§ 13F · FUND PROFILE
WealthPLAN Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $621.4T (13F)Positions · 303Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 194K | $52.7T | 7.9% | −2% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 71K | $35.5T | 5.3% | −1% |
| 3 | PAAA | PGIM ETF TR | 353K | $18.1T | 2.7% | +30% |
| 4 | NVDA | NVIDIA CORPORATION | 96K | $17.9T | 2.7% | −13% |
| 5 | IVV | ISHARES TR | 24K | $16.1T | 2.4% | +11% |
| 6 | DGRO | ISHARES TR | 230K | $16.0T | 2.4% | −1% |
| 7 | AMZN | AMAZON COM INC | 63K | $14.6T | 2.2% | +4% |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | 410K | $14.0T | 2.1% | −4% |
| 9 | QQQ | INVESCO QQQ TR | 21K | $13.0T | 1.9% | +9% |
| 10 | VTI | VANGUARD INDEX FDS | 34K | $11.5T | 1.7% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHPLAN SIGNAL
AC read
WealthPLAN Partners, LLC is a Other fund managing $621387.1 trillion in assets. The fund runs a broad portfolio of 303 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed