§ 13F · FUND PROFILE
WealthPLAN Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $667M (13F)Positions · 289Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 156K | $40M | 7.7% | −19% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 67K | $32M | 6.2% | −6% |
| 3 | IVV | ISHARES TR | 31K | $21M | 4.0% | +34% |
| 4 | DGRO | ISHARES TR | 215K | $15M | 2.9% | −6% |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | 335K | $11M | 2.2% | −18% |
| 6 | QQQ | INVESCO QQQ TR | 19K | $11M | 2.2% | −8% |
| 7 | NVDA | NVIDIA CORPORATION | 59K | $10M | 2.0% | −39% |
| 8 | AMZN | AMAZON COM INC | 47K | $10M | 1.9% | −21% |
| 9 | VTI | VANGUARD INDEX FDS | 29K | $9M | 1.8% | −16% |
| 10 | BFLB | EA SERIES TRUST | 183K | $9M | 1.8% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHPLAN SIGNAL
AC read
WealthPLAN Partners, LLC is a Other fund managing $667 million in assets. The fund runs a broad portfolio of 289 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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