Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEALTHSPAN PARTNERS, LLC (CIK 1909805) reported $317.3M across 129 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($39.2M, 12.34%), VTV ($29.4M, 9.28%), DE ($18.0M, 5.68%), IAU ($8.9M, 2.81%), VCSH ($8.8M, 2.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $39.2M | 12.34% | 454,623 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $29.4M | 9.28% | 135,058 | Added |
| 3 | DE | DEERE & CO | $18.0M | 5.68% | 28,433 | Trimmed |
| 4 | IAU | ISHARES GOLD TR | $8.9M | 2.81% | 118,207 | Trimmed |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $8.8M | 2.78% | 111,507 | Trimmed |
| 6 | VUSB | VANGUARD BD INDEX FDS | $8.8M | 2.78% | 177,091 | Added |
| 7 | DUSB | DIMENSIONAL ETF TRUST | $8.7M | 2.74% | 171,441 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $8.2M | 2.57% | 34,499 | Trimmed |
| 9 | VYM | VANGUARD WHITEHALL FDS | $7.7M | 2.43% | 48,769 | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $7.3M | 2.29% | 159,569 | Added |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $7.2M | 2.28% | 175,753 | Trimmed |
| 12 | EVSD | MORGAN STANLEY ETF TRUST | $6.6M | 2.10% | 130,753 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $6.4M | 2.02% | 201,757 | Added |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $6.1M | 1.92% | 144,142 | Trimmed |
| 15 | IVW | ISHARES TR | $6.0M | 1.88% | 43,353 | Trimmed |
| 16 | VO | VANGUARD INDEX FDS | $6.0M | 1.88% | 74,155 | Added |
| 17 | FNDF | SCHWAB STRATEGIC TR | $5.7M | 1.81% | 108,833 | Added |
| 18 | AAPL | APPLE INC | $5.6M | 1.76% | 19,311 | Trimmed |
| 19 | IWM | ISHARES TR | $5.5M | 1.73% | 18,318 | Added |
| 20 | DFAS | DIMENSIONAL ETF TRUST | $5.4M | 1.70% | 65,459 | Added |
| 21 | STIP | ISHARES TR | $5.0M | 1.59% | 49,432 | Added |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.8M | 1.52% | 85,481 | Added |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $4.5M | 1.43% | 63,458 | Added |
| 24 | MSFT | MICROSOFT CORP | $4.5M | 1.41% | 11,989 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $4.5M | 1.40% | 4,184 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30