WEALTHSPAN PARTNERS, LLC: 13F holdings
CIK 19098052026Q2
| Positions | 129 |
|---|---|
| Reported value | $317.3m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 454,623 | $39.2m | 12.3% |
| VTV VANGUARD INDEX FDS | 135,058 | $29.4m | 9.3% |
| DE DEERE & CO | 28,433 | $18.0m | 5.7% |
| IAU ISHARES GOLD TR | 118,207 | $8.9m | 2.8% |
| VUSB VANGUARD BD INDEX FDS | 177,091 | $8.8m | 2.8% |
| VCSH VANGUARD SCOTTSDALE FDS | 111,507 | $8.8m | 2.8% |
| DIMENSIONAL ETF TRUST | 171,441 | $8.7m | 2.7% |
| VIG VANGUARD SPECIALIZED FUNDS | 34,499 | $8.2m | 2.6% |
| VYM VANGUARD WHITEHALL FDS | 48,769 | $7.7m | 2.4% |
| FBND FIDELITY MERRIMACK STR TR | 159,569 | $7.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909805")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.