13F Filings History of WEALTHSPAN PARTNERS, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$274,865,677
Signature - Title
Brian Ramsay - Chief Compliance Officer
Location
Davenport, IA
Summary
This page shows a list of all the recent 13F filings made by WEALTHSPAN PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTHSPAN PARTNERS, LLC reported 122 stock holdings with total value $274,865,677 as of Q4 2025. Top holdings included VUG, VTV, DE, IAU, and VCSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 122 $274,865,677 +$15,650,163 -$6,944,073 +$8,706,090 VUG, VTV, DE, IAU, VCSH 13F-HR 27 Jan 2026, 16:21
Q3 2025 120 $259,621,550 +$9,999,210 -$5,454,461 +$4,544,749 VUG, VTV, DE, DUSB, IAU 13F-HR 03 Nov 2025, 09:05
Q2 2025 119 $240,936,510 +$13,997,504 -$5,035,467 +$8,962,037 VUG, VTV, DE, DUSB, VIG 13F-HR 28 Jul 2025, 17:09
Q1 2025 113 $216,524,052 +$13,083,216 -$4,220,824 +$8,862,392 VUG, VTV, DE, VIG, DUSB 13F-HR 21 Apr 2025, 12:52
Q4 2024 109 $209,348,432 +$13,399,069 -$5,120,662 +$8,278,407 VUG, VTV, DE, VIG, DFCF 13F-HR 24 Jan 2025, 16:07
Q3 2024 107 $202,614,607 +$11,189,465 -$1,922,163 +$9,267,302 VUG, VTV, DE, VIG, DFCF 13F-HR 04 Nov 2024, 09:11
Q2 2024 103 $181,211,602 +$12,225,529 -$1,778,197 +$10,447,332 VUG, VTV, DE, VIG, MSFT 13F-HR 19 Jul 2024, 20:20
Q1 2024 97 $169,699,066 +$22,356,793 -$2,552,391 +$19,804,402 VUG, VTV, DE, VIG, MSFT 13F-HR 29 Apr 2024, 14:09
Q4 2023 82 $142,841,855 +$6,730,298 -$2,780,042 +$3,950,256 VUG, VTV, DE, VIG, DFCF 13F-HR 29 Jan 2024, 09:43
Q3 2023 76 $126,584,138 +$9,809,543 -$4,772,533 +$5,037,010 VUG, VTV, DE, VIG, DFCF 13F-HR 01 Nov 2023, 10:42
Q2 2023 76 $126,748,248 +$5,757,611 -$2,515,845 +$3,241,766 VUG, VTV, DE, VIG, AAPL 13F-HR 08 Aug 2023, 14:33
Q1 2023 72 $117,017,324 +$5,477,643 -$3,370,051 +$2,107,592 VUG, VTV, DE, VIG, IVW 13F-HR 21 Apr 2023, 14:08
Q4 2022 70 $109,884,833 +$4,539,470 -$1,144,937 +$3,394,533 VUG, VTV, DE, VIG, IVW 13F-HR 13 Feb 2023, 11:19
Q3 2022 65 $96,622,000 +$7,181,774 -$2,952,119 +$4,229,655 VUG, VTV, VIG, DE, IVW 13F-HR 14 Nov 2022, 12:29
Q2 2022 64 $96,799,000 +$8,314,275 -$4,238,244 +$4,076,031 VUG, VTV, VIG, DE, FNDF 13F-HR 11 Aug 2022, 15:53
Q1 2022 68 $110,266,000 +$4,976,039 -$4,586,277 +$389,762 VUG, VTV, VIG, DE, IVW 13F-HR 12 May 2022, 09:00
Q4 2021 68 $113,131,000 $0 $0 $0 VUG, VIG, VTV, DE, IVW 13F-HR 14 Feb 2022, 21:34