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CIK: 0001909805
Total reported value
$317.3M
$317.3M
109 檔
26.0%
During the Q4 2024 filing period, Wealthspan Partners, LLC (CIK: 0001909805) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $317.3M across 109 reported positions.
During Q4 2024, Wealthspan Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 15.70% | +0.74% | +1.21% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.58% | +0.08% | +2.28% | |
| 3 | DE | Deere & Co | Stock-Industrials | 5.77% | +0.04% | -4.27% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.21% | -0.17% | -3.45% | |
| 5 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.22% | -0.73% | +1.28% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 2.78% | -0.87% | +2.20% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.54% | -0.05% | +7.36% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.52% | -0.17% | -5.91% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.46% | -0.44% | +67.26% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.45% | +0.02% | -1.06% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 2.26% | -0.15% | -4.76% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.14% | +0.13% | -1.20% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.86% | -0.02% | -1.96% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.83% | +0.19% | +10.12% | |
| 15 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.75% | -0.10% | +21.88% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.72% | — | -0.11% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.53% | -0.16% | +39.19% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.49% | +0.11% | -4.37% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.48% | +0.12% | -5.73% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.41% | +0.15% | -14.62% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.24% | -0.09% | +30.81% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | +0.04% | +1.79% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.12% | +0.14% | +110.77% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.11% | -0.12% | +432.38% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.98% | -0.15% | -9.27% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.93% | +0.02% | +7.94% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.91% | — | -3.49% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.07% | +0.23% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.07% | +9.38% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.12% | +0.58% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.15% | — | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.73% | +0.35% | -0.02% | |
| 33 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.60% | — | +27.54% | |
| 34 | DFAT | Dimensional US Target Value | ETF-Other | 0.57% | — | +0.40% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.01% | +14.88% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.02% | -3.58% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.50% | -0.11% | -2.41% | |
| 38 | SLV | Ishares Silver Trust | ETF-Commodities | 0.49% | -0.29% | +5.77% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.48% | +0.01% | +0.60% | |
| 40 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.47% | -0.04% | +63.64% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.42% | -0.02% | -10.41% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.02% | +4.43% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.39% | — | +83.93% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-Other | 0.38% | -0.01% | -2.78% | |
| 45 | DFIC | Dimensional International Co | ETF-Other | 0.38% | -0.01% | +3.89% | |
| 46 | DIHP | Dimensional International Hi | ETF-Other | 0.38% | -0.02% | +2.41% | |
| 47 | HNI | Hni CORP | Stock-Other | 0.38% | +0.01% | — | |
| 48 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.38% | -0.01% | — | |
| 49 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.37% | +0.01% | — | |
| 50 | COPX | Global X Copper Miners ETF | ETF-Other | 0.37% | +0.02% | +4.71% |
According to official SEC Form 13F filings, Wealthspan Partners, LLC reported a total U.S. public equity portfolio value of $317.3M across 109 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, DE) accounted for 26.0% of total reported equity market value during Q4 2024.
During Q4 2024, Wealthspan Partners, LLC's top holdings by market value included VUG (15.7%)、VTV (10.6%)、DE (5.8%). The largest single position, VUG, represented 15.7% of total portfolio value.
In Q4 2024, Wealthspan Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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