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CIK: 0001639943
Total reported value
$543.9M
$543.9M
272 檔
25.8%
In Q4 2025, WealthPLAN Partners, LLC's U.S. equity holdings reached a combined market value of $543.9M, distributed across 272 disclosed stock positions.
WealthPLAN Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 38 new positions while fully exiting 17 holdings and trimming 84 positions.
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% | +0.63% | -1.85% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.31% | -0.37% | -1.36% | |
| 3 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 2.71% | +0.01% | +29.75% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | +0.42% | -12.58% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | +0.52% | +11.23% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.39% | -0.20% | -1.00% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.05% | +4.00% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.10% | -0.22% | -3.96% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.94% | -0.07% | +9.16% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.73% | -0.25% | -5.90% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | +0.59% | -26.30% | |
| 12 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.46% | -0.30% | -6.07% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | -0.09% | -6.08% | |
| 14 | CLOI | Vaneck Clo ETF | ETF-Other | 1.26% | -0.26% | -2.14% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.22% | -0.02% | +2.54% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.11% | -8.97% | |
| 17 | BFLB | Bufferlabs US Eq Dyn Buf ETF | ETF-Other | 1.17% | +0.12% | — | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.12% | -0.17% | -2.49% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.04% | -6.84% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.05% | -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% | -0.31% | +7.08% | |
| 23 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.02% | -0.19% | -4.49% | |
| 24 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.02% | -0.20% | -6.82% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.01% | -0.13% | -40.59% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | +0.01% | -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% | -0.05% | +19.71% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | -0.11% | -2.30% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.79% | +0.02% | -9.01% | |
| 31 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 0.74% | -0.19% | -5.77% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.10% | +3.27% | |
| 33 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.73% | -0.18% | -12.06% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.07% | +13.38% | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | -0.04% | -3.37% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.03% | +40.83% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | +0.20% | +13.10% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.01% | -9.19% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.65% | +0.10% | -0.55% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.65% | -0.12% | -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% | -0.02% | +8.03% | |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | -0.04% | +10.09% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.60% | +0.04% | -3.65% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | -0.05% | -5.47% | |
| 46 | STXF | Strive 500 ETF | ETF-Other | 0.53% | — | +3.35% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.52% | -0.05% | -12.85% | |
| 48 | NUE | Nucor CORP | Stock-Materials | 0.49% | -0.03% | -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 | MU | Micron Technology Inc | +0.1% | +15.36% | Add |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +10.09% | Add |
| 16 | STXV | Strive 1000 Value ETF | +0.1% | +3.90% | Add |
| 17 | POCT | Innovator U.s. Equity Power | +0.1% | +67.36% | Add |
| 18 | AMD | Advanced Micro Devices | +0.1% | +3.30% | Add |
| 19 | PJAN | Innovator U.s. Equity Power | +0.1% | +101.04% | Add |
| 20 | IEMG | Ishares Core Msci Emerging | +0.1% | +15.52% | Add |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +8.03% | Add |
| 22 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +2.54% | Add |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +9.26% | Add |
| 24 | STXG | Strive 1000 Growth ETF | +0.1% | +3.12% | Add |
| 25 | NUE | Nucor CORP | +0.1% | -7.67% | Trim |
| 26 | AVGO | Broadcom Inc | +0.1% | +6.64% | Add |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +9.12% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | -5.57% | Trim |
| 29 | MCK | Mckesson CORP | 0% | +5.70% | Add |
| 30 | FLRT | Pacer Aristotle Pacific Floa | 0% | +23.19% | Add |
| 31 | XLV | Ss Health Care Select Sector | 0% | +1.45% | Add |
| 32 | V | Visa Inc-class A Shares | 0% | +17.60% | Add |
| 33 | TMO | Thermo Fisher Scientific Inc | 0% | -6.09% | Trim |
| 34 | KO | Coca-cola Co/the | 0% | +48.71% | Add |
| 35 | TSLA | Tesla Inc | 0% | +3.27% | Add |
| 36 | GLDM | Spdr Gold Minishares Trust | 0% | +5.45% | Add |
| 37 | STXF | Strive 500 ETF | 0% | +3.35% | Add |
| 38 | IWF | Ishares Russell 1000 Growth | 0% | +8.76% | Add |
| 39 | T | At&t Inc | 0% | +64.15% | Add |
| 40 | INTC | Intel CORP | 0% | +0.89% | Add |
| 41 | THRO | Ishares U.s. Thematic Rotati | 0% | +9.23% | Add |
| 42 | DGRO | Ishares Core Dividend Growth | 0% | -1.00% | Trim |
| 43 | CAT | Caterpillar Inc | 0% | -1.64% | Trim |
| 44 | TCAF | T Rowe Prc Cap Appreciation | 0% | +2.88% | Add |
| 45 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +10.96% | Add |
| 46 | SCHW | Schwab (charles) CORP | 0% | +20.55% | Add |
| 47 | BAC | Bank Of America CORP | 0% | +15.61% | Add |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +43.79% | Add |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +4.74% | Add |
| 50 | XOM | Exxon Mobil CORP | 0% | +1.18% | Add |
According to official SEC Form 13F filings, WealthPLAN Partners, LLC reported a total U.S. public equity portfolio value of $543.9M across 272 disclosed positions in Q4 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, PAAA) accounted for 25.8% 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
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 198 total portfolio adjustments, initiating 38 new buys, adding to 59 positions, trimming 84 holdings, and fully liquidating 17 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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