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Home > Institutional Investor > Wealthspan Partners, Llc > Profile

Instuitional Investor - Wealthspan Partners, Llc

Fund Profile
Filing Period:
Fund Name: Wealthspan Partners, Llc
Portfolio Value $283,790,021
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 75,391 $32,929,869 11.6%
2.
Vanguard Index Fds - VALUE ETF
 133,125 $26,119,131 9.2%
3.
Deere & Co
 DE 28,439 $16,019,910 5.64%
4.
Ishares Trust
 IAU 118,391 $10,437,358 3.68%
5.
Vanguard Scottsdale Funds
 115,279 $9,138,184 3.22%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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