Institutional Fund
Wealthspan Partners, LLC
Davenport, IACIK 19098055 filings on record
Portfolio Value
$283.79M
Q1 2026
Holdings
123
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+3.2%
from $274.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds11.6%
- Vanguard Index Fds9.2%
- Deere & Co5.6%
- Ishares Gold Tr3.7%
- Vanguard Scottsdale Fds3.2%
- Dimensnl Ultrashrt Fixed2.8%
- Other63.8%
Portfolio Holdings
123 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 75.4K | $32.93M | 11.6% | −364 | Reduced |
| 2 | Vanguard Index Fds | 133.1K | $26.12M | 9.2% | +880 | Added |
| 3 | Deere & Co | 28.4K | $16.02M | 5.6% | −180 | Reduced |
| 4 | Ishares Gold Tr | 118.4K | $10.44M | 3.7% | +43 | Added |
| 5 | Vanguard Scottsdale Fds | 115.3K | $9.14M | 3.2% | +414 | Added |
| 6 | Dimensnl Ultrashrt Fixed | 159.2K | $8.07M | 2.8% | −12.5K | Reduced |
| 7 | Vanguard Specialized Funds | 36.1K | $7.77M | 2.7% | −673 | Reduced |
| 8 | Dimensional ETF Trust | 178.2K | $7.52M | 2.7% | +3.7K | Added |
| 9 | Vanguard Whitehall Fds | 47.5K | $7.04M | 2.5% | +2.0K | Added |
| 10 | Fidelity Merrimack Str Tr | 152.6K | $6.96M | 2.5% | +5.9K | Added |
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