WEALTHSPAN PARTNERS, LLC
•CIK: 1909805•Filing: Q4 2025
**WEALTHSPAN PARTNERS, LLC** manages $275M across a diversified portfolio of 124 positions. The strategy exhibits a clear tilt toward growth and quality, evidenced by significant allocations to sector leaders such as VUG ($37.0M) and VTV ($25.3M). Notable holdings also include defensive and commodity exposure via IAU* ($9.6M) and VCSH ($9.2M). This concentration suggests a tactical approach balancing equity growth with tangible asset diversification.
Total AUM
$274.9M
QoQ Performance
+5.9%
Positions
80
Top 10 Concentration
48.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VTV
VUG13.4%
VTV9.2%
DE4.8%
IAU*3.5%
VCSH3.3%
DUSB3.2%
VIG2.9%
DFCF2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.1%
Industrial5.8%
Technology5.3%
Consumer2.3%
Healthcare1.6%
Financial0.9%
ETF0.8%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑51 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022