WealthPLAN Partners, LLC 13F Holdings · Q2 2026
WealthPLAN Partners, LLC reported 223 securities worth $523.04M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (7.59%), BRKB (6.04%), IVV (5.88%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $39.7M | 7.59% | 137,249 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $31.6M | 6.04% | 63,155 | Trimmed |
| 3 | IVV | ISHARES TR | $30.7M | 5.88% | 41,056 | Added |
| 4 | DGRO | ISHARES TR | $15.0M | 2.86% | 197,583 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $14.5M | 2.77% | 19,640 | Added |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $12.7M | 2.44% | 348,808 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $10.7M | 2.04% | 53,377 | Trimmed |
| 8 | BFLB | EA SERIES TRUST | $10.2M | 1.94% | 186,413 | Added |
| 9 | AMZN | AMAZON COM INC | $9.6M | 1.84% | 40,324 | Trimmed |
| 10 | SPYM | SPDR SERIES TRUST | $9.4M | 1.79% | 106,502 | Added |
| 11 | IVW | ISHARES TR | $8.5M | 1.62% | 61,627 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $8.3M | 1.59% | 22,409 | Trimmed |
| 13 | CLOI | VANECK ETF TRUST | $8.0M | 1.52% | 150,428 | Trimmed |
| 14 | VYM | VANGUARD WHITEHALL FDS | $7.3M | 1.40% | 46,309 | Added |
| 15 | AVEM | AMERICAN CENTY ETF TR | $7.3M | 1.39% | 75,382 | Trimmed |
| 16 | AGG | ISHARES TR | $6.7M | 1.29% | 68,139 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $6.1M | 1.17% | 6,552 | Trimmed |
| 18 | SCHD | SCHWAB STRATEGIC TR | $6.1M | 1.17% | 192,517 | Added |
| 19 | EPS | WISDOMTREE TR | $5.9M | 1.12% | 75,492 | Added |
| 20 | JCPB | J P MORGAN EXCHANGE TRADED F | $5.9M | 1.12% | 124,686 | Added |
| 21 | MSFT | MICROSOFT CORP | $5.7M | 1.09% | 15,340 | Added |
| 22 | HELO | J P MORGAN EXCHANGE TRADED F | $5.7M | 1.08% | 83,971 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $5.7M | 1.08% | 17,279 | Trimmed |
| 24 | PAAA | PGIM ETF TR | $5.6M | 1.07% | 108,678 | Trimmed |
| 25 | UNP | UNION PAC CORP | $5.4M | 1.04% | 19,918 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR