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CIK: 0001639943
Total reported value
$523.0M
$523.0M
254 檔
23.6%
During the Q2 2025 filing period, WealthPLAN Partners, LLC (CIK: 0001639943) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $523.0M across 254 reported positions.
In Q2 2025, WealthPLAN Partners, LLC adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.56% | -0.08% | -7.17% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.60% | -0.13% | -4.23% | |
| 3 | SECT | Main Sector Rotation ETF | ETF-Other | 2.99% | — | +2.27% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.35% | -0.06% | -18.05% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.35% | +0.06% | +7.22% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.15% | +0.25% | -34.12% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | -0.16% | -7.10% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +1.90% | -2.58% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.04% | -0.32% | -26.97% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.77% | -0.22% | -33.53% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.68% | +0.60% | -1.84% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | +0.09% | -8.82% | |
| 13 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.54% | -0.42% | -40.44% | |
| 14 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.48% | -0.12% | +141.13% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -0.37% | -15.18% | |
| 16 | CLOI | Vaneck Clo ETF | ETF-Other | 1.41% | -0.13% | -13.95% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.17% | +0.28% | +1.21% | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.14% | -0.06% | -33.70% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.54% | -24.61% | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.08% | -0.30% | -39.40% | |
| 21 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.08% | -0.28% | -37.15% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | — | -12.09% | |
| 23 | STXG | Strive 1000 Growth ETF | ETF-Other | 0.94% | — | +1.85% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | -0.04% | -30.33% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.90% | +0.06% | -2.62% | |
| 26 | STXV | Strive 1000 Value ETF | ETF-Other | 0.88% | — | +3.62% | |
| 27 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 0.87% | -0.13% | -40.74% | |
| 28 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.85% | -0.41% | -29.27% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | -0.22% | -22.43% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.31% | -18.32% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.82% | -0.03% | -42.27% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | -0.11% | -27.33% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | +0.09% | -0.31% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.07% | -12.42% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | -0.27% | -27.74% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.67% | -0.29% | -8.75% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.66% | -0.19% | -73.52% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.46% | -22.98% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.65% | +0.04% | -4.68% | |
| 40 | BRO | Brown & Brown Inc | Stock-Financials | 0.64% | -0.18% | -29.71% | |
| 41 | BUYW | Main Buywrite ETF | ETF-Other | 0.61% | — | +15.66% | |
| 42 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.60% | -0.26% | -26.17% | |
| 43 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.59% | -0.17% | -34.52% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.37% | -25.02% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.57% | -0.17% | -26.70% | |
| 46 | O | Realty Income CORP | Stock-Real Estate | 0.56% | -0.28% | -31.77% | |
| 47 | GGG | Graco Inc | Stock-Industrials | 0.54% | -0.30% | -29.26% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.04% | -12.33% | |
| 49 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.54% | -0.12% | -26.83% | |
| 50 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 0.53% | -0.25% | -27.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +7.22% | Add |
| 2 | PAAA | Pgim Aaa Clo ETF | +0.9% | +141.13% | Add |
| 3 | SECT | Main Sector Rotation ETF | +0.7% | +2.27% | Add |
| 4 | TSN | Tyson Foods Inc-cl A | +0.5% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +0.4% | -8.82% | Trim |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -1.84% | Trim |
| 7 | GAUG | Ft Vest US Equity Moderate B | +0.4% | NEW | New buy |
| 8 | OCTT | All US Equ Buf10 Oct Etf-usd | +0.4% | NEW | New buy |
| 9 | OCTP | Pgim S&p 500 Buffer 12 ETF - | +0.4% | NEW | New buy |
| 10 | UMAR | Innovator U.s. Equity Ultra | +0.4% | NEW | New buy |
| 11 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +1.21% | Add |
| 12 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.2% | +114.34% | Add |
| 13 | THRO | Ishares U.s. Thematic Rotati | +0.2% | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -4.23% | Trim |
| 15 | CLOI | Vaneck Clo ETF | 0% | -13.95% | Trim |
| 16 | WMT | Walmart Inc | -0.1% | -24.61% | Trim |
| 17 | DGRO | Ishares Core Dividend Growth | -0.1% | -18.05% | Trim |
| 18 | FLTR | Vaneck Ig Floating Rate ETF | -0.1% | -26.83% | Trim |
| 19 | GGG | Graco Inc | -0.1% | -29.26% | Trim |
| 20 | VZ | Verizon Communications Inc | -0.1% | -26.83% | Trim |
| 21 | APD | Air Products & Chemicals Inc | -0.1% | -29.19% | Trim |
| 22 | AAPL | Apple Inc | -0.1% | -7.17% | Trim |
| 23 | JNJ | Johnson & Johnson | -0.1% | -18.32% | Trim |
| 24 | AMGN | Amgen Inc | -0.2% | -27.46% | Trim |
| 25 | UDEC | Innovator U.s. Equity Ultra | -0.2% | -36.85% | Trim |
| 26 | O | Realty Income CORP | -0.2% | -31.77% | Trim |
| 27 | FLBL | Franklin Senior Loan ETF | -0.2% | -34.52% | Trim |
| 28 | PEP | Pepsico Inc | -0.2% | -25.02% | Trim |
| 29 | TDV | Proshares S&p Tech Dvd Arist | -0.2% | -42.96% | Trim |
| 30 | ICOW | Pacer Developed Markets Inte | -0.2% | -43.00% | Trim |
| 31 | RPM | Rpm International Inc | -0.2% | -35.37% | Trim |
| 32 | AGOX | Adaptive Alpha Opportunities | -0.2% | -40.74% | Trim |
| 33 | CVX | Chevron CORP | -0.2% | -22.98% | Trim |
| 34 | BRO | Brown & Brown Inc | -0.3% | -29.71% | Trim |
| 35 | ABBV | Abbvie Inc | -0.3% | -27.74% | Trim |
| 36 | AVEM | Avantis Emerging Markets Eq | -0.3% | -42.27% | Trim |
| 37 | HELO | Jpmorgan Hedged Equity ETF | -0.3% | -33.70% | Trim |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | -50.00% | Trim |
| 39 | IGRO | Ishares Intl Div Growth ETF | -0.3% | -37.15% | Trim |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -33.53% | Trim |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | -0.4% | -26.97% | Trim |
| 42 | FTLS | First Trust Long/short Eqty | -0.4% | -39.40% | Trim |
| 43 | JULT | All US Equ Buf10 Jul Etf-usd | -0.5% | -94.25% | Trim |
| 44 | BFEB | Innovator U.s. Equity Buffer | -0.5% | -92.71% | Trim |
| 45 | DECT | Allianzim US Eq Bffr10 Dc-us | -0.5% | -94.58% | Trim |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.5% | -34.12% | Trim |
| 47 | BJUL | Innovator U.s. Equity Buffer | -0.5% | EXIT | Sold out |
| 48 | HEQT | Simplify Hedged Equity ETF | -0.6% | -40.44% | Trim |
| 49 | HRL | Hormel Foods CORP | -0.6% | -93.24% | Trim |
| 50 | MOAT | Vaneck Morningstar Wide Moat | -1.4% | -73.52% | Trim |
According to official SEC Form 13F filings, WealthPLAN Partners, LLC reported a total U.S. public equity portfolio value of $523.0M across 254 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, SECT) accounted for 23.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
TSN
市值: $2.9M
Top Position Liquidated / Trimmed
BJUL
前期市值: $3.8M
During Q2 2025, WealthPLAN Partners, LLC's top holdings by market value included AAPL (6.6%)、BRK-B (5.6%)、SECT (3.0%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q2 2025, WealthPLAN Partners, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 5 positions, trimming 38 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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