WEALTHSPAN PARTNERS, LLC

CIK

1909805

Location

DAVENPORT, IA

Portfolio Value

Micro $76,737,031

Diversification

Diversified

Filing Date

Global Rank

#6,175 / 8,603 ▲ 226 · as of Mar 2026

Top Industry

Farm & Heavy Construction Machinery 32.1%

3Y Alpha vs SPY

-0.7%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.6%

SPY

+76.0%

Annualised alpha

-1.2%

Max drawdown

−15.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.9%

+3.0 pts

Top 5

50.6%

+1.6 pts

Top 10

64.7%

+1.3 pts

HHI

789

Diversified+99

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	29.4%	$22,598,784	8
Unclassified	22.9%	$17,601,430	6
Technology	16.2%	$12,418,952	7
Financial Services	7.3%	$5,564,134	11
Consumer Cyclical	6.6%	$5,031,762	6
Healthcare	5.5%	$4,227,401	5
Energy	5.0%	$3,871,966	7
Consumer Defensive	3.9%	$2,981,531	4
Utilities	1.9%	$1,487,974	4
Communication Services	1.2%	$953,097	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SOFI	SoFi Technologies, Inc.	+10,546	29,447	$467,618
NVG	Nuveen AMT-Free Municipal Credit Income Fund	+6,571	28,378	$349,900
ORCL	Oracle Corp	+1,761	3,840	$564,902
ONDS	Ondas Inc.	+630	39,130	$353,735
SLV	iShares Silver Trust	+472	38,716	$2,638,108
DNP	Dnp Select Income Fund Inc	+229	21,572	$222,191
BDJ	BlackRock Enhanced Equity Dividend Trust	+190	26,749	$230,576
CSX	Csx Corp	+127	36,397	$1,494,096
AMD	Advanced Micro Devices Inc	+110	1,678	$341,355
AXON	Axon Enterprise, Inc.	+106	1,122	$476,502
AMZN	Amazon Com Inc	+63	4,151	$864,528
SPY	Spdr S&P 500 ETF Trust	+53	2,184	$1,420,342
AAPL	Apple Inc.	+45	19,406	$4,925,048
BRK-B	Berkshire Hathaway Inc	+43	3,951	$1,893,319
BP	Bp PLC	+43	8,539	$401,333
IAU	Ishares Gold Trust	+43	118,391	$10,437,350
NVDA	Nvidia Corp	+40	9,693	$1,690,459
GOOGL	Alphabet Inc.	+39	2,518	$724,076
GLD	Spdr Gold Trust	+38	2,463	$1,059,804
OKE	Oneok Inc /New/	+26	6,788	$613,567
MSFT	Microsoft Corp	+25	12,128	$4,489,421
TSLA	Tesla, Inc.	+20	1,316	$489,223
ED	Consolidated Edison Inc	+6	2,305	$260,879
KMI	Kinder Morgan, Inc.	+5	7,517	$252,045
WMT	Walmart Inc.	+5	17,496	$2,174,402
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
BBAI	BigBear.ai Holdings, Inc.	−1,000	15,350	$54,032
COP	Conocophillips	−784	8,180	$1,079,760
ABT	Abbott Laboratories	−525	2,406	$247,024
WFC	Wells Fargo & Company/Mn	−288	11,024	$877,620
DE	Deere & Co	−180	28,439	$16,019,688
V	Visa Inc.	−121	688	$207,941
PSX	Phillips 66	−118	1,625	$296,042
QQQ	Invesco Qqq Trust, Series 1	−72	2,929	$1,690,560
NEE	Nextera Energy Inc	−61	6,697	$622,017
JPM	Jpmorgan Chase & Co	−49	1,915	$563,316
GE	General Electric Co	−48	766	$217,367
HD	Home Depot, Inc.	−20	1,611	$529,841
PEP	Pepsico Inc	−8	1,564	$242,873
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
T	At&T Inc.	7,900	$229,021
CNP	Centerpoint Energy Inc	4,808	$207,513
GEV	GE Vernova Inc.	237	$206,877
JQC	Nuveen Credit Strategies Income Fund	10,922	$53,190
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
FUBO	FuboTV Inc.	18,500	$559,440
IBIT	iShares Bitcoin Trust ETF	5,130	$254,704
PLTR	Palantir Technologies Inc.	1,231	$218,810
IBM	International Business Machines Corp	684	$202,607
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 positions · $76,737,031 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DE	Deere & Co Industrials	Reduced	28,439	-180	$16,019,688	+20.2%	20.88%
IAU	Ishares Gold Trust	Added	118,391	+43	$10,437,350	+8.7%	13.60%
AAPL	Apple Inc. Technology	Added	19,406	+45	$4,925,048	−6.4%	6.42%
MSFT	Microsoft Corp Technology	Added	12,128	+25	$4,489,421	−23.3%	5.85%
CAT	Caterpillar Inc Industrials	Added	4,206	+3	$2,979,782	+23.8%	3.88%
SLV	iShares Silver Trust	Added	38,716	+472	$2,638,108	+7.1%	3.44%
WMT	Walmart Inc. Consumer Defensive	Added	17,496	+5	$2,174,402	+11.6%	2.83%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,953	+2	$2,160,922	+1.7%	2.82%
LLY	ELI LILLY & Co Healthcare	Added	2,111	+1	$1,941,634	−14.4%	2.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,951	+43	$1,893,319	−3.6%	2.47%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,929	-72	$1,690,560	−8.3%	2.20%
NVDA	Nvidia Corp Technology	Added	9,693	+40	$1,690,459	−6.1%	2.20%
CSX	Csx Corp Industrials	Added	36,397	+127	$1,494,096	+13.6%	1.95%
SPY	Spdr S&P 500 ETF Trust	Added	2,184	+53	$1,420,342	−2.3%	1.85%
COP	Conocophillips Energy	Reduced	8,180	-784	$1,079,760	+28.7%	1.41%
JNJ	Johnson & Johnson Healthcare	Added	4,393	+1	$1,073,824	+18.1%	1.40%
GLD	Spdr Gold Trust	Added	2,463	+38	$1,059,804	+10.3%	1.38%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	11,024	-288	$877,620	−16.8%	1.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,151	+63	$864,528	−8.4%	1.13%
TRGP	Targa Resources Corp. Energy	Held	3,078	0	$771,746	+35.9%	1.01%
ABBV	AbbVie Inc. Healthcare	Added	3,374	+1	$733,811	−4.8%	0.96%
GOOGL	Alphabet Inc. Communication Services	Added	2,518	+39	$724,076	−6.7%	0.94%
HWM	Howmet Aerospace Inc. Industrials	Added	2,862	+1	$659,576	+12.4%	0.86%
NEE	Nextera Energy Inc Utilities	Reduced	6,697	-61	$622,017	+14.7%	0.81%
OKE	Oneok Inc /New/ Energy	Added	6,788	+26	$613,567	+23.5%	0.80%
ORCL	Oracle Corp Technology	Added	3,840	+1,761	$564,902	+39.4%	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,915	-49	$563,316	−11.0%	0.73%
CW	Curtiss Wright Corp Industrials	Held	800	0	$544,896	+23.6%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,611	-20	$529,841	−5.6%	0.69%
HNI	Hni Corp Consumer Cyclical	Held	15,059	0	$502,820	−20.6%	0.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,316	+20	$489,223	−16.1%	0.64%
ROL	Rollins Inc Consumer Cyclical	Held	9,070	0	$484,428	−11.0%	0.63%
AXON	Axon Enterprise, Inc. Industrials	Added	1,122	+106	$476,502	−17.4%	0.62%
SOFI	SoFi Technologies, Inc. Financial Services	Added	29,447	+10,546	$467,618	−5.5%	0.61%
SLB	Slb Limited/Nv Energy	Held	8,902	0	$457,473	+33.9%	0.60%
BP	Bp PLC Energy	Added	8,539	+43	$401,333	+36.0%	0.52%
SO	Southern Co Utilities	Added	4,119	+2	$397,565	+10.7%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Held	7,381	0	$359,823	−11.4%	0.47%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	767	0	$355,266	−3.6%	0.46%
ONDS	Ondas Inc. Technology	Added	39,130	+630	$353,735	−5.9%	0.46%
NVG	Nuveen AMT-Free Municipal Credit Income Fund Financial Services	Added	28,378	+6,571	$349,900	+26.7%	0.46%
AMD	Advanced Micro Devices Inc Technology	Added	1,678	+110	$341,355	+1.7%	0.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	340	0	$338,786	+15.5%	0.44%
TRV	Travelers Companies, Inc. Financial Services	Held	1,161	0	$338,640	+0.6%	0.44%
PSX	Phillips 66 Energy	Reduced	1,625	-118	$296,042	+31.6%	0.39%
ED	Consolidated Edison Inc Utilities	Added	2,305	+6	$260,879	+14.3%	0.34%
KMI	Kinder Morgan, Inc. Energy	Added	7,517	+5	$252,045	+22.1%	0.33%
ABT	Abbott Laboratories Healthcare	Reduced	2,406	-525	$247,024	−32.7%	0.32%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,564	-8	$242,873	+7.7%	0.32%
BSX	Boston Scientific Corp Healthcare	Held	3,683	0	$231,108	−34.2%	0.30%