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CIK: 0001639943
Total reported value
$523.0M
$523.0M
272 檔
26.8%
In Q4 2025, WealthPLAN Partners, LLC's U.S. equity holdings reached a combined market value of $523.0M, distributed across 272 disclosed stock positions.
WealthPLAN Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 2 holdings and trimming 27 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, PAAA) accounted for 26.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
BFLB
市值: $7.8M
Top Position Liquidated / Trimmed
EW
前期市值: $545.2K
Showing top 200 holdings (of 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.87% | -0.08% | -1.85% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.31% | -0.13% | -1.36% | |
| 3 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.71% | -0.12% | +29.75% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | +0.06% | -12.58% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | +1.90% | +11.23% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.39% | -0.06% | -1.00% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | -0.16% | +4.00% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.10% | +0.25% | -3.96% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.94% | +0.60% | +9.16% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.73% | -0.22% | -5.90% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | +0.09% | -26.30% | |
| 12 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.46% | -0.42% | -6.07% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | -0.22% | -6.08% | |
| 14 | CLOI | Vaneck Clo ETF | ETF-Other | 1.26% | -0.13% | -2.14% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.22% | +0.28% | +2.54% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.37% | -8.97% | |
| 17 | BFLB | Bufferlabs US Eq Dyn Buf ETF | ETF-Other | 1.17% | +0.18% | — | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.12% | -0.06% | -2.49% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.54% | -6.84% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | — | -4.09% | |
| 21 | STXG | Strive 1000 Growth ETF | ETF-Other | 1.05% | — | +3.12% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.03% | -0.03% | +7.08% | |
| 23 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.02% | -0.28% | -4.49% | |
| 24 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.02% | -0.30% | -6.82% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.01% | -0.32% | -40.59% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.31% | -5.57% | |
| 27 | STXV | Strive 1000 Value ETF | ETF-Other | 0.97% | — | +3.90% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | +0.09% | +19.71% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | -0.04% | -2.30% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.79% | +0.06% | -9.01% | |
| 31 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 0.74% | -0.13% | -5.77% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.04% | +3.27% | |
| 33 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.73% | -0.41% | -12.06% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.20% | +13.38% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | +0.09% | -3.37% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.11% | +40.83% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.07% | +13.10% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.27% | -9.19% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.65% | +0.04% | -0.55% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.65% | -0.19% | -5.30% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | -0.11% | -8.08% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.80% | +8.03% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | +0.07% | +10.09% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.46% | -3.65% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.37% | -5.47% | |
| 46 | STXF | Strive 500 ETF | ETF-Other | 0.53% | — | +3.35% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.52% | -0.29% | -12.85% | |
| 48 | NUE | Nucor CORP | Stock-Materials | 0.49% | -0.21% | -7.67% | |
| 49 | TDV | Proshares S&p Tech Dvd Arist | ETF-Tech | 0.49% | -0.13% | -6.44% | |
| 50 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.48% | — | +9.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAAA | Pgim Aaa Clo ETF | +0.6% | +29.75% | Add |
| 2 | AAPL | Apple Inc | +0.3% | -1.85% | Trim |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +11.23% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -6.08% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +13.38% | Add |
| 6 | IVE | Ishares S&p 500 Value ETF | +0.2% | +40.83% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +9.16% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +4.00% | Add |
| 9 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +19.71% | Add |
| 10 | ALB | Albemarle CORP | +0.1% | -12.77% | Trim |
| 11 | GLD | Spdr Gold Shares | +0.1% | +51.70% | Add |
| 12 | AVEM | Avantis Emerging Markets Eq | +0.1% | +7.08% | Add |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +63.45% | Add |
| 14 | ABBV | Abbvie Inc | -0.1% | -9.19% | Trim |
| 15 | RGTI | Rigetti Computing Inc | -0.1% | +1.01% | Add |
| 16 | GGG | Graco Inc | -0.1% | -12.31% | Trim |
| 17 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -9.01% | Trim |
| 18 | RPM | Rpm International Inc | -0.1% | -9.43% | Trim |
| 19 | FLBL | Franklin Senior Loan ETF | -0.1% | -13.16% | Trim |
| 20 | VOO | Vanguard S&p 500 ETF | -0.1% | -50.03% | Trim |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.36% | Trim |
| 22 | GPC | Genuine Parts Co | -0.1% | -8.31% | Trim |
| 23 | O | Realty Income CORP | -0.1% | -10.60% | Trim |
| 24 | MSM | Msc Industrial Direct Co-a | -0.1% | -11.49% | Trim |
| 25 | AGOX | Adaptive Alpha Opportunities | -0.1% | -5.77% | Trim |
| 26 | CASY | Casey's General Stores Inc | -0.1% | -12.06% | Trim |
| 27 | BRO | Brown & Brown Inc | -0.2% | -16.62% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -49.25% | Trim |
| 29 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -43.98% | Trim |
| 30 | COST | Costco Wholesale CORP | -0.2% | -8.97% | Trim |
| 31 | DECT | Allianzim US Eq Bffr10 Dc-us | -0.3% | -65.69% | Trim |
| 32 | BDEC | Innovator U.s. Equity Buffer | -0.3% | -63.07% | Trim |
| 33 | UMAR | Innovator U.s. Equity Ultra | -0.3% | -65.96% | Trim |
| 34 | GAUG | Ft Vest US Equity Moderate B | -0.3% | -65.94% | Trim |
| 35 | UDEC | Innovator U.s. Equity Ultra | -0.3% | -64.37% | Trim |
| 36 | NVDA | Nvidia CORP | -0.4% | -12.58% | Trim |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | -0.6% | -40.59% | Trim |
| 38 | MSFT | Microsoft CORP | -0.7% | -26.30% | Trim |
| 39 | BFLB | Bufferlabs US Eq Dyn Buf ETF | — | NEW | New buy |
| 40 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 41 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| 42 | EPS | Wisdomtree US Large Cap Fund | — | NEW | New buy |
| 43 | AGGY | Wisdomtree Yield Enhanced US | — | NEW | New buy |
| 44 | JGRO | Jpmorgan Active Growth ETF | — | NEW | New buy |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 46 | PAPR | Innovator U.s. Equity Power | — | NEW | New buy |
| 47 | EW | Edwards Lifesciences CORP | — | EXIT | Sold out |
| 48 | SCUS | Schwab Ultra-short Inc ETF | — | NEW | New buy |
| 49 | SBUX | Starbucks CORP | — | EXIT | Sold out |
| 50 | JIRE | Jpmorgan Int Res Enh Eqty | — | 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 272 disclosed positions in Q4 2025.
During Q4 2025, WealthPLAN Partners, LLC's top holdings by market value included AAPL (7.9%)、BRK-B (5.3%)、PAAA (2.7%). The largest single position, AAPL, represented 7.9% of total portfolio value.
In Q4 2025, WealthPLAN Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 11 positions, trimming 27 holdings, and fully liquidating 2 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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