WEALTHSPAN PARTNERS, LLC
Q4 2025 13F Holdings
- Locationdavenport, IA
- Num holdings
124
- Value ($000)
$275,257
- Date Filed01/27/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $36.96M | 13 % | 75,755 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $25.26M | 9 % | 132,245 | ||
DEERE & CO | COM | 244199105 | $13.32M | 5 % | 28,619 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $9.61M | 4 % | 118,348 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $9.16M | 3 % | 114,865 | ||
DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $8.7M | 3 % | 171,672 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.09M | 3 % | 36,822 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $7.42M | 3 % | 174,426 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $6.8M | 3 % | 178,415 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $6.75M | 3 % | 146,662 |
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