Institutional Manager · CIK 0001639943
WealthPLAN Partners, LLC
Omaha, NE · File #028-16867
Latest AUM
$669.4M
Positions
324
Top-10 Concentration
47.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025324 pos · $669.4M
- 13F HOLDINGS REPORTQ/E Sep 2025289 pos · $667.2M
- 13F HOLDINGS REPORTQ/E Jun 2025303 pos · $647.9M
- 13F HOLDINGS REPORTQ/E Mar 2025303 pos · $709.4M
- 13F HOLDINGS REPORTQ/E Dec 2024300 pos · $704.9M
- 13F HOLDINGS REPORTQ/E Sep 2024316 pos · $744.8M
- 13F HOLDINGS REPORTQ/E Jun 2024403 pos · $931.4M
- 13F HOLDINGS REPORTQ/E Mar 2024409 pos · $965.8M
- 13F HOLDINGS REPORTQ/E Dec 2023427 pos · $860.5M
- 13F HOLDINGS REPORTQ/E Sep 20232,516 pos · $707.0M
- 13F HOLDINGS REPORTQ/E Jun 20232,646 pos · $879.0M
- 13F HOLDINGS REPORTQ/E Mar 2023513 pos · $1.43B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 193,701 | $52.7M | 11.94% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 70,677 | $35.5M | 8.06% |
| 3 | PGIM ETF TR | 69344A834 | 353,275 | $18.1M | 4.11% |
| 4 | NVIDIA CORPORATION | NVDA | 96,158 | $17.9M | 4.07% |
| 5 | ISHARES TR | 464287200 | 23,547 | $16.1M | 3.66% |
| 6 | ISHARES TR | 46434V621 | 229,840 | $16.0M | 3.62% |
| 7 | AMAZON COM INC | AMZN | 63,098 | $14.6M | 3.30% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 409,667 | $14.0M | 3.18% |
| 9 | INVESCO QQQ TR | IVZ | 21,148 | $13.0M | 2.95% |
| 10 | VANGUARD INDEX FDS | 922908769 | 34,368 | $11.5M | 2.61% |
| 11 | MICROSOFT CORP | MSFT | 20,278 | $9.8M | 2.22% |
| 12 | SIMPLIFY EXCHANGE TRADED FUN | 82889N764 | 304,476 | $9.8M | 2.21% |
| 13 | ALPHABET INC | GOOG | 28,511 | $8.9M | 2.03% |
| 14 | VANECK ETF TRUST | 92189H748 | 159,154 | $8.4M | 1.91% |
| 15 | ISHARES TR | 464287309 | 66,096 | $8.1M | 1.85% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 9,072 | $7.8M | 1.77% |
| 17 | EA SERIES TRUST | 02072Q341 | 153,277 | $7.8M | 1.77% |
| 18 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 112,934 | $7.5M | 1.70% |
| 19 | WALMART INC | WMT | 65,022 | $7.2M | 1.64% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 22,375 | $7.2M | 1.64% |