WEALTHSPAN PARTNERS, LLC

Q3 2025 13F Holdings

  • Location
    davenport, IA
  • Num holdings

    123

  • Value ($000)

    $261,951

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001909805
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$37.81M
14 %

78,839

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$24.47M
9 %

131,215

D
DE

DEERE & CO

COM
244199105
$13.04M
5 %

28,512

D
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
25434V591
$10.17M
4 %

200,289

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$8.70M
3 %

119,537

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$8.23M
3 %

38,144

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$7.42M
3 %

92,830

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$6.94M
3 %

162,221

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$6.44M
3 %

45,687

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$6.44M
3 %

177,101

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