# EDGAR Filing Document

**Accession Number:** 0001909805
**File Stem:** 0001909805-23-000001
**Filing Date:** 2023-2
**Character Count:** 10782
**Document Hash:** 016019c9160035a2712606595e1bb66a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001909805-23-000001.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001909805-23-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WEALTHSPAN PARTNERS, LLC
- **CENTRAL INDEX KEY:** 0001909805
- **IRS NUMBER:** 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:** 23615761

**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:** 12-31-2022

**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  02-13-2023<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:** 70

**Form 13F Information Table Value Total:** $109884833

      (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 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 14349882 | 67336 | SH |  | SOLE |  | 0 | 0 | 67336 |
| VANGUARD VALUE ETF | ETF | 922908744 |  | 13376427 | 95294 | SH |  | SOLE |  | 0 | 0 | 95294 |
| DEERE  CO COM | Stock | 244199105 |  | 9570669 | 22322 | SH |  | SOLE |  | 0 | 0 | 22322 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 |  | 8666657 | 57074 | SH |  | SOLE |  | 0 | 0 | 57074 |
| ISHARES S 500 GROWTH ETF | ETF | 464287309 |  | 4394953 | 75127 | SH |  | SOLE |  | 0 | 0 | 75127 |
| ISHARES CORE S MID-CAP ETF | ETF | 464287507 |  | 4106908 | 16978 | SH |  | SOLE |  | 0 | 0 | 16978 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 |  | 3600595 | 33274 | SH |  | SOLE |  | 0 | 0 | 33274 |
| ISHARES GOLD TRUST | ETF | 464285204 |  | 3529840 | 102048 | SH |  | SOLE |  | 0 | 0 | 102048 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 |  | 3301689 | 21772 | SH |  | SOLE |  | 0 | 0 | 21772 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 3148618 | 13129 | SH |  | SOLE |  | 0 | 0 | 13129 |
| SCHWAB FUNDAMENTAL INT'L LARGE CO INDEX | ETF | 808524755 |  | 2705617 | 93072 | SH |  | SOLE |  | 0 | 0 | 93072 |
| APPLE INC COM | Stock | 037833100 |  | 2554976 | 19664 | SH |  | SOLE |  | 0 | 0 | 19664 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ETF | 25434V203 |  | 2466816 | 98515 | SH |  | SOLE |  | 0 | 0 | 98515 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 2037833 | 7733 | SH |  | SOLE |  | 0 | 0 | 7733 |
| VANGUARD MID-CAP ETF | ETF | 922908629 |  | 1864658 | 9149 | SH |  | SOLE |  | 0 | 0 | 9149 |
| VANGUARD SMALL-CAP ETF | ETF | 922908751 |  | 1416929 | 7720 | SH |  | SOLE |  | 0 | 0 | 7720 |
| VANGUARD SMALL CAP VALUE ETF | ETF | 922908611 |  | 1165198 | 7338 | SH |  | SOLE |  | 0 | 0 | 7338 |
| ISHARES CORE S US VALUE ETF | ETF | 464287663 |  | 1104194 | 15634 | SH |  | SOLE |  | 0 | 0 | 15634 |
| VANGUARD HEALTH CARE ETF | ETF | 92204A504 |  | 1095885 | 4418 | SH |  | SOLE |  | 0 | 0 | 4418 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 1037751 | 2701 | SH |  | SOLE |  | 0 | 0 | 2701 |
| INVESCO FTSE RAFI US 1000 ETF | ETF | 46137V613 |  | 1000407 | 6448 | SH |  | SOLE |  | 0 | 0 | 6448 |
| ISHARES SILVER TRUST | ETF | 46428Q109 |  | 975585 | 44305 | SH |  | SOLE |  | 0 | 0 | 44305 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 901604 | 5104 | SH |  | SOLE |  | 0 | 0 | 5104 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 |  | 862437 | 8895 | SH |  | SOLE |  | 0 | 0 | 8895 |
| WALMART INC COM | Stock | 931142103 |  | 830748 | 5859 | SH |  | SOLE |  | 0 | 0 | 5859 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 787078 | 2548 | SH |  | SOLE |  | 0 | 0 | 2548 |
| LILLY ELI  CO COM | Stock | 532457108 |  | 760540 | 2079 | SH |  | SOLE |  | 0 | 0 | 2079 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 757688 | 8006 | SH |  | SOLE |  | 0 | 0 | 8006 |
| CONOCOPHILLIPS COM | Stock | 20825C104 |  | 736938 | 6245 | SH |  | SOLE |  | 0 | 0 | 6245 |
| ISHARES CORE HIGH DIVIDEND ETF | ETF | 46429B663 |  | 696636 | 6683 | SH |  | SOLE |  | 0 | 0 | 6683 |
| INVESCO QQQ TRUST | ETF | 46090E103 |  | 691263 | 2596 | SH |  | SOLE |  | 0 | 0 | 2596 |
| CATERPILLAR INC COM | Stock | 149123101 |  | 684423 | 2857 | SH |  | SOLE |  | 0 | 0 | 2857 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 |  | 654021 | 8698 | SH |  | SOLE |  | 0 | 0 | 8698 |
| WP CAREY INC COM | REIT | 92936U109 |  | 637693 | 8160 | SH |  | SOLE |  | 0 | 0 | 8160 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 623916 | 1975 | SH |  | SOLE |  | 0 | 0 | 1975 |
| PEPSICO INC COM | Stock | 713448108 |  | 616645 | 3413 | SH |  | SOLE |  | 0 | 0 | 3413 |
| DIMENSIONAL U.S. TARGETED VALUE ETF | ETF | 25434V609 |  | 574163 | 13064 | SH |  | SOLE |  | 0 | 0 | 13064 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 548828 | 3396 | SH |  | SOLE |  | 0 | 0 | 3396 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 547970 | 4968 | SH |  | SOLE |  | 0 | 0 | 4968 |
| INVESCO WATER RESOURCES ETF | ETF | 46137V142 |  | 510349 | 9902 | SH |  | SOLE |  | 0 | 0 | 9902 |
| DIMENSIONAL U.S. EQUITY ETF | ETF | 25434V401 |  | 501817 | 12060 | SH |  | SOLE |  | 0 | 0 | 12060 |
| SCHLUMBERGER LTD COM STK | Stock | 806857108 |  | 475901 | 8902 | SH |  | SOLE |  | 0 | 0 | 8902 |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 81369Y506 |  | 457031 | 5225 | SH |  | SOLE |  | 0 | 0 | 5225 |
| HNI CORP COM | Stock | 404251100 |  | 446578 | 15708 | SH |  | SOLE |  | 0 | 0 | 15708 |
| ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 46434V100 |  | 439116 | 9175 | SH |  | SOLE |  | 0 | 0 | 9175 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 78467X109 |  | 437687 | 1321 | SH |  | SOLE |  | 0 | 0 | 1321 |
| GLOBAL X COPPER MINERS ETF | ETF | 37954Y830 |  | 437596 | 12351 | SH |  | SOLE |  | 0 | 0 | 12351 |
| SPDR GOLD SHARES | ETF | 78463V107 |  | 420651 | 2480 | SH |  | SOLE |  | 0 | 0 | 2480 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 399816 | 1045 | SH |  | SOLE |  | 0 | 0 | 1045 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 391790 | 9335 | SH |  | SOLE |  | 0 | 0 | 9335 |
| VANGUARD MID-CAP GROWTH ETF | ETF | 922908538 |  | 377316 | 2099 | SH |  | SOLE |  | 0 | 0 | 2099 |
| FIRST TRUST SMART GRID INFRASTRUCTURE ETF | ETF | 33737A108 |  | 369783 | 4239 | SH |  | SOLE |  | 0 | 0 | 4239 |
| ABBOTT LABS COM | Stock | 002824100 |  | 343752 | 3131 | SH |  | SOLE |  | 0 | 0 | 3131 |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | ETF | 37954Y673 |  | 341853 | 12905 | SH |  | SOLE |  | 0 | 0 | 12905 |
| AMAZON COM INC COM | Stock | 023135106 |  | 341631 | 4067 | SH |  | SOLE |  | 0 | 0 | 4067 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 338273 | 2523 | SH |  | SOLE |  | 0 | 0 | 2523 |
| PROLOGIS INC. COM | REIT | 74340W103 |  | 328387 | 2913 | SH |  | SOLE |  | 0 | 0 | 2913 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 320422 | 912 | SH |  | SOLE |  | 0 | 0 | 912 |
| VANGUARD REAL ESTATE ETF | ETF | 922908553 |  | 310718 | 3767 | SH |  | SOLE |  | 0 | 0 | 3767 |
| VANGUARD MID-CAP VALUE ETF | ETF | 922908512 |  | 306995 | 2270 | SH |  | SOLE |  | 0 | 0 | 2270 |
| VISA INC COM CL A | Stock | 92826C839 |  | 284624 | 1370 | SH |  | SOLE |  | 0 | 0 | 1370 |
| CENTERPOINT ENERGY INC COM | Stock | 15189T107 |  | 277647 | 9258 | SH |  | SOLE |  | 0 | 0 | 9258 |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | ETF | 921946810 |  | 273089 | 3922 | SH |  | SOLE |  | 0 | 0 | 3922 |
| SOUTHERN CO COM | Stock | 842587107 |  | 254425 | 3563 | SH |  | SOLE |  | 0 | 0 | 3563 |
| TARGA RES CORP COM | Stock | 87612G101 |  | 227850 | 3100 | SH |  | SOLE |  | 0 | 0 | 3100 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 225692 | 2558 | SH |  | SOLE |  | 0 | 0 | 2558 |
| TRAVELERS COMPANIES INC COM | Stock | 89417E109 |  | 218426 | 1165 | SH |  | SOLE |  | 0 | 0 | 1165 |
| ISHARES S 500 VALUE ETF | ETF | 464287408 |  | 208175 | 1435 | SH |  | SOLE |  | 0 | 0 | 1435 |
| VANGUARD SMALL-CAP GROWTH ETF | ETF | 922908595 |  | 203348 | 1014 | SH |  | SOLE |  | 0 | 0 | 1014 |
| LIPOCINE INC NEW COM | Stock | 53630X104 |  | 29417 | 73950 | SH |  | SOLE |  | 0 | 0 | 73950 |

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