WEALTHSPAN PARTNERS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
WEALTHSPAN PARTNERS, LLC 13F Holdings
CIK 0001909805
As of Sep 30, 2025, WEALTHSPAN PARTNERS, LLC reported
123 positions worth $262.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 78,839 | $37.8M | 14.43% |
| VANGUARD VALUE INDEX FUND | VTV | — | 131,215 | $24.5M | 9.34% |
| DEERE & CO | DE | Industrials | 28,512 |
|
3.0M4.98% |
| DIMENSIONAL ETF TRUST | DUSB | — | 200,289 |
0.2M | 3.88% |
| ISHARES GOLD TRUST | IAU | — | 119,537 | $8.7M | 3.32% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 38,144 | $8.2M | 3.14% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 92,830 | $7.4M | 2.83% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 162,221 | $6.9M | 2.65% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 45,687 | $6.4M | 2.46% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 177,101 | $6.4M | 2.46% |
| MICROSOFT CORP | MSFT | Technology | 12,314 | $6.4M | 2.43% |
| MORGAN STANLEY ETF TRUST | EVSD | — | 122,659 | $6.3M | 2.41% |
| FIDELITY TOTAL BOND ETF | FBND | — | 113,797 | $5.3M | 2.01% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 42,131 | $5.1M | 1.94% |
| APPLE INC | AAPL | Technology | 19,533 | $5.0M | 1.90% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 15,875 | $4.7M | 1.78% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 61,280 | $4.2M | 1.60% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 71,171 | $4.1M | 1.55% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 16,567 | $4.0M | 1.53% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 19,382 | $3.9M | 1.51% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 89,505 | $3.8M | 1.47% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 130,495 | $3.6M | 1.36% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 86,876 | $3.4M | 1.28% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 50,793 | $3.0M | 1.16% |
| EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF | EVSM | — | 55,570 | $2.8M | 1.07% |