StockDriftsStockDriftsTop 50 Wealthspan Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 12.34% | 454.6K | $39.2M | +0.50%(+2.28K) | $50.42(+76.88%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 9.28% | 135.1K | $29.4M | +1.45%(+1.93K) | $146.40(+55.41%) | 2026-06-30 | |
| DE | DEERE & CO | 5.68% | 28.4K | $18.0M | -0.02%(-6) | $358.52(+69.27%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.81% | 118.2K | $8.9M | -0.16%(-184) | $35.57(+133.32%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 2.78% | 177.1K | $8.8M | +92.45%(+85.07K) | $49.79(-0.14%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.78% | 111.5K | $8.8M | -3.27%(-3.77K) | $79.00(-0.46%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 2.74% | 171.4K | $8.7M | +7.70%(+12.26K) | $50.66(+0.37%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.57% | 34.5K | $8.2M | -4.56%(-1.65K) | $162.67(+50.65%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.43% | 48.8K | $7.7M | +2.58%(+1.23K) | $111.72(+48.83%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.29% | 159.6K | $7.3M | +4.58%(+6.98K) | $45.67(-1.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.66% | +50.74% | — | — | +42.19% |
| Top 20 Holdings Unweighted | +13.10% | +44.68% | — | — | +39.33% |
Wealthspan Partners LLC reports $317.28M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are VUG (12.3%), VTV (9.3%) and DE (5.7%). The top 20 holdings account for 64.78% of reported assets. Its disclosed equity book has returned +50.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthspan Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909805). View Wealthspan Partners LLC’s 13F filings on SEC