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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 $275,257,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 75,755 $36,957,954 13.43%
2.
Vanguard Index Fds - VALUE ETF
 132,245 $25,257,529 9.18%
3.
Deere & Co
 DE 28,619 $13,324,035 4.84%
4.
Ishares Trust
 IAU 118,348 $9,606,321 3.49%
5.
Vanguard Scottsdale Funds
 114,865 $9,158,188 3.33%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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