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Wealthspan Partners, LLC

CIK:0001909805
Investment Adviser
$379M AUM
120 holdings
Davenport, IA, US
Founded:2011
5 employees
wealthspanpartners.com
Latest filing:Jun 30, 2025

Wealthspan Partners, LLC is a fee-only wealth management firm based in Davenport, Iowa, United States. Registered with the SEC, it operates as a true fiduciary, providing interactive financial planning and tailored investment portfolios focused on client goals and objectives. The firm serves primarily individual investors, including high net worth clients, with a small employee team, and strives to deliver a comprehensive client-centric experience. Wealthspan Partners manages assets for 1,242 clients and is committed to fiduciary standards. It was founded in 2011.

Investment Strategy

Wealthspan Partners takes a fiduciary, client-focused approach to asset management. The firm builds investment portfolios tailored to each client's goals and objectives, with most assets managed for individual and high net worth investors. Using fee-only, interactive financial planning, Wealthspan emphasizes long-term wealth building and disciplined investment strategies, prioritizing transparency and client education throughout the portfolio development and review process.

Latest 13F Filing Activity

Wealthspan Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 119 equity positions with a total 13F market value of $242M. The fund increased holdings in Vanguard Index FDS, Morgan Stanley Etf Trust, Morgan Stanley Etf Trust among other positions. Wealthspan Partners, LLC reduced exposure to Ishares TR, Apple Inc., Ishares TR among others.

Top Buys
V
VUGVANGUARD INDEX FDS
+$5.5M
E
EVSDMORGAN STANLEY ETF TRUST
+$2.1M
E
EVSMMORGAN STANLEY ETF TRUST
+$2.1M
D
DUSBDIMENSIONAL ETF TRUST
+$1.9M
M
MSFTMICROSOFT CORP
+$1.5M
Top Sells
I
IEFISHARES TR
-$559.3K
A
AAPLAPPLE INC
-$395.9K
I
IJHISHARES TR
-$394.2K
V
VTIVANGUARD INDEX FDS
-$365.0K
V
VXUSVANGUARD STAR FDS
-$241.9K

Top Holdings

V
VUGVANGUARD INDEX FDS
+14.5%$35.2M
V
VTVVANGUARD INDEX FDS
+9.7%$23.3M
D
DEDEERE & CO
+6.0%$14.4M
D
DUSBDIMENSIONAL ETF TRUST
+3.8%$9.1M
V
VIGVANGUARD SPECIALIZED FUNDS
+3.4%$8.3M

Equity Positions (119)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VUG
VANGUARD INDEX FDS14.54%$35.2M80,261$313.53$438.40+$5.5M
V
VTV
VANGUARD INDEX FDS9.65%$23.3M132,111$147.37$176.74+$403.7K
D
DE
DEERE & CO5.97%$14.4M28,412$359.08$508.49+$908.8K
D
DUSB
DIMENSIONAL ETF TRUST3.75%$9.1M178,909$50.70$50.75+$1.9M
V
VIG
VANGUARD SPECIALIZED FUNDS3.44%$8.3M40,685$171.74$204.67+$44.8K

Industry Allocation

FARM MACHINERY & EQUIPMENT
+5.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+4.4%
SERVICES-PREPACKAGED SOFTWARE
+2.8%
ELECTRONIC COMPUTERS
+1.9%
PHARMACEUTICAL PREPARATIONS
+1.4%
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