The Analysis of WEALTHSPAN PARTNERS, LLC's Holdings

Currently, WEALTHSPAN PARTNERS, LLC holds 120 types of securities in its portfolio with a total value $259.6M. In the most recent quarter, they have increased their positions in VCSH (+23.1K shares, valued at $1.8M), VO (+4.3K shares, valued at $1.3M), DUSB (+21.4K shares, valued at $1.1M); decreased their positions in IJH (-21.6K shares, valued at $1.4M), VUG (-1.4K shares, valued at $682.0K), VIG (-2.5K shares, valued at $548.3K); initiated new positions in NLR (+2.7K shares, valued at $371.5K), EVLN (+6.5K shares, valued at $324.0K), PLTR (+1.2K shares, valued at $224.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS78.8K shares-1.77%2025-09-302025-11-03

VTV VANGUARD INDEX FDS131.2K shares-0.68%2025-09-302025-11-03

DE DEERE & CO28.5K shares0.35%2025-09-302025-11-03

DUSB DIMENSIONAL ETF TRUST200.3K shares11.95%2025-09-302025-11-03

IAU ISHARES GOLD TR119.5K shares-0.15%2025-09-302025-11-03

VIG VANGUARD SPECIALIZED FUNDS38.1K shares-6.25%2025-09-302025-11-03

VCSH VANGUARD SCOTTSDALE FDS92.8K shares33.13%2025-09-302025-11-03

DFCF DIMENSIONAL ETF TRUST162.2K shares0.51%2025-09-302025-11-03

Sponsored

VYM VANGUARD WHITEHALL FDS45.7K shares0.82%2025-09-302025-11-03

DFAI DIMENSIONAL ETF TRUST177.1K shares1.87%2025-09-302025-11-03

MSFT MICROSOFT CORP12.3K shares0.10%2025-09-302025-11-03

EVSD MORGAN STANLEY ETF TRUST122.7K shares13.33%2025-09-302025-11-03

FBND FIDELITY MERRIMACK STR TR113.8K shares16.93%2025-09-302025-11-03

IVW ISHARES TR42.1K shares-1.07%2025-09-302025-11-03

AAPL APPLE INC19.5K shares-1.47%2025-09-302025-11-03

VO VANGUARD INDEX FDS15.9K shares37.05%2025-09-302025-11-03

Sponsored

DFAS DIMENSIONAL ETF TRUST61.3K shares0.74%2025-09-302025-11-03

JEPI J P MORGAN EXCHANGE TRADED F71.2K shares8.00%2025-09-302025-11-03

IWM ISHARES TR16.6K shares-10.29%2025-09-302025-11-03

IWD ISHARES TR19.4K shares-1.83%2025-09-302025-11-03

FNDF SCHWAB STRATEGIC TR89.5K shares1.53%2025-09-302025-11-03

SCHD SCHWAB STRATEGIC TR130.5K shares4.89%2025-09-302025-11-03

DFAC DIMENSIONAL ETF TRUST86.9K shares3.05%2025-09-302025-11-03

VEA VANGUARD TAX-MANAGED FDS50.8K shares7.03%2025-09-302025-11-03

Sponsored

EVSM MORGAN STANLEY ETF TRUST55.6K shares31.51%2025-09-302025-11-03

VB VANGUARD INDEX FDS9.2K shares-3.97%2025-09-302025-11-03

MCD MCDONALDS CORP7.0K shares-1.61%2025-09-302025-11-03

BRK.B BERKSHIRE HATHAWAY INC DEL4.2K shares6.58%2025-09-302025-11-03

CAT CATERPILLAR INC4.2K shares0.64%2025-09-302025-11-03

VBR VANGUARD INDEX FDS9.2K shares-0.10%2025-09-302025-11-03

QQQ INVESCO QQQ TR3.2K shares0.00%2025-09-302025-11-03

WMT WALMART INC17.8K shares-0.56%2025-09-302025-11-03

Sponsored

NVDA NVIDIA CORPORATION9.5K shares-0.46%2025-09-302025-11-03

SLV ISHARES SILVER TR39.7K shares-0.06%2025-09-302025-11-03

IJH ISHARES TR25.4K shares-45.90%2025-09-302025-11-03

LLY ELI LILLY & CO2.1K shares0.00%2025-09-302025-11-03

SPY SPDR S&P 500 ETF TR2.1K shares3.12%2025-09-302025-11-03

DFIC DIMENSIONAL ETF TRUST39.3K shares8.00%2025-09-302025-11-03

MLPX GLOBAL X FDS18.3K shares2.04%2025-09-302025-11-03

PRF INVESCO EXCHANGE TRADED FD T25.1K shares0.00%2025-09-302025-11-03

Sponsored

SCHG SCHWAB STRATEGIC TR35.4K shares-0.65%2025-09-302025-11-03

DIHP DIMENSIONAL ETF TRUST35.7K shares0.03%2025-09-302025-11-03

VHT VANGUARD WORLD FD3.8K shares-1.49%2025-09-302025-11-03

DFAT DIMENSIONAL ETF TRUST16.6K shares0.81%2025-09-302025-11-03

DUHP DIMENSIONAL ETF TRUST24.2K shares0.00%2025-09-302025-11-03

GLD SPDR GOLD TR2.5K shares0.00%2025-09-302025-11-03

AMZN AMAZON COM INC4.1K shares0.00%2025-09-302025-11-03

DFUS DIMENSIONAL ETF TRUST12.1K shares-0.33%2025-09-302025-11-03

Sponsored

WFC WELLS FARGO CO NEW10.3K shares-14.41%2025-09-302025-11-03

COP CONOCOPHILLIPS9.0K shares-3.72%2025-09-302025-11-03

JNJ JOHNSON & JOHNSON4.5K shares-5.60%2025-09-302025-11-03

JEPQ J P MORGAN EXCHANGE TRADED F13.7K shares51.00%2025-09-302025-11-03

ABBV ABBVIE INC3.4K shares-2.85%2025-09-302025-11-03

COPX GLOBAL X FDS12.3K shares-2.32%2025-09-302025-11-03

DFIV DIMENSIONAL ETF TRUST15.5K shares21.51%2025-09-302025-11-03

HNI HNI CORP15.1K shares0.00%2025-09-302025-11-03

Sponsored

IVV ISHARES TR1.0K shares-1.36%2025-09-302025-11-03

HD HOME DEPOT INC1.6K shares-4.96%2025-09-302025-11-03

GRID FIRST TR EXCHANGE TRADED FD4.2K shares29.64%2025-09-302025-11-03

VWO VANGUARD INTL EQUITY INDEX F11.8K shares-3.87%2025-09-302025-11-03

AXON AXON ENTERPRISE INC886 shares1.14%2025-09-302025-11-03

JPM JPMORGAN CHASE & CO.2.0K shares0.00%2025-09-302025-11-03

PHO INVESCO EXCHANGE TRADED FD T8.5K shares-4.47%2025-09-302025-11-03

GOOGL ALPHABET INC2.5K shares-0.80%2025-09-302025-11-03

Sponsored

ORCL ORACLE CORP2.1K shares-11.08%2025-09-302025-11-03

STIP ISHARES TR5.6K shares-11.24%2025-09-302025-11-03

TSLA TESLA INC1.3K shares-5.26%2025-09-302025-11-03

XOM EXXON MOBIL CORP4.9K shares-1.01%2025-09-302025-11-03

VOT VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-03

BCD ABRDN ETFS15.6K shares22.38%2025-09-302025-11-03

ICSH ISHARES TR10.5K shares88.40%2025-09-302025-11-03

ROL ROLLINS INC9.1K shares0.00%2025-09-302025-11-03

Sponsored

DFIS DIMENSIONAL ETF TRUST16.8K shares17.71%2025-09-302025-11-03

TRGP TARGA RES CORP3.1K shares-0.71%2025-09-302025-11-03

NEE NEXTERA ENERGY INC6.8K shares0.12%2025-09-302025-11-03

DFGX DIMENSIONAL ETF TRUST9.4K shares-17.35%2025-09-302025-11-03

OKE ONEOK INC NEW6.7K shares-0.09%2025-09-302025-11-03

SOFI SOFI TECHNOLOGIES INC18.5K shares-15.39%2025-09-302025-11-03

SCHV SCHWAB STRATEGIC TR15.1K shares-2.53%2025-09-302025-11-03

CW CURTISS WRIGHT CORP800 shares0.00%2025-09-302025-11-03

Sponsored

VGT VANGUARD WORLD FD549 shares-9.11%2025-09-302025-11-03

ABT ABBOTT LABS2.9K shares0.00%2025-09-302025-11-03

SO SOUTHERN CO4.1K shares0.05%2025-09-302025-11-03

NLR VANECK ETF TRUST2.7K sharesnew addition2025-09-302025-11-03

PAVE GLOBAL X FDS7.8K shares0.00%2025-09-302025-11-03

VBK VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-11-03

DIA SPDR DOW JONES INDL AVERAGE784 shares-5.43%2025-09-302025-11-03

DFAR DIMENSIONAL ETF TRUST15.1K shares2.51%2025-09-302025-11-03

Sponsored

BSX BOSTON SCIENTIFIC CORP3.7K shares0.00%2025-09-302025-11-03

IUSV ISHARES TR3.5K shares-5.14%2025-09-302025-11-03

JSMD JANUS DETROIT STR TR3.9K shares-9.86%2025-09-302025-11-03

TRV TRAVELERS COMPANIES INC1.2K shares0.00%2025-09-302025-11-03

EVLN MORGAN STANLEY ETF TRUST6.5K sharesnew addition2025-09-302025-11-03

IBIT ISHARES BITCOIN TRUST ETF4.9K shares31.83%2025-09-302025-11-03

COST COSTCO WHSL CORP NEW337 shares-1.46%2025-09-302025-11-03

SLB SCHLUMBERGER LTD8.9K shares0.00%2025-09-302025-11-03

Sponsored

ONDS ONDAS HLDGS INC38.4K shares-28.89%2025-09-302025-11-03

VOE VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-03

AMD ADVANCED MICRO DEVICES INC1.8K shares-13.31%2025-09-302025-11-03

VOO VANGUARD INDEX FDS463 shares0.00%2025-09-302025-11-03

V VISA INC826 shares-3.05%2025-09-302025-11-03

VV VANGUARD INDEX FDS903 shares0.00%2025-09-302025-11-03

IWO ISHARES TR824 shares-12.71%2025-09-302025-11-03

BAC BANK AMERICA CORP4.9K shares0.00%2025-09-302025-11-03

Sponsored

XLE SELECT SECTOR SPDR TR2.8K shares-9.42%2025-09-302025-11-03

BDJ BLACKROCK ENHANCED EQUITY DI26.4K shares1.11%2025-09-302025-11-03

PG PROCTER AND GAMBLE CO1.6K shares-1.95%2025-09-302025-11-03

PSX PHILLIPS 661.7K shares0.00%2025-09-302025-11-03

HWM HOWMET AEROSPACE INC1.2K shares0.00%2025-09-302025-11-03

ED CONSOLIDATED EDISON INC2.3K shares0.26%2025-09-302025-11-03

PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-03

DFAE DIMENSIONAL ETF TRUST7.1K shares-1.32%2025-09-302025-11-03

Sponsored

PEP PEPSICO INC1.6K shares-14.47%2025-09-302025-11-03

KMI KINDER MORGAN INC DEL7.6K shares0.03%2025-09-302025-11-03

DNP DNP SELECT INCOME FD INC21.1K shares1.10%2025-09-302025-11-03

BP BP PLC5.9K sharesnew addition2025-09-302025-11-03

NEA NUVEEN AMT FREE QLTY MUN INC13.5K shares0.00%2025-09-302025-11-03

NVG NUVEEN AMT FREE MUN CR INC F11.9K shares0.33%2025-09-302025-11-03

BBAI BIGBEAR AI HLDGS INC16.4K shares15.96%2025-09-302025-11-03

FUBO FUBOTV INC18.5K shares0.00%2025-09-302025-11-03

Sponsored

Call Option Holdings

JD.COM INC Call CallJD.COM INC19.0K sharesnew addition2025-09-302025-11-03

NOVO-NORDISK A S Call CallNOVO-NORDISK A S6.0K sharesnew addition2025-09-302025-11-03

Put Option Holdings

SPDR S&P 500 ETF TR Put PutSPDR S&P 500 ETF TR2.0K sharesnew addition2025-09-302025-11-03