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CIK: 0001639943
Total reported value
$523.0M
$523.0M
249 檔
26.2%
At the close of Q3 2025, WealthPLAN Partners, LLC disclosed equity holdings valued at approximately $523.0M, spread across 249 reported holdings.
In Q3 2025, WealthPLAN Partners, LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, NVDA) accounted for 26.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
TSN
市值: $2.9M
Top Position Liquidated / Trimmed
SECT
前期市值: $16.0M
Showing top 200 holdings (of 249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.53% | -0.08% | -0.59% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.40% | -0.13% | +0.02% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.08% | +0.06% | +18.95% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.37% | -0.06% | +1.70% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.14% | +0.25% | +1.44% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | +0.09% | +42.73% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | +1.90% | +3.12% | |
| 8 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.10% | -0.12% | +52.30% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | -0.16% | +0.39% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.80% | -0.22% | +1.42% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.74% | +0.60% | +2.44% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.62% | -0.32% | -18.16% | |
| 13 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.52% | -0.42% | +1.88% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.37% | +11.10% | |
| 15 | CLOI | Vaneck Clo ETF | ETF-Other | 1.29% | -0.13% | -2.03% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.17% | +0.28% | -2.53% | |
| 17 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.13% | -0.06% | +2.49% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | -0.22% | +1.89% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | — | +5.10% | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.08% | -0.30% | +1.61% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.54% | -0.44% | |
| 22 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.03% | -0.28% | +1.81% | |
| 23 | STXG | Strive 1000 Growth ETF | ETF-Other | 1.00% | — | +5.75% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.94% | -0.03% | +12.89% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.31% | -2.35% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | -0.04% | -1.50% | |
| 27 | STXV | Strive 1000 Value ETF | ETF-Other | 0.90% | — | +4.59% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.87% | +0.06% | +1.23% | |
| 29 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 0.85% | -0.13% | +0.85% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.85% | -0.41% | -3.67% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | +0.09% | +58.47% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | -0.27% | -1.79% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.75% | +0.09% | +2.18% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.04% | +0.65% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.07% | +1.49% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.66% | +0.04% | +8.24% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.66% | -0.19% | +2.01% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | -0.11% | -5.93% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.46% | -3.02% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.59% | -0.29% | -3.38% | |
| 41 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.58% | -0.26% | -5.22% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.37% | +1.14% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.80% | +12.72% | |
| 44 | O | Realty Income CORP | Stock-Real Estate | 0.56% | -0.28% | +0.65% | |
| 45 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.55% | -0.17% | +0.99% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.54% | +0.07% | +19.52% | |
| 47 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.53% | -0.25% | -4.07% | |
| 48 | TDV | Proshares S&p Tech Dvd Arist | ETF-Tech | 0.52% | -0.13% | +1.36% | |
| 49 | BRO | Brown & Brown Inc | Stock-Financials | 0.51% | -0.18% | +2.46% | |
| 50 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.51% | -0.21% | -1.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +18.95% | Add |
| 2 | PAAA | Pgim Aaa Clo ETF | +1.6% | +52.30% | Add |
| 3 | MSFT | Microsoft CORP | +1% | +42.73% | Add |
| 4 | AAPL | Apple Inc | +0.8% | -0.59% | Trim |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +2.44% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.5% | +3.12% | Add |
| 7 | VYM | Vanguard High Dvd Yield ETF | +0.4% | +58.47% | Add |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | +0.3% | +114.62% | Add |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.3% | -2.53% | Trim |
| 10 | STXG | Strive 1000 Growth ETF | +0.3% | +5.75% | Add |
| 11 | RGTI | Rigetti Computing Inc | +0.3% | +28.66% | Add |
| 12 | TSLA | Tesla Inc | +0.3% | +0.65% | Trim |
| 13 | AVGO | Broadcom Inc | +0.3% | +7.68% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.3% | +3.95% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.07% | Add |
| 16 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.2% | +12.25% | Add |
| 17 | DGRO | Ishares Core Dividend Growth | -0.1% | +1.70% | Trim |
| 18 | CLOI | Vaneck Clo ETF | -0.2% | -2.03% | Trim |
| 19 | AVEM | Avantis Emerging Markets Eq | -0.2% | +12.89% | Trim |
| 20 | ABBV | Abbvie Inc | -0.2% | -1.79% | Trim |
| 21 | O | Realty Income CORP | -0.2% | +0.65% | Trim |
| 22 | ICOW | Pacer Developed Markets Inte | -0.2% | +4.32% | Trim |
| 23 | PEP | Pepsico Inc | -0.2% | +1.14% | Trim |
| 24 | RPM | Rpm International Inc | -0.2% | +0.50% | Trim |
| 25 | TDV | Proshares S&p Tech Dvd Arist | -0.2% | +1.36% | Trim |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +0.02% | Trim |
| 27 | AGOX | Adaptive Alpha Opportunities | -0.2% | +0.85% | Trim |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | +12.72% | Trim |
| 29 | CVX | Chevron CORP | -0.2% | -3.02% | Trim |
| 30 | FLBL | Franklin Senior Loan ETF | -0.2% | +0.99% | Trim |
| 31 | HELO | Jpmorgan Hedged Equity ETF | -0.3% | +2.49% | Trim |
| 32 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | +1.42% | Trim |
| 33 | IGRO | Ishares Intl Div Growth ETF | -0.4% | +1.81% | Trim |
| 34 | BRO | Brown & Brown Inc | -0.4% | +2.46% | Trim |
| 35 | FTLS | First Trust Long/short Eqty | -0.4% | +1.61% | Trim |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.5% | +1.44% | Trim |
| 37 | HEQT | Simplify Hedged Equity ETF | -0.6% | +1.88% | Trim |
| 38 | HRL | Hormel Foods CORP | -0.7% | -0.17% | Trim |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | -0.8% | -18.16% | Trim |
| 40 | MOAT | Vaneck Morningstar Wide Moat | -1.4% | +2.01% | Trim |
| 41 | SECT | Main Sector Rotation ETF | — | EXIT | Sold out |
| 42 | BJUL | Innovator U.s. Equity Buffer | — | EXIT | Sold out |
| 43 | BFEB | Innovator U.s. Equity Buffer | — | EXIT | Sold out |
| 44 | JULT | All US Equ Buf10 Jul Etf-usd | — | EXIT | Sold out |
| 45 | BUYW | Main Buywrite ETF | — | EXIT | Sold out |
| 46 | TSN | Tyson Foods Inc-cl A | — | NEW | New buy |
| 47 | BDEC | Innovator U.s. Equity Buffer | — | NEW | New buy |
| 48 | GAUG | Ft Vest US Equity Moderate B | — | NEW | New buy |
| 49 | UMAR | Innovator U.s. Equity Ultra | — | NEW | New buy |
| 50 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
According to official SEC Form 13F filings, WealthPLAN Partners, LLC reported a total U.S. public equity portfolio value of $523.0M across 249 disclosed positions in Q3 2025.
During Q3 2025, WealthPLAN Partners, LLC's top holdings by market value included AAPL (7.5%)、BRK-B (5.4%)、NVDA (3.1%). The largest single position, AAPL, represented 7.5% of total portfolio value.
In Q3 2025, WealthPLAN Partners, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 27 holdings, and fully liquidating 5 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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