WEALTHSPAN PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, WEALTHSPAN PARTNERS, LLC held in its portfolio 122 assets valued at $275,257,277 (i.e. $275.26M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($36.96M), VANGUARD INDEX FDS ($25.26M), and DEERE & CO ($13.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 122 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WEALTHSPAN PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 75755 | 36957954 | GROWTH ETF |
| VANGUARD INDEX FDS | 132245 | 25257529 | VALUE ETF |
| DEERE & CO | 28619 | 13324035 | COM |
| ISHARES GOLD TR | 118348 | 9606321 | ISHARES NEW |
| VANGUARD SCOTTSDALE FDS | 114865 | 9158188 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 171672 | 8695180 | ULTRASHORT FIXED |
| VANGUARD SPECIALIZED FUNDS | 36822 | 8092785 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 174426 | 7423580 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 178415 | 6799380 | INTL CORE EQT MK |
| FIDELITY MERRIMACK STR TR | 146662 | 6752299 | TOTAL BD ETF |
| VANGUARD WHITEHALL FDS | 45538 | 6535636 | HIGH DIV YLD |
| MORGAN STANLEY ETF TRUST | 116170 | 5976239 | EATON VANCE SHOR |
| MICROSOFT CORP | 12103 | 5853284 | COM |
| APPLE INC | 19361 | 5263499 | COM |
| ISHARES TR | 42048 | 5182836 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 17280 | 5015010 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 179033 | 4910882 | US DIVIDEND EQ |
| J P MORGAN EXCHANGE TRADED F | 76989 | 4406868 | EQUITY PREMIUM |
| ISHARES TR | 17622 | 4337831 | RUSSELL 2000 ETF |
| DIMENSIONAL ETF TRUST | 60701 | 4229024 | US SMALL CAP ETF |
| SCHWAB STRATEGIC TR | 92560 | 4184632 | FUNDAMENTAL INTL |
| ISHARES TR | 18775 | 3949135 | RUS 1000 VAL ETF |
| VANGUARD TAX-MANAGED FDS | 60589 | 3785010 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 82893 | 3281744 | US CORE EQUITY 2 |
| ISHARES TR | 29760 | 3047105 | 0-5 YR TIPS ETF |
| MORGAN STANLEY ETF TRUST | 51463 | 2592168 | EATON VANCE SHRT |
| ISHARES SILVER TR | 38244 | 2463711 | ISHARES |
| CATERPILLAR INC | 4203 | 2407564 | COM |
| VANGUARD INDEX FDS | 9127 | 2354188 | SMALL CP ETF |
| ELI LILLY & CO | 2110 | 2267704 | COM |
| MCDONALDS CORP | 6951 | 2124488 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3908 | 1964231 | CL B NEW |
| WALMART INC | 17491 | 1948705 | COM |
| VANGUARD INDEX FDS | 9001 | 1906265 | SM CP VAL ETF |
| INVESCO QQQ TR | 3001 | 1843504 | UNIT SER 1 |
| NVIDIA CORPORATION | 9653 | 1800299 | COM |
| SPDR S&P 500 ETF TR | 2131 | 1453124 | TR UNIT |
| MORGAN STANLEY ETF TRUST | 28529 | 1447419 | EATON VANCE MORT |
| DIMENSIONAL ETF TRUST | 40375 | 1391322 | INTL CORE EQUITY |
| CSX CORP | 36270 | 1314798 | COM |
| ISHARES TR | 18293 | 1207350 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 37393 | 1184043 | INTL HIGH PROFIT |
| INVESCO EXCHANGE TRADED FD T | 25075 | 1176519 | RAFI US 1000 ETF |
| GLOBAL X FDS | 18533 | 1121806 | GLB X MLP ENRG I |
| VANGUARD WORLD FD | 3776 | 1087047 | HEALTH CAR ETF |
| WELLS FARGO CO NEW | 11312 | 1054254 | COM |
| SCHWAB STRATEGIC TR | 32283 | 1053059 | US LCAP GR ETF |
| MORGAN STANLEY ETF TRUST | 20094 | 994098 | EATON VANCE FLTG |
| J P MORGAN EXCHANGE TRADED F | 16833 | 978344 | NASDAQ EQT PREM |
| DIMENSIONAL ETF TRUST | 16320 | 971710 | US TARGETED VLU |
| SPDR GOLD TR | 2425 | 961052 | GOLD SHS |
| AMAZON COM INC | 4088 | 943601 | COM |
| JOHNSON & JOHNSON | 4392 | 908848 | COM |
| DIMENSIONAL ETF TRUST | 12104 | 897754 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 23384 | 889294 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 17334 | 864945 | INTERNATNAL VAL |
| GLOBAL X FDS | 11789 | 846312 | GLOBAL X COPPER |
| CONOCOPHILLIPS | 8964 | 839120 | COM |
| ALPHABET INC | 2479 | 776059 | CAP STK CL A |
| ABBVIE INC | 3373 | 770667 | COM |
| EXXON MOBIL CORP | 5899 | 709893 | COM |
| ISHARES TR | 1019 | 697954 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 21060 | 693716 | INTL SMALL CAP E |
| VANGUARD INTL EQUITY INDEX F | 12711 | 683349 | FTSE EMR MKT ETF |
| FIRST TR EXCHANGE TRADED FD | 4328 | 662208 | NASDQ CLN EDGE |
| HNI CORP | 15059 | 633080 | COM |
| JPMORGAN CHASE & CO. | 1964 | 632900 | COM |
| HOWMET AEROSPACE INC | 2861 | 586661 | COM |
| TESLA INC | 1296 | 582837 | COM |
| AXON ENTERPRISE INC | 1016 | 577301 | COM |
| ABRDN ETFS | 18450 | 571215 | BBRG ALL COMMDY |
| TARGA RES CORP | 3078 | 567891 | COM |
| HOME DEPOT INC | 1631 | 561225 | COM |
| ROLLINS INC | 9070 | 544381 | COM |
| NEXTERA ENERGY INC | 6758 | 542493 | COM |
| INVESCO EXCHANGE TRADED FD T | 7673 | 540274 | WATER RES ETF |
| ISHARES TR | 10238 | 517818 | ULTRA SHORT DUR |
| ONEOK INC NEW | 6762 | 497006 | COM |
| SOFI TECHNOLOGIES INC | 18901 | 494828 | COM |
| VANGUARD INDEX FDS | 1760 | 491372 | MCAP GR IDXVIP |
| CURTISS WRIGHT CORP | 800 | 441016 | COM |
| BANK AMERICA CORP | 7381 | 405955 | COM |
| ORACLE CORP | 2079 | 405218 | COM |
| VANECK ETF TRUST | 3235 | 401791 | URANIUM AND NUCL |
| VANGUARD WORLD FD | 509 | 383705 | INF TECH ETF |
| ONDAS HLDGS INC | 38500 | 375760 | COM NEW |
| GLOBAL X FDS | 7784 | 371997 | US INFR DEV ETF |
| SPDR DOW JONES INDL AVERAGE | 767 | 368597 | UT SER 1 |
| ABBOTT LABS | 2931 | 367225 | COM |
| SOUTHERN CO | 4117 | 359003 | COM |
| VANGUARD INDEX FDS | 1180 | 356490 | SML CP GRW ETF |
| BOSTON SCIENTIFIC CORP | 3683 | 351174 | COM |
| ISHARES TR | 3361 | 344637 | CORE S&P US VLU |
| SLB LIMITED | 8902 | 341659 | COM STK |
| TRAVELERS COMPANIES INC | 1161 | 336760 | COM |
| ADVANCED MICRO DEVICES INC | 1568 | 335803 | COM |
| DIMENSIONAL ETF TRUST | 9903 | 322541 | EMGR CRE EQT MNG |
| JANUS DETROIT STR TR | 3813 | 310987 | HENDERSN SML ETF |
| DIMENSIONAL ETF TRUST | 13096 | 299914 | US REAL ESTATE E |
| SCHWAB STRATEGIC TR | 10031 | 297025 | US LCAP VA ETF |
| BP PLC | 8496 | 295083 | SPONSORED ADR |
| COSTCO WHSL CORP NEW | 340 | 293263 | COM |
| VANGUARD INDEX FDS | 916 | 288357 | LARGE CAP ETF |
| VISA INC | 809 | 283837 | COM CL A |
| ISHARES TR | 865 | 279453 | RUS 2000 GRW ETF |
| NUVEEN AMT FREE MUN CR INC F | 21807 | 276080 | COM |
| VANGUARD INDEX FDS | 1495 | 265168 | MCAP VL IDXVIP |
| ISHARES BITCOIN TRUST ETF | 5130 | 254704 | SHS BEN INT |
| BLACKROCK ENHANCED EQUITY DI | 26559 | 251777 | COM |
| DIMENSIONAL ETF TRUST | 4783 | 251753 | GLOBAL EX US COR |
| GE AEROSPACE | 814 | 250736 | COM NEW |
| CONSOLIDATED EDISON INC | 2299 | 228309 | COM |
| PEPSICO INC | 1572 | 225622 | COM |
| PHILLIPS 66 | 1743 | 224917 | COM |
| PROCTER AND GAMBLE CO | 1559 | 223381 | COM |
| PALANTIR TECHNOLOGIES INC | 1231 | 218810 | CL A |
| DNP SELECT INCOME FD INC | 21343 | 213215 | COM |
| KINDER MORGAN INC DEL | 7512 | 206504 | COM |
| INTERNATIONAL BUSINESS MACHS | 684 | 202539 | COM |
| ISHARES TR | 1347 | 200242 | CORE S&P TTL STK |
| BIGBEAR AI HLDGS INC | 16350 | 88290 | COM |
| FUBOTV INC | 18500 | 46620 | CLASS A COM SHS |
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