WealthPLAN Partners, LLC
WealthPLAN Partners, LLC reported 227 positions worth $523.0M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (7.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $39.7M | 7.59% | 137,249 | — | — | |
| ▸ 2 | BRK-B | SH | $31.6M | 6.04% | 63,155 | — | — | |
| ▸ 3 | IVV | SH | $30.7M | 5.88% | 41,056 | — | — | |
| ▸ 4 | DGRO | SH | $15.0M | 2.86% | 197,583 | — | — | |
| ▸ 5 | QQQ | SH | $14.5M | 2.77% | 19,640 | — | — | |
| ▸ 6 | BUFR | SH | $12.7M | 2.44% | 348,808 | — | — | |
| ▸ 7 | NVDA | SH | $10.7M | 2.04% | 53,377 | — | — | |
| ▸ 8 | BFLB | SH | $10.2M | 1.94% | 186,413 | — | — | |
| ▸ 9 | AMZN | SH | $9.6M | 1.83% | 40,224 | — | — | |
| ▸ 10 | SPYM | SH | $9.4M | 1.79% | 106,502 | — | — |
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Frequently Asked Questions
What stocks does WealthPLAN Partners, LLC hold as of Q2 2026?
WealthPLAN Partners, LLC reported 227 positions worth $523.0M in its Q2 2026 13F filing. Largest positions: AAPL (7.6%), BRK-B (6.0%), IVV (5.9%), DGRO (2.9%) and QQQ (2.8%).
What did WealthPLAN Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WealthPLAN Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.