13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001909805
Total reported value
$317.3M
$317.3M
113 檔
25.7%
At the close of Q1 2025, Wealthspan Partners, LLC disclosed equity holdings valued at approximately $317.3M, spread across 113 reported holdings.
During Q1 2025, 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 | 13.70% | +0.74% | -0.09% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.60% | +0.08% | +1.54% | |
| 3 | DE | Deere & Co | Stock-Industrials | 6.25% | +0.04% | +1.19% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.83% | -0.17% | -5.19% | |
| 5 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.29% | -0.10% | +93.96% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.27% | -0.87% | +2.06% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.13% | -0.73% | -1.22% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.62% | -0.05% | +5.61% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.57% | -0.44% | +6.62% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 2.37% | -0.15% | +1.60% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.17% | -0.89% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.06% | +0.02% | -1.98% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.88% | -0.16% | +24.52% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.87% | +0.13% | -1.33% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.78% | -0.02% | -2.53% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.70% | +0.19% | +4.84% | |
| 17 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 1.57% | -0.22% | — | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.53% | — | -2.18% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.51% | -0.09% | +27.40% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.37% | +0.11% | -0.13% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.37% | +0.15% | -7.89% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.35% | +0.12% | -3.96% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.34% | -0.12% | +21.35% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.28% | +0.14% | +31.49% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.05% | +0.02% | +9.91% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.02% | -0.15% | -0.07% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.99% | +0.04% | -1.46% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.07% | +1.29% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.81% | — | -2.29% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.12% | +0.10% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.15% | +0.32% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | +0.07% | -0.06% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.35% | -0.24% | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 0.56% | -0.29% | +0.37% | |
| 35 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.50% | -0.04% | +5.49% | |
| 36 | DFAT | Dimensional US Target Value | ETF-Other | 0.50% | — | -0.40% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | -1.07% | |
| 38 | COP | Conocophillips | Stock-Energy | 0.47% | -0.11% | -7.55% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.47% | +0.01% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | -0.02% | +17.00% | |
| 41 | DFIC | Dimensional International Co | ETF-Other | 0.41% | -0.01% | +4.09% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | -0.02% | -4.03% | |
| 43 | VHT | Vanguard Health Care ETF | ETF-Other | 0.39% | -0.01% | +2.16% | |
| 44 | DIHP | Dimensional International Hi | ETF-Other | 0.38% | -0.02% | -2.91% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.02% | -2.30% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.36% | — | -6.49% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.10% | -0.33% | |
| 48 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.36% | -0.01% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.01% | -6.70% | |
| 50 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | +0.01% | — |
According to official SEC Form 13F filings, Wealthspan Partners, LLC reported a total U.S. public equity portfolio value of $317.3M across 113 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, DE) accounted for 25.7% of total reported equity market value during Q1 2025.
During Q1 2025, Wealthspan Partners, LLC's top holdings by market value included VUG (13.7%)、VTV (10.6%)、DE (6.3%). The largest single position, VUG, represented 13.7% of total portfolio value.
In Q1 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.