WEALTHSPAN PARTNERS, LLC
Q2 2025 13F Holdings
- Locationdavenport, IA
- Num holdings
120
- Value ($000)
$241,927
- Date Filed07/28/2025
- Form type13F-HR
- CIK0001909805
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $35.19M | 15 % | 80,261 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $23.35M | 10 % | 132,111 | ||
DE DEERE & CO | COM | 244199105 | $14.45M | 6 % | 28,412 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $9.08M | 4 % | 178,909 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.33M | 3 % | 40,685 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $7.47M | 3 % | 119,713 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.82M | 3 % | 161,396 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.12M | 3 % | 12,302 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $6.04M | 3 % | 45,317 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $6.01M | 3 % | 173,844 |
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