WealthPLAN Partners, LLC

CIK: 0001639943SEC EDGAR →

Portfolio Value

$669.4M

Holdings

272

As of

Q4 2025

New Positions

272

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AAPL APPLE INC	193,701	$52.7M	7.87%
2	BRK/B BERKSHIRE HATHAWAY INC DEL	70,692	$35.5M	5.31%
3	PAAA PGIM ETF TR	353,275	$18.1M	2.71%
4	NVDA NVIDIA CORPORATION	96,158	$17.9M	2.68%
5	IVV ISHARES TR	23,573	$16.1M	2.41%
6	DGRO ISHARES TR	230,102	$16.0M	2.39%
7	AMZN AMAZON COM INC	63,098	$14.6M	2.18%
8	BUFR FIRST TR EXCHNG TRADED FD VI	410,055	$14.0M	2.10%
9	NDQ INVESCO QQQ TR	21,148	$13.0M	1.94%
10	VTI VANGUARD INDEX FDS	34,511	$11.6M	1.73%

Quarterly Changes

Top Buys

AAPLNEW

$52.7M

BRK/BNEW

$35.5M

PAAANEW

$18.1M

NVDANEW

$17.9M

IVVNEW

$16.1M

Top Sells

No sells this quarter

New Positions (272)

$52.7M · 194K shares

$35.5M · 71K shares

$18.1M · 353K shares

$17.9M · 96K shares

$16.1M · 24K shares

$16.0M · 230K shares

$14.6M · 63K shares

$14.0M · 410K shares

$13.0M · 21K shares

$11.6M · 35K shares

$9.8M · 20K shares

$9.8M · 305K shares

$8.9M · 29K shares

$8.4M · 159K shares

$8.1M · 66K shares

$7.8M · 9K shares

$7.8M · 153K shares

$7.5M · 113K shares

$7.2M · 65K shares

$7.2M · 22K shares

$7.0M · 138K shares

$6.9M · 89K shares

$6.8M · 83K shares

$6.8M · 96K shares

$6.7M · 112K shares

$6.5M · 31K shares

$6.5M · 194K shares

$6.5M · 45K shares

$6.1M · 57K shares

$5.3M · 194K shares

$5.0M · 174K shares

$4.9M · 11K shares

$4.9M · 9K shares

$4.8M · 15K shares

$4.7M · 22K shares

$4.7M · 20K shares

$4.7M · 7K shares

$4.7M · 20K shares

$4.4M · 187K shares

$4.4M · 42K shares

$4.1M · 14K shares

$4.1M · 51K shares

$4.1M · 67K shares

$4.0M · 26K shares

$3.7M · 26K shares

$3.6M · 81K shares

$3.5M · 26K shares

$3.3M · 20K shares

$3.3M · 38K shares

$3.2M · 55K shares

$3.2M · 13K shares

$3.2M · 82K shares

$3.1M · 37K shares

$3.1M · 132K shares

$3.1M · 9K shares

$3.1M · 54K shares

$3.0M · 80K shares

$3.0M · 91K shares

$3.0M · 118K shares

$2.9M · 8K shares

$2.9M · 49K shares

$2.9M · 35K shares

$2.8M · 5K shares

$2.8M · 20K shares

$2.8M · 70K shares

$2.8M · 22K shares

$2.8M · 16K shares

$2.8M · 109K shares

$2.8M · 23K shares

$2.7M · 88K shares

$2.7M · 40K shares

$2.7M · 15K shares

$2.7M · 14K shares

$2.6M · 56K shares

$2.6M · 12K shares

$2.6M · 3K shares

$2.6M · 36K shares

$2.5M · 55K shares

$2.5M · 47K shares

$2.5M · 16K shares

$2.4M · 30K shares

$2.4M · 23K shares

$2.4M · 2K shares

$2.4M · 15K shares

$2.3M · 42K shares

$2.3M · 4K shares

$2.3M · 5K shares

$2.3M · 113K shares

$2.1M · 11K shares

$2.1M · 9K shares

$2.1M · 93K shares

$1.9M · 20K shares

$1.9M · 38K shares

$1.8M · 28K shares

$1.7M · 4K shares

$1.7M · 9K shares

$1.6M · 48K shares

$1.6M · 73K shares

$1.6M · 5K shares

$1.6M · 4K shares

$1.6M · 7K shares

$1.6M · 13K shares

$1.5M · 41K shares

$1.5M · 2 shares

$1.5M · 39K shares

$1.5M · 31K shares

$1.4M · 27K shares

$1.4M · 12K shares

$1.4M · 4K shares

MAIN

$1.4M · 23K shares

NOBL

$1.3M · 13K shares

$1.3M · 4K shares

$1.3M · 15K shares

$1.3M · 5K shares

$1.3M · 2K shares

$1.2M · 24K shares

$1.2M · 6K shares

$1.2M · 30K shares

$1.2M · 41K shares

$1.1M · 11K shares

$1.1M · 23K shares

$1.1M · 11K shares

$1.1M · 2K shares

$1.1M · 8K shares

$1.1M · 25K shares

$1.1M · 40K shares

$1.0M · 40K shares

$1.0M · 10K shares

$1.0M · 27K shares

$973K · 3K shares

SPYV

$968K · 17K shares

GAUG

$963K · 25K shares

$960K · 2K shares

UMAR

$959K · 24K shares

STXE

$950K · 26K shares

$939K · 16K shares

$930K · 2K shares

$920K · 2K shares

$877K · 27K shares

$866K · 21K shares

$835K · 18K shares

$796K · 30K shares

$743K · 5K shares

$741K · 2K shares

$730K · 4K shares

$726K · 9K shares

$726K · 2K shares

$723K · 5K shares

$720K · 11K shares

$713K · 6K shares

$702K · 1K shares

$695K · 2K shares

$687K · 5K shares

$685K · 14K shares

$673K · 6K shares

$671K · 9K shares

$668K · 15K shares

$663K · 2K shares

NOW

$655K · 4K shares

LULU

$631K · 3K shares

UBER

$616K · 8K shares

$604K · 9K shares

$601K · 1K shares

$597K · 3K shares

$596K · 9K shares

$578K · 6K shares

$575K · 2K shares

$572K · 6K shares

$565K · 902 shares

$561K · 14K shares

$558K · 21K shares

$557K · 10K shares

$537K · 3K shares

$536K · 21K shares

$530K · 5K shares

$528K · 6K shares

$523K · 5K shares

$514K · 7K shares

$512K · 9K shares

$510K · 7K shares

$494K · 20K shares

$493K · 3K shares

$492K · 10K shares

$488K · 6K shares

$486K · 5K shares

$485K · 10K shares

$481K · 5K shares

$481K · 2K shares

$481K · 10K shares

$470K · 20K shares

$466K · 7K shares

$465K · 3K shares

$464K · 14K shares

$463K · 2K shares

$461K · 22K shares

$461K · 7K shares

$453K · 9K shares

$437K · 753 shares

$436K · 5K shares

$428K · 5K shares

$417K · 3K shares

$415K · 6K shares

$414K · 5K shares

$405K · 827 shares

$399K · 9K shares

$394K · 5K shares

$392K · 26K shares

$391K · 4K shares

$388K · 1K shares

$383K · 786 shares

$382K · 4K shares

$378K · 7K shares

$376K · 2K shares

$375K · 5K shares

$372K · 2K shares

$364K · 2K shares

$363K · 934 shares

$362K · 5K shares

$361K · 2K shares

$360K · 7K shares

$359K · 4K shares

$359K · 1K shares

$354K · 3K shares

$352K · 8K shares

$342K · 14K shares

$340K · 4K shares

$331K · 897 shares

$326K · 7K shares

$325K · 7K shares

$323K · 495 shares

$321K · 3K shares

$314K · 5K shares

$308K · 4K shares

$302K · 5K shares

$294K · 7K shares

$281K · 6K shares

$281K · 2K shares

$277K · 229 shares

$276K · 3K shares

$275K · 2K shares

$271K · 26K shares

$265K · 2K shares

$259K · 966 shares

$253K · 11K shares

$251K · 3K shares

$245K · 434 shares

$245K · 5K shares

$243K · 2K shares

$239K · 4K shares

$235K · 2K shares

$234K · 3K shares

$229K · 16K shares

$229K · 4K shares

$228K · 893 shares

$228K · 4K shares

$227K · 36K shares

$226K · 14K shares

$224K · 5K shares

$220K · 2K shares

$216K · 8K shares

$216K · 2K shares

$213K · 11K shares

$211K · 1K shares

$207K · 943 shares

$206K · 579 shares

$204K · 1K shares

$204K · 6K shares

$203K · 2K shares

$151K · 13K shares

$128K · 12K shares

$39K · 15K shares

$29K · 13K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	151	$336.2M	50.2%
Technology	32	$110.0M	16.4%
Unknown	14	$65.3M	9.8%
Consumer Cyclical	11	$35.8M	5.4%
Industrials	17	$28.2M	4.2%
Consumer Defensive	10	$25.2M	3.8%
Healthcare	11	$24.4M	3.7%
Communication Services	9	$20.8M	3.1%
Basic Materials	5	$10.9M	1.6%
Energy	5	$6.8M	1.0%
Real Estate	4	$4.1M	0.6%
Utilities	3	$1.4M	0.2%