Institutions / WealthPLAN Partners, LLC
WealthPLAN Partners, LLC
CIK 1639943 · Institution · as of Dec 31, 2025
Portfolio value
$669.36M
Positions
272
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 272 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $52.66M | 7.9% |
| Warren E. Buffett | $35.53M | 5.3% |
| PGIM ETF Tr | $18.11M | 2.7% |
| NVIDIA Corp | $17.93M | 2.7% |
| iShares Tr | $16.15M | 2.4% |
| iShares Tr | $15.97M | 2.4% |
| Amazon.com Inc | $14.56M | 2.2% |
| First Tr Exchng Traded Fd VI | $14.05M | 2.1% |
| Invesco Qqq Tr | $12.99M | 1.9% |
| Vanguard Index Fds | $11.57M | 1.7% |
| Microsoft Corp | $9.81M | 1.5% |
| Simplify Exchange Traded Fun | $9.77M | 1.5% |
| Alphabet Inc. | $8.95M | 1.3% |
| VanEck ETF Trust | $8.41M | 1.3% |
| iShares Tr | $8.15M | 1.2% |
| Costco Wholesale Corp /New | $7.82M | 1.2% |
| Ea Series Trust | $7.82M | 1.2% |
| J P Morgan Exchange Traded F | $7.51M | 1.1% |
| Walmart Inc. | $7.24M | 1.1% |
| JPMorgan Chase & Co | $7.21M | 1.1% |
| Ea Series Trust | $7.02M | 1.0% |
| American Centy ETF Tr | $6.88M | 1.0% |
| iShares Tr | $6.84M | 1.0% |
| First Tr Exch Traded Fd III | $6.81M | 1.0% |
| Pacer Fds Tr | $6.74M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.