WEALTHSPAN PARTNERS, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 24, 2025
Value $: $209M
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 109 stock holdings with total value $209M as of Q4 2024. Top holdings included VUG, VTV, DE, VIG, and DFCF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	109	$209M	+$13.4M	-$5.12M	+$8.28M	VUG, VTV, DE, VIG, DFCF	13F-HR	1/24/2025, 04:07 PM
Q3 2024	107	$203M	+$11.2M	-$1.92M	+$9.27M	VUG, VTV, DE, VIG, DFCF	13F-HR	11/4/2024, 09:11 AM
Q2 2024	103	$181M	+$12.2M	-$1.78M	+$10.4M	VUG, VTV, DE, VIG, MSFT	13F-HR	7/19/2024, 08:20 PM
Q1 2024	97	$170M	+$22.4M	-$2.55M	+$19.8M	VUG, VTV, DE, VIG, MSFT	13F-HR	4/29/2024, 02:09 PM
Q4 2023	82	$143M	+$6.73M	-$2.78M	+$3.95M	VUG, VTV, DE, VIG, DFCF	13F-HR	1/29/2024, 09:43 AM
Q3 2023	76	$127M	+$9.81M	-$4.77M	+$5.04M	VUG, VTV, DE, VIG, DFCF	13F-HR	11/1/2023, 10:42 AM
Q2 2023	76	$127M	+$5.76M	-$2.52M	+$3.24M	VUG, VTV, DE, VIG, AAPL	13F-HR	8/8/2023, 02:33 PM
Q1 2023	72	$117M	+$5.48M	-$3.37M	+$2.11M	VUG, VTV, DE, VIG, IVW	13F-HR	4/21/2023, 02:08 PM
Q4 2022	70	$110M	+$4.54M	-$1.14M	+$3.39M	VUG, VTV, DE, VIG, IVW	13F-HR	2/13/2023, 11:19 AM
Q3 2022	65	$96.6M	+$7.18M	-$2.95M	+$4.23M	VUG, VTV, VIG, DE, IVW	13F-HR	11/14/2022, 12:29 PM
Q2 2022	64	$96.8M	+$8.31M	-$4.24M	+$4.08M	VUG, VTV, VIG, DE, FNDF	13F-HR	8/11/2022, 03:53 PM
Q1 2022	68	$110M	+$4.98M	-$4.59M	+$390K	VUG, VTV, VIG, DE, IVW	13F-HR	5/12/2022, 09:00 AM
Q4 2021	68	$113M	$0	$0		VUG, VIG, VTV, DE, IVW	13F-HR	2/14/2022, 09:34 PM

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