Wealthspan Partners, LLC Top Holdings and 13F Report (2025) About Wealthspan Partners, LLCInvestment ActivityWealthspan Partners, LLC has $216.52 million in total holdings as of March 31, 2025.Wealthspan Partners, LLC owns shares of 113 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 6.04% of the portfolio was purchased this quarter.About 1.95% of the portfolio was sold this quarter.This quarter, Wealthspan Partners, LLC has purchased 109 new stocks and bought additional shares in 40 stocks.Wealthspan Partners, LLC sold shares of 52 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Growth ETF $29,664,203Vanguard Value ETF $22,945,622Deere & Company $13,538,300Vanguard Dividend Appreciation ETF $8,282,074DIMENSIONAL ETF TRUST $7,130,540 Largest New Holdings this Quarter 61774R825 - MORGAN STANLEY ETF TRUST $3,397,164 Holding68389X105 - Oracle $340,857 Holding15189T107 - CenterPoint Energy $226,727 Holding718546104 - Phillips 66 $215,226 Holding007903107 - Advanced Micro Devices $213,391 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 68,090 shares (about $3.45M)MORGAN STANLEY ETF TRUST 66,926 shares (about $3.40M)Fidelity Total Bond ETF 17,544 shares (about $800.88K)JPMorgan Equity Premium Income ETF 12,341 shares (about $705.17K)iShares Russell 2000 ETF 3,327 shares (about $663.70K) Largest Sales this Quarter DIMENSIONAL ETF TRUST 11,610 shares (about $606.62K)Vanguard Dividend Appreciation ETF 2,335 shares (about $452.97K)Global X Copper Miners ETF 6,687 shares (about $261.26K)Schwab Fundamental International Large Company Index ETF 7,027 shares (about $253.96K)Dimensional National Municipal Bond ETF 5,063 shares (about $240.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthspan Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$29,664,203$26,699 ▼-0.1%79,99613.7%ETFVTVVanguard Value ETF$22,945,622$347,554 ▲1.5%132,83310.6%ETFDEDeere & Company$13,538,300$159,108 ▲1.2%28,8456.3%IndustrialsVIGVanguard Dividend Appreciation ETF$8,282,074$452,970 ▼-5.2%42,6933.8%ETFDIMENSIONAL ETF TRUST$7,130,540$3,454,197 ▲94.0%140,5593.3%ULTRASHORT FIXEDIAUiShares Gold Trust$7,085,307$142,861 ▲2.1%120,1713.3%FinanceDFCFDimensional Core Fixed Income ETF$6,783,737$83,826 ▼-1.2%161,2873.1%ETFVYMVanguard High Dividend Yield ETF$5,665,977$300,734 ▲5.6%43,9362.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$5,567,253$345,442 ▲6.6%70,5252.6%ETFDFAIDimensional International Core Equity Market ETF$5,136,253$81,011 ▲1.6%164,4652.4%ETFMSFTMicrosoft$4,653,868$41,670 ▼-0.9%12,3972.1%Computer and TechnologyAAPLApple$4,463,237$90,184 ▼-2.0%20,0932.1%Computer and TechnologyFBNDFidelity Total Bond ETF$4,067,091$800,883 ▲24.5%89,0931.9%ETFIVWiShares S&P 500 Growth ETF$4,049,430$54,398 ▼-1.3%43,6221.9%ETFIWDiShares Russell 1000 Value ETF$3,860,694$100,290 ▼-2.5%20,5181.8%ETFDFASDimensional U.S. Small Cap ETF$3,689,570$170,348 ▲4.8%61,7501.7%ETFMORGAN STANLEY ETF TRUST$3,397,164$3,397,164 ▲New Holding66,9261.6%EATON VANCE SHORIJHiShares Core S&P Mid-Cap ETF$3,307,747$73,813 ▼-2.2%56,6881.5%ETFJEPIJPMorgan Equity Premium Income ETF$3,278,809$705,165 ▲27.4%57,3821.5%ETFDFACDimensional U.S. Core Equity 2 ETF$2,973,866$3,860 ▼-0.1%90,1441.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$2,964,601$253,956 ▼-7.9%82,0311.4%ETFVOVanguard Mid-Cap ETF$2,916,020$120,262 ▼-4.0%11,2751.3%ETFSCHDSchwab US Dividend Equity ETF$2,894,373$509,153 ▲21.3%103,5181.3%ETFIWMiShares Russell 2000 ETF$2,771,489$663,697 ▲31.5%13,8931.3%FinanceVEAVanguard FTSE Developed Markets ETF$2,276,713$205,250 ▲9.9%44,7911.1%ETFMCDMcDonald's$2,213,180$1,562 ▼-0.1%7,0851.0%Retail/WholesaleVBVanguard Small-Cap ETF$2,140,331$31,710 ▼-1.5%9,6521.0%ETFBRK.BBerkshire Hathaway$2,089,711$26,627 ▲1.3%3,9241.0%FinanceVBRVanguard Small-Cap Value ETF$1,752,547$40,982 ▼-2.3%9,4080.8%ETFLLYEli Lilly and Company$1,731,135$1,652 ▲0.1%2,0960.8%MedicalWMTWalmart$1,571,667$5,004 ▲0.3%17,9030.7%Retail/WholesaleQQQInvesco QQQ$1,536,182$938 ▼-0.1%3,2760.7%FinanceCATCaterpillar$1,393,756$3,298 ▼-0.2%4,2260.6%IndustrialsSLViShares Silver Trust$1,218,232$4,432 ▲0.4%39,3100.6%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$1,092,275$56,853 ▲5.5%17,1180.5%ETFDFATDimensional U.S. Targeted Value ETF$1,091,088$4,428 ▼-0.4%21,1900.5%ETFSPYSPDR S&P 500 ETF Trust$1,089,438$11,744 ▼-1.1%1,9480.5%FinanceCOPConocoPhillips$1,017,795$83,075 ▼-7.5%9,6910.5%EnergyPRFInvesco FTSE RAFI US 1000 ETF$1,013,2810.0%25,0750.5%ETFNVDANVIDIA$1,003,880$145,873 ▲17.0%9,2630.5%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$890,778$34,962 ▲4.1%32,0770.4%ETFWFCWells Fargo & Company$862,330$36,182 ▼-4.0%12,0120.4%FinanceVHTVanguard Health Care ETF$850,048$18,002 ▲2.2%3,2110.4%ETFDIHPDimensional International High Profitability ETF$824,794$24,704 ▼-2.9%30,6160.4%ETFJNJJohnson & Johnson$790,685$18,573 ▼-2.3%4,7680.4%MedicalIEFiShares 7-10 Year Treasury Bond ETF$784,736$54,458 ▼-6.5%8,2280.4%ETFGLDSPDR Gold Shares$783,688$2,593 ▼-0.3%2,7200.4%FinanceDUHPDimensional US High Profitability ETF$774,2170.0%23,3620.4%ETFABBVAbbVie$753,094$54,062 ▼-6.7%3,5940.3%MedicalDFUSDimensional U.S. Equity ETF$739,5490.0%12,2280.3%ETFAMZNAmazon.com$717,288$4,566 ▲0.6%3,7700.3%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$705,525$108,400 ▲18.2%15,5880.3%ETFOKEONEOK$695,907$2,084 ▲0.3%7,0140.3%EnergyHNIHNI$667,867$31,400 ▼-4.5%15,0590.3%Business ServicesDIMENSIONAL ETF TRUST$655,579$606,621 ▼-48.1%12,5470.3%GLOBAL EX US CORHDHome Depot$623,0560.0%1,7000.3%Retail/WholesaleTRGPTarga Resources$621,4570.0%3,1000.3%EnergyPHOInvesco Water Resources ETF$607,381$19,549 ▼-3.1%9,4140.3%ETFXOMExxon Mobil$588,5920.0%4,9490.3%EnergyIVViShares Core S&P 500 ETF$587,186$18,543 ▼-3.1%1,0450.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$575,450$2,587 ▼-0.4%5,5620.3%ETFCOPXGlobal X Copper Miners ETF$527,481$261,260 ▼-33.1%13,5010.2%ETFROLRollins$490,0520.0%9,0700.2%ConstructionNEENextEra Energy$484,178$15,029 ▼-3.0%6,8300.2%UtilitiesAXONAxon Enterprise$469,936$15,244 ▲3.4%8940.2%AerospaceDIASPDR Dow Jones Industrial Average ETF Trust$468,166$18,055 ▼-3.7%1,1150.2%FinanceJPMJPMorgan Chase & Co.$458,098$736 ▼-0.2%1,8680.2%FinanceVOTVanguard Mid-Cap Growth ETF$451,798$14,432 ▼-3.1%1,8470.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$411,810$34,262 ▼-7.7%15,4930.2%ETFSOSouthern$398,527$184 ▲0.0%4,3340.2%UtilitiesJEPQJPMorgan Nasdaq Equity Premium Income ETF$392,565$172,333 ▲78.3%7,5810.2%ETFDFIVDimensional International Value ETF$392,459$4,999 ▲1.3%9,9710.2%ETFIUSViShares Core S&P U.S. Value ETF$390,548$21,225 ▼-5.2%4,2320.2%ManufacturingABTAbbott Laboratories$388,797$26,530 ▼-6.4%2,9310.2%MedicalGOOGLAlphabet$386,126$1,392 ▼-0.4%2,4970.2%Computer and TechnologyBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$384,366$57,918 ▲17.7%11,2620.2%ETFJSMDJanus Henderson Small/Mid Cap Growth Alpha ETF$380,725$130,944 ▼-25.6%5,4400.2%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$376,552$65,480 ▼-14.8%15,0380.2%ETFSLBSchlumberger$376,284$4,180 ▲1.1%9,0020.2%EnergyBSXBoston Scientific$371,5410.0%3,6830.2%MedicalVTIVanguard Total Stock Market ETF$364,969$550 ▼-0.2%1,3280.2%ETFDFISDimensional International Small Cap ETF$354,556$36,461 ▼-9.3%13,7210.2%ETFTSLATesla$349,348$16,327 ▼-4.5%1,3480.2%Auto/Tires/TrucksORCLOracle$340,857$340,857 ▲New Holding2,4380.2%Computer and TechnologyDFARDimensional US Real Estate ETF$318,092$19,967 ▲6.7%13,3820.1%ETFXLEEnergy Select Sector SPDR Fund$316,771$187 ▲0.1%3,3900.1%ETFVOEVanguard Mid-Cap Value ETF$312,5710.0%1,9470.1%ETFPEPPepsiCo$312,196$177,391 ▼-36.2%2,0820.1%Consumer StaplesVBKVanguard Small-Cap Growth ETF$311,188$5,791 ▼-1.8%1,2360.1%ETFTRVTravelers Companies$307,0380.0%1,1610.1%FinanceVVisa$303,132$8,761 ▼-2.8%8650.1%Business ServicesGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$294,433$94,223 ▼-24.2%2,6030.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$293,690$25,543 ▼-8.0%7,7840.1%ETFCOSTCostco Wholesale$283,615$13,235 ▲4.9%3000.1%Retail/WholesalePGProcter & Gamble$275,978$341 ▲0.1%1,6190.1%Consumer StaplesCWCurtiss-Wright$253,8160.0%8000.1%AerospaceEDConsolidated Edison$252,079$664 ▲0.3%2,2790.1%UtilitiesSOFISoFi Technologies$251,342$21,516 ▲9.4%21,6110.1%FinanceVXUSVanguard Total International Stock ETF$241,915$3,353 ▼-1.4%3,8960.1%ETFVVVanguard Large-Cap ETF$232,0980.0%9030.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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