WealthPLAN Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
WealthPLAN Partners, LLC 13F Holdings
CIK 0001639943
As of Sep 30, 2025, WealthPLAN Partners, LLC reported
289 positions worth $652.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 197,358 | $50.3M | 7.70% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 71,638 | $36.0M | 5.52% |
| NVIDIA CORP | NVDA | Technology | 109,991 | $20.5M | 3.14% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 232,121 |
|
5.8M2.42% |
| MICROSOFT CORP | MSFT | Technology | 27,515 |
4.3M | 2.18% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 426,394 |
4.3M | 2.18% |
| ISHARES CORE S&P 500 ETF | IVV | — | 21,181 |
4.2M | 2.17% |
| PGIM AAA CLO ETF | PAAA | — | 272,267 |
4.0M | 2.15% |
| AMAZON.COM INC | AMZN | Equity | 60,669 |
3.3M | 2.04% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 36,503 |
2.0M | 1.84% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 19,374 |
1.6M | 1.78% |
| PACER US CASH COWS 100 ETF | COWZ | — | 188,252 |
0.8M | 1.66% |
| SIMPLIFY EXCHANGE TRADED FUN | — | — | 323,998 |
0.1M | 1.55% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 9,966 | $9.2M | 1.41% |
| VANECK CLO ETF | CLOI | — | 162,637 | $8.6M | 1.32% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 64,460 | $7.8M | 1.19% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 115,853 | $7.5M | 1.15% |
| ALPHABET INC | GOOG | Equity | 30,357 | $7.4M | 1.13% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 23,328 | $7.4M | 1.13% |
| WALMART INC | WMT | Consumer Defensive | 69,795 | $7.2M | 1.10% |
| FIRST TRUST LONG/SHORT EQUITY ETF | FTLS | — | 102,752 | $7.2M | 1.10% |
| ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | IGRO | — | 86,278 | $6.9M | 1.05% |
| STRIVE 1000 GROWTH ETF | STXG | — | 133,731 | $6.7M | 1.02% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 83,231 | $6.3M | 0.96% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 58,428 | $6.1M | 0.94% |