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CIK: 0001639943
Total reported value
$543.9M
$543.9M
249 檔
25.2%
At the close of Q3 2025, WealthPLAN Partners, LLC disclosed equity holdings valued at approximately $543.9M, spread across 249 reported holdings.
WealthPLAN Partners, LLC executed strategic sector rebalancing during Q3 2025, establishing 32 new positions while fully exiting 28 holdings and trimming 84 positions.
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% | +0.63% | -0.59% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.40% | -0.37% | +0.02% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.08% | +0.42% | +18.95% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.37% | -0.20% | +1.70% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.14% | -0.22% | +1.44% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | +0.59% | +42.73% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | +0.52% | +3.12% | |
| 8 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.10% | +0.01% | +52.30% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.05% | +0.39% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.80% | -0.25% | +1.42% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.74% | -0.07% | +2.44% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.62% | -0.13% | -18.16% | |
| 13 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.52% | -0.30% | +1.88% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.11% | +11.10% | |
| 15 | CLOI | Vaneck Clo ETF | ETF-Other | 1.29% | -0.26% | -2.03% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.17% | -0.02% | -2.53% | |
| 17 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.13% | -0.17% | +2.49% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | -0.09% | +1.89% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.05% | +5.10% | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.08% | -0.20% | +1.61% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.04% | -0.44% | |
| 22 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.03% | -0.19% | +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% | -0.31% | +12.89% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | +0.01% | -2.35% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | -0.11% | -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% | +0.02% | +1.23% | |
| 29 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 0.85% | -0.19% | +0.85% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.85% | -0.18% | -3.67% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | -0.05% | +58.47% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | -0.01% | -1.79% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.75% | -0.04% | +2.18% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.10% | +0.65% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | +0.20% | +1.49% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.66% | +0.10% | +8.24% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.66% | -0.12% | +2.01% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | -0.11% | -5.93% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.64% | +0.04% | -3.02% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.59% | -0.05% | -3.38% | |
| 41 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.58% | -0.04% | -5.22% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.05% | +1.14% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | +12.72% | |
| 44 | O | Realty Income CORP | Stock-Real Estate | 0.56% | -0.08% | +0.65% | |
| 45 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.55% | -0.20% | +0.99% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.54% | -0.04% | +19.52% | |
| 47 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.53% | -0.05% | -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% | -0.03% | +2.46% | |
| 50 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.51% | -0.02% | -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 | GOOG | Alphabet Inc-cl C | +0.3% | +1.89% | Trim |
| 14 | AMZN | Amazon.com Inc | +0.3% | +0.39% | Trim |
| 15 | AVGO | Broadcom Inc | +0.3% | +7.68% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | +0.3% | +3.95% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.07% | Add |
| 18 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.2% | +12.25% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +5.10% | Trim |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +103.70% | Add |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +19.52% | Add |
| 22 | IEMG | Ishares Core Msci Emerging | +0.2% | -10.64% | Add |
| 23 | STXF | Strive 500 ETF | +0.2% | +14.41% | Add |
| 24 | BKE | Buckle Inc/the | +0.2% | +0.01% | Trim |
| 25 | STXV | Strive 1000 Value ETF | +0.2% | +4.59% | Add |
| 26 | LLY | Eli Lilly & Co | +0.1% | +75.16% | Add |
| 27 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -16.26% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | +23.67% | Add |
| 29 | IVE | Ishares S&p 500 Value ETF | +0.1% | +4.36% | Add |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +1.49% | Trim |
| 31 | INTC | Intel CORP | +0.1% | +30.05% | Add |
| 32 | MCK | Mckesson CORP | +0.1% | +6.01% | Add |
| 33 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +3.04% | Add |
| 34 | STXK | Strive Small-cap ETF | +0.1% | +0.10% | Add |
| 35 | BA | Boeing Co/the | +0.1% | +160.70% | Add |
| 36 | AMD | Advanced Micro Devices | +0.1% | +8.51% | Add |
| 37 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +2.21% | Add |
| 38 | CAT | Caterpillar Inc | +0.1% | +49.82% | Add |
| 39 | FLRT | Pacer Aristotle Pacific Floa | +0.1% | +19.97% | Add |
| 40 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +25.52% | Add |
| 41 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.91% | Trim |
| 42 | XLK | Ss Technology Select Sector | +0.1% | +5.52% | Add |
| 43 | GLDM | Spdr Gold Minishares Trust | +0.1% | +69.89% | Add |
| 44 | PNC | Pnc Financial Services Group | +0.1% | -2.71% | Trim |
| 45 | EMR | Emerson Electric Co | +0.1% | -3.38% | Trim |
| 46 | QUAL | Ishares Msci USA Quality Fac | +0.1% | -10.51% | Trim |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +8.24% | Add |
| 48 | SBUX | Starbucks CORP | +0.1% | +143.53% | Add |
| 49 | MBB | Ishares Mbs ETF | +0.1% | +14.26% | Add |
| 50 | NOBL | Proshares S&p 500 Dividend A | +0.1% | -2.24% | Add |
According to official SEC Form 13F filings, WealthPLAN Partners, LLC reported a total U.S. public equity portfolio value of $543.9M across 249 disclosed positions in Q3 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, NVDA) accounted for 25.2% 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
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 200 total portfolio adjustments, initiating 32 new buys, adding to 56 positions, trimming 84 holdings, and fully liquidating 28 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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