Holdings
Wealthspan Partners, LLC
As of Jun 30, 2026, Wealthspan Partners, LLC reported 50 positions worth US$65.5M. Largest: Deere & Company, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Deere & Company | 28,433 | US$18M | −6 | Jun 30, 2026 |
| Apple Inc | 19,311 | US$5.59M | −95 | Jun 30, 2026 |
| Microsoft Corp. | 11,989 | US$4.47M | −139 | Jun 30, 2026 |
| Caterpillar, Inc. | 4,184 | US$4.46M | −22 | Jun 30, 2026 |
| Eli Lilly And Company | 2,120 | US$2.54M | +9 | Jun 30, 2026 |
| Walmart Inc. | 17,347 | US$1.96M | −149 | Jun 30, 2026 |
| Mcdonald's Corporation | 7,103 | US$1.92M | +150 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 3,785 | US$1.89M | −166 | Jun 30, 2026 |
| Nvidia Corporation | 9,249 | US$1.85M | −444 | Jun 30, 2026 |
| Csx Corporation | 36,397 | US$1.73M | no change | Jun 30, 2026 |