# EDGAR Filing Document

**Accession Number:** 0001909805
**File Stem:** 0001951757-25-000976
**Filing Date:** 2025-7
**Character Count:** 15721
**Document Hash:** 2aed3183ff7e742be1972a7b2ef1bdef
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-000976.hdr.sgml**: 20250728

**ACCESSION NUMBER**: 0001951757-25-000976

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250728

**DATE AS OF CHANGE**: 20250728

**EFFECTIVENESS DATE**: 20250728

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WEALTHSPAN PARTNERS, LLC
- **CENTRAL INDEX KEY:** 0001909805

**ORGANIZATION NAME:**
- **EIN:** 831209851
- **STATE OF INCORPORATION:** IA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22220
- **FILM NUMBER:** 251156440

**BUSINESS ADDRESS:**
- **STREET 1:** 5025 UTICA RIDGE RD
- **STREET 2:** SUITE 101
- **CITY:** DAVENPORT
- **STATE:** IA
- **ZIP:** 52807
- **BUSINESS PHONE:** (563) 723-7301

**MAIL ADDRESS:**
- **STREET 1:** 5025 UTICA RIDGE RD
- **STREET 2:** SUITE 101
- **CITY:** DAVENPORT
- **STATE:** IA
- **ZIP:** 52807

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WEALTHSPAN PARTNERS LLC<br>**Address:** 5025 UTICA RIDGE RD<br>SUITE 101<br>DAVENPORT, IA 52807

**Form 13F File Number:** 028-22220

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brian Ramsay<br>**Title:** Chief Compliance Officer<br>**Phone:** (563) 723-7301

**Signature, Place, and Date of Signing:**

Brian Ramsay  Davenport, IA  07-28-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 120

**Form 13F Information Table Value Total:** $241926810

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 890293 | 4058 | SH |  | SOLE |  | 0 | 0 | 4058 |
| ROLLINS INC | COM | 775711104 |  | 511729 | 9070 | SH |  | SOLE |  | 0 | 0 | 9070 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1743340 | 3160 | SH |  | SOLE |  | 0 | 0 | 3160 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 7465313 | 119713 | SH |  | SOLE |  | 0 | 0 | 119713 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 728694 | 4771 | SH |  | SOLE |  | 0 | 0 | 4771 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 |  | 623708 | 8922 | SH |  | SOLE |  | 0 | 0 | 8922 |
| JANUS DETROIT STR TR | HENDERSN SML ETF | 47103U209 |  | 337079 | 4341 | SH |  | SOLE |  | 0 | 0 | 4341 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 338500 | 342 | SH |  | SOLE |  | 0 | 0 | 342 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 395591 | 3683 | SH |  | SOLE |  | 0 | 0 | 3683 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 252852 | 1587 | SH |  | SOLE |  | 0 | 0 | 1587 |
| HNI CORP | COM | 404251100 |  | 740602 | 15059 | SH |  | SOLE |  | 0 | 0 | 15059 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 365299 | 829 | SH |  | SOLE |  | 0 | 0 | 829 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 1302705 | 39704 | SH |  | SOLE |  | 0 | 0 | 39704 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1268994 | 2054 | SH |  | SOLE |  | 0 | 0 | 2054 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 222494 | 1195 | SH |  | SOLE |  | 0 | 0 | 1195 |
| PEPSICO INC | COM | 713448108 |  | 242646 | 1838 | SH |  | SOLE |  | 0 | 0 | 1838 |
| PEPSICO INC | CALL | 713448908 |  | 990300 | 7500 | PRN | Call | SOLE |  | 0 | 0 | 7500 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 339227 | 7784 | SH |  | SOLE |  | 0 | 0 | 7784 |
| HOME DEPOT INC | COM | 437076102 |  | 613899 | 1674 | SH |  | SOLE |  | 0 | 0 | 1674 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 767562 | 2518 | SH |  | SOLE |  | 0 | 0 | 2518 |
| SOUTHERN CO | COM | 842587107 |  | 377585 | 4112 | SH |  | SOLE |  | 0 | 0 | 4112 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 454456 | 3269 | SH |  | SOLE |  | 0 | 0 | 3269 |
| FUBOTV INC | COM | 35953D104 |  | 71410 | 18500 | SH |  | SOLE |  | 0 | 0 | 18500 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1040202 | 35611 | SH |  | SOLE |  | 0 | 0 | 35611 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1903612 | 3919 | SH |  | SOLE |  | 0 | 0 | 3919 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 5543593 | 69731 | SH |  | SOLE |  | 0 | 0 | 69731 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 440430 | 2499 | SH |  | SOLE |  | 0 | 0 | 2499 |
| MICROSOFT CORP | COM | 594918104 |  | 6119221 | 12302 | SH |  | SOLE |  | 0 | 0 | 12302 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 300888 | 8902 | SH |  | SOLE |  | 0 | 0 | 8902 |
| ABRDN ETFS | BBRG ALL COMMDY | 003261203 |  | 422301 | 12739 | SH |  | SOLE |  | 0 | 0 | 12739 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2281643 | 9628 | SH |  | SOLE |  | 0 | 0 | 9628 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3241357 | 11583 | SH |  | SOLE |  | 0 | 0 | 11583 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 257626 | 903 | SH |  | SOLE |  | 0 | 0 | 903 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 473278 | 6818 | SH |  | SOLE |  | 0 | 0 | 6818 |
| TESLA INC | COM | 88160R101 |  | 434559 | 1368 | SH |  | SOLE |  | 0 | 0 | 1368 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 949933 | 3825 | SH |  | SOLE |  | 0 | 0 | 3825 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 400631 | 604 | SH |  | SOLE |  | 0 | 0 | 604 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 428698 | 15493 | SH |  | SOLE |  | 0 | 0 | 15493 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 262998 | 463 | SH |  | SOLE |  | 0 | 0 | 463 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 229351 | 2286 | SH |  | SOLE |  | 0 | 0 | 2286 |
| GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 |  | 568527 | 12634 | SH |  | SOLE |  | 0 | 0 | 12634 |
| TARGA RES CORP | COM | 87612G101 |  | 539648 | 3100 | SH |  | SOLE |  | 0 | 0 | 3100 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 649771 | 6314 | SH |  | SOLE |  | 0 | 0 | 6314 |
| ELI LILLY  CO | COM | 532457108 |  | 1637063 | 2100 | SH |  | SOLE |  | 0 | 0 | 2100 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 3984908 | 18467 | SH |  | SOLE |  | 0 | 0 | 18467 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 3746523 | 65902 | SH |  | SOLE |  | 0 | 0 | 65902 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 200319 | 1444 | SH |  | SOLE |  | 0 | 0 | 1444 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1796505 | 9212 | SH |  | SOLE |  | 0 | 0 | 9212 |
| ONDAS HLDGS INC | COM NEW | 68236H204 |  | 103680 | 54000 | SH |  | SOLE |  | 0 | 0 | 54000 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 6009773 | 173844 | SH |  | SOLE |  | 0 | 0 | 173844 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 397087 | 21806 | SH |  | SOLE |  | 0 | 0 | 21806 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 206848 | 7145 | SH |  | SOLE |  | 0 | 0 | 7145 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 525207 | 1847 | SH |  | SOLE |  | 0 | 0 | 1847 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 3297020 | 124416 | SH |  | SOLE |  | 0 | 0 | 124416 |
| BIGBEAR AI HLDGS INC | COM | 08975B109 |  | 95739 | 14100 | SH |  | SOLE |  | 0 | 0 | 14100 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 1059920 | 25075 | SH |  | SOLE |  | 0 | 0 | 25075 |
| BLACKROCK ENHANCED EQUITY DI | COM | 09251A104 |  | 232522 | 26155 | SH |  | SOLE |  | 0 | 0 | 26155 |
| VISA INC | COM CL A | 92826C839 |  | 302526 | 852 | SH |  | SOLE |  | 0 | 0 | 852 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 3875454 | 60830 | SH |  | SOLE |  | 0 | 0 | 60830 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 3021428 | 84303 | SH |  | SOLE |  | 0 | 0 | 84303 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 890410 | 16501 | SH |  | SOLE |  | 0 | 0 | 16501 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 813891 | 12144 | SH |  | SOLE |  | 0 | 0 | 12144 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 546123 | 12751 | SH |  | SOLE |  | 0 | 0 | 12751 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 340359 | 1229 | SH |  | SOLE |  | 0 | 0 | 1229 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 23349328 | 132111 | SH |  | SOLE |  | 0 | 0 | 132111 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 35186566 | 80261 | SH |  | SOLE |  | 0 | 0 | 80261 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 6820577 | 161396 | SH |  | SOLE |  | 0 | 0 | 161396 |
| PHILLIPS 66 | COM | 718546104 |  | 207940 | 1743 | SH |  | SOLE |  | 0 | 0 | 1743 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 859556 | 24172 | SH |  | SOLE |  | 0 | 0 | 24172 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 346527 | 14771 | SH |  | SOLE |  | 0 | 0 | 14771 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 1052361 | 35685 | SH |  | SOLE |  | 0 | 0 | 35685 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 1131272 | 36387 | SH |  | SOLE |  | 0 | 0 | 36387 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 493845 | 9078 | SH |  | SOLE |  | 0 | 0 | 9078 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 224682 | 7642 | SH |  | SOLE |  | 0 | 0 | 7642 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1511925 | 9570 | SH |  | SOLE |  | 0 | 0 | 9570 |
| ABBVIE INC | COM | 00287Y109 |  | 644237 | 3471 | SH |  | SOLE |  | 0 | 0 | 3471 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 390840 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 269866 | 944 | SH |  | SOLE |  | 0 | 0 | 944 |
| NUVEEN AMT FREE MUN CR INC F | COM | 67071L106 |  | 141144 | 11831 | SH |  | SOLE |  | 0 | 0 | 11831 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 9079620 | 178909 | SH |  | SOLE |  | 0 | 0 | 178909 |
| MCDONALDS CORP | COM | 580135101 |  | 2064276 | 7065 | SH |  | SOLE |  | 0 | 0 | 7065 |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 |  | 606330 | 11363 | SH |  | SOLE |  | 0 | 0 | 11363 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 287773 | 2028 | SH |  | SOLE |  | 0 | 0 | 2028 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 229048 | 3742 | SH |  | SOLE |  | 0 | 0 | 3742 |
| MORGAN STANLEY ETF TRUST | EATON VANCE SHRT | 61774R858 |  | 2112750 | 42255 | SH |  | SOLE |  | 0 | 0 | 42255 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 261153 | 3079 | SH |  | SOLE |  | 0 | 0 | 3079 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 |  | 1126412 | 17977 | SH |  | SOLE |  | 0 | 0 | 17977 |
| MORGAN STANLEY ETF TRUST | EATON VANCE SHOR | 61774R825 |  | 5533835 | 108231 | SH |  | SOLE |  | 0 | 0 | 108231 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 3527855 | 88152 | SH |  | SOLE |  | 0 | 0 | 88152 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 4688939 | 42588 | SH |  | SOLE |  | 0 | 0 | 42588 |
| ISHARES TR | CORE S ETF | 464287200 |  | 641390 | 1033 | SH |  | SOLE |  | 0 | 0 | 1033 |
| ONEOK INC NEW | COM | 682680103 |  | 549994 | 6738 | SH |  | SOLE |  | 0 | 0 | 6738 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 425160 | 14248 | SH |  | SOLE |  | 0 | 0 | 14248 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 963720 | 12028 | SH |  | SOLE |  | 0 | 0 | 12028 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 271030 | 1648 | SH |  | SOLE |  | 0 | 0 | 1648 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 570478 | 1968 | SH |  | SOLE |  | 0 | 0 | 1968 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 839224 | 9352 | SH |  | SOLE |  | 0 | 0 | 9352 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2705408 | 47455 | SH |  | SOLE |  | 0 | 0 | 47455 |
| BANK AMERICA CORP | COM | 060505104 |  | 230969 | 4881 | SH |  | SOLE |  | 0 | 0 | 4881 |
| WALMART INC | COM | 931142103 |  | 1750706 | 17905 | SH |  | SOLE |  | 0 | 0 | 17905 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 201308 | 683 | SH |  | SOLE |  | 0 | 0 | 683 |
| ORACLE CORP | COM | 68389X105 |  | 511157 | 2338 | SH |  | SOLE |  | 0 | 0 | 2338 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 607590 | 12284 | SH |  | SOLE |  | 0 | 0 | 12284 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 6041273 | 45317 | SH |  | SOLE |  | 0 | 0 | 45317 |
| CATERPILLAR INC | COM | 149123101 |  | 1628291 | 4194 | SH |  | SOLE |  | 0 | 0 | 4194 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 670657105 |  | 147223 | 13482 | SH |  | SOLE |  | 0 | 0 | 13482 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 353159 | 3732 | SH |  | SOLE |  | 0 | 0 | 3732 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 8326900 | 40685 | SH |  | SOLE |  | 0 | 0 | 40685 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 225418 | 2354 | SH |  | SOLE |  | 0 | 0 | 2354 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 283672 | 5594 | SH |  | SOLE |  | 0 | 0 | 5594 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 725689 | 876 | SH |  | SOLE |  | 0 | 0 | 876 |
| DNP SELECT INCOME FD INC | COM | 23325P104 |  | 204439 | 20882 | SH |  | SOLE |  | 0 | 0 | 20882 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 4452493 | 97322 | SH |  | SOLE |  | 0 | 0 | 97322 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 533509 | 4949 | SH |  | SOLE |  | 0 | 0 | 4949 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 310614 | 1161 | SH |  | SOLE |  | 0 | 0 | 1161 |
| DEERE  CO | COM | 244199105 |  | 14447077 | 28412 | SH |  | SOLE |  | 0 | 0 | 28412 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2913503 | 46977 | SH |  | SOLE |  | 0 | 0 | 46977 |
| APPLE INC | COM | 037833100 |  | 4067356 | 19824 | SH |  | SOLE |  | 0 | 0 | 19824 |
| ABBOTT LABS | COM | 002824100 |  | 398645 | 2931 | SH |  | SOLE |  | 0 | 0 | 2931 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 3834908 | 19744 | SH |  | SOLE |  | 0 | 0 | 19744 |

---