Wealthspan Partners, LLC reported 54 positions worth $77.62M for the quarter ended Jun 30, 2026, up 5.8% on the prior quarter. It opened 3 new positions, added to 19, trimmed 18 and exited 3. Its largest holding is Deere & Co at 23.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PANW Palo Alto Networks Inc | +882 | – | $300.78K | 0.387% |
| AMD Advanced Micro Devices Inc | +425 | +25.3% | $246.89K | 1.57% |
| BHP BHP Group Ltd | +2,683 | – | $223.56K | 0.288% |
| WTBA West Bancorporation Inc | +8,000 | – | $212.24K | 0.273% |
| GE General Electric Co | +450 | +58.7% | $168.18K | 0.585% |
| GEV GE Vernova Inc. | +125 | +52.7% | $146.87K | 0.548% |
| BP Bp Plc | +3,892 | +45.6% | $143.81K | 0.592% |
| SOFI SoFi Technologies, Inc. | +3,880 | +13.2% | $69.57K | 0.77% |
| AXON Axon Enterprise, Inc. | +102 | +9.1% | $57.16K | 0.884% |
| MCD Mcdonalds Corp | +150 | +2.2% | $40.55K | 2.47% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| KMI Kinder Morgan, Inc. | -7,517 | -100.0% | $252.06K | Exited |
| BSX Boston Scientific Corp | -3,683 | -100.0% | $231.11K | Exited |
| T At&T Inc. | -7,900 | -100.0% | $229.03K | Exited |
| SLB Slb Limited | -2,616 | -29.4% | $121.62K | 0.376% |
| ORCL Oracle Corp | -710 | -18.5% | $104.05K | 0.591% |
| NVDA Nvidia Corp | -444 | -4.6% | $88.84K | 2.38% |
| BRK-B Berkshire Hathaway Inc | -166 | -4.2% | $83.06K | 2.44% |
| MSFT Microsoft Corp | -139 | -1.1% | $51.85K | 5.76% |
| SLV iShares Silver Trust | -824 | -2.1% | $44.06K | 2.61% |
| OKE Oneok Inc | -485 | -7.1% | $42.17K | 0.706% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DE Deere & Co | Industrials | 28.4K | $18.04M | 23.23% | -6 | 0.0% | Reduced | 0.01% |
| 2 | IAU Ishares Gold Trust | Others | 118.2K | $8.93M | 11.5% | -184 | -0.2% | Reduced | 0.01% |
| 3 | AAPL Apple Inc. | Technology | 19.3K | $5.59M | 7.2% | -95 | -0.5% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 12.0K | $4.47M | 5.76% | -139 | -1.1% | Reduced | 0% |
| 5 | CAT Caterpillar Inc | Industrials | 4,184 | $4.46M | 5.74% | -22 | -0.5% | Reduced | 0% |
| 6 | LLY ELI LILLY & Co | Healthcare | 2,120 | $2.54M | 3.28% | +9 | +0.4% | Added | 0% |
| 7 | SLV iShares Silver Trust | Others | 37.9K | $2.03M | 2.61% | -824 | -2.1% | Reduced | 0.01% |
| 8 | WMT Walmart Inc. | Consumer Staples | 17.3K | $1.96M | 2.53% | -149 | -0.9% | Reduced | 0% |
| 9 | MCD Mcdonalds Corp | Consumer Discretionary | 7,103 | $1.92M | 2.47% | +150 | +2.2% | Added | 0% |
| 10 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,785 | $1.89M | 2.44% | -166 | -4.2% | Reduced | 0% |
| 11 | NVDA Nvidia Corp | Technology | 9,249 | $1.85M | 2.38% | -444 | -4.6% | Reduced | 0% |
| 12 | CSX Csx Corp | Industrials | 36.4K | $1.73M | 2.23% | 0 | 0.0% | Unchanged | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 2,103 | $1.22M | 1.57% | +425 | +25.3% | Added | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 4,483 | $1.14M | 1.47% | +90 | +2.0% | Added | 0% |
| 15 | AMZN Amazon Com Inc | Consumer Discretionary | 4,225 | $1.01M | 1.3% | +74 | +1.8% | Added | 0% |
Tip. Select a row to see that position’s full history at Wealthspan Partners.
As of its Q2 2026 13F filing, Wealthspan Partners, LLC’s five largest positions were Deere & Co (DE) at 23.2%, Ishares Gold Trust (IAU) at 11.5%, Apple Inc. (AAPL) at 7.2%, Microsoft Corp (MSFT) at 5.8%, Caterpillar Inc (CAT) at 5.7% of the reported portfolio.
Wealthspan Partners, LLC reported a 13F portfolio worth $77.62M across 54 positions for Q2 2026. That is up 5.8% from the previous quarter.
Its largest purchases by value were Palo Alto Networks Inc ($300.78K), Advanced Micro Devices Inc ($246.89K), BHP Group Ltd ($223.56K). It opened 3 new positions.
Its largest sales by value were Kinder Morgan, Inc. ($252.06K), Boston Scientific Corp ($231.11K), At&T Inc. ($229.03K). It exited 3 positions entirely.
From the Form 13F-HR reports Wealthspan Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.