Wealthspan Partners, LLC Top Holdings and 13F Report (2025) About Wealthspan Partners, LLCInvestment ActivityWealthspan Partners, LLC has $241.93 million in total holdings as of June 30, 2025.Wealthspan Partners, LLC owns shares of 120 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 6.20% of the portfolio was purchased this quarter.About 2.08% of the portfolio was sold this quarter.This quarter, Wealthspan Partners, LLC has purchased 113 new stocks and bought additional shares in 44 stocks.Wealthspan Partners, LLC sold shares of 48 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Growth ETF $35,186,566Vanguard Value ETF $23,349,328Deere & Company $14,447,077DIMENSIONAL ETF TRUST $9,079,620Vanguard Dividend Appreciation ETF $8,326,900 Largest New Holdings this Quarter 61774R858 - MORGAN STANLEY ETF TRUST $2,112,750 Holding713448908 - PEPSICO INC $990,300 Holding92204A702 - Vanguard Information Technology ETF $400,631 Holding46434V878 - iShares Ultra Short-Term Bond Active ETF $283,672 Holding464287648 - iShares Russell 2000 Growth ETF $269,866 Holding Largest Purchases this Quarter MORGAN STANLEY ETF TRUST 42,255 shares (about $2.11M)MORGAN STANLEY ETF TRUST 41,305 shares (about $2.11M)DIMENSIONAL ETF TRUST 38,350 shares (about $1.95M)PEPSICO INC 7,500 shares (about $990.30K)iShares Russell 2000 ETF 4,574 shares (about $987.00K) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 9,711 shares (about $602.27K)iShares 7-10 Year Treasury Bond ETF 5,874 shares (about $562.49K)Vanguard Dividend Appreciation ETF 2,008 shares (about $410.97K)Dimensional U.S. Targeted Value ETF 4,689 shares (about $253.02K)Deere & Company 433 shares (about $220.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthspan Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$35,186,566$116,176 ▲0.3%80,26114.5%ETFVTVVanguard Value ETF$23,349,328$127,606 ▼-0.5%132,1119.7%ETFDEDeere & Company$14,447,077$220,174 ▼-1.5%28,4126.0%IndustrialsDIMENSIONAL ETF TRUST$9,079,620$1,946,260 ▲27.3%178,9093.8%ULTRASHORT FIXEDVIGVanguard Dividend Appreciation ETF$8,326,900$410,972 ▼-4.7%40,6853.4%ETFIAUiShares Gold Trust$7,465,313$28,561 ▼-0.4%119,7133.1%FinanceDFCFDimensional Core Fixed Income ETF$6,820,577$4,606 ▲0.1%161,3962.8%ETFMSFTMicrosoft$6,119,221$47,255 ▼-0.8%12,3022.5%Computer and TechnologyVYMVanguard High Dividend Yield ETF$6,041,273$184,103 ▲3.1%45,3172.5%ETFDFAIDimensional International Core Equity Market ETF$6,009,773$324,231 ▲5.7%173,8442.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$5,543,593$63,123 ▼-1.1%69,7312.3%ETFMORGAN STANLEY ETF TRUST$5,533,835$2,111,919 ▲61.7%108,2312.3%EATON VANCE SHORIVWiShares S&P 500 Growth ETF$4,688,939$113,843 ▼-2.4%42,5881.9%ETFFBNDFidelity Total Bond ETF$4,452,493$376,478 ▲9.2%97,3221.8%ETFAAPLApple$4,067,356$55,192 ▼-1.3%19,8241.7%Computer and TechnologyIWMiShares Russell 2000 ETF$3,984,908$987,002 ▲32.9%18,4671.6%FinanceDFASDimensional U.S. Small Cap ETF$3,875,454$58,613 ▼-1.5%60,8301.6%ETFIWDiShares Russell 1000 Value ETF$3,834,908$150,335 ▼-3.8%19,7441.6%ETFJEPIJPMorgan Equity Premium Income ETF$3,746,523$484,361 ▲14.8%65,9021.5%ETFFNDFSchwab Fundamental International Equity ETF$3,527,855$244,963 ▲7.5%88,1521.5%ETFSCHDSchwab US Dividend Equity ETF$3,297,020$553,796 ▲20.2%124,4161.4%ETFVOVanguard Mid-Cap ETF$3,241,357$86,190 ▲2.7%11,5831.3%ETFDFACDimensional U.S. Core Equity 2 ETF$3,021,428$209,342 ▼-6.5%84,3031.2%ETFIJHiShares Core S&P Mid-Cap ETF$2,913,503$602,274 ▼-17.1%46,9771.2%ETFVEAVanguard FTSE Developed Markets ETF$2,705,408$151,875 ▲5.9%47,4551.1%ETFVBVanguard Small-Cap ETF$2,281,643$5,688 ▼-0.2%9,6280.9%ETFMORGAN STANLEY ETF TRUST$2,112,750$2,112,750 ▲New Holding42,2550.9%EATON VANCE SHRTMCDMcDonald's$2,064,276$5,844 ▼-0.3%7,0650.9%Retail/WholesaleBRK.BBerkshire Hathaway$1,903,612$2,429 ▼-0.1%3,9190.8%FinanceVBRVanguard Small-Cap Value ETF$1,796,505$38,224 ▼-2.1%9,2120.7%ETFWMTWalmart$1,750,706$196 ▲0.0%17,9050.7%Retail/WholesaleQQQInvesco QQQ$1,743,340$63,996 ▼-3.5%3,1600.7%FinanceLLYEli Lilly and Company$1,637,063$3,118 ▲0.2%2,1000.7%MedicalCATCaterpillar$1,628,291$12,424 ▼-0.8%4,1940.7%IndustrialsNVDANVIDIA$1,511,925$48,502 ▲3.3%9,5700.6%Computer and TechnologySLViShares Silver Trust$1,302,705$12,927 ▲1.0%39,7040.5%ETFSPYSPDR S&P 500 ETF Trust$1,268,994$65,488 ▲5.4%2,0540.5%FinanceDFICDimensional International Core Equity 2 ETF$1,131,272$133,998 ▲13.4%36,3870.5%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$1,126,412$53,824 ▲5.0%17,9770.5%ETFPRFInvesco RAFI US 1000 ETF$1,059,9200.0%25,0750.4%ETFDIHPDimensional International High Profitability ETF$1,052,361$149,486 ▲16.6%35,6850.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,040,202$600,940 ▲136.8%35,6110.4%ETFPEPSICO INC$990,300$990,300 ▲New Holding7,5000.4%CALLWFCWells Fargo & Company$963,720$1,282 ▲0.1%12,0280.4%FinanceVHTVanguard Health Care ETF$949,933$152,486 ▲19.1%3,8250.4%ETFDFATDimensional U.S. Targeted Value ETF$890,410$253,023 ▼-22.1%16,5010.4%ETFAMZNAmazon.com$890,293$63,185 ▲7.6%4,0580.4%Retail/WholesaleDUHPDimensional US High Profitability ETF$859,556$28,804 ▲3.5%24,1720.4%ETFCOPConocoPhillips$839,224$30,421 ▼-3.5%9,3520.3%EnergyDFUSDimensional U.S. Equity ETF$813,891$5,630 ▼-0.7%12,1440.3%ETFGLDSPDR Gold Shares$767,562$61,576 ▼-7.4%2,5180.3%FinanceHNIHNI$740,6020.0%15,0590.3%Business ServicesJNJJohnson & Johnson$728,694$458 ▲0.1%4,7710.3%MedicalAXONAxon Enterprise$725,689$14,911 ▼-2.0%8760.3%AerospaceSTIPiShares 0-5 Year TIPS Bond ETF$649,771$77,388 ▲13.5%6,3140.3%ETFABBVAbbVie$644,237$22,829 ▼-3.4%3,4710.3%MedicalIVViShares Core S&P 500 ETF$641,390$7,451 ▼-1.1%1,0330.3%ETFPHOInvesco Water Resources ETF$623,708$34,394 ▼-5.2%8,9220.3%ETFHDHome Depot$613,899$9,535 ▼-1.5%1,6740.3%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$607,590$163,422 ▼-21.2%12,2840.3%ETFDIMENSIONAL ETF TRUST$606,330$63,178 ▼-9.4%11,3630.3%GLOBAL EX US CORJPMJPMorgan Chase & Co.$570,478$28,988 ▲5.4%1,9680.2%FinanceCOPXGlobal X Copper Miners ETF$568,527$39,015 ▼-6.4%12,6340.2%ETFOKEONEOK$549,994$22,529 ▼-3.9%6,7380.2%EnergyDFIVDimensional International Value ETF$546,123$119,067 ▲27.9%12,7510.2%ETFTRGPTarga Resources$539,6480.0%3,1000.2%EnergyXOMExxon Mobil$533,5090.0%4,9490.2%EnergyVOTVanguard Mid-Cap Growth ETF$525,2070.0%1,8470.2%ETFROLRollins$511,7290.0%9,0700.2%ConstructionORCLOracle$511,157$21,863 ▼-4.1%2,3380.2%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$493,845$81,437 ▲19.7%9,0780.2%ETFNEENextEra Energy$473,278$833 ▼-0.2%6,8180.2%UtilitiesGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$454,456$92,587 ▲25.6%3,2690.2%ETFGOOGLAlphabet$440,430$352 ▲0.1%2,4990.2%Computer and TechnologyTSLATesla$434,559$6,353 ▲1.5%1,3680.2%Auto/Tires/TrucksSCHVSchwab U.S. Large-Cap Value ETF$428,6980.0%15,4930.2%ETFDFISDimensional International Small Cap ETF$425,160$15,726 ▲3.8%14,2480.2%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$422,301$48,963 ▲13.1%12,7390.2%ETFVGTVanguard Information Technology ETF$400,631$400,631 ▲New Holding6040.2%ETFABTAbbott Laboratories$398,6450.0%2,9310.2%MedicalSOFISoFi Technologies$397,087$3,551 ▲0.9%21,8060.2%FinanceBSXBoston Scientific$395,5910.0%3,6830.2%MedicalCWCurtiss-Wright$390,8400.0%8000.2%AerospaceSOSouthern$377,585$20,385 ▼-5.1%4,1120.2%UtilitiesDIASPDR Dow Jones Industrial Average ETF Trust$365,299$126,026 ▼-25.7%8290.2%FinanceIUSViShares Core S&P U.S. Value ETF$353,159$47,315 ▼-11.8%3,7320.1%ManufacturingDFARDimensional US Real Estate ETF$346,527$32,586 ▲10.4%14,7710.1%ETFVBKVanguard Small-Cap Growth ETF$340,359$1,939 ▼-0.6%1,2290.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$339,2270.0%7,7840.1%ETFCOSTCostco Wholesale$338,500$41,570 ▲14.0%3420.1%Retail/WholesaleJSMDSmall/Mid Cap Growth Alpha ETF$337,079$85,337 ▼-20.2%4,3410.1%ManufacturingTRVTravelers Companies$310,6140.0%1,1610.1%FinanceVVisa$302,526$4,616 ▼-1.5%8520.1%Business ServicesSLBSchlumberger$300,888$3,380 ▼-1.1%8,9020.1%EnergyAMDAdvanced Micro Devices$287,773$6,953 ▼-2.4%2,0280.1%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$283,672$283,672 ▲New Holding5,5940.1%ETFVOEVanguard Mid-Cap Value ETF$271,030$49,174 ▼-15.4%1,6480.1%ETFIWOiShares Russell 2000 Growth ETF$269,866$269,866 ▲New Holding9440.1%ETFVOOVanguard S&P 500 ETF$262,998$262,998 ▲New Holding4630.1%ETFXLEEnergy Select Sector SPDR Fund$261,153$26,378 ▼-9.2%3,0790.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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