Wealthspan Partners, LLC
- SEC CIK
- 0001909805
- Latest filing
- Aug 6, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 22, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 103
- +6 vs. Q1 2024
- Portfolio value
- $181.2M
- +$11.5M (+6.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DEDeere & Co | Stock | 30,167 | $11.3M | 6.2% | +864+2.9% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 122,124 | $19.6M | 10.8% | +7,894+6.9% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 77,456 | $29.0M | 16.0% | +2,025+2.7% | Added | – |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| Vanguard Real Estate ETF922908553 | ETF | 2,605 | $225.3K | 0.1% | – |