WealthPLAN Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, WealthPLAN Partners, LLC held in its portfolio 261 assets valued at $669,355,647 (i.e. $669.36M).
The most valuable assets in the portfolio included: APPLE INC ($52.66M), BERKSHIRE HATHAWAY INC DEL ($35.53M), and PGIM ETF TR ($18.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 261 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WealthPLAN Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 193701 | 52659632 | COM |
| BERKSHIRE HATHAWAY INC DEL | 70692 | 35533208 | CL B NEW |
| PGIM ETF TR | 353275 | 18108900 | AAA CLO ETF |
| NVIDIA CORPORATION | 96158 | 17933517 | COM |
| ISHARES TR | 23573 | 16145773 | CORE S&P500 ETF |
| ISHARES TR | 230102 | 15973694 | CORE DIV GRWTH |
| AMAZON COM INC | 63098 | 14564295 | COM |
| FIRST TR EXCHNG TRADED FD VI | 410055 | 14048476 | FT VEST LADDERED |
| SPDR SERIES TRUST | 159995 | 13780882 | STATE STREET SPD |
| INVESCO QQQ TR | 21148 | 12991604 | UNIT SER 1 |
| VANGUARD INDEX FDS | 34511 | 11570365 | TOTAL STK MKT |
| MICROSOFT CORP | 20278 | 9806986 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 304854 | 9770569 | HEDGED EQUITY |
| ALPHABET INC | 28511 | 8946736 | CAP STK CL C |
| VANECK ETF TRUST | 159184 | 8406518 | CLO ETF |
| ISHARES TR | 66096 | 8146940 | S&P 500 GRWT ETF |
| COSTCO WHSL CORP NEW | 9072 | 7823310 | COM |
| EA SERIES TRUST | 153277 | 7821817 | BUFFERLABS US EQ |
| J P MORGAN EXCHANGE TRADED F | 112997 | 7506406 | HEDGED EQUITY LA |
| WALMART INC | 65022 | 7244065 | COM |
| JPMORGAN CHASE & CO. | 22375 | 7209745 | COM |
| EA SERIES TRUST | 137908 | 7017862 | STRIVE 1000 GRWT |
| AMERICAN CENTY ETF TR | 89320 | 6879389 | AVANTIS EMGMKT |
| ISHARES TR | 82622 | 6838660 | INTL DIV GRWTH |
| FIRST TR EXCH TRADED FD III | 95879 | 6806436 | LNG/SHT EQUITY |
| PACER FDS TR | 112037 | 6741248 | US CASH COWS 100 |
| JOHNSON & JOHNSON | 31435 | 6505407 | COM |
| EA SERIES TRUST | 193855 | 6485962 | STRIVE 1000 VALU |
| VANGUARD WHITEHALL FDS | 45006 | 6459235 | HIGH DIV YLD |
| SCHWAB STRATEGIC TR | 193573 | 5309698 | US DIVIDEND EQ |
| STARBOARD INVT TR | 174215 | 4975586 | ADAPTIVE ALPHA |
| TESLA INC | 10980 | 4937701 | COM |
| CASEYS GEN STORES INC | 8784 | 4855215 | COM |
| ALPHABET INC | 15469 | 4841931 | CAP STK CL A |
| UNION PAC CORP | 20385 | 4715506 | COM |
| ISHARES TR | 22235 | 4715299 | S&P 500 VAL ETF |
| META PLATFORMS INC | 7104 | 4689068 | CL A |
| ABBVIE INC | 20417 | 4665001 | COM |
| SCHWAB STRATEGIC TR | 187092 | 4372335 | US AGGREGATE B |
| VANECK ETF TRUST | 42028 | 4352450 | MRNGSTR WDE MOAT |
| INTERNATIONAL BUSINESS MACHS | 13962 | 4135719 | COM |
| BLACKROCK ETF TRUST | 66896 | 4067951 | ISHARES US EQUIT |
| CHEVRON CORP NEW | 26431 | 4028365 | COM |
| PEPSICO INC | 25800 | 3702748 | COM |
| EA SERIES TRUST | 81021 | 3571811 | STRIVE 500 ETF |
| EMERSON ELEC CO | 26287 | 3488799 | COM |
| NUCOR CORP | 20158 | 3288014 | COM |
| PROSHARES TR | 37745 | 3267948 | S&P TECH DIVIDEN |
| INVESCO EXCHANGE TRADED FD T | 54551 | 3233763 | S&P 500 TOP 50 |
| LINCOLN ELEC HLDGS INC | 13272 | 3180440 | COM |
| PACER FDS TR | 81899 | 3167835 | DEVELOPED MRKT |
| MSC INDL DIRECT INC | 37088 | 3119060 | CL A |
| FRANKLIN TEMPLETON ETF TR | 132134 | 3094571 | SENIOR LOAN ETF |
| AMGEN INC | 9394 | 3074702 | COM |
| REALTY INCOME CORP | 54471 | 3070540 | COM |
| T ROWE PRICE ETF INC | 79791 | 3049611 | CAP APPRECIATION |
| EA SERIES TRUST | 90510 | 3011268 | STRIVE SML CAP |
| VANECK ETF TRUST | 118181 | 3011258 | IG FLOATING RATE |
| BROADCOM INC | 8416 | 2912929 | COM |
| TYSON FOODS INC | 48933 | 2868452 | CL A |
| GRACO INC | 34801 | 2852620 | COM |
| MASTERCARD INCORPORATED | 4985 | 2845693 | CL A |
| ALBEMARLE CORP | 20110 | 2844292 | COM |
| VERIZON COMMUNICATIONS INC | 69558 | 2833081 | COM |
| CULLEN FROST BANKERS INC | 22227 | 2814582 | COM |
| PALANTIR TECHNOLOGIES INC | 15830 | 2813783 | CL A |
| VALUED ADVISERS TR | 109220 | 2800915 | REGAN FLTG RATE |
| GENUINE PARTS CO | 22531 | 2770416 | COM |
| COLUMBIA ETF TR I | 88205 | 2701959 | SELECT TECHNOLO |
| ISHARES INC | 39827 | 2677202 | CORE MSCI EMKT |
| TEXAS INSTRS INC | 15415 | 2674339 | COM |
| INVESCO EXCHANGE TRADED FD T | 13853 | 2653631 | S&P500 EQL WGT |
| BONDBLOXX ETF TRUST | 55586 | 2569177 | BLOOMBERG TEN YR |
| PNC FINL SVCS GROUP INC | 12262 | 2559447 | COM |
| MCKESSON CORP | 3113 | 2553473 | COM |
| ISHARES TR | 35744 | 2552511 | EAFE VALUE ETF |
| ISHARES TR | 54632 | 2542593 | CORE UNIVRSL USD |
| BUCKLE INC | 46625 | 2490732 | COM |
| BLACKSTONE INC | 16070 | 2476962 | COM |
| BROWN & BROWN INC | 30491 | 2430149 | COM |
| RPM INTL INC | 23159 | 2408534 | COM |
| INNOVATOR ETFS TRUST | 52759 | 2398486 | US EQTY PWR BUF |
| ELI LILLY & CO | 2229 | 2395859 | COM |
| SELECT SECTOR SPDR TR | 15225 | 2356847 | STATE STREET HEA |
| SELECT SECTOR SPDR TR | 42168 | 2309560 | STATE STREET FIN |
| THERMO FISHER SCIENTIFIC INC | 3976 | 2303994 | COM |
| LOCKHEED MARTIN CORP | 4749 | 2296910 | COM |
| EA SERIES TRUST | 112936 | 2270014 | STRIVE TOTAL RET |
| DOVER CORP | 10997 | 2147142 | COM |
| AIR PRODS & CHEMS INC | 8601 | 2124594 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 93014 | 2075139 | ENHANCED INM ETF |
| ISHARES TR | 20104 | 1914297 | MBS ETF |
| INNOVATOR ETFS TRUST | 38363 | 1889378 | US EQTY BUF SEP |
| NIKE INC | 28050 | 1787046 | CL B |
| ISHARES TR | 3675 | 1739173 | RUS 1000 GRW ETF |
| ISHARES TR | 8750 | 1737959 | MSCI USA QLT FCT |
| BLACKROCK ETF TRUST | 48383 | 1611155 | ISHARES A I INNO |
| RIGETTI COMPUTING INC | 72500 | 1605875 | COMMON STOCK |
| ADOBE INC | 4587 | 1605404 | COM |
| SPDR GOLD TR | 4020 | 1593166 | GOLD SHS |
| ADVANCED MICRO DEVICES INC | 7351 | 1574290 | COM |
| INVESCO EXCH TRADED FD TR II | 13058 | 1558108 | S&P 500 MOMNTM |
| INTEL CORP | 41378 | 1526848 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| BLACKROCK ETF TRUST | 38667 | 1491003 | ISHARES US THEMA |
| PACER FDS TR | 31464 | 1483057 | ARISTOTLE PACIFI |
| BLACKROCK ETF TRUST II | 27470 | 1449575 | ISHARES FLEXIBLE |
| EXXON MOBIL CORP | 11872 | 1428626 | COM |
| HOME DEPOT INC | 4080 | 1403911 | COM |
| MAIN STR CAP CORP | 23051 | 1392078 | COM |
| PROSHARES TR | 12920 | 1344557 | S&P 500 DV ARIST |
| VISA INC | 3761 | 1318889 | COM CL A |
| WORLD GOLD TR | 15412 | 1315722 | SPDR GLD MINIS |
| LOWES COS INC | 5439 | 1311768 | COM |
| SPDR S&P 500 ETF TR | 1898 | 1294564 | TR UNIT |
| ISHARES TR | 23978 | 1199142 | CORE INTL AGGR |
| ORACLE CORP | 6118 | 1192459 | COM |
| INNOVATOR ETFS TRUST | 29520 | 1170173 | US EQTY ULTRA B |
| EA SERIES TRUST | 40501 | 1154684 | STRIVE MID CAP |
| MERCK & CO INC | 10701 | 1126387 | COM |
| INNOVATOR ETFS TRUST | 22533 | 1116735 | US EQTY BUF DEC |
| ISHARES TR | 11171 | 1115759 | CORE US AGGBD ET |
| S&P GLOBAL INC | 2128 | 1112075 | COM |
| CONSTELLATION BRANDS INC | 7834 | 1080807 | CL A |
| INNOVATOR ETFS TRUST | 39889 | 1070449 | EQUITY DEFIN 1YR |
| INNOVATOR ETFS TRUST | 39667 | 1039406 | EQUITY DEFINED P |
| VERALTO CORP | 10169 | 1014614 | COM SHS |
| AIM ETF PRODUCTS TRUST | 27367 | 1003274 | US LRGCP B10 DEC |
| MICRON TECHNOLOGY INC | 3409 | 973028 | COM |
| FIRST TR EXCHNG TRADED FD VI | 24550 | 963833 | FT VEST US EQT |
| DEERE & CO | 2063 | 960404 | COM |
| INNOVATOR ETFS TRUST | 24023 | 959714 | US EQT ULTRA BF |
| EA SERIES TRUST | 26460 | 950417 | STRIVE EMERGING |
| ALTRIA GROUP INC | 16289 | 939216 | COM |
| CATERPILLAR INC | 1624 | 930480 | COM |
| CROWDSTRIKE HLDGS INC | 1963 | 920176 | CL A |
| SCHWAB STRATEGIC TR | 26908 | 877724 | US LCAP GR ETF |
| PGIM ETF TR | 20602 | 866108 | TOTAL RETURN BON |
| SCHWAB STRATEGIC TR | 29605 | 796671 | US LRG CAP ETF |
| SELECT SECTOR SPDR TR | 5162 | 743181 | STATE STREET TEC |
| ISHARES TR | 2297 | 741954 | RUS 2000 GRW ETF |
| CHENIERE ENERGY INC | 3759 | 730804 | COM NEW |
| MCDONALDS CORP | 2378 | 726700 | COM |
| NEXTERA ENERGY INC | 9050 | 726506 | COM |
| ISHARES TR | 5127 | 723645 | SELECT DIVID ETF |
| SMITH A O CORP | 10777 | 720760 | COM |
| ABBOTT LABS | 5697 | 713764 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1165 | 702821 | UTSER1 S&PDCRP |
| ROPER TECHNOLOGIES INC | 1562 | 695307 | COM |
| ISHARES TR | 5020 | 687439 | RUS MD CP GR ETF |
| J P MORGAN EXCHANGE TRADED F | 14492 | 686197 | CORE PLUS BD ETF |
| FIRST TR EXCHANGE TRADED FD | 5915 | 673231 | HLTH CARE ALPH |
| WISDOMTREE TR | 9481 | 671824 | US LARGECAP FUND |
| WISDOMTREE TR | 15182 | 668766 | YIELD ENHANCD US |
| GE AEROSPACE | 2153 | 663047 | COM NEW |
| SERVICENOW INC | 4281 | 655806 | COM |
| LULULEMON ATHLETICA INC | 3039 | 631535 | COM |
| UBER TECHNOLOGIES INC | 7546 | 616584 | COM |
| COCA COLA CO | 8649 | 604660 | COM |
| SYNOPSYS INC | 1281 | 601711 | COM |
| ISHARES TR | 2842 | 597786 | RUS 1000 VAL ETF |
| GLOBAL X FDS | 9201 | 596133 | DEFENSE TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 6241 | 579164 | ACTIVE GROWTH |
| ISHARES TR | 1542 | 575844 | RUS 1000 ETF |
| ISHARES TR | 5587 | 572045 | 0-5 YR TIPS ETF |
| VANGUARD INDEX FDS | 902 | 565499 | S&P 500 ETF SHS |
| INNOVATOR ETFS TRUST | 14341 | 561020 | US EQT PWR BUF |
| SCHWAB STRATEGIC TR | 20531 | 558649 | FUNDAMENTAL US L |
| US BANCORP DEL | 10463 | 558310 | COM NEW |
| ISHARES TR | 2968 | 537831 | RUS 2000 VAL ETF |
| SCHWAB STRATEGIC TR | 21293 | 536158 | ULTRA SHORT INCM |
| ARM HOLDINGS PLC | 4850 | 530154 | SPONSORED ADS |
| NETFLIX INC | 5642 | 528994 | COM |
| SCHWAB CHARLES CORP | 5238 | 523341 | COM |
| J P MORGAN EXCHANGE TRADED F | 6877 | 514950 | INTRNL RES EQT |
| BANK AMERICA CORP | 9322 | 512735 | COM |
| FIRST TR EXCHANGE TRADED FD | 7354 | 510882 | RISNG DIVD ACHIV |
| AT&T INC | 19941 | 495328 | COM |
| ISHARES TR | 3497 | 493252 | RUS MDCP VAL ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 9779 | 492959 | MBS ETF |
| PROSHARES TR | 6134 | 488762 | LARGE CAP CRE |
| ISHARES TR | 5052 | 486412 | JPMORGAN USD EMG |
| J P MORGAN EXCHANGE TRADED F | 9601 | 482163 | FLEXIBLE DEBT ET |
| MEDTRONIC PLC | 5011 | 481339 | SHS |
| PUBLIC STORAGE OPER CO | 1854 | 481113 | COM |
| SCHWAB STRATEGIC TR | 19560 | 470222 | INTL EQTY ETF |
| J P MORGAN EXCHANGE TRADED F | 6903 | 467126 | GLOBAL SEL EQUIT |
| QUALCOMM INC | 2719 | 465150 | COM |
| WISDOMTREE TR | 14078 | 464864 | EQUITY PREMIUM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1525 | 463432 | SPONSORED ADS |
| SIMPLIFY EXCHANGE TRADED FUN | 22296 | 461527 | AGGREGATE BOND E |
| WP CAREY INC | 7169 | 461409 | COM |
| INNOVATOR ETFS TRUST | 9458 | 453795 | US EQT BUFR APR |
| SPOTIFY TECHNOLOGY S A | 753 | 437275 | SHS |
| ISHARES TR | 4799 | 429318 | CORE MSCI EAFE |
| PROCTER AND GAMBLE CO | 2913 | 417462 | COM |
| J P MORGAN EXCHANGE TRADED F | 5801 | 416048 | ACTIVE VALUE ETF |
| AMERIPRISE FINL INC | 827 | 405511 | COM |
| OMNICOM GROUP INC | 4885 | 394464 | COM |
| NYLI MACKAY DEFINEDTERM MUNI | 26420 | 392865 | COM |
| ISHARES TR | 4160 | 391706 | MSCI USA MIN VOL |
| UNITEDHEALTH GROUP INC | 1178 | 389001 | COM |
| VANGUARD INDEX FDS | 786 | 383458 | GROWTH ETF |
| INNODATA INC | 7427 | 378406 | COM NEW |
| BOEING CO | 1734 | 376398 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 4671 | 375081 | COM |
| RTX CORPORATION | 2032 | 372669 | COM |
| TJX COS INC NEW | 2372 | 364363 | COM |
| CISCO SYS INC | 4719 | 363505 | COM |
| ROCKWELL AUTOMATION INC | 934 | 363391 | COM |
| VANGUARD INDEX FDS | 1890 | 361052 | VALUE ETF |
| SUNOCO LP/SUNOCO FIN CORP | 6873 | 360219 | COM UT REP LP |
| NORFOLK SOUTHN CORP | 1244 | 359168 | COM |
| ISHARES TR | 2946 | 354050 | CORE S&P SCP ETF |
| INNOVATOR ETFS TRUST | 8149 | 352444 | US EQTY PWR BF |
| FUNDVANTAGE TR | 14478 | 342043 | POLEN FLT RATE |
| PROSHARES TR | 4049 | 340980 | S&P MDCP 400 DIV |
| AMERICAN EXPRESS CO | 897 | 331853 | COM |
| SELECT SECTOR SPDR TR | 7302 | 326472 | STATE STREET ENE |
| FIRST TR EXCHANGE-TRADED FD | 7071 | 325851 | SHS |
| GE VERNOVA INC | 495 | 323652 | COM |
| ISHARES TR | 4769 | 314754 | CORE S&P MCP ETF |
| ISHARES GOLD TR | 3796 | 308121 | ISHARES NEW |
| SCHWAB STRATEGIC TR | 6503 | 294001 | FUNDAMENTAL INTL |
| WISDOMTREE TR | 6056 | 281241 | US HGH YLD CORP |
| SHOPIFY INC | 1746 | 281054 | CL A SUB VTG SHS |
| KLA CORP | 229 | 278253 | COM NEW |
| ETF SER SOLUTIONS | 2520 | 276343 | DEFIANCE QUANTUM |
| PHILIP MORRIS INTL INC | 1716 | 275246 | COM |
| QUANTUM COMPUTING INC | 26427 | 271141 | COM |
| KKR & CO INC | 2082 | 265413 | COM |
| ACCENTURE PLC IRELAND | 966 | 259178 | SHS CLASS A |
| HORMEL FOODS CORP | 10689 | 253329 | COM |
| VANGUARD BD INDEX FDS | 3189 | 251325 | SHORT TRM BOND |
| INTUITIVE SURGICAL INC | 434 | 245800 | COM NEW |
| MONDELEZ INTL INC | 4561 | 245519 | CL A |
| NEWMONT CORP | 2437 | 243334 | COM |
| INNOVATOR ETFS TRUST | 4349 | 239428 | US EQTY BUFR JAN |
| ISHARES TR | 1587 | 235971 | CORE S&P TTL STK |
| CONOCOPHILLIPS | 2500 | 234025 | COM |
| J P MORGAN EXCHANGE TRADED F | 3954 | 229832 | NASDAQ EQT PREM |
| J P MORGAN EXCHANGE TRADED F | 3562 | 229322 | SMALL & MID CAP |
| FS SPECIALTY LENDING FD | 16201 | 229082 | COM SH BEN INT |
| TAKE-TWO INTERACTIVE SOFTWAR | 893 | 228635 | COM |
| FS CREDIT OPPORTUNITIES CORP | 36032 | 227002 | COMMON STOCK |
| WISDOMTREE TR | 14232 | 226146 | PRIVATE CREDIT |
| PGIM ETF TR | 4531 | 224692 | PGIM ULTRA SH BD |
| DELL TECHNOLOGIES INC | 1756 | 221045 | CL C |
| VANECK ETF TRUST | 8399 | 216862 | JP MRGAN EM LOC |
| ISHARES TR | 1783 | 216831 | CORE HIGH DV ETF |
| GLOBAL X FDS | 11281 | 213324 | US PFD ETF |
| FIRST TR EXCHANGE-TRADED FD | 1294 | 211685 | US EQTY OPPT ETF |
| VANGUARD SPECIALIZED FUNDS | 943 | 207165 | DIV APP ETF |
| LPL FINL HLDGS INC | 579 | 206642 | COM |
| DBX ETF TR | 5569 | 205107 | XTRACK USD HIGH |
| LAM RESEARCH CORP | 1196 | 204677 | COM NEW |
| DISNEY WALT CO | 1787 | 203319 | COM |
| DOUBLELINE INCOME SOLUTIONS | 13475 | 151863 | COM |
| AGNC INVT CORP | 12026 | 128921 | COM |
| PROSPECT CAP CORP | 15430 | 39963 | COM |
| STEREOTAXIS INC | 12665 | 29130 | COM NEW |
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