account_balance
Investment manager · 13F filer · SEC CIK 1909805
Wealthspan Partners, LLC
Reported value$331Mas of Sep 30, 2026
Positions134 10 new, 5 sold out
Top 10 weight47.8%VUG alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
12.3%
VTVVanguard Index FDS
8.9%
DEDeere & Co
6.7%Added +16%
VUSBVanguard Bd Index FDS
5.0%Added +90%
DUSBDimensional ETF Trust
3.1%Added +17%
IAUiShares Gold Trust
2.8%
VIGVanguard Specialized Funds
2.4%Trimmed −3%
VYMVanguard Whitehall FDS
2.3%
DFAIDimensional ETF Trust
2.2%
FBNDFidelity Merrimack STR Tr
2.1%
SCHDSchwab Strategic Tr
2.1%Added +5%
VOVanguard Index FDS
2.0%Added +14%
VUGVanguard Index FDS
12.3%
VTVVanguard Index FDS
8.9%
DEDeere & Co
6.7%+16%
VUSBVanguard Bd Index FDS
5.0%+90%
DUSBDimensional ETF Trust
3.1%
IAUiShares Gold Trust
2.8%
VIG2.4%
VYM2.3%
DFAI
FBND
SCHD
VO2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 12.3% Held
VTV Vanguard Index FDS 8.9% Held
DE Deere & Co 6.7% Added +16%VUSB Vanguard Bd Index FDS 5.0% Added +90%
DUSB Dimensional ETF Trust 3.1% Added +17%
IAU iShares Gold Trust 2.8% HeldVIG Vanguard Specialized Funds 2.4% Trimmed −3%
VYM Vanguard Whitehall FDS 2.3% Held
DFAI Dimensional ETF Trust 2.2% Held
FBND Fidelity Merrimack STR Tr 2.1% Held
SCHD Schwab Strategic Tr 2.1% Added +5%
VO Vanguard Index FDS 2.0% Added +14%
What changed
Biggest moves since Jun 30, 2026
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