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CIK: 0001639943
Total reported value
$543.9M
$543.9M
223 檔
24.2%
At the close of Q2 2026, WealthPLAN Partners, LLC disclosed equity holdings valued at approximately $543.9M, spread across 223 reported holdings.
WealthPLAN Partners, LLC executed strategic sector rebalancing during Q2 2026, establishing 26 new positions while fully exiting 20 holdings and trimming 84 positions.
Showing top 200 holdings (of 223 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.59% | +0.63% | -12.26% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.04% | -0.37% | -5.18% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.88% | +0.52% | +30.27% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.86% | -0.20% | -8.16% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.77% | -0.07% | +1.12% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.44% | -0.22% | +3.92% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.42% | -9.33% | |
| 8 | BFLB | Bufferlabs US Eq Dyn Buf ETF | ETF-Other | 1.94% | +0.12% | +2.00% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.05% | -18.96% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | -0.02% | +58.53% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.62% | -0.02% | +0.47% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.59% | -0.25% | -23.06% | |
| 13 | CLOI | Vaneck Clo ETF | ETF-Other | 1.52% | -0.26% | -6.94% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.40% | -0.05% | +1.02% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.39% | -0.31% | -17.34% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.29% | +0.15% | +141.20% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.11% | -17.85% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.17% | +0.02% | +2.96% | |
| 19 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.12% | +0.30% | +80.03% | |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.12% | +0.36% | +146.50% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | +0.59% | +9.30% | |
| 22 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.08% | -0.17% | -9.30% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.05% | -8.88% | |
| 24 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.07% | +0.01% | -9.34% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 1.04% | -0.04% | -1.48% | |
| 26 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.98% | +0.02% | +97.90% | |
| 27 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.96% | -0.30% | -33.83% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.94% | +0.15% | +89.57% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.07% | +3.14% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.90% | +0.10% | +5.60% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | -0.09% | -35.44% | |
| 32 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.81% | +0.07% | +87.69% | |
| 33 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.81% | +0.04% | +94.08% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.81% | -0.13% | -27.33% | |
| 35 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.80% | -0.19% | -28.95% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.72% | -0.04% | -3.92% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | -0.11% | -20.98% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.03% | -18.45% | |
| 39 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.65% | -0.20% | -34.48% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | +0.16% | +106.39% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.03% | — | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | +0.15% | +92.67% | |
| 43 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 0.60% | +0.11% | +181.89% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.56% | EXIT | |
| 45 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 0.56% | -0.19% | -36.83% | |
| 46 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.56% | -0.02% | -9.81% | |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.54% | +0.50% | +23.20% | |
| 48 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.53% | -0.18% | -48.33% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | +0.20% | -8.75% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | +0.01% | -39.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.9% | +30.27% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.8% | +58.53% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.8% | +141.20% | Add |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | +0.7% | +146.50% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.6% | NEW | New buy |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +1.12% | Add |
| 7 | EPS | Wisdomtree US Large Cap Fund | +0.6% | +80.03% | Add |
| 8 | JIRE | Jpmorgan Int Res Enh Eqty | +0.5% | +97.90% | Add |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +89.57% | Add |
| 10 | JGRO | Jpmorgan Active Growth ETF | +0.4% | +87.69% | Add |
| 11 | JAVA | Jpmorgan Active Value ETF | +0.4% | +94.08% | Add |
| 12 | JFLX | Jpmorgan Flexible Debt ETF | +0.4% | +181.89% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | +0.4% | +106.39% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +92.67% | Add |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +0.47% | Add |
| 16 | IALT | Ishrs Sys Alt Act ETF | +0.3% | NEW | New buy |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.3% | +3.92% | Add |
| 18 | GGOV | Ishares Global Gb Usd Ha ETF | +0.2% | NEW | New buy |
| 19 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.2% | +84.47% | Add |
| 20 | AMAT | Applied Materials Inc | +0.2% | +22.27% | Add |
| 21 | ✓ | +0.2% | NEW | New buy | |
| 22 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.14% | Add |
| 23 | AMD | Advanced Micro Devices | +0.2% | +14.54% | Add |
| 24 | BFLB | Bufferlabs US Eq Dyn Buf ETF | +0.2% | +2.00% | Add |
| 25 | CAT | Caterpillar Inc | +0.2% | +11.45% | Add |
| 26 | MU | Micron Technology Inc | +0.1% | -25.20% | Trim |
| 27 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +23.20% | Add |
| 28 | SCHG | Schwab US Large-cap Growth | +0.1% | +53.43% | Add |
| 29 | AVGO | Broadcom Inc | +0.1% | +19.67% | Add |
| 30 | AGGY | Wisdomtree Yield Enhanced US | +0.1% | +68.93% | Add |
| 31 | JGLO | Jpmorgan Glbl Slct Eq ETF | +0.1% | +16.29% | Add |
| 32 | HYLB | Xtrackers Usd High Yield Cor | +0.1% | +157.76% | Add |
| 33 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 34 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | -17.86% | Trim |
| 35 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.02% | Add |
| 36 | MSFT | Microsoft CORP | +0.1% | +9.30% | Add |
| 37 | UNP | Union Pacific CORP | +0.1% | -1.48% | Trim |
| 38 | UNH | Unitedhealth Group Inc | +0.1% | +17.06% | Add |
| 39 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 40 | CSCO | Cisco Systems Inc | +0.1% | +55.73% | Add |
| 41 | LRCX | Lam Research CORP | +0.1% | +11.41% | Add |
| 42 | MTBA | Simplify Mbs ETF | +0.1% | +70.63% | Add |
| 43 | AGGH | Simplify Aggregate Bond ETF | +0.1% | +75.22% | Add |
| 44 | TRUT | Vaneck Technlogy Trusctr ETF | +0.1% | +64.53% | Add |
| 45 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | -3.92% | Trim |
| 46 | HAL | Halliburton Co | +0.1% | NEW | New buy |
| 47 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 48 | QHY | Wisdomtree US High Yield Cor | +0.1% | +58.72% | Add |
| 49 | KLAC | Kla CORP | +0.1% | +935.98% | Add |
| 50 | NVDA | Nvidia CORP | +0.1% | -9.33% | Trim |
According to official SEC Form 13F filings, WealthPLAN Partners, LLC reported a total U.S. public equity portfolio value of $543.9M across 223 disclosed positions in Q2 2026.
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, IVV) accounted for 24.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
VUG
市值: $3.3M
Top Position Liquidated / Trimmed
BKE
前期市值: $2.3M
During Q2 2026, WealthPLAN Partners, LLC's top holdings by market value included AAPL (7.6%)、BRK-B (6.0%)、IVV (5.9%). The largest single position, AAPL, represented 7.6% of total portfolio value.
In Q2 2026, WealthPLAN Partners, LLC made 197 total portfolio adjustments, initiating 26 new buys, adding to 67 positions, trimming 84 holdings, and fully liquidating 20 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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