WealthPLAN Partners, LLC
CIK: 0001639943SEC EDGAR →
Portfolio Value
$669K
Holdings
272
As of
Q4 2025
New Positions
272
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 193,701 | $53K | 7.87% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 70,692 | $36K | 5.31% |
| 3 | PGIM ETF TR | 353,275 | $18K | 2.71% |
| 4 | NVIDIA CORPORATION | 96,158 | $18K | 2.68% |
| 5 | ISHARES TR | 23,573 | $16K | 2.41% |
| 6 | ISHARES TR | 230,102 | $16K | 2.39% |
| 7 | AMAZON COM INC | 63,098 | $15K | 2.18% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 410,055 | $14K | 2.10% |
| 9 | INVESCO QQQ TR | 21,148 | $13K | 1.94% |
| 10 | VANGUARD INDEX FDS | 34,511 | $12K | 1.73% |
Quarterly Changes
New Positions (272)
$53K · 194K shares
$36K · 71K shares
$18K · 353K shares
$18K · 96K shares
$16K · 24K shares
$16K · 230K shares
$15K · 63K shares
$14K · 410K shares
$13K · 21K shares
$12K · 35K shares
$10K · 20K shares
$10K · 305K shares
$9K · 29K shares
$8K · 159K shares
$8K · 66K shares
$8K · 9K shares
$8K · 153K shares
$8K · 113K shares
$7K · 65K shares
$7K · 22K shares
$7K · 138K shares
$7K · 89K shares
$7K · 83K shares
$7K · 96K shares
$7K · 112K shares
$7K · 31K shares
$6K · 194K shares
$6K · 45K shares
$6K · 57K shares
$5K · 194K shares
$5K · 174K shares
$5K · 11K shares
$5K · 9K shares
$5K · 15K shares
$5K · 22K shares
$5K · 20K shares
$5K · 7K shares
$5K · 20K shares
$4K · 187K shares
$4K · 42K shares
$4K · 14K shares
$4K · 51K shares
$4K · 67K shares
$4K · 26K shares
$4K · 26K shares
$4K · 81K shares
$3K · 26K shares
$3K · 20K shares
$3K · 38K shares
$3K · 55K shares
$3K · 13K shares
$3K · 82K shares
$3K · 37K shares
$3K · 132K shares
$3K · 9K shares
$3K · 54K shares
$3K · 80K shares
$3K · 91K shares
$3K · 118K shares
$3K · 8K shares
$3K · 49K shares
$3K · 35K shares
$3K · 5K shares
$3K · 20K shares
$3K · 70K shares
$3K · 22K shares
$3K · 16K shares
$3K · 109K shares
$3K · 23K shares
$3K · 88K shares
$3K · 40K shares
$3K · 15K shares
$3K · 14K shares
$3K · 56K shares
$3K · 12K shares
$3K · 3K shares
$3K · 36K shares
$3K · 55K shares
$2K · 47K shares
$2K · 16K shares
$2K · 30K shares
$2K · 23K shares
$2K · 2K shares
$2K · 15K shares
$2K · 42K shares
$2K · 4K shares
$2K · 5K shares
$2K · 113K shares
$2K · 11K shares
$2K · 9K shares
$2K · 93K shares
$2K · 20K shares
$2K · 38K shares
$2K · 28K shares
$2K · 4K shares
$2K · 9K shares
$2K · 48K shares
$2K · 73K shares
$2K · 5K shares
$2K · 4K shares
$2K · 7K shares
$2K · 13K shares
$2K · 41K shares
$2K · 2 shares
$1K · 39K shares
$1K · 31K shares
$1K · 27K shares
$1K · 12K shares
$1K · 4K shares
$1K · 23K shares
$1K · 13K shares
$1K · 4K shares
$1K · 15K shares
$1K · 5K shares
$1K · 2K shares
$1K · 24K shares
$1K · 6K shares
$1K · 30K shares
$1K · 41K shares
$1K · 11K shares
$1K · 23K shares
$1K · 11K shares
$1K · 2K shares
$1K · 8K shares
$1K · 25K shares
$1K · 40K shares
$1K · 40K shares
$1K · 10K shares
$1K · 27K shares
$973 · 3K shares
$968 · 17K shares
$963 · 25K shares
$960 · 2K shares
$959 · 24K shares
$950 · 26K shares
$939 · 16K shares
$930 · 2K shares
$920 · 2K shares
$877 · 27K shares
$866 · 21K shares
$835 · 18K shares
$796 · 30K shares
$743 · 5K shares
$741 · 2K shares
$730 · 4K shares
$726 · 9K shares
$726 · 2K shares
$723 · 5K shares
$720 · 11K shares
$713 · 6K shares
$702 · 1K shares
$695 · 2K shares
$687 · 5K shares
$685 · 14K shares
$673 · 6K shares
$671 · 9K shares
$668 · 15K shares
$663 · 2K shares
$655 · 4K shares
$631 · 3K shares
$616 · 8K shares
$604 · 9K shares
$601 · 1K shares
$597 · 3K shares
$596 · 9K shares
$578 · 6K shares
$575 · 2K shares
$572 · 6K shares
$565 · 902 shares
$561 · 14K shares
$558 · 21K shares
$557 · 10K shares
$537 · 3K shares
$536 · 21K shares
$530 · 5K shares
$528 · 6K shares
$523 · 5K shares
$514 · 7K shares
$512 · 9K shares
$510 · 7K shares
$494 · 20K shares
$493 · 3K shares
$492 · 10K shares
$488 · 6K shares
$486 · 5K shares
$485 · 10K shares
$481 · 5K shares
$481 · 2K shares
$481 · 10K shares
$470 · 20K shares
$466 · 7K shares
$465 · 3K shares
$464 · 14K shares
$463 · 2K shares
$461 · 22K shares
$461 · 7K shares
$453 · 9K shares
$437 · 753 shares
$436 · 5K shares
$428 · 5K shares
$417 · 3K shares
$415 · 6K shares
$414 · 5K shares
$405 · 827 shares
$399 · 9K shares
$394 · 5K shares
$392 · 26K shares
$391 · 4K shares
$388 · 1K shares
$383 · 786 shares
$382 · 4K shares
$378 · 7K shares
$376 · 2K shares
$375 · 5K shares
$372 · 2K shares
$364 · 2K shares
$363 · 934 shares
$362 · 5K shares
$361 · 2K shares
$360 · 7K shares
$359 · 4K shares
$359 · 1K shares
$354 · 3K shares
$352 · 8K shares
$342 · 14K shares
$340 · 4K shares
$331 · 897 shares
$326 · 7K shares
$325 · 7K shares
$323 · 495 shares
$321 · 3K shares
$314 · 5K shares
$308 · 4K shares
$302 · 5K shares
$294 · 7K shares
$281 · 6K shares
$281 · 2K shares
$277 · 229 shares
$276 · 3K shares
$275 · 2K shares
$271 · 26K shares
$265 · 2K shares
$259 · 966 shares
$253 · 11K shares
$251 · 3K shares
$245 · 434 shares
$245 · 5K shares
$243 · 2K shares
$239 · 4K shares
$235 · 2K shares
$234 · 3K shares
$229 · 16K shares
$229 · 4K shares
$228 · 893 shares
$228 · 4K shares
$227 · 36K shares
$226 · 14K shares
$224 · 5K shares
$220 · 2K shares
$216 · 8K shares
$216 · 2K shares
$213 · 11K shares
$211 · 1K shares
$207 · 943 shares
$206 · 579 shares
$204 · 1K shares
$204 · 6K shares
$203 · 2K shares
$151 · 13K shares
$128 · 12K shares
$39 · 15K shares
$29 · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 151 | $336K | 50.2% |
| Technology | 32 | $110K | 16.4% |
| Unknown | 14 | $65K | 9.8% |
| Consumer Cyclical | 11 | $36K | 5.4% |
| Industrials | 17 | $28K | 4.2% |
| Consumer Defensive | 10 | $25K | 3.8% |
| Healthcare | 11 | $24K | 3.7% |
| Communication Services | 9 | $21K | 3.1% |
| Basic Materials | 5 | $11K | 1.6% |
| Energy | 5 | $7K | 1.0% |
| Real Estate | 4 | $4K | 0.6% |
| Utilities | 3 | $1K | 0.2% |