Wealthspan Partners, LLC Portfolio Holdings

Wealthspan Partners, LLC

  • $222 Million
  • Q2 2025

Wealthspan Partners, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $222 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $35.2M, Vanguard Value ETF with a value of $23.3M, Deere & CO with a value of $14.4M, Ishares Gold Trust with a value of $7.47M, and Vanguard Dividend Appreciation with a value of $7.41M.

Examining the 13F form we can see an increase of $17.6M in the current position value, from $205M to 222M.

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 $222 Million
ETFs: $170 Million
Industrials: $18.2 Million
Technology: $12.9 Million
Financial Services: $5.4 Million
Consumer Cyclical: $4.51 Million
Healthcare: $3.8 Million
Energy: $3.19 Million
Consumer Defensive: $2.58 Million
Other: $1.59 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.84B
$740,000 0.33% of portfolio
15,059
Q1 2025 Reduced 4.49%
$754M
$95,000 0.04% of portfolio
14,100
Q2 2025 New
$674M
$71,000 0.03% of portfolio
18,500
Q2 2025 Added 12.12%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $222 Million
  • Prior Value $205 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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