Wealthplan Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$517.6M
Q ending 2026-03-31
Prior quarter
$669.4M
Q ending 2025-12-31
Change
-22.7% QoQ · -27.0% YoY
Positions
221
reported holdings
Largest positions
Top 100 of 221 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $39.7M | 156K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $31.9M | 67K |
| Ishares Tr | IVV | Shares | $20.6M | 32K |
| Ishares Tr | DGRO | Shares | $15.1M | 215K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $11.3M | 336K |
| Invesco Qqq Tr | QQQ | Shares | $11.2M | 19K |
| Nvidia Corporation | NVDA | Shares | $10.3M | 59K |
| Amazon Com Inc | AMZN | Shares | $9.8M | 47K |
| Vanguard Index Fds | VTI | Shares | $9.3M | 29K |
| Ea Series Trust | BFLB | Shares | $9.1M | 183K |
| Vaneck Etf Trust | CLOI | Shares | $8.5M | 162K |
| Costco Wholesale Corporation | COST | Shares | $7.9M | 8K |
| American Centy Etf Tr | AVEM | Shares | $7.3M | 91K |
| Simplify Exchange Traded Fun | HEQT | Shares | $7.2M | 227K |
| Ishares Tr | IVW | Shares | $6.9M | 61K |
| Vanguard Whitehall Fds | VYM | Shares | $6.8M | 46K |
| Pgim Etf Tr | PAAA | Shares | $6.1M | 120K |
| J P Morgan Exchange Traded F | HELO | Shares | $5.9M | 93K |
| Pacer Fds Tr | COWZ | Shares | $5.8M | 93K |
| Schwab Strategic Tr | SCHD | Shares | $5.7M | 187K |
| Ishares Tr | IGRO | Shares | $5.6M | 67K |
| Jpmorgan Chase & Co | JPM | Shares | $5.6M | 19K |
| Alphabet Inc | GOOG | Shares | $5.4M | 19K |
| Microsoft Corp | MSFT | Shares | $5.2M | 14K |
| Spdr Series Trust | SPYM | Shares | $5.1M | 67K |
| Walmart Inc | WMT | Shares | $5.0M | 40K |
| First Tr Exch Traded Fd Iii | FTLS | Shares | $4.9M | 70K |
| Union Pac Corp | UNP | Shares | $4.9M | 20K |
| Caseys Gen Stores Inc | CASY | Shares | $4.9M | 7K |
| Chevron Corporation | CVX | Shares | $4.5M | 22K |
| Schwab Strategic Tr | SCHZ | Shares | $4.5M | 192K |
| Johnson & Johnson | JNJ | Shares | $4.2M | 17K |
| Ishares Tr | IVE | Shares | $4.1M | 20K |
| Spdr Series Trust | SPYG | Shares | $3.8M | 39K |
| Alphabet Inc | GOOGL | Shares | $3.8M | 13K |
| Abbvie Inc | ABBV | Shares | $3.7M | 17K |
| Starboard Invt Tr | AGOX | Shares | $3.6M | 134K |
| Blackrock Etf Trust | DYNF | Shares | $3.4M | 58K |
| Vaneck Etf Trust | MOAT | Shares | $3.1M | 32K |
| Meta Platforms Inc | META | Shares | $3.0M | 5K |
| Exxon Mobil Corp | XOM | Shares | $3.0M | 18K |
| Wisdomtree Tr | EPS | Shares | $2.9M | 42K |
| Ishares Tr | AGG | Shares | $2.8M | 28K |
| T Rowe Price Etf Inc | TCAF | Shares | $2.8M | 79K |
| Mckesson Corp | MCK | Shares | $2.7M | 3K |
| Pepsico Inc | PEP | Shares | $2.7M | 18K |
| Bondbloxx Etf Trust | XTEN | Shares | $2.7M | 58K |
| Pacer Fds Tr | ICOW | Shares | $2.7M | 62K |
| Ishares Tr | IUSB | Shares | $2.6M | 56K |
| Proshares Tr | TDV | Shares | $2.5M | 30K |
| Emerson Elec Co | EMR | Shares | $2.5M | 19K |
| Lincoln Elec Hldgs Inc | LECO | Shares | $2.5M | 10K |
| Albemarle Corp | ALB | Shares | $2.5M | 14K |
| Vaneck Etf Trust | FLTR | Shares | $2.4M | 96K |
| Realty Income Corp | O | Shares | $2.4M | 40K |
| International Business Machs | IBM | Shares | $2.4M | 10K |
| Franklin Templeton Etf Tr | FLBL | Shares | $2.4M | 104K |
| Verizon Communications Inc | VZ | Shares | $2.4M | 48K |
| Amgen Inc | AMGN | Shares | $2.4M | 7K |
| J P Morgan Exchange Traded F | JCPB | Shares | $2.4M | 51K |
| Msc Indl Direct Inc | MSM | Shares | $2.4M | 26K |
| J P Morgan Exchange Traded F | JIRE | Shares | $2.4M | 31K |
| Buckle Inc | BKE | Shares | $2.3M | 46K |
| Tyson Foods Inc | TSN | Shares | $2.3M | 36K |
| Tesla Inc | TSLA | Shares | $2.3M | 6K |
| Select Sector Spdr Tr | XLV | Shares | $2.3M | 15K |
| Cullen Frost Bankers Inc | CFR | Shares | $2.2M | 16K |
| Blackrock Etf Trust | CORO | Shares | $2.2M | 69K |
| Valued Advisers Tr | MBSF | Shares | $2.2M | 85K |
| Nucor Corp | NUE | Shares | $2.1M | 13K |
| Graco Inc | GGG | Shares | $2.1M | 25K |
| J P Morgan Exchange Traded F | JGLO | Shares | $2.1M | 32K |
| Ishares Tr | ACWX | Shares | $2.0M | 30K |
| Select Sector Spdr Tr | XLF | Shares | $2.0M | 41K |
| Lockheed Martin Corp | LMT | Shares | $2.0M | 3K |
| Ishares Tr | MBB | Shares | $2.0M | 21K |
| J P Morgan Exchange Traded F | JAVA | Shares | $2.0M | 27K |
| J P Morgan Exchange Traded F | JGRO | Shares | $1.9M | 23K |
| Texas Instrs Inc | TXN | Shares | $1.9M | 10K |
| Columbia Etf Tr I | SEMI | Shares | $1.9M | 64K |
| Innovator Etfs Trust | BSEP | Shares | $1.8M | 38K |
| Ishares Tr | GOVT | Shares | $1.8M | 79K |
| Mastercard Incorporated | MA | Shares | $1.8M | 4K |
| Air Products And Chemicals I | APD | Shares | $1.7M | 6K |
| Blackrock Etf Trust | BAI | Shares | $1.7M | 51K |
| Rpm Intl Inc | RPM | Shares | $1.6M | 16K |
| Ishares Tr | QUAL | Shares | $1.6M | 8K |
| Genuine Parts Co | GPC | Shares | $1.6M | 15K |
| Dover Corp | DOV | Shares | $1.6M | 8K |
| Spdr Gold Tr | GLD | Shares | $1.6M | 4K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $1.6M | 14K |
| Ishares Tr | IEFA | Shares | $1.5M | 17K |
| Simplify Exchange Traded Fun | HIGH | Shares | $1.5M | 72K |
| Ishares Tr | EFV | Shares | $1.5M | 20K |
| Home Depot Inc | HD | Shares | $1.5M | 5K |
| Blackrock Etf Trust | THRO | Shares | $1.5M | 40K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Ishares Inc | IEMG | Shares | $1.4M | 19K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.3M | 3K |
| Brown & Brown Inc | BRO | Shares | $1.3M | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.