WealthPLAN Partners, LLC

Institutional manager (13F) · CIK 1639943

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $353M

#	Issuer	Value	Shares
1	APPLE INC	$40M	156,423
2	BERKSHIRE HATHAWAY INC DEL	$32M	66,603
3	ISHARES TR	$21M	31,516
4	ISHARES TR	$15M	215,150
5	FIRST TR EXCHNG TRADED FD VI	$11M	335,657
6	INVESCO QQQ TR	$11M	19,422
7	NVIDIA CORPORATION	$10M	58,871
8	AMAZON COM INC	$10M	47,060
9	VANGUARD INDEX FDS	$9M	29,125
10	EA SERIES TRUST	$9M	182,749
11	VANECK ETF TRUST	$9M	161,642
12	COSTCO WHOLESALE CORPORATION	$8M	7,976
13	AMERICAN CENTY ETF TR	$7M	91,196
14	SIMPLIFY EXCHANGE TRADED FUN	$7M	227,169
15	ISHARES TR	$7M	61,341
16	VANGUARD WHITEHALL FDS	$7M	45,843
17	PGIM ETF TR	$6M	119,872
18	J P MORGAN EXCHANGE TRADED F	$6M	92,584
19	PACER FDS TR	$6M	93,204
20	SCHWAB STRATEGIC TR	$6M	186,988
21	ISHARES TR	$6M	66,977
22	JPMORGAN CHASE & CO	$6M	18,962
23	ALPHABET INC	$5M	18,966
24	MICROSOFT CORP	$5M	14,035
25	SPDR SERIES TRUST	$5M	67,180
26	WALMART INC	$5M	40,210
27	FIRST TR EXCH TRADED FD III	$5M	70,201
28	UNION PAC CORP	$5M	20,217
29	CASEYS GEN STORES INC	$5M	6,694
30	CHEVRON CORPORATION	$5M	21,895
31	SCHWAB STRATEGIC TR	$4M	191,883
32	JOHNSON & JOHNSON	$4M	17,385
33	ISHARES TR	$4M	19,585
34	SPDR SERIES TRUST	$4M	39,018
35	ALPHABET INC	$4M	13,203
36	ABBVIE INC	$4M	17,015
37	STARBOARD INVT TR	$4M	133,619
38	BLACKROCK ETF TRUST	$3M	57,802
39	VANECK ETF TRUST	$3M	32,174
40	META PLATFORMS INC	$3M	5,325
41	EXXON MOBIL CORP	$3M	17,781
42	WISDOMTREE TR	$3M	41,932
43	ISHARES TR	$3M	28,250
44	T ROWE PRICE ETF INC	$3M	78,793
45	MCKESSON CORP	$3M	3,157
46	PEPSICO INC	$3M	17,591
47	BONDBLOXX ETF TRUST	$3M	58,442
48	PACER FDS TR	$3M	62,488
49	ISHARES TR	$3M	56,072
50	PROSHARES TR	$3M	29,817

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.