Holders — by stockHoldings — by fund
WEALTHSPAN PARTNERS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001909805
$317.3M
disclosed book value
129
positions
12.3%
largest position share
Positions, as of 2026-06-30
top 100 of 129 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 454,623 | $39.2M | 12.3% |
| 2 | VTVVANGUARD INDEX FDS | 135,058 | $29.4M | 9.3% |
| 3 | DEDEERE & CO | 28,433 | $18.0M | 5.7% |
| 4 | IAUISHARES GOLD TR | 118,207 | $8.9M | 2.8% |
| 5 | VUSBVANGUARD BD INDEX FDS | 177,091 | $8.8M | 2.8% |
| 6 | VCSHVANGUARD SCOTTSDALE FDS | 111,507 | $8.8M | 2.8% |
| 7 | DUSBDIMENSIONAL ETF TRUST | 171,441 | $8.7M | 2.7% |
| 8 | VIGVANGUARD SPECIALIZED FUNDS | 34,499 | $8.2M | 2.6% |
| 9 | VYMVANGUARD WHITEHALL FDS | 48,769 | $7.7M | 2.4% |
| 10 | FBNDFIDELITY MERRIMACK STR TR | 159,569 | $7.3M | 2.3% |
| 11 | DFAIDIMENSIONAL ETF TRUST | 175,753 | $7.2M | 2.3% |
| 12 | EVSDMORGAN STANLEY ETF TRUST | 130,753 | $6.6M | 2.1% |
| 13 | SCHDSCHWAB STRATEGIC TR | 201,757 | $6.4M | 2% |
| 14 | DFCFDIMENSIONAL ETF TRUST | 144,142 | $6.1M | 1.9% |
| 15 | VOVANGUARD INDEX FDS | 74,155 | $6.0M | 1.9% |
| 16 | IVWISHARES TR | 43,353 | $6.0M | 1.9% |
| 17 | FNDFSCHWAB STRATEGIC TR | 108,833 | $5.7M | 1.8% |
| 18 | AAPLAPPLE INC | 19,311 | $5.6M | 1.8% |
| 19 | IWMISHARES TR | 18,318 | $5.5M | 1.7% |
| 20 | DFASDIMENSIONAL ETF TRUST | 65,459 | $5.4M | 1.7% |
| 21 | STIPISHARES TR | 49,432 | $5.0M | 1.6% |
| 22 | JEPIJ P MORGAN EXCHANGE TRADED F | 85,481 | $4.8M | 1.5% |
| 23 | VEAVANGUARD TAX-MANAGED FDS | 63,458 | $4.5M | 1.4% |
| 24 | MSFTMICROSOFT CORP | 11,989 | $4.5M | 1.4% |
| 25 | CATCATERPILLAR INC | 4,184 | $4.5M | 1.4% |
| 26 | IWDISHARES TR | 18,048 | $4.4M | 1.4% |
| 27 | DFACDIMENSIONAL ETF TRUST | 88,666 | $3.9M | 1.2% |
| 28 | VBVANGUARD INDEX FDS | 9,520 | $2.9M | 0.9% |
| 29 | EVSMMORGAN STANLEY ETF TRUST | 53,492 | $2.7M | 0.8% |
| 30 | LLYELI LILLY & CO | 2,120 | $2.5M | 0.8% |
| 31 | VBRVANGUARD INDEX FDS | 9,007 | $2.2M | 0.7% |
| 32 | QQQINVESCO QQQ TR | 2,903 | $2.1M | 0.7% |
| 33 | SLVISHARES SILVER TR | 37,892 | $2.0M | 0.6% |
| 34 | WMTWALMART INC | 17,347 | $2.0M | 0.6% |
| 35 | MCDMCDONALDS CORP | 7,103 | $1.9M | 0.6% |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,785 | $1.9M | 0.6% |
| 37 | NVDANVIDIA CORPORATION | 9,249 | $1.9M | 0.6% |
| 38 | CSXCSX CORP | 36,397 | $1.7M | 0.5% |
| 39 | SPYSTATE STR SPDR S&P 500 ETF T | 2,180 | $1.6M | 0.5% |
| 40 | DFICDIMENSIONAL ETF TRUST | 42,384 | $1.6M | 0.5% |
| 41 | EVMOMORGAN STANLEY ETF TRUST | 30,784 | $1.5M | 0.5% |
| 42 | PRFINVESCO EXCHANGE TRADED FD T | 27,758 | $1.5M | 0.5% |
| 43 | MLPXGLOBAL X FDS | 20,155 | $1.5M | 0.5% |
| 44 | GRIDFIRST TR EXCHANGE-TRADED FD | 7,196 | $1.4M | 0.4% |
| 45 | IJHISHARES TR | 17,010 | $1.3M | 0.4% |
| 46 | JEPQJ P MORGAN EXCHANGE TRADED F | 20,754 | $1.3M | 0.4% |
| 47 | DIHPDIMENSIONAL ETF TRUST | 37,317 | $1.3M | 0.4% |
| 48 | AMDADVANCED MICRO DEVICES INC | 2,103 | $1.2M | 0.4% |
| 49 | SCHGSCHWAB STRATEGIC TR | 35,738 | $1.2M | 0.4% |
| 50 | DFATDIMENSIONAL ETF TRUST | 16,949 | $1.2M | 0.4% |
| 51 | COPXGLOBAL X FDS | 15,124 | $1.2M | 0.4% |
| 52 | JNJJOHNSON & JOHNSON | 4,483 | $1.1M | 0.4% |
| 53 | VHTVANGUARD WORLD FD | 3,713 | $1.1M | 0.3% |
| 54 | AMZNAMAZON COM INC | 4,225 | $1.0M | 0.3% |
| 55 | DFUSDIMENSIONAL ETF TRUST | 12,104 | $991,802 | 0.3% |
| 56 | GOOGLALPHABET INC | 2,596 | $927,573 | 0.3% |
| 57 | WFCWELLS FARGO & CO | 11,120 | $918,996 | 0.3% |
| 58 | DUHPDIMENSIONAL ETF TRUST | 21,456 | $895,359 | 0.3% |
| 59 | DFIVDIMENSIONAL ETF TRUST | 16,551 | $894,099 | 0.3% |
| 60 | GLDSPDR GOLD TR | 2,362 | $870,114 | 0.3% |
| 61 | COPCONOCOPHILLIPS | 8,180 | $850,393 | 0.3% |
| 62 | ABBVABBVIE INC | 3,359 | $845,261 | 0.3% |
| 63 | IVVISHARES TR | 1,117 | $836,510 | 0.3% |
| 64 | TRGPTARGA RES CORP | 3,078 | $825,335 | 0.3% |
| 65 | VWOVANGUARD INTL EQUITY INDEX F | 13,522 | $807,103 | 0.3% |
| 66 | DFISDIMENSIONAL ETF TRUST | 21,999 | $770,625 | 0.2% |
| 67 | HWMHOWMET AEROSPACE INC | 2,862 | $769,360 | 0.2% |
| 68 | XOMEXXON MOBIL CORP | 5,436 | $743,218 | 0.2% |
| 69 | EVLNMORGAN STANLEY ETF TRUST | 15,162 | $735,444 | 0.2% |
| 70 | BCDABRDN ETFS | 20,402 | $696,737 | 0.2% |
| 71 | AXONAXON ENTERPRISE INC | 1,224 | $685,906 | 0.2% |
| 72 | DFAEDIMENSIONAL ETF TRUST | 16,370 | $658,232 | 0.2% |
| 73 | JPMJPMORGAN CHASE & CO | 1,895 | $620,423 | 0.2% |
| 74 | HNIHNI CORP | 15,059 | $608,534 | 0.2% |
| 75 | CWCURTISS WRIGHT CORP | 800 | $606,208 | 0.2% |
| 76 | SOFISOFI TECHNOLOGIES INC | 33,327 | $597,553 | 0.2% |
| 77 | HDHOME DEPOT INC | 1,622 | $571,993 | 0.2% |
| 78 | NEENEXTERA ENERGY INC | 6,362 | $558,375 | 0.2% |
| 79 | TSLATESLA INC | 1,304 | $548,462 | 0.2% |
| 80 | OKEONEOK INC NEW | 6,303 | $547,980 | 0.2% |
| 81 | VOTVANGUARD INDEX FDS | 1,731 | $530,107 | 0.2% |
| 82 | VBKVANGUARD INDEX FDS | 1,427 | $521,854 | 0.2% |
| 83 | ICSHISHARES TR | 10,284 | $520,187 | 0.2% |
| 84 | PAVEGLOBAL X FDS | 8,138 | $479,491 | 0.2% |
| 85 | FELVFIDELITY COVINGTON TRUST | 11,595 | $464,846 | 0.1% |
| 86 | BPBP PLC | 12,431 | $459,333 | 0.1% |
| 87 | ORCLORACLE CORP | 3,130 | $458,702 | 0.1% |
| 88 | GEGE AEROSPACE | 1,216 | $454,456 | 0.1% |
| 89 | GEVGE VERNOVA INC | 362 | $425,331 | 0.1% |
| 90 | BACBANK OF AMER CORP | 7,381 | $420,569 | 0.1% |
| 91 | PHOINVESCO EXCHANGE TRADED FD T | 5,912 | $408,424 | 0.1% |
| 92 | SOSOUTHERN CO | 4,122 | $394,526 | 0.1% |
| 93 | VGTVANGUARD WORLD FD | 3,297 | $394,002 | 0.1% |
| 94 | IWOISHARES TR | 977 | $384,980 | 0.1% |
| 95 | TRVTRAVELERS COMPANIES INC | 1,161 | $383,269 | 0.1% |
| 96 | ROLROLLINS INC | 9,070 | $378,582 | 0.1% |
| 97 | VOEVANGUARD INDEX FDS | 1,891 | $373,662 | 0.1% |
| 98 | NVGNUVEEN AMT FREE MUN CR INC F | 28,503 | $364,838 | 0.1% |
| 99 | NLRVANECK ETF TRUST | 3,125 | $362,441 | 0.1% |
| 100 | JSMDJANUS DETROIT STR TR | 3,526 | $356,991 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.