Wealthspan Partners, LLC
Wealthspan Partners, LLC reported 129 holdings worth US$317M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Wealthspan Partners, LLC reported 129 holdings worth US$317M as of Jun 30, 2026. Largest: Deere & Company, Apple Inc and Microsoft Corp. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 129
- Value as reported
- US$317M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Deere & Company | 28,433 | US$18M | 5.7% |
| Apple Inc | 19,311 | US$5.59M | 1.8% |
| Microsoft Corp. | 11,989 | US$4.47M | 1.4% |
| Caterpillar, Inc. | 4,184 | US$4.46M | 1.4% |
| Eli Lilly And Company | 2,120 | US$2.54M | 0.80% |
| Walmart Inc. | 17,347 | US$1.96M | 0.62% |
| Mcdonald's Corporation | 7,103 | US$1.92M | 0.61% |
| Berkshire Hathaway Inc. | 3,785 | US$1.89M | 0.60% |
| Nvidia Corporation | 9,249 | US$1.85M | 0.58% |
| Csx Corporation | 36,397 | US$1.73M | 0.55% |
| Advanced Micro Devices Inc | 2,103 | US$1.22M | 0.39% |
| Johnson & Johnson | 4,483 | US$1.14M | 0.36% |
| Amazon.com, Inc. | 4,225 | US$1.01M | 0.32% |
| Alphabet Inc (google) Class C | 2,596 | US$928K | 0.29% |
| Wells Fargo & Company | 11,120 | US$919K | 0.29% |
| Conocophillips | 8,180 | US$850K | 0.27% |
| Abbvie Inc. | 3,359 | US$845K | 0.27% |
| Targa Resources, Inc. | 3,078 | US$825K | 0.26% |
| Howmet Aerospace Inc. | 2,862 | US$769K | 0.24% |
| Exxon Mobil Corporation | 5,436 | US$743K | 0.23% |
| Axon Enterprise, Inc. | 1,224 | US$686K | 0.22% |
| Jp Morgan Chase & Co. | 1,895 | US$620K | 0.20% |
| Hni Corporation | 15,059 | US$609K | 0.19% |
| Curtiss-wright Corporation | 800 | US$606K | 0.19% |
| Sofi Technologies, Inc. | 33,327 | US$598K | 0.19% |
| Home Depot, Inc. (the) | 1,622 | US$572K | 0.18% |
| Nextera Energy, Inc. | 6,362 | US$558K | 0.18% |
| Tesla, Inc. | 1,304 | US$548K | 0.17% |
| Oneok, Inc. | 6,303 | US$548K | 0.17% |
| Bp Plc | 12,431 | US$459K | 0.14% |
| Oracle Corporation | 3,130 | US$459K | 0.14% |
| Ge Aerospace | 1,216 | US$454K | 0.14% |
| Ge Vernova Inc. | 362 | US$425K | 0.13% |
| Bank Of America Corporation | 7,381 | US$421K | 0.13% |
| Southern Company (the) | 4,122 | US$395K | 0.12% |
| The Travelers Companies, Inc. | 1,161 | US$383K | 0.12% |
| Rollins, Inc. | 9,070 | US$379K | 0.12% |
| Ondas Inc | 41,000 | US$338K | 0.11% |
| Costco Wholesale Corporation | 340 | US$318K | 0.10% |
| Palo Alto Networks, Inc. | 882 | US$301K | 0.09% |
| Phillips 66 | 1,625 | US$275K | 0.09% |
| Consolidated Edison, Inc. | 2,311 | US$256K | 0.08% |
| Visa Inc. | 694 | US$238K | 0.07% |
| Procter & Gamble Company (the) | 1,556 | US$228K | 0.07% |
| Bhp Group Ltd | 2,683 | US$224K | 0.07% |
| Abbott Laboratories | 2,406 | US$218K | 0.07% |
| West Bancorporation | 8,000 | US$212K | 0.07% |
| Pepsico, Inc. | 1,566 | US$212K | 0.07% |
| Centerpoint Energy, Inc (holding Co) | 4,808 | US$212K | 0.07% |
| Bigbear.ai, Inc. | 15,850 | US$58,170 | 0.02% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Kinder Morgan, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
Source
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