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 $283.8M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($32.9M, 11.60%), VTV ($26.1M, 9.20%), DE ($16.0M, 5.64%), IAU ($10.4M, 3.68%), VCSH ($9.1M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $32.9M | 11.60% | 75,391 | Trimmed |
| 2 | VTV | VANGUARD INDEX FDS | $26.1M | 9.20% | 133,125 | Added |
| 3 | DE | DEERE & CO | $16.0M | 5.64% | 28,439 | Trimmed |
| 4 | IAU | ISHARES GOLD TR | $10.4M | 3.68% | 118,391 | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $9.1M | 3.22% | 115,279 | Added |
| 6 | DUSB | DIMENSIONAL ETF TRUST | $8.1M | 2.84% | 159,183 | Trimmed |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $7.8M | 2.74% | 36,149 | Trimmed |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $7.5M | 2.65% | 178,167 | Added |
| 9 | VYM | VANGUARD WHITEHALL FDS | $7.0M | 2.48% | 47,543 | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $7.0M | 2.45% | 152,587 | Added |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $6.9M | 2.43% | 177,096 | Trimmed |
| 12 | EVSD | MORGAN STANLEY ETF TRUST | $6.6M | 2.32% | 129,435 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $6.1M | 2.14% | 197,536 | Added |
| 14 | VO | VANGUARD INDEX FDS | $5.0M | 1.76% | 17,358 | Added |
| 15 | IVW | ISHARES TR | $5.0M | 1.75% | 44,019 | Added |
| 16 | AAPL | APPLE INC | $4.9M | 1.74% | 19,406 | Added |
| 17 | FNDF | SCHWAB STRATEGIC TR | $4.7M | 1.66% | 96,264 | Added |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.6M | 1.61% | 80,654 | Added |
| 19 | VUSB | VANGUARD BD INDEX FDS | $4.6M | 1.61% | 92,021 | New |
| 20 | IWM | ISHARES TR | $4.5M | 1.59% | 18,166 | Added |
| 21 | MSFT | MICROSOFT CORP | $4.5M | 1.58% | 12,128 | Added |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $4.3M | 1.51% | 60,372 | Trimmed |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $4.0M | 1.40% | 61,893 | Added |
| 24 | IWD | ISHARES TR | $4.0M | 1.40% | 18,562 | Trimmed |
| 25 | STIP | ISHARES TR | $3.8M | 1.33% | 36,615 | Added |
Source: SEC Form 13F filings · as of 2026-03-31