account_balance
Investment manager · 13F filer · SEC CIK 1639943
WealthPLAN Partners, LLC
Reported value$543Mas of Sep 30, 2026
Positions221 12 new, 14 sold out
Top 10 weight36.1%AAPL alone is 8%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.2%Trimmed −2%
IVViShares Tr
6.4%Added +11%
BRK-BBerkshire Hathaway Inc
5.7%
QQQInvesco QQQ Tr
2.7%
DGROiShares Tr
2.7%Trimmed −3%
NVDANVIDIA Corp
2.5%Added +10%
BUFRFirst Tr Exchng Traded Fd Vi
2.2%Trimmed −8%
BFLBEa Series Trust
2.1%Added +8%
AMZNAmazon.com Inc
1.9%+2%
SPYMSPDR Series Trust
1.8%
MSFTMicrosoft Corp
1.7%+16%
IVWiShares Tr
1.6%
AAPLApple Inc.
8.2%Trimmed −2%
IVViShares Tr
6.4%Added +11%
BRK-BBerkshire Hathaway Inc
5.7%
QQQInvesco QQQ Tr
2.7%
DGROiShares Tr
2.7%−3%
NVDANVIDIA Corp
2.5%
BUFRFirst Tr Exchng Traded Fd Vi
2.2%
BFLBEa Series Trust
2.1%
SPYM
MSFTIVW1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.2% Trimmed −2%
IVV iShares Tr 6.4% Added +11%
BRK-B Berkshire Hathaway Inc 5.7% HeldQQQ Invesco QQQ Tr 2.7% Held
DGRO iShares Tr 2.7% Trimmed −3%
NVDA NVIDIA Corp 2.5% Added +10%BUFR First Tr Exchng Traded Fd Vi 2.2% Trimmed −8%
BFLB Ea Series Trust 2.1% Added +8%
AMZN Amazon.com Inc 1.9% Added +2%SPYM SPDR Series Trust 1.8% Held
MSFT Microsoft Corp 1.7% Added +16%IVW iShares Tr 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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