WEALTHSPAN PARTNERS, LLC
CIK: 0001909805SEC EDGAR →
Portfolio Value
$275.3M
Holdings
124
As of
Q4 2025
New Positions
124
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 75,755 | $37.0M | 13.43% |
| 2 | VANGUARD INDEX FDS | 132,245 | $25.3M | 9.18% |
| 3 | DEERE & CO | 28,619 | $13.3M | 4.84% |
| 4 | ISHARES GOLD TR | 118,348 | $9.6M | 3.49% |
| 5 | VANGUARD SCOTTSDALE FDS | 114,865 | $9.2M | 3.33% |
| 6 | DIMENSIONAL ETF TRUST | 171,672 | $8.7M | 3.16% |
| 7 | VANGUARD SPECIALIZED FUNDS | 36,822 | $8.1M | 2.94% |
| 8 | DIMENSIONAL ETF TRUST | 174,426 | $7.4M | 2.70% |
| 9 | DIMENSIONAL ETF TRUST | 178,415 | $6.8M | 2.47% |
| 10 | FIDELITY MERRIMACK STR TR | 146,662 | $6.8M | 2.45% |
Quarterly Changes
New Positions (124)
$37.0M · 76K shares
$25.3M · 132K shares
$13.3M · 29K shares
$9.6M · 118K shares
$9.2M · 115K shares
$8.7M · 172K shares
$8.1M · 37K shares
$7.4M · 174K shares
$6.8M · 178K shares
$6.8M · 147K shares
$6.5M · 46K shares
$6.0M · 116K shares
$5.9M · 12K shares
$5.3M · 19K shares
$5.2M · 42K shares
$5.0M · 17K shares
$4.9M · 179K shares
$4.4M · 77K shares
$4.3M · 18K shares
$4.2M · 61K shares
$4.2M · 93K shares
$3.9M · 19K shares
$3.8M · 61K shares
$3.3M · 83K shares
$3.0M · 30K shares
$2.6M · 51K shares
$2.5M · 38K shares
$2.4M · 4K shares
$2.4M · 9K shares
$2.3M · 2K shares
$2.1M · 7K shares
$2.0M · 4K shares
$1.9M · 17K shares
$1.9M · 9K shares
$1.8M · 3K shares
$1.8M · 10K shares
$1.5M · 2K shares
$1.4M · 29K shares
$1.4M · 40K shares
$1.3M · 36K shares
$1.2M · 18K shares
$1.2M · 37K shares
$1.2M · 25K shares
$1.1M · 19K shares
$1.1M · 4K shares
$1.1M · 11K shares
$1.1M · 32K shares
$994K · 20K shares
$978K · 17K shares
$971K · 16K shares
$961K · 2K shares
$943K · 4K shares
$908K · 4K shares
$897K · 12K shares
$889K · 23K shares
$864K · 17K shares
$846K · 12K shares
$839K · 9K shares
$776K · 2K shares
$770K · 3K shares
$709K · 6K shares
$697K · 1K shares
$693K · 21K shares
$683K · 13K shares
$662K · 4K shares
$633K · 15K shares
$632K · 2K shares
$586K · 3K shares
$582K · 1K shares
$577K · 1K shares
$571K · 18K shares
$567K · 3K shares
$561K · 2K shares
$544K · 9K shares
$542K · 7K shares
$540K · 8K shares
$517K · 10K shares
$497K · 7K shares
$494K · 19K shares
$491K · 2K shares
$441K · 800 shares
$405K · 2K shares
$405K · 7K shares
$401K · 3K shares
$383K · 509 shares
$375K · 39K shares
$371K · 8K shares
$368K · 767 shares
$367K · 3K shares
$359K · 4K shares
$356K · 1K shares
$351K · 4K shares
$344K · 3K shares
$341K · 9K shares
$336K · 1K shares
$335K · 2K shares
$322K · 10K shares
$310K · 4K shares
$299K · 13K shares
$297K · 10K shares
$295K · 8K shares
$293K · 340 shares
$291K · 5K shares
$288K · 916 shares
$283K · 809 shares
$279K · 865 shares
$276K · 22K shares
$265K · 1K shares
$254K · 5K shares
$251K · 5K shares
$251K · 27K shares
$250K · 814 shares
$228K · 2K shares
$225K · 2K shares
$224K · 2K shares
$223K · 2K shares
$218K · 1K shares
$213K · 21K shares
$206K · 8K shares
$202K · 684 shares
$200K · 1K shares
$99K · 10K shares
$88K · 16K shares
$46K · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $204.4M | 74.3% |
| Industrials | 8 | $19.5M | 7.1% |
| Technology | 12 | $17.4M | 6.3% |
| Unknown | 6 | $16.2M | 5.9% |
| Consumer Cyclical | 5 | $4.8M | 1.7% |
| Healthcare | 5 | $4.7M | 1.7% |
| Energy | 8 | $3.7M | 1.3% |
| Consumer Defensive | 4 | $2.7M | 1.0% |
| Utilities | 3 | $1.1M | 0.4% |
| Communication Services | 2 | $822K | 0.3% |