WealthPLAN Partners, LLC
All holdings · as of Dec 31, 2025
| 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% |
| JOHNSON & JOHNSON | $6.51M | 1.0% |
| EA SERIES TRUST | $6.49M | 1.0% |
| VANGUARD WHITEHALL FDS | $6.46M | 1.0% |
| SPDR SERIES TRUST | $6.09M | 0.9% |
| SCHWAB STRATEGIC TR | $5.31M | 0.8% |
| STARBOARD INVT TR | $4.98M | 0.7% |
| Tesla Inc | $4.94M | 0.7% |
| CASEYS GENERAL STORES INC | $4.86M | 0.7% |
| Alphabet Inc. | $4.84M | 0.7% |
| Union Pacific Corp | $4.72M | 0.7% |
| ISHARES TR | $4.72M | 0.7% |
| Meta Platforms Inc | $4.69M | 0.7% |
| AbbVie Inc. | $4.67M | 0.7% |
| SCHWAB STRATEGIC TR | $4.37M | 0.7% |
| VANECK ETF TRUST | $4.35M | 0.7% |
| INTERNATIONAL BUSINESS MACHINES CORP | $4.14M | 0.6% |
| SPDR SERIES TRUST | $4.10M | 0.6% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $4.07M | 0.6% |
| CHEVRON CORP | $4.03M | 0.6% |
| PEPSICO INC | $3.70M | 0.6% |
| EA SERIES TRUST | $3.57M | 0.5% |
| EMERSON ELECTRIC CO | $3.49M | 0.5% |
| NUCOR CORP | $3.29M | 0.5% |
| PROSHARES TR | $3.27M | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $3.23M | 0.5% |