Holders — by stockHoldings — by fund
WealthPLAN Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001639943
$2.55B
disclosed book value
223
positions
1.6%
largest position share
Positions, as of 2026-06-30
top 100 of 223 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 137,249 | $39.7M | 1.6% |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 63,155 | $31.6M | 1.2% |
| 3 | IVVISHARES TR | 41,056 | $30.7M | 1.2% |
| 4 | DGROISHARES TR | 197,583 | $15.0M | 0.6% |
| 5 | QQQINVESCO QQQ TR | 19,640 | $14.5M | 0.6% |
| 6 | BUFRFIRST TR EXCHNG TRADED FD VI | 348,808 | $12.7M | 0.5% |
| 7 | NVDANVIDIA CORPORATION | 53,377 | $10.7M | 0.4% |
| 8 | BFLBEA SERIES TRUST | 186,413 | $10.2M | 0.4% |
| 9 | AMZNAMAZON COM INC | 40,224 | $9.6M | 0.4% |
| 10 | SPYMSPDR SERIES TRUST | 106,502 | $9.4M | 0.4% |
| 11 | IVWISHARES TR | 61,627 | $8.5M | 0.3% |
| 12 | VTIVANGUARD INDEX FDS | 22,409 | $8.3M | 0.3% |
| 13 | CLOIVANECK ETF TRUST | 150,428 | $8.0M | 0.3% |
| 14 | VYMVANGUARD WHITEHALL FDS | 46,309 | $7.3M | 0.3% |
| 15 | AVEMAMERICAN CENTY ETF TR | 75,382 | $7.3M | 0.3% |
| 16 | AGGISHARES TR | 68,139 | $6.7M | 0.3% |
| 17 | COSTCOSTCO WHOLESALE CORPORATION | 6,552 | $6.1M | 0.2% |
| 18 | SCHDSCHWAB STRATEGIC TR | 192,517 | $6.1M | 0.2% |
| 19 | EPSWISDOMTREE TR | 75,492 | $5.9M | 0.2% |
| 20 | JCPBJ P MORGAN EXCHANGE TRADED F | 124,686 | $5.9M | 0.2% |
| 21 | MSFTMICROSOFT CORP | 15,340 | $5.7M | 0.2% |
| 22 | HELOJ P MORGAN EXCHANGE TRADED F | 83,971 | $5.7M | 0.2% |
| 23 | JPMJPMORGAN CHASE & CO | 17,279 | $5.7M | 0.2% |
| 24 | PAAAPGIM ETF TR | 108,678 | $5.6M | 0.2% |
| 25 | UNPUNION PAC CORP | 19,918 | $5.4M | 0.2% |
| 26 | JIREJ P MORGAN EXCHANGE TRADED F | 61,862 | $5.1M | 0.2% |
| 27 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 150,327 | $5.0M | 0.2% |
| 28 | IUSBISHARES TR | 106,293 | $4.9M | 0.2% |
| 29 | GOOGLALPHABET INC | 13,617 | $4.9M | 0.2% |
| 30 | SCHZSCHWAB STRATEGIC TR | 202,624 | $4.7M | 0.2% |
| 31 | GOOGALPHABET INC | 12,245 | $4.3M | 0.2% |
| 32 | JGROJ P MORGAN EXCHANGE TRADED F | 43,081 | $4.2M | 0.2% |
| 33 | JAVAJ P MORGAN EXCHANGE TRADED F | 53,155 | $4.2M | 0.2% |
| 34 | COWZPACER FDS TR | 67,733 | $4.2M | 0.2% |
| 35 | IGROISHARES TR | 47,586 | $4.2M | 0.2% |
| 36 | DYNFBLACKROCK ETF TRUST | 55,539 | $3.8M | 0.1% |
| 37 | SPYGSPDR SERIES TRUST | 30,831 | $3.7M | 0.1% |
| 38 | IVEISHARES TR | 15,971 | $3.6M | 0.1% |
| 39 | FTLSFIRST TR EXCH TRADED FD III | 45,999 | $3.4M | 0.1% |
| 40 | IEMGISHARES INC | 40,217 | $3.3M | 0.1% |
| 41 | VUGVANGUARD INDEX FDS | 37,744 | $3.3M | 0.1% |
| 42 | IEFAISHARES TR | 32,730 | $3.2M | 0.1% |
| 43 | JFLXJ P MORGAN EXCHANGE TRADED F | 62,682 | $3.2M | 0.1% |
| 44 | EXMOCEXXON MOBIL CORP | 21,587 | $3.0M | 0.1% |
| 45 | AGOXSTARBOARD INVT TR | 84,406 | $2.9M | 0.1% |
| 46 | TCAFT ROWE PRICE EXCHANGE-TRADED | 71,062 | $2.9M | 0.1% |
| 47 | ACWXISHARES TR | 36,814 | $2.8M | 0.1% |
| 48 | CASYCASEYS GEN STORES INC | 3,459 | $2.7M | 0.1% |
| 49 | METAMETA PLATFORMS INC | 4,859 | $2.7M | 0.1% |
| 50 | JNJJOHNSON & JOHNSON | 10,435 | $2.7M | 0.1% |
| 51 | JGLOJ P MORGAN EXCHANGE TRADED F | 36,917 | $2.6M | 0.1% |
| 52 | COROBLACKROCK ETF TRUST | 68,489 | $2.5M | 0.1% |
| 53 | XLVSELECT SECTOR SPDR TR | 15,770 | $2.5M | 0.1% |
| 54 | MCKMCKESSON CORP | 3,178 | $2.4M | 0.1% |
| 55 | ABBVABBVIE INC | 9,387 | $2.4M | 0.1% |
| 56 | JMEEJ P MORGAN EXCHANGE TRADED F | 30,032 | $2.3M | 0.1% |
| 57 | WMTWALMART INC | 20,085 | $2.3M | 0.1% |
| 58 | CVXCHEVRON CORPORATION | 13,362 | $2.2M | 0.1% |
| 59 | BAIBLACKROCK ETF TRUST | 41,910 | $2.2M | 0.1% |
| 60 | XLFSELECT SECTOR SPDR TR | 40,881 | $2.2M | 0.1% |
| 61 | MOATVANECK ETF TRUST | 20,550 | $2.1M | 0.1% |
| 62 | TSLATESLA INC | 5,010 | $2.1M | 0.1% |
| 63 | MBBISHARES TR | 22,262 | $2.1M | 0.1% |
| 64 | BSEPINNOVATOR ETFS TRUST | 38,080 | $2.0M | 0.1% |
| 65 | CATCATERPILLAR INC | 1,869 | $2.0M | 0.1% |
| 66 | AMATAPPLIED MATLS INC | 2,718 | $2.0M | 0.1% |
| 67 | TDVPROSHARES TR | 18,349 | $1.9M | 0.1% |
| 68 | IBMINTERNATIONAL BUSINESS MACHS | 6,729 | $1.9M | 0.1% |
| 69 | GOVTISHARES TR | 81,231 | $1.9M | 0.1% |
| 70 | FLTRVANECK ETF TRUST | 72,026 | $1.8M | 0.1% |
| 71 | AVGOBROADCOM INC | 4,679 | $1.8M | 0.1% |
| 72 | ICOWPACER FDS TR | 40,784 | $1.7M | 0.1% |
| 73 | SPMOINVESCO EXCH TRADED FD TR II | 10,504 | $1.7M | 0.1% |
| 74 | HDHOME DEPOT INC | 4,787 | $1.7M | 0.1% |
| 75 | XTENBONDBLOXX ETF TRUST | 36,537 | $1.7M | 0.1% |
| 76 | SEMICOLUMBIA ETF TR I | 39,682 | $1.6M | 0.1% |
| 77 | FLBLFRANKLIN TEMPLETON ETF TR | 65,689 | $1.5M | 0.1% |
| 78 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.1% |
| 79 | BLCRBLACKROCK ETF TRUST | 29,412 | $1.5M | 0.1% |
| 80 | IALTBLACKROCK ETF TRUST | 52,149 | $1.5M | 0.1% |
| 81 | GLDSPDR GOLD TR | 3,920 | $1.4M | 0.1% |
| 82 | VVISA INC | 4,206 | $1.4M | 0.1% |
| 83 | AMDADVANCED MICRO DEVICES INC | 2,395 | $1.4M | 0.1% |
| 84 | SCHGSCHWAB STRATEGIC TR | 40,871 | $1.4M | 0.1% |
| 85 | MBSFVALUED ADVISERS TR | 53,864 | $1.4M | 0.1% |
| 86 | AGGYWISDOMTREE TR | 30,997 | $1.3M | 0.1% |
| 87 | KOCOCA COLA CO | 15,784 | $1.3M | 0.1% |
| 88 | GGOVBLACKROCK ETF TRUST II | 25,436 | $1.3M | 0.1% |
| 89 | DEDEERE & CO | 2,015 | $1.3M | 0.1% |
| 90 | MUMICRON TECHNOLOGY INC | 1,101 | $1.3M | 0% |
| 91 | POCTINNOVATOR ETFS TRUST | 26,516 | $1.2M | 0% |
| 92 | LECOLINCOLN ELEC HLDGS INC | 4,600 | $1.2M | 0% |
| 93 | DDFZINNOVATOR ETFS TRUST | 57,412 | $1.1M | 0% |
| 94 | ZOCTINNOVATOR ETFS TRUST | 39,889 | $1.1M | 0% |
| 95 | THROBLACKROCK ETF TRUST | 25,291 | $1.1M | 0% |
| 96 | UNHUNITEDHEALTH GROUP INC | 2,594 | $1.1M | 0% |
| 97 | SHLDGLOBAL X FDS | 18,039 | $1.1M | 0% |
| 98 | MSMMSC INDL DIRECT INC | 8,923 | $1.1M | 0% |
| 99 | MAINMAIN STR CAP CORP | 20,327 | $1.1M | 0% |
| 100 | MOALTRIA GROUP INC | 14,627 | $1.1M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.