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CIK: 0001909805
Total reported value
$317.3M
$317.3M
124 檔
29.7%
At the close of Q4 2025, Wealthspan Partners, LLC disclosed equity holdings valued at approximately $317.3M, spread across 124 reported holdings.
In Q4 2025, Wealthspan Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.43% | +0.74% | -3.91% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 9.18% | +0.08% | +0.79% | |
| 3 | DE | Deere & Co | Stock-Industrials | 4.84% | +0.04% | +0.38% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 3.49% | -0.87% | -0.99% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.33% | -0.44% | +23.74% | |
| 6 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 3.16% | -0.10% | -14.29% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.94% | -0.17% | -3.47% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.70% | -0.73% | +7.52% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 2.47% | -0.15% | +0.74% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.45% | -0.16% | +28.88% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.37% | -0.05% | -0.33% | |
| 12 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 2.17% | -0.22% | -5.29% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.17% | -1.71% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.91% | +0.02% | -0.88% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.88% | +0.13% | -0.20% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.82% | +0.12% | +8.85% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.78% | -0.12% | +37.20% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.60% | -0.09% | +8.17% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.58% | +0.14% | +6.37% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.54% | +0.19% | -0.94% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.52% | +0.15% | +3.41% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.43% | -0.02% | -3.13% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.38% | +0.02% | +19.29% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.19% | +0.11% | -4.58% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.11% | +0.26% | +431.05% | |
| 26 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 0.94% | -0.18% | -7.39% | |
| 27 | SLV | Ishares Silver Trust | ETF-Commodities | 0.90% | -0.29% | -3.62% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.87% | +0.35% | -0.43% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.86% | +0.04% | -1.29% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.12% | +0.48% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | -0.15% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.07% | -6.44% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.15% | -1.76% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.69% | — | -2.19% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.07% | -5.03% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | -0.02% | +1.33% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.01% | +0.61% | |
| 38 | EVMO | Eaton Vance Mortgage Opp ETF | ETF-Other | 0.53% | -0.06% | — | |
| 39 | DFIC | Dimensional International Co | ETF-Other | 0.51% | -0.01% | +2.74% | |
| 40 | CSX | Csx CORP | Stock-Industrials | 0.48% | +0.02% | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | — | -28.02% | |
| 42 | DIHP | Dimensional International Hi | ETF-Other | 0.43% | -0.02% | +4.75% | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.43% | +0.01% | — | |
| 44 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.41% | -0.04% | +1.03% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-Other | 0.39% | -0.01% | +0.21% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | -0.02% | +9.88% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.38% | +0.02% | -8.75% | |
| 48 | EVLN | Eaton Vance Floating-rate | ETF-Other | 0.36% | -0.02% | +208.00% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.36% | +0.05% | +22.80% | |
| 50 | DFAT | Dimensional US Target Value | ETF-Other | 0.35% | — | -1.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | +0.9% | +431.05% | Add |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +23.74% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.4% | +28.88% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +37.20% | Add |
| 5 | SLV | Ishares Silver Trust | +0.3% | -3.62% | Trim |
| 6 | EVLN | Eaton Vance Floating-rate | +0.2% | +208.00% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +19.29% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | +0.48% | Add |
| 9 | IAU | Ishares Gold Trust | +0.2% | -0.99% | Trim |
| 10 | HWM | Howmet Aerospace Inc | +0.1% | +139.41% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | -0.43% | Trim |
| 12 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +22.80% | Add |
| 13 | DFCF | Dimensional Core Fixed Inc | +0.1% | +7.52% | Add |
| 14 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +8.17% | Add |
| 15 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +3.41% | Add |
| 16 | IWM | Ishares Russell 2000 ETF | +0.1% | +6.37% | Add |
| 17 | WFC | Wells Fargo & Co | +0.1% | +9.88% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 19 | DFIS | Dimensional International Sm | +0.1% | +25.57% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +20.41% | Add |
| 21 | BAC | Bank Of America CORP | +0.1% | +51.22% | Add |
| 22 | VO | Vanguard Mid-cap ETF | 0% | +8.85% | Add |
| 23 | DFIV | Dimensional International Va | 0% | +11.88% | Add |
| 24 | DFAI | Dimensional International Co | 0% | +0.74% | Add |
| 25 | AAPL | Apple Inc | 0% | -0.88% | Trim |
| 26 | SCHV | Schwab US Large-cap Value | -0.1% | -33.57% | Trim |
| 27 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -6.44% | Trim |
| 29 | DFGX | Dimsnl Intr Cf In Etf-usd In | -0.1% | -49.07% | Trim |
| 30 | EVSM | Eaton Vance Shrt Dur Muni | -0.1% | -7.39% | Trim |
| 31 | DE | Deere & Co | -0.1% | +0.38% | Add |
| 32 | VTV | Vanguard Value ETF | -0.2% | +0.79% | Add |
| 33 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -28.02% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -3.47% | Trim |
| 35 | EVSD | Eaton Vance Shrt Dur Inc | -0.2% | -5.29% | Trim |
| 36 | MSFT | Microsoft CORP | -0.3% | -1.71% | Trim |
| 37 | DUSB | Dimension Ultrashort Fi ETF | -0.7% | -14.29% | Trim |
| 38 | VUG | Vanguard Growth ETF | -1% | -3.91% | Trim |
| 39 | EVMO | Eaton Vance Mortgage Opp ETF | — | NEW | New buy |
| 40 | ✓ | Spdr S&P 500 Etf Tr Put Option | — | EXIT | Sold out |
| 41 | CSX | Csx CORP | — | NEW | New buy |
| 42 | JD | JD.com, Inc. | — | EXIT | Sold out |
| 43 | NVO | Novo Nordisk A/S | — | EXIT | Sold out |
| 44 | PYPL | PayPal Holdings, Inc. | — | NEW | New buy |
| 45 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 46 | GE | General Electric | — | NEW | New buy |
| 47 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 48 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 49 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 50 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wealthspan Partners, LLC reported a total U.S. public equity portfolio value of $317.3M across 124 disclosed positions in Q4 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 29.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
EVMO
市值: $1.4M
Top Position Liquidated / Trimmed
Spdr S&P 500 Etf Tr Put Option
前期市值: $1.3M
During Q4 2025, Wealthspan Partners, LLC's top holdings by market value included VUG (13.4%)、VTV (9.2%)、DE (4.8%). The largest single position, VUG, represented 13.4% of total portfolio value.
In Q4 2025, Wealthspan Partners, LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 14 holdings, and fully liquidating 6 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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