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CIK: 0001909805
Total reported value
$317.3M
$317.3M
123 檔
29.8%
During the Q1 2026 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 123 reported positions.
In Q1 2026, Wealthspan Partners, LLC displayed an active expansion posture, initiating 7 new positions and adding to 67 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.60% | +0.74% | -0.48% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 9.20% | +0.08% | +0.67% | |
| 3 | DE | Deere & Co | Stock-Industrials | 5.64% | +0.04% | -0.63% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 3.68% | -0.87% | +0.04% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.22% | -0.44% | +0.36% | |
| 6 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.84% | -0.10% | -7.27% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.74% | -0.17% | -1.83% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.65% | -0.73% | +2.14% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.48% | -0.05% | +4.40% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.45% | -0.16% | +4.04% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 2.43% | -0.15% | -0.74% | |
| 12 | EVSD | Eaton Vance Shrt Dur Inc | ETF-Other | 2.32% | -0.22% | +11.42% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.14% | -0.12% | +10.34% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.76% | +0.12% | +0.45% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.75% | +0.13% | +4.69% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.74% | +0.02% | +0.23% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.66% | +0.15% | +4.00% | |
| 18 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.61% | +1.17% | — | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.61% | -0.09% | +4.76% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.59% | +0.14% | +3.09% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.17% | +0.21% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.51% | +0.19% | -0.54% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.40% | +0.02% | +2.15% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.40% | -0.02% | -1.13% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.33% | +0.26% | +23.03% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.13% | +0.11% | -0.25% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 1.05% | +0.35% | +0.07% | |
| 28 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 1.03% | -0.18% | +13.47% | |
| 29 | SLV | Ishares Silver Trust | ETF-Commodities | 0.93% | -0.29% | +1.23% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.87% | +0.04% | +3.23% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.15% | +0.03% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.15% | +0.03% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.69% | — | -0.02% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.12% | +0.05% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.07% | +1.10% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.07% | -2.40% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | -0.02% | +0.41% | |
| 38 | EVMO | Eaton Vance Mortgage Opp ETF | ETF-Other | 0.54% | -0.06% | +6.06% | |
| 39 | CSX | Csx CORP | Stock-Industrials | 0.53% | +0.02% | +0.35% | |
| 40 | DFIC | Dimensional International Co | ETF-Other | 0.51% | -0.01% | +0.65% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.51% | -0.04% | +5.20% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | +2.49% | |
| 43 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.46% | +0.01% | +9.97% | |
| 44 | DIHP | Dimensional International Hi | ETF-Other | 0.42% | -0.02% | -0.26% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | — | -5.52% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.38% | -0.11% | -8.75% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.02% | +0.02% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.37% | -0.10% | +1.57% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.37% | — | +2.77% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-Other | 0.36% | -0.01% | -0.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DE | Deere & Co | +0.8% | -0.63% | Trim |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +10.34% | Add |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +23.03% | Add |
| 4 | IAU | Ishares Gold Trust | +0.2% | +0.04% | Add |
| 5 | CAT | Caterpillar Inc | +0.2% | +0.07% | Add |
| 6 | EVSD | Eaton Vance Shrt Dur Inc | +0.2% | +11.42% | Add |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +4.00% | Add |
| 8 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +4.40% | Add |
| 9 | MLPX | Global X Mlp & Energy Infras | +0.1% | +5.20% | Add |
| 10 | EVSM | Eaton Vance Shrt Dur Muni | +0.1% | +13.47% | Add |
| 11 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +31.86% | Add |
| 12 | COP | Conocophillips | +0.1% | -8.75% | Trim |
| 13 | WMT | Walmart Inc | +0.1% | +0.03% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -7.85% | Trim |
| 15 | TRGP | Targa Resources CORP | +0.1% | — | Unchanged |
| 16 | CSX | Csx CORP | +0.1% | +0.35% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | +0.02% | Add |
| 18 | ORCL | Oracle CORP | +0.1% | +84.70% | Add |
| 19 | COPX | Global X Copper Miners ETF | 0% | +10.45% | Add |
| 20 | BCD | Abrdn Bloomberg All Commodit | 0% | +8.51% | Add |
| 21 | OKE | Oneok Inc | 0% | +0.38% | Add |
| 22 | SLB | Slb LTD | 0% | — | Unchanged |
| 23 | SLV | Ishares Silver Trust | 0% | +1.23% | Add |
| 24 | PRF | Invesco Rafi US 1000 ETF | 0% | +9.97% | Add |
| 25 | BP | Bp Plc-spons Adr | 0% | +0.51% | Add |
| 26 | CW | Curtiss-wright CORP | 0% | — | Unchanged |
| 27 | VTV | Vanguard Value ETF | 0% | +0.67% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | +2.15% | Add |
| 29 | GLD | Spdr Gold Shares | 0% | +1.57% | Add |
| 30 | NEE | Nextera Energy Inc | 0% | -0.90% | Trim |
| 31 | DFAT | Dimensional US Target Value | 0% | +2.77% | Add |
| 32 | NVG | Nuveen Amt-fr Muni Crdt | 0% | +30.13% | Add |
| 33 | HWM | Howmet Aerospace Inc | 0% | +0.04% | Add |
| 34 | PSX | Phillips 66 | 0% | -6.77% | Trim |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | +3.09% | Add |
| 36 | JEPI | Jpmorgan Equity Premium Inco | 0% | +4.76% | Add |
| 37 | VB | Vanguard Small-cap ETF | 0% | +3.23% | Add |
| 38 | EVMO | Eaton Vance Mortgage Opp ETF | 0% | +6.06% | Add |
| 39 | DFAE | Dimensional Emerging Core Eq | 0% | +12.94% | Add |
| 40 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 41 | KMI | Kinder Morgan, Inc. | 0% | +0.07% | Add |
| 42 | DFIV | Dimensional International Va | 0% | -0.66% | Trim |
| 43 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.74% | Add |
| 44 | SO | Southern Co/the | 0% | +0.05% | Add |
| 45 | VOE | Vanguard Mid-cap Value ETF | 0% | +9.03% | Add |
| 46 | ED | Consolidated Edison Inc | 0% | +0.26% | Add |
| 47 | PEP | Pepsico Inc | 0% | -0.51% | Trim |
| 48 | FBND | Fidelity Total Bond ETF | — | +4.04% | Add |
| 49 | DFIC | Dimensional International Co | — | +0.65% | Add |
| 50 | VBR | Vanguard Small-cap Value ETF | — | -0.02% | Trim |
According to official SEC Form 13F filings, Wealthspan Partners, LLC reported a total U.S. public equity portfolio value of $317.3M across 123 disclosed positions in Q1 2026.
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 29.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VUSB
市值: $4.6M
Top Position Liquidated / Trimmed
PYPL
前期市值: $291.9K
During Q1 2026, Wealthspan Partners, LLC's top holdings by market value included VUG (11.6%)、VTV (9.2%)、DE (5.6%). The largest single position, VUG, represented 11.6% of total portfolio value.
In Q1 2026, Wealthspan Partners, LLC made 117 total portfolio adjustments, initiating 7 new buys, adding to 67 positions, trimming 35 holdings, and fully liquidating 8 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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