WEALTHSPAN PARTNERS, LLC

CIK 0001909805 • 6 13F filings • Apr 21, 2025 – Aug 6, 2026

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Filer information

Filed by: WEALTHSPAN PARTNERS, LLC, Chief Compliance Officer
Address: 5025 UTICA RIDGE RD, SUITE 101, DAVENPORT, IA, 52807
Phone: (563) 723-7301
AUM: $275.3M

AUM over time

$317.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $275.3M124 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$367K	0.1%Prev: 0.1%	2,931 SH	Decreased
ABBVIE INC	COM	$771K	0.3%Prev: 0.3%	3,373 SH	Decreased+1 SH
ABRDN ETFS	BBRG ALL COMMDY	$571K	0.2%Prev: 0.2%	18,450 SH	Increased+2,860 SH
ADVANCED MICRO DEVICES INC	COM	$336K	0.1%Prev: 0.1%	1,568 SH	Increased-190 SH
ALPHABET INC	CAP STK CL A	$776K	0.3%Prev: 0.2%	2,479 SH	Increased
AMAZON COM INC	COM	$944K	0.3%Prev: 0.3%	4,088 SH	Increased+30 SH
APPLE INC	COM	$5.3M	1.9%Prev: 1.9%	19,361 SH	Increased-172 SH
AXON ENTERPRISE INC	COM	$577K	0.2%Prev: 0.2%	1,016 SH	Decreased+130 SH
BANK AMERICA CORP	COM	$406K	0.1%Prev: 0.1%	7,381 SH	Increased+2,500 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.7%Prev: 0.8%	3,908 SH	Decreased-269 SH
BIGBEAR AI HLDGS INC	COM	$88K	0.0%Prev: 0.0%	16,350 SH	Decreased
BLACKROCK ENHANCED EQUITY DI	COM	$252K	0.1%Prev: 0.1%	26,559 SH	Increased+113 SH
BOSTON SCIENTIFIC CORP	COM	$351K	0.1%Prev: 0.1%	3,683 SH	Decreased
BP PLC	SPONSORED ADR	$295K	0.1%Prev: 0.1%	8,496 SH	Increased+2,581 SH
CATERPILLAR INC	COM	$2.4M	0.9%Prev: 0.8%	4,203 SH	Increased-18 SH
CONOCOPHILLIPS	COM	$839K	0.3%Prev: 0.3%	8,964 SH	Decreased-40 SH
CONSOLIDATED EDISON INC	COM	$228K	0.1%Prev: 0.1%	2,299 SH	Decreased+7 SH
COSTCO WHSL CORP NEW	COM	$293K	0.1%Prev: 0.1%	340 SH	Decreased+3 SH
CSX CORP	COM	$1.3M	0.5%	36,270 SH	New
CURTISS WRIGHT CORP	COM	$441K	0.2%Prev: 0.2%	800 SH	Increased
DEERE & CO	COM	$13.3M	4.8%Prev: 5.0%	28,619 SH	Increased+107 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$7.4M	2.7%Prev: 2.6%	174,426 SH	Increased+12,205 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$323K	0.1%Prev: 0.1%	9,903 SH	Increased+2,852 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$252K	0.1%Prev: 0.2%	4,783 SH	Decreased-4,609 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$865K	0.3%Prev: 0.3%	17,334 SH	Increased+1,840 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$6.8M	2.5%Prev: 2.5%	178,415 SH	Increased+1,314 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.4M	0.5%Prev: 0.5%	40,375 SH	Increased+1,076 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.2M	0.4%Prev: 0.4%	37,393 SH	Increased+1,697 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$694K	0.3%Prev: 0.2%	21,060 SH	Increased+4,288 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$8.7M	3.2%Prev: 3.9%	171,672 SH	Decreased-28,617 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.3M	1.2%Prev: 1.3%	82,893 SH	Decreased-3,983 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$898K	0.3%Prev: 0.3%	12,104 SH	Increased
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$889K	0.3%Prev: 0.3%	23,384 SH	Decreased-788 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$300K	0.1%Prev: 0.1%	13,096 SH	Decreased-2,046 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.2M	1.5%Prev: 1.6%	60,701 SH	Increased-579 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$972K	0.4%Prev: 0.4%	16,320 SH	Increased-314 SH
DNP SELECT INCOME FD INC	COM	$213K	0.1%Prev: 0.1%	21,343 SH	Increased+231 SH
ELI LILLY & CO	COM	$2.3M	0.8%Prev: 0.6%	2,110 SH	Increased+10 SH
EXXON MOBIL CORP	COM	$710K	0.3%Prev: 0.2%	5,899 SH	Increased+1,000 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$6.8M	2.5%Prev: 2.0%	146,662 SH	Increased+32,865 SH
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$662K	0.2%Prev: 0.2%	4,328 SH	Increased+90 SH
FUBOTV INC	CLASS A COM SHS	$47K	0.0%	18,500 SH	New
GE AEROSPACE	COM NEW	$251K	0.1%	814 SH	New
GLOBAL X FDS	GLB X MLP ENRG I	$1.1M	0.4%Prev: 0.4%	18,533 SH	Decreased+189 SH
GLOBAL X FDS	GLOBAL X COPPER	$846K	0.3%Prev: 0.3%	11,789 SH	Increased-552 SH
GLOBAL X FDS	US INFR DEV ETF	$372K	0.1%Prev: 0.1%	7,784 SH	Increased
HNI CORP	COM	$633K	0.2%Prev: 0.3%	15,059 SH	Decreased
HOME DEPOT INC	COM	$561K	0.2%Prev: 0.2%	1,631 SH	Decreased+40 SH
HOWMET AEROSPACE INC	COM	$587K	0.2%Prev: 0.1%	2,861 SH	Increased+1,666 SH
INTERNATIONAL BUSINESS MACHS	COM	$203K	0.1%	684 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.2M	0.4%Prev: 0.4%	25,075 SH	Increased
INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$540K	0.2%Prev: 0.2%	7,673 SH	Decreased-850 SH
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.7%Prev: 0.7%	3,001 SH	Decreased-159 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$255K	0.1%Prev: 0.1%	5,130 SH	Decreased+197 SH
ISHARES GOLD TR	ISHARES NEW	$9.6M	3.5%Prev: 3.3%	118,348 SH	Increased-1,189 SH
ISHARES SILVER TR	ISHARES	$2.5M	0.9%Prev: 0.6%	38,244 SH	Increased-1,436 SH
ISHARES TR	0-5 YR TIPS ETF	$3.0M	1.1%Prev: 0.2%	29,760 SH	Increased+24,156 SH
ISHARES TR	CORE S&P MCP ETF	$1.2M	0.4%Prev: 0.6%	18,293 SH	Decreased-7,121 SH
ISHARES TR	CORE S&P TTL STK	$200K	0.1%	1,347 SH	New
ISHARES TR	CORE S&P US VLU	$345K	0.1%Prev: 0.1%	3,361 SH	Decreased-179 SH
ISHARES TR	CORE S&P500 ETF	$698K	0.3%Prev: 0.3%	1,019 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$3.9M	1.4%Prev: 1.5%	18,775 SH	Increased-607 SH
ISHARES TR	RUS 2000 GRW ETF	$279K	0.1%Prev: 0.1%	865 SH	Increased+41 SH
ISHARES TR	RUSSELL 2000 ETF	$4.3M	1.6%Prev: 1.5%	17,622 SH	Increased+1,055 SH
ISHARES TR	S&P 500 GRWT ETF	$5.2M	1.9%Prev: 1.9%	42,048 SH	Increased-83 SH
ISHARES TR	ULTRA SHORT DUR	$518K	0.2%Prev: 0.2%	10,238 SH	Decreased-301 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.4M	1.6%Prev: 1.6%	76,989 SH	Increased+5,818 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$978K	0.4%Prev: 0.3%	16,833 SH	Increased+3,125 SH
JANUS DETROIT STR TR	HENDERSN SML ETF	$311K	0.1%Prev: 0.1%	3,813 SH	Decreased-100 SH
JOHNSON & JOHNSON	COM	$909K	0.3%Prev: 0.3%	4,392 SH	Increased-112 SH
JPMORGAN CHASE & CO.	COM	$633K	0.2%Prev: 0.2%	1,964 SH	Increased-4 SH
KINDER MORGAN INC DEL	COM	$207K	0.1%Prev: 0.1%	7,512 SH	Decreased-132 SH
MCDONALDS CORP	COM	$2.1M	0.8%Prev: 0.8%	6,951 SH	Increased
MICROSOFT CORP	COM	$5.9M	2.1%Prev: 2.4%	12,103 SH	Decreased-211 SH
MORGAN STANLEY ETF TRUST	EATON VANCE FLTG	$994K	0.4%Prev: 0.1%	20,094 SH	Increased+13,570 SH
MORGAN STANLEY ETF TRUST	EATON VANCE MORT	$1.4M	0.5%	28,529 SH	New
MORGAN STANLEY ETF TRUST	EATON VANCE SHOR	$6.0M	2.2%Prev: 2.4%	116,170 SH	Decreased-6,489 SH
MORGAN STANLEY ETF TRUST	EATON VANCE SHRT	$2.6M	0.9%Prev: 1.1%	51,463 SH	Decreased-4,107 SH
NEXTERA ENERGY INC	COM	$542K	0.2%Prev: 0.2%	6,758 SH	Increased-68 SH
NUVEEN AMT FREE MUN CR INC F	COM	$276K	0.1%Prev: 0.1%	21,807 SH	Increased+9,937 SH
NVIDIA CORPORATION	COM	$1.8M	0.7%Prev: 0.7%	9,653 SH	Increased+127 SH
ONDAS HLDGS INC	COM NEW	$376K	0.1%Prev: 0.1%	38,500 SH	Increased+100 SH
ONEOK INC NEW	COM	$497K	0.2%Prev: 0.2%	6,762 SH	Increased+30 SH
ORACLE CORP	COM	$405K	0.1%Prev: 0.2%	2,079 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$219K	0.1%Prev: 0.1%	1,231 SH	Decreased
PAYPAL HLDGS INC	CALL	$292K	0.1%	5,000 PRN	New
PEPSICO INC	COM	$226K	0.1%Prev: 0.1%	1,572 SH	Increased
PHILLIPS 66	COM	$225K	0.1%Prev: 0.1%	1,743 SH	Decreased
PROCTER AND GAMBLE CO	COM	$223K	0.1%Prev: 0.1%	1,559 SH	Decreased+3 SH
ROLLINS INC	COM	$544K	0.2%Prev: 0.2%	9,070 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$4.2M	1.5%Prev: 1.5%	92,560 SH	Increased+3,055 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.9M	1.8%Prev: 1.4%	179,033 SH	Increased+48,538 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.1M	0.4%Prev: 0.4%	32,283 SH	Decreased-3,096 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$297K	0.1%Prev: 0.2%	10,031 SH	Decreased-5,070 SH
SLB LIMITED	COM STK	$342K	0.1%	8,902 SH	New
SOFI TECHNOLOGIES INC	COM	$495K	0.2%Prev: 0.2%	18,901 SH	Increased+450 SH
SOUNDHOUND AI INC	CALL	$100K	0.0%	10,000 PRN	New
SOUTHERN CO	COM	$359K	0.1%Prev: 0.1%	4,117 SH	Decreased+3 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$369K	0.1%Prev: 0.1%	767 SH	Increased-17 SH
SPDR GOLD TR	GOLD SHS	$961K	0.3%Prev: 0.3%	2,425 SH	Increased-93 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.5M	0.5%Prev: 0.5%	2,131 SH	Increased+13 SH
TARGA RES CORP	COM	$568K	0.2%Prev: 0.2%	3,078 SH	Increased
TESLA INC	COM	$583K	0.2%Prev: 0.2%	1,296 SH	Increased
TRAVELERS COMPANIES INC	COM	$337K	0.1%Prev: 0.1%	1,161 SH	Increased
VANECK ETF TRUST	URANIUM AND NUCL	$402K	0.1%Prev: 0.1%	3,235 SH	Increased+496 SH
VANGUARD INDEX FDS	GROWTH ETF	$37.0M	13.4%Prev: 14.4%	75,755 SH	Decreased-3,084 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$288K	0.1%Prev: 0.1%	916 SH	Increased+13 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$491K	0.2%Prev: 0.2%	1,760 SH	Decreased-87 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$265K	0.1%Prev: 0.1%	1,495 SH	Decreased-153 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.0M	1.8%Prev: 1.8%	17,280 SH	Increased+1,405 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	0.7%Prev: 0.7%	9,001 SH	Decreased-202 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.4M	0.9%Prev: 0.9%	9,127 SH	Increased-119 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$356K	0.1%Prev: 0.1%	1,180 SH	Decreased-49 SH
VANGUARD INDEX FDS	VALUE ETF	$25.3M	9.2%Prev: 9.3%	132,245 SH	Increased+1,030 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$683K	0.2%Prev: 0.2%	12,711 SH	Increased+903 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$9.2M	3.3%Prev: 2.8%	114,865 SH	Increased+22,035 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.1M	2.9%Prev: 3.1%	36,822 SH	Decreased-1,322 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.8M	1.4%Prev: 1.2%	60,589 SH	Increased+9,796 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.5M	2.4%Prev: 2.5%	45,538 SH	Increased-149 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.1M	0.4%Prev: 0.4%	3,776 SH	Increased+8 SH
VANGUARD WORLD FD	INF TECH ETF	$384K	0.1%Prev: 0.2%	509 SH	Decreased-40 SH
VISA INC	COM CL A	$284K	0.1%Prev: 0.1%	809 SH	Increased-17 SH
WALMART INC	COM	$1.9M	0.7%Prev: 0.7%	17,491 SH	Increased-313 SH
WELLS FARGO CO NEW	COM	$1.1M	0.4%Prev: 0.3%	11,312 SH	Increased+1,017 SH

Sold (vs prior filing)

FUBOTV INC — $77K
JD.COM INC — $665K
NOVO-NORDISK A S — $333K
NUVEEN AMT FREE QLTY MUN INC — $154K
SCHLUMBERGER LTD — $306K
SELECT SECTOR SPDR TR — $249K
SPDR S&P 500 ETF TR — $1.3M
VANGUARD INDEX FDS — $284K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001951757-26-000313	$275.3M	View
Nov 3, 2025	Q3 2025	13F-HR	0001951757-25-001242	$262.0M	View
Aug 6, 2026	Q2 2026