WEALTHSPAN PARTNERS, LLC
Q3 2025 13F Holdings
- Locationdavenport, IA
- Num holdings
123
- Value ($000)
$261,951
- Date Filed11/03/2025
- Form type13F-HR
- CIK0001909805
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $37.81 M | 14 % | 78,839 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $24.47 M | 9 % | 131,215 | ||
DE DEERE & CO | COM | 244199105 | $13.04 M | 5 % | 28,512 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $10.17 M | 4 % | 200,289 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $8.70 M | 3 % | 119,537 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.23 M | 3 % | 38,144 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $7.42 M | 3 % | 92,830 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.94 M | 3 % | 162,221 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $6.44 M | 3 % | 45,687 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $6.44 M | 3 % | 177,101 |
Rows Per Page
10
- 10
- 50
- 100