WEALTHSPAN PARTNERS, LLC

Est. AUM

$283.8M

13F long equity, this entity only

Positions

123

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$32.9M	75391	11.60%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$26.1M	133125	9.20%	SOLE
3	DEERE & CO	COM	$16.0M	28439	5.65%	SOLE
4	ISHARES GOLD TR	ISHARES NEW	$10.4M	118391	3.68%	SOLE
5	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$9.1M	115279	3.22%	SOLE
6	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$8.1M	159183	2.84%	SOLE
7	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.8M	36149	2.74%	SOLE
8	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.5M	178167	2.65%	SOLE
9	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.0M	47543	2.48%	SOLE
10	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$7.0M	152587	2.45%	SOLE
11	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.9M	177096	2.43%	SOLE
12	MORGAN STANLEY ETF TRUST	EATON VANCE SHOR	$6.6M	129435	2.32%	SOLE
13	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.1M	197536	2.14%	SOLE
14	VANGUARD INDEX FDS	MID CAP ETF	$5.0M	17358	1.76%	SOLE
15	ISHARES TR	S&P 500 GRWT ETF	$5.0M	44019	1.75%	SOLE
16	APPLE INC	COM	$4.9M	19406	1.74%	SOLE
17	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$4.7M	96264	1.66%	SOLE
18	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$4.6M	92021	1.61%	SOLE
19	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.6M	80654	1.61%	SOLE
20	ISHARES TR	RUSSELL 2000 ETF	$4.5M	18166	1.59%	SOLE
21	MICROSOFT CORP	COM	$4.5M	12128	1.58%	SOLE
22	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.3M	60372	1.51%	SOLE
23	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.0M	61893	1.40%	SOLE
24	ISHARES TR	RUS 1000 VAL ETF	$4.0M	18562	1.40%	SOLE
25	ISHARES TR	0-5 YR TIPS ETF	$3.8M	36615	1.33%	SOLE
26	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.2M	82688	1.13%	SOLE
27	CATERPILLAR INC	COM	$3.0M	4206	1.05%	SOLE
28	MORGAN STANLEY ETF TRUST	EATON VANCE SHRT	$2.9M	58396	1.03%	SOLE
29	ISHARES SILVER TR	ISHARES	$2.6M	38716	0.93%	SOLE
30	VANGUARD INDEX FDS	SMALL CP ETF	$2.5M	9422	0.87%	SOLE
31	WALMART INC	COM	$2.2M	17496	0.77%	SOLE
32	MCDONALDS CORP	COM	$2.2M	6953	0.76%	SOLE
33	VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	8999	0.69%	SOLE
34	ELI LILLY & CO	COM	$1.9M	2111	0.68%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	3951	0.67%	SOLE
36	INVESCO QQQ TR	UNIT SER 1	$1.7M	2929	0.60%	SOLE
37	NVIDIA CORPORATION	COM	$1.7M	9693	0.60%	SOLE
38	MORGAN STANLEY ETF TRUST	EATON VANCE MORT	$1.5M	30258	0.54%	SOLE
39	CSX CORP	COM	$1.5M	36397	0.53%	SOLE
40	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.4M	40637	0.51%	SOLE
41	GLOBAL X FDS	GLB X MLP ENRG I	$1.4M	19497	0.51%	SOLE
42	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2184	0.50%	SOLE
43	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.3M	27575	0.46%	SOLE
44	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.2M	37295	0.42%	SOLE
45	ISHARES TR	CORE S&P MCP ETF	$1.2M	17283	0.41%	SOLE
46	CONOCOPHILLIPS	COM	$1.1M	8180	0.38%	SOLE
47	JOHNSON & JOHNSON	COM	$1.1M	4393	0.38%	SOLE
48	SPDR GOLD TR	GOLD SHS	$1.1M	2463	0.37%	SOLE
49	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.0M	16772	0.37%	SOLE
50	VANGUARD WORLD FD	HEALTH CAR ETF	$1.0M	3758	0.36%	SOLE

1–50 of 123

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.