,131
Q3 2025 Reduced 1.07%
$0
$4.66 Million 1.96% of portfolio
15,875
Q3 2025 Added 37.05%
$0
$4.2 Million 1.76% of portfolio
61,280
Q3 2025 Added 0.74%
$0
$4.06 Million 1.71% of portfolio
71,171
Q3 2025 Added 8.0%
$0
$4.01 Million 1.69% of portfolio
16,567
Q3 2025 Reduced 10.29%
$0
$3.95 Million 1.66% of portfolio
19,382
Q3 2025 Reduced 1.83%
$0
$3.85 Million 1.62% of portfolio
89,505
Q3 2025 Added 1.53%
$0
$3.35 Million 1.41% of portfolio
86,876
Q3 2025 Added 3.05%
$0
$3.04 Million 1.28% of portfolio
50,793
Q3 2025 Added 7.03%
$0
$2.35 Million 0.99% of portfolio
9,246
Q3 2025 Reduced 3.97%
$0
$1.92 Million 0.81% of portfolio
9,203
Q3 2025 Reduced 0.1%
$0
$1.9 Million 0.8% of portfolio
3,160
Q2 2025 Reduced 3.54%
$24.1B
$1.68 Million 0.71% of portfolio
39,680
Q3 2025 Reduced 0.06%
$0
$1.66 Million 0.7% of portfolio
25,414
Q3 2025 Reduced 45.9%
$0
$1.41 Million 0.59% of portfolio
2,118
Q3 2025 Added 3.12%
$0
$1.29 Million 0.54% of portfolio
39,299
Q3 2025 Added 8.0%
$0
$1.13 Million 0.48% of portfolio
25,075
Q4 2024 Added 0.6%
$0
$1.15 Million 0.48% of portfolio
18,344
Q3 2025 Added 2.04%
$0
$1.13 Million 0.47% of portfolio
35,379
Q3 2025 Reduced 0.65%
$0
$1.08 Million 0.46% of portfolio
35,696
Q3 2025 Added 0.03%
$0
$968,000 0.41% of portfolio
16,634
Q3 2025 Added 0.81%
$0
$978,000 0.41% of portfolio
3,768
Q3 2025 Reduced 1.49%
$0
$912,000 0.38% of portfolio
24,172
Q2 2025 Added 3.47%
$130B
$895,000 0.38% of portfolio
2,518
Q2 2025 Reduced 7.43%
$0
$876,000 0.37% of portfolio
12,104
Q3 2025 Reduced 0.33%
$0
$788,000 0.33% of portfolio
13,708
Q3 2025 Added 51.0%
$0
$738,000 0.31% of portfolio
12,341
Q3 2025 Reduced 2.32%
$0
$714,000 0.3% of portfolio
15,494
Q3 2025 Added 21.51%
$0
$682,000 0.29% of portfolio
1,019
Q3 2025 Reduced 1.36%
$0
$639,000 0.27% of portfolio
11,808
Q3 2025 Reduced 3.87%
$0
$640,000 0.27% of portfolio
4,238
Q3 2025 Added 29.64%
$0
$614,000 0.26% of portfolio
8,523
Q3 2025 Reduced 4.47%
$0
$579,000 0.24% of portfolio
5,604
Q3 2025 Reduced 11.24%
$0
$542,000 0.23% of portfolio
1,847
Q1 2025 Reduced 3.1%
$0
$535,000 0.22% of portfolio
15,590
Q3 2025 Added 22.38%
$0
$530,000 0.22% of portfolio
16,772
Q3 2025 Added 17.71%
$0
$534,000 0.22% of portfolio
10,539
Q3 2025 Added 88.4%
$0
$439,000 0.18% of portfolio
15,101
Q3 2025 Reduced 2.53%
$0
$409,000 0.17% of portfolio
549
Q3 2025 Reduced 9.11%
$0
$370,000 0.16% of portfolio
7,784
Q1 2025 Reduced 8.0%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $238 Million
  • Prior Value $222 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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