WEALTHSPAN PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Davenport, IA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$283,790
Net value change ($000)
+8,533 (3.1%)
New positions
7
Sold out positions
6
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUSB 4,581 NEW
DE 2,696 20.2%
SCHD 1,149 23.4%
VTV 861 3.4%
IAU 831 8.7%
STIP 740 24.3%
EVSD 617 10.3%
CAT 572 23.8%
FNDF 525 12.5%
VYM 505 7.7%
Top Reduces (Value $000, Stocks/ETFs)
VUG -4,028 -10.9%
MSFT -1,363 -23.3%
DUSB -623 -7.2%
AAPL -338 -6.4%
LLY -326 -14.4%
VIG -319 -3.9%
EVLN -273 -27.5%
IBIT -255 -100.0%
DFGX -252 -100.0%
PLTR -219 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type