Wealthspan Partners
Wealthspan Partners reported 129 stocks worth $317M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are VUG (12.3%), VTV (9.3%) and DE (5.7%). Compared with Q1 2026, the fund opened new positions in FELV, added to VUG, VTV and VUSB, trimmed IAU, VCSH and VIG and sold out of KMI, BSX and T.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $39.2M | 12.3% | 455K | +379K (+503%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $29.4M | 9.3% | 135K | +1,933 (+1%) | 8 of 8 | |
| 3 |  DE Deere & Co | $18M | 5.7% | 28K | No change | 8 of 8 | |
| 4 |  IAU Ishares Gold TR | $8.9M | 2.8% | 118K | −184 (−0%) | 8 of 8 | |
| 5 |  VUSB Van Ultra Shrt Bnd | $8.8M | 2.8% | 177K | +85K (+92%) | 2 of 8 | |
| 6 |  VCSH Vanguard Scottsdale Fds | $8.8M | 2.8% | 112K | −3,772 (−3%) | 8 of 8 | |
| 7 |  DUSB Dimensnl Ultrashrt Fixed | $8.7M | 2.7% | 171K | +12K (+8%) | 8 of 8 | |
| 8 |  VIG Vanguard Dividend Appreciation ETF | $8.2M | 2.6% | 34K | −1,650 (−5%) | 8 of 8 | |
| 9 |  VYM Vanguard Whitehall Fds | $7.7M | 2.4% | 49K | +1,226 (+3%) | 8 of 8 | |
| 10 |  FBND Fidelity Total Bond ETF | $7.3M | 2.3% | 160K | +6,982 (+5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealthspan Partners 13F FAQ
What does Wealthspan Partners own?
Wealthspan Partners reported 129 stocks worth $317M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are VUG (12.3%), VTV (9.3%) and DE (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Wealthspan Partners buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 63 added to, 35 trimmed and 4 sold out. New positions include FELV. It sold all of KMI, BSX and T.
When will Wealthspan Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wealthspan Partners's portfolio worth?
The Q2 2026 filing reports $317M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.