WEALTHSPAN PARTNERS, LLC - Portfolio overview

WEALTHSPAN PARTNERS, LLC has 129 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 11.54%
2. VTV - VANGUARD INDEX FDS, 9.15%
3. DE - DEERE & CO, 5.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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