WealthPLAN Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | $702.8K | 0.1% |
| ROPER TECHNOLOGIES INC | $695.3K | 0.1% |
| ISHARES TR | $687.4K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $686.2K | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $673.2K | 0.1% |
| WISDOMTREE TR | $671.8K | 0.1% |
| WISDOMTREE TR | $668.8K | 0.1% |
| GENERAL ELECTRIC CO | $663.0K | 0.1% |
| ServiceNow Inc | $655.8K | 0.1% |
| Lululemon Athletica Inc | $631.5K | 0.1% |
| Uber Technologies, Inc | $616.6K | 0.1% |
| COCA COLA CO | $604.7K | 0.1% |
| SYNOPSYS INC | $601.7K | 0.1% |
| ISHARES TR | $597.8K | 0.1% |
| GLOBAL X FDS | $596.1K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $579.2K | 0.1% |
| ISHARES TR | $575.8K | 0.1% |
| iShares MSCI UAE ETF | $572.0K | 0.1% |
| VANGUARD INDEX FDS | $565.5K | 0.1% |
| INNOVATOR ETFS TRUST | $561.0K | 0.1% |
| SCHWAB STRATEGIC TR | $558.6K | 0.1% |
| US BANCORP \DE | $558.3K | 0.1% |
| ISHARES TR | $537.8K | 0.1% |
| SCHWAB STRATEGIC TR | $536.2K | 0.1% |
| ARM HOLDINGS PLC /UKARM | $530.2K | 0.1% |
| Netflix Inc | $529.0K | 0.1% |
| SCHWAB CHARLES CORP | $523.3K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $515.0K | 0.1% |
| BANK OF AMERICA CORP /DE | $512.7K | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $510.9K | 0.1% |
| AT&T INC. | $495.3K | 0.1% |
| ISHARES TR | $493.3K | 0.1% |
| SIMPLIFY EXCHANGE TRADED FUN | $493.0K | 0.1% |
| PROSHARES TR | $488.8K | 0.1% |
| ISHARES TR | $486.4K | 0.1% |
| INNOVATOR ETFS TRUST | $485.2K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $482.2K | 0.1% |
| Medtronic plc | $481.3K | 0.1% |
| Public Storage | $481.1K | 0.1% |
| SCHWAB STRATEGIC TR | $470.2K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $467.1K | 0.1% |
| QUALCOMM INC/DE | $465.1K | 0.1% |
| WISDOMTREE TR | $464.9K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $463.4K | 0.1% |
| SIMPLIFY EXCHANGE TRADED FUN | $461.5K | 0.1% |
| WP Carey Inc | $461.4K | 0.1% |
| INNOVATOR ETFS TRUST | $453.8K | 0.1% |
| SPOTIFY TECHNOLOGY S A | $437.3K | 0.1% |
| SPDR SERIES TRUST | $436.8K | 0.1% |
| ISHARES TR | $429.3K | 0.1% |