Wealthspan Partners, LLC - Q12026 Holdings

Wealthspan Partners, LLC holds 123 stocks with a total portfolio value of $ 283.79M as of Q12026. In Q12026, Wealthspan Partners, LLC added 7 new positions, increased stakes in 67 stocks, reduced 35 holdings, and fully exited 8 positions. The largest holding is Vanguard Index Fds (VUG), representing 11.60% of the total portfolio.