WEALTHSPAN PARTNERS, LLC
All 13F Filings
- Location
- Davenport, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 283,790
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.71 K | 21.7% | 0 | 84.43 K | -84.43 K |
| ETFs | 222.1 K | 78.3% | 93.35 K | 0 | 93.35 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
283,790
Holdings
123
QoQ value change ($000)
8,533
(3.1%)
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.