13F Insight
DOSSIER · 13F-HR · Q2 2026

WEALTHSPAN PARTNERS, LLC

$317M in tracked AUM across 129 positions as of Q2 2026.

WP
CIK 0001909805 · last filed Jun 30, 2026
Total AUM
$317M
as of Q2 2026
Holdings
129
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WEALTHSPAN PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$39M455K12.3%02
VTV
VANGUARD INDEX FDS
$29M135K9.3%03
DE
DEERE & CO
$18M28K5.7%04
IAU
ISHARES GOLD TR
$9M118K2.8%05
VUSB
VANGUARD BD INDEX FDS
$9M177K2.8%06
VCSH
VANGUARD SCOTTSDALE FDS
$9M112K2.8%07
DUSB
DIMENSIONAL ETF TRUST
$9M171K2.7%08
VIG
VANGUARD SPECIALIZED FUNDS
$8M34K2.6%09
VYM
VANGUARD WHITEHALL FDS
$8M49K2.4%10
FBND
FIDELITY MERRIMACK STR TR
$7M160K2.3%

Filing history

2026Q2Jun 30
$317M▲ 11.8%
129 positionsView →2026Q1Mar 31
$284M▲ 3.1%
123 positionsView →2025Q4Dec 31
$275M▲ 5.1%
124 positionsView →2025Q3Sep 30
$262M▲ 8.3%
123 positionsView →2025Q2Jun 30
$242M▲ 11.7%
120 positionsLocked2025Q1Mar 31
$217M▲ 3.4%
113 positionsLocked2024Q4Dec 31
$209M▲ 3.3%
109 positionsLocked2024Q3Sep 30
$203M▲ 11.8%
107 positionsLocked2024Q2Jun 30
$181M▲ 6.8%
103 positionsLocked2024Q1Mar 31
$170M▲ 18.8%
97 positionsLocked2023Q4Dec 31
$143M▲ 12.8%
82 positionsLocked2023Q3Sep 30
$127M▼ 0.1%
76 positionsLocked
Showing 12 of 19