WEALTHSPAN PARTNERS, LLC
All 13F Filings
- Location
- Davenport, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 317,284
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 129 | 317,284 | 13F-HR | WEALTHSPAN PARTNERS, LLC |
| Q1 2026 | 4/8/2026 | 123 | 283,790 | 13F-HR | WEALTHSPAN PARTNERS, LLC |
| Q4 2025 | 1/27/2026 | 124 | 275,257 | 13F-HR | WEALTHSPAN PARTNERS, LLC |
| Q3 2025 | 11/3/2025 | 123 | 261,951 | 13F-HR | WEALTHSPAN PARTNERS, LLC |
| Q2 2025 | 7/28/2025 | 120 | 241,927 | 13F-HR | WEALTHSPAN PARTNERS, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.26 K | 21.8% | 7.544 K | 0 | 7.544 K |
| ETFs | 248 K | 78.2% | 25.95 K | 0 | 25.95 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
317,284
Holdings
129
QoQ value change ($000)
33,494
(11.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.