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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001909805

WEALTHSPAN PARTNERS, LLC

DAVENPORT, IA · File #028-22220

Latest AUM
$275.3M
Positions
124
Top-10 Concentration
54.5%
Filings
12

Sector Allocation

Industrials
6.8%$18.7M
Technology
5.0%$13.8M
Financials
2.1%$5.7M
Healthcare
1.6%$4.3M
Energy
1.1%$3.2M
Utilities
0.2%$587,312

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290873675,755$37.0M15.26%
2VANGUARD INDEX FDS922908744132,245$25.3M10.43%
3DEERE & CODE28,619$13.3M5.50%
4ISHARES GOLD TRIAU118,348$9.6M3.97%
5VANGUARD SCOTTSDALE FDS92206C409114,865$9.2M3.78%
6DIMENSIONAL ETF TRUST25434V591171,672$8.7M3.59%
7VANGUARD SPECIALIZED FUNDS92190884436,822$8.1M3.34%
8DIMENSIONAL ETF TRUST25434V872174,426$7.4M3.07%
9DIMENSIONAL ETF TRUST25434V203178,415$6.8M2.81%
10FIDELITY MERRIMACK STR TR316188309146,662$6.8M2.79%
11VANGUARD WHITEHALL FDS92194640645,538$6.5M2.70%
12MORGAN STANLEY ETF TRUSTMS-PQ116,170$6.0M2.47%
13MICROSOFT CORPMSFT12,103$5.9M2.42%
14APPLE INCAAPL19,361$5.3M2.17%
15ISHARES TR46428730942,048$5.2M2.14%
16VANGUARD INDEX FDS92290862917,280$5.0M2.07%
17SCHWAB STRATEGIC TR808524797179,033$4.9M2.03%
18J P MORGAN EXCHANGE TRADED F46641Q33276,989$4.4M1.82%
19ISHARES TR46428765517,622$4.3M1.79%
20DIMENSIONAL ETF TRUST25434V50060,701$4.2M1.75%