Filed: 4/8/2026ACC: 0001951757-26-000526
📋 What this filing means
WEALTHSPAN PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $283.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$283.79M
Total AUM (reported)
3.20M
Total Shares
Allocation by class
COM$55.75M19.6%
GROWTH ETF$32.93M11.6%
VALUE ETF$26.12M9.2%
ISHARES NEW$10.44M3.7%
SHRT TRM CORP BD$9.14M3.2%
ULTRASHORT FIXED$8.07M2.8%
DIV APP ETF$7.77M2.7%
Portfolio Concentration
Top 3$75.07M26.5%
4–10$56.95M20.1%
11–25$73.31M25.8%
Rest$78.46M27.6%
Top 3 weight
26.5%
Top 10 weight
46.5%
Voting Authority Distribution
Total shares with voting rights: 3.20M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole123
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings123
Rows:
VANGUARD INDEX FDS
SOLEShares75.39K
TypeSH
Market value$32.93M
11.60%
Sole
0.00
Shared
0.00
None
75.39K
VANGUARD INDEX FDS
SOLEShares133.13K
TypeSH
Market value$26.12M
9.20%
Sole
0.00
Shared
0.00
None
133.13K
DEERE & CO
SOLEShares28.44K
TypeSH
Market value$16.02M
5.64%
Sole
0.00
Shared
0.00
None
28.44K
ISHARES GOLD TR
SOLEShares118.39K
TypeSH
Market value$10.44M
3.68%
Sole
0.00
Shared
0.00
None
118.39K
VANGUARD SCOTTSDALE FDS
SOLEShares115.28K
TypeSH
Market value$9.14M
3.22%
Sole
0.00
Shared
0.00
None
115.28K
DIMENSIONAL ETF TRUST
SOLEShares159.18K
TypeSH
Market value$8.07M
2.84%
Sole
0.00
Shared
0.00
None
159.18K
VANGUARD SPECIALIZED FUNDS
SOLEShares36.15K
TypeSH
Market value$7.77M
2.74%
Sole
0.00
Shared
0.00
None
36.15K
DIMENSIONAL ETF TRUST
SOLEShares178.17K
TypeSH
Market value$7.52M
2.65%
Sole
0.00
Shared
0.00
None
178.17K
VANGUARD WHITEHALL FDS
SOLEShares47.54K
TypeSH
Market value$7.04M
2.48%
Sole
0.00
Shared
0.00
None
47.54K
FIDELITY MERRIMACK STR TR
SOLEShares152.59K
TypeSH
Market value$6.96M
2.45%
Sole
0.00
Shared
0.00
None
152.59K
DIMENSIONAL ETF TRUST
SOLEShares177.10K
TypeSH
Market value$6.90M
2.43%
Sole
0.00
Shared
0.00
None
177.10K
MORGAN STANLEY ETF TRUST
SOLEShares129.44K
TypeSH
Market value$6.59M
2.32%
Sole
0.00
Shared
0.00
None
129.44K
SCHWAB STRATEGIC TR
SOLEShares197.54K
TypeSH
Market value$6.06M
2.14%
Sole
0.00
Shared
0.00
None
197.54K
VANGUARD INDEX FDS
SOLEShares17.36K
TypeSH
Market value$4.98M
1.76%
Sole
0.00
Shared
0.00
None
17.36K
ISHARES TR
SOLEShares44.02K
TypeSH
Market value$4.98M
1.75%
Sole
0.00
Shared
0.00
None
44.02K
APPLE INC
SOLEShares19.41K
TypeSH
Market value$4.93M
1.74%
Sole
0.00
Shared
0.00
None
19.41K
SCHWAB STRATEGIC TR
SOLEShares96.26K
TypeSH
Market value$4.71M
1.66%
Sole
0.00
Shared
0.00
None
96.26K
VANGUARD BD INDEX FDS
SOLEShares92.02K
TypeSH
Market value$4.58M
1.61%
Sole
0.00
Shared
0.00
None
92.02K
J P MORGAN EXCHANGE TRADED F
SOLEShares80.65K
TypeSH
Market value$4.57M
1.61%
Sole
0.00
Shared
0.00
None
80.65K
ISHARES TR
SOLEShares18.17K
TypeSH
Market value$4.51M
1.59%
Sole
0.00
Shared
0.00
None
18.17K
MICROSOFT CORP
SOLEShares12.13K
TypeSH
Market value$4.49M
1.58%
Sole
0.00
Shared
0.00
None
12.13K
DIMENSIONAL ETF TRUST
SOLEShares60.37K
TypeSH
Market value$4.29M
1.51%
Sole
0.00
Shared
0.00
None
60.37K
VANGUARD TAX-MANAGED FDS
SOLEShares61.89K
TypeSH
Market value$3.97M
1.40%
Sole
0.00
Shared
0.00
None
61.89K
ISHARES TR
SOLEShares18.56K
TypeSH
Market value$3.97M
1.40%
Sole
0.00
Shared
0.00
None
18.56K
ISHARES TR
SOLEShares36.62K
TypeSH
Market value$3.79M
1.33%
Sole
0.00
Shared
0.00
None
36.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 75.39K | SH | $32.93M 11.60% | 0.00 | 0.00 | 75.39K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 133.13K | SH | $26.12M 9.20% | 0.00 | 0.00 | 133.13K |
DEERE & COSOLE | COM | 28.44K | SH | $16.02M 5.64% | 0.00 | 0.00 | 28.44K |
ISHARES GOLD TRSOLE | ISHARES NEW | 118.39K | SH | $10.44M 3.68% | 0.00 | 0.00 | 118.39K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 115.28K | SH | $9.14M 3.22% | 0.00 | 0.00 | 115.28K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 159.18K | SH | $8.07M 2.84% | 0.00 | 0.00 | 159.18K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 36.15K | SH | $7.77M 2.74% | 0.00 | 0.00 | 36.15K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 178.17K | SH | $7.52M 2.65% | 0.00 | 0.00 | 178.17K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 47.54K | SH | $7.04M 2.48% | 0.00 | 0.00 | 47.54K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 152.59K | SH | $6.96M 2.45% | 0.00 | 0.00 | 152.59K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 177.10K | SH | $6.90M 2.43% | 0.00 | 0.00 | 177.10K |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE SHOR | 129.44K | SH | $6.59M 2.32% | 0.00 | 0.00 | 129.44K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 197.54K | SH | $6.06M 2.14% | 0.00 | 0.00 | 197.54K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 17.36K | SH | $4.98M 1.76% | 0.00 | 0.00 | 17.36K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 44.02K | SH | $4.98M 1.75% | 0.00 | 0.00 | 44.02K |
APPLE INCSOLE | COM | 19.41K | SH | $4.93M 1.74% | 0.00 | 0.00 | 19.41K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 96.26K | SH | $4.71M 1.66% | 0.00 | 0.00 | 96.26K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 92.02K | SH | $4.58M 1.61% | 0.00 | 0.00 | 92.02K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 80.65K | SH | $4.57M 1.61% | 0.00 | 0.00 | 80.65K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 18.17K | SH | $4.51M 1.59% | 0.00 | 0.00 | 18.17K |
MICROSOFT CORPSOLE | COM | 12.13K | SH | $4.49M 1.58% | 0.00 | 0.00 | 12.13K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 60.37K | SH | $4.29M 1.51% | 0.00 | 0.00 | 60.37K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 61.89K | SH | $3.97M 1.40% | 0.00 | 0.00 | 61.89K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 18.56K | SH | $3.97M 1.40% | 0.00 | 0.00 | 18.56K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 36.62K | SH | $3.79M 1.33% | 0.00 | 0.00 | 36.62K |
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