Wealthspan Partners, LLC Portfolio Holdings

Wealthspan Partners, LLC

  • $249 Million
  • Q4 2025

Wealthspan Partners, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $249 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $36.6M, Vanguard Value ETF with a value of $24.7M, Deere & CO with a value of $13.6M, Vanguard Sht Term Corp Bd ETF with a value of $9.15M, and Ishares Gold Trust with a value of $9.11M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $238M to 249M.

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 $249 Million
ETFs: $192 Million
Industrials: $19.6 Million
Technology: $14.8 Million
Financial Services: $5.75 Million
Consumer Cyclical: $4.72 Million
Healthcare: $4.58 Million
Energy: $3.59 Million
Consumer Defensive: $2.57 Million
Other: $1.94 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$533B
$263,000 0.11% of portfolio
809
Q4 2025 Reduced 2.06%
$0
$237,000 0.1% of portfolio
26,559
Q4 2025 Added 0.43%
$328B
$244,000 0.1% of portfolio
814
Q4 2025 New
$68.5B
$248,000 0.1% of portfolio
1,743
Q1 2025 New
$0
$259,000 0.1% of portfolio
1,495
Q4 2025 Reduced 9.28%
$204B
$232,000 0.09% of portfolio
1,572
Q3 2025 Reduced 14.47%
$36B
$233,000 0.09% of portfolio
2,299
Q4 2025 Added 0.31%
$346B
$227,000 0.09% of portfolio
1,559
Q4 2025 Added 0.19%
$0
$215,000 0.09% of portfolio
21,343
Q4 2025 Added 1.09%
$342B
$214,000 0.09% of portfolio
1,231
Q3 2025 New
$61.6B
$205,000 0.08% of portfolio
7,512
Q4 2025 Reduced 1.73%
$266B
$203,000 0.08% of portfolio
684
Q4 2025 New
$0
$197,000 0.08% of portfolio
1,347
Q4 2025 New
$765M
$99,000 0.04% of portfolio
16,350
Q3 2025 Added 15.96%
$669M
$66,000 0.03% of portfolio
18,500
Q2 2025 Added 12.12%
Morgan Stanley ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Added 208.0%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q4 2025 Added 3.99%
Morgan Stanley ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 14.29%
Morgan Stanley ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 5.29%
Morgan Stanley ETF Trust
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 7.39%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $249 Million
  • Prior Value $238 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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