§ 13F · FUND PROFILE
WealthPLAN Partners, LLC.
AUM · $523M (13F)Positions · 264Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 137K | $40M | 7.6% | −12% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 63K | $32M | 6.0% | −5% |
| 3 | IVV | ISHARES TR | 41K | $31M | 5.9% | +30% |
| 4 | DGRO | ISHARES TR | 198K | $15M | 2.9% | −8% |
| 5 | QQQ | INVESCO QQQ TR | 20K | $14M | 2.8% | +1% |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 349K | $13M | 2.4% | +4% |
| 7 | NVDA | NVIDIA CORPORATION | 53K | $11M | 2.0% | −9% |
| 8 | BFLB | EA SERIES TRUST | 186K | $10M | 1.9% | +2% |
| 9 | AMZN | AMAZON COM INC | 40K | $10M | 1.8% | −19% |
| 10 | SPYM | SPDR SERIES TRUST | 107K | $9M | 1.8% | +59% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHPLAN SIGNAL
AC read
WealthPLAN Partners, LLC is a Other fund managing $523 million in assets. The fund runs a broad portfolio of 264 positions.
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