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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$240,000 0.1% of portfolio
26,446
Q3 2025 Added 1.11%
$0
$211,000 0.09% of portfolio
21,112
Q3 2025 Added 1.1%
$0
$153,000 0.06% of portfolio
13,482
Q2 2024 New
$0
$145,000 0.06% of portfolio
11,870
Q3 2025 Added 0.33%

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
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