Long-term investor
Wealthspan Partners, LLC @wealthspanpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909805).
Record
- Tracked since 2025-06-30 (434 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days +6.6% · 6 months +9.5% · 1 year +15.8% · all +15.8%
- Max drawdown 0.0% · Sharpe 1.50 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 12.3% · long · since 2025-06-30
- VTV · 9.3% · long · since 2025-06-30
- DE · 5.7% · long · since 2025-06-30
- IAU · 2.8% · long · since 2025-06-30
- VUSB · 2.8% · long · since 2026-03-31
- VCSH · 2.8% · long · since 2025-06-30
- DUSB · 2.7% · long · since 2025-06-30
- VIG · 2.6% · long · since 2025-06-30
- VYM · 2.4% · long · since 2025-06-30
- FBND · 2.3% · long · since 2025-06-30
- DFAI · 2.3% · long · since 2025-06-30
- EVSD · 2.1% · long · since 2025-06-30