Wealthspan Partners, LLC
- SEC CIK
- 0001909805
- Latest filing
- Aug 6, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 4, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 107
- +4 vs. Q2 2024
- Portfolio value
- $202.6M
- +$21.4M (+11.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 13,294 | $5.72M | 2.8% | +12+0.1% | Added | History |
| IAUiShares Gold Trust | ETF | 115,215 | $5.73M | 2.8% | +1,052+0.9% | Added | History |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 161,209 | $6.96M | 3.4% | +19,561+13.8% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 46,639 | $9.24M | 4.6% | −1,044−2.2% | Reduced | – |
| DEDeere & Co | Stock | 29,777 | $12.4M | 6.1% | −390−1.3% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 127,900 | $22.3M | 11.0% | +5,776+4.7% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 79,111 | $30.4M | 15.0% | +1,655+2.1% | Added | – |