WEALTHSPAN PARTNERS, LLC
CIK: 0001909805SEC EDGAR →
Portfolio Value
$275.3B
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 | $37.0B | 13.43% |
| 2 | VANGUARD INDEX FDS | 132,245 | $25.3B | 9.18% |
| 3 | DEERE & CO | 28,619 | $13.3B | 4.84% |
| 4 | ISHARES GOLD TR | 118,348 | $9.6B | 3.49% |
| 5 | VANGUARD SCOTTSDALE FDS | 114,865 | $9.2B | 3.33% |
| 6 | DIMENSIONAL ETF TRUST | 171,672 | $8.7B | 3.16% |
| 7 | VANGUARD SPECIALIZED FUNDS | 36,822 | $8.1B | 2.94% |
| 8 | DIMENSIONAL ETF TRUST | 174,426 | $7.4B | 2.70% |
| 9 | DIMENSIONAL ETF TRUST | 178,415 | $6.8B | 2.47% |
| 10 | FIDELITY MERRIMACK STR TR | 146,662 | $6.8B | 2.45% |
Quarterly Changes
New Positions (124)
$37.0B · 76K shares
$25.3B · 132K shares
$13.3B · 29K shares
$9.6B · 118K shares
$9.2B · 115K shares
$8.7B · 172K shares
$8.1B · 37K shares
$7.4B · 174K shares
$6.8B · 178K shares
$6.8B · 147K shares
$6.5B · 46K shares
$6.0B · 116K shares
$5.9B · 12K shares
$5.3B · 19K shares
$5.2B · 42K shares
$5.0B · 17K shares
$4.9B · 179K shares
$4.4B · 77K shares
$4.3B · 18K shares
$4.2B · 61K shares
$4.2B · 93K shares
$3.9B · 19K shares
$3.8B · 61K shares
$3.3B · 83K shares
$3.0B · 30K shares
$2.6B · 51K shares
$2.5B · 38K shares
$2.4B · 4K shares
$2.4B · 9K shares
$2.3B · 2K shares
$2.1B · 7K shares
$2.0B · 4K shares
$1.9B · 17K shares
$1.9B · 9K shares
$1.8B · 3K shares
$1.8B · 10K shares
$1.5B · 2K shares
$1.4B · 29K shares
$1.4B · 40K shares
$1.3B · 36K shares
$1.2B · 18K shares
$1.2B · 37K shares
$1.2B · 25K shares
$1.1B · 19K shares
$1.1B · 4K shares
$1.1B · 11K shares
$1.1B · 32K shares
$994.0M · 20K shares
$978.0M · 17K shares
$971.0M · 16K shares
$961.0M · 2K shares
$943.0M · 4K shares
$908.0M · 4K shares
$897.0M · 12K shares
$889.0M · 23K shares
$864.0M · 17K shares
$846.0M · 12K shares
$839.0M · 9K shares
$776.0M · 2K shares
$770.0M · 3K shares
$709.0M · 6K shares
$697.0M · 1K shares
$693.0M · 21K shares
$683.0M · 13K shares
$662.0M · 4K shares
$633.0M · 15K shares
$632.0M · 2K shares
$586.0M · 3K shares
$582.0M · 1K shares
$577.0M · 1K shares
$571.0M · 18K shares
$567.0M · 3K shares
$561.0M · 2K shares
$544.0M · 9K shares
$542.0M · 7K shares
$540.0M · 8K shares
$517.0M · 10K shares
$497.0M · 7K shares
$494.0M · 19K shares
$491.0M · 2K shares
$441.0M · 800 shares
$405.0M · 2K shares
$405.0M · 7K shares
$401.0M · 3K shares
$383.0M · 509 shares
$375.0M · 39K shares
$371.0M · 8K shares
$368.0M · 767 shares
$367.0M · 3K shares
$359.0M · 4K shares
$356.0M · 1K shares
$351.0M · 4K shares
$344.0M · 3K shares
$341.0M · 9K shares
$336.0M · 1K shares
$335.0M · 2K shares
$322.0M · 10K shares
$310.0M · 4K shares
$299.0M · 13K shares
$297.0M · 10K shares
$295.0M · 8K shares
$293.0M · 340 shares
$291.0M · 5K shares
$288.0M · 916 shares
$283.0M · 809 shares
$279.0M · 865 shares
$276.0M · 22K shares
$265.0M · 1K shares
$254.0M · 5K shares
$251.0M · 5K shares
$251.0M · 27K shares
$250.0M · 814 shares
$228.0M · 2K shares
$225.0M · 2K shares
$224.0M · 2K shares
$223.0M · 2K shares
$218.0M · 1K shares
$213.0M · 21K shares
$206.0M · 8K shares
$202.0M · 684 shares
$200.0M · 1K shares
$99.0M · 10K shares
$88.0M · 16K shares
$46.0M · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $204.4B | 74.3% |
| Industrials | 8 | $19.5B | 7.1% |
| Technology | 12 | $17.4B | 6.3% |
| Unknown | 6 | $16.2B | 5.9% |
| Consumer Cyclical | 5 | $4.8B | 1.7% |
| Healthcare | 5 | $4.7B | 1.7% |
| Energy | 8 | $3.7B | 1.3% |
| Consumer Defensive | 4 | $2.7B | 1.0% |
| Utilities | 3 | $1.1B | 0.4% |
| Communication Services | 2 | $822.0M | 0.3% |