WEALTHSPAN PARTNERS, LLC - Portfolio Stock Holdings
WEALTHSPAN PARTNERS, LLC disclosed 132 stock positions in a recent SEC 13F filing. $316,541,240 of stock holdings were filed, with the largest holdings including VUG, VTV, and DE. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $451,119,416 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
132Est. Stock Holding Value:
$316,541,240Top Stock Holdings By Sector
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Portfolio Stock Holdings - WEALTHSPAN PARTNERS, LLC
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% of Portfolio
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