WealthPLAN Partners, LLC
WealthPLAN Partners, LLC reported 787 holdings worth US$2.55B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
WealthPLAN Partners, LLC reported 787 holdings worth US$2.55B as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Nvidia Corporation. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 787
- Value as reported
- US$2.55B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 137K | US$39.7M | 1.6% |
| Berkshire Hathaway Inc. | 66,148 | US$33.1M | 1.3% |
| Nvidia Corporation | 53,377 | US$10.7M | 0.42% |
| Amazon.com, Inc. | 40,224 | US$9.59M | 0.38% |
| Alphabet Inc (google) Class C | 25,724 | US$9.19M | 0.36% |
| Costco Wholesale Corporation | 6,552 | US$6.13M | 0.24% |
| Microsoft Corp. | 15,340 | US$5.72M | 0.22% |
| Jp Morgan Chase & Co. | 17,279 | US$5.66M | 0.22% |
| Union Pacific Corporation | 19,918 | US$5.42M | 0.21% |
| Exxon Mobil Corporation | 21,587 | US$2.95M | 0.12% |
| Caseys General Stores, Inc. | 3,459 | US$2.75M | 0.11% |
| Meta Platforms, Inc. | 4,859 | US$2.74M | 0.11% |
| Johnson & Johnson | 10,435 | US$2.65M | 0.10% |
| Mckesson Corporation | 3,178 | US$2.4M | 0.09% |
| Abbvie Inc. | 9,387 | US$2.36M | 0.09% |
| Walmart Inc. | 20,085 | US$2.27M | 0.09% |
| Chevron Corporation | 13,362 | US$2.21M | 0.09% |
| Tesla, Inc. | 5,010 | US$2.11M | 0.08% |
| Caterpillar, Inc. | 1,869 | US$1.99M | 0.08% |
| Applied Materials, Inc. | 2,718 | US$1.97M | 0.08% |
| International Business Machines Corporation | 6,729 | US$1.89M | 0.07% |
| Broadcom Inc. | 4,679 | US$1.77M | 0.07% |
| Home Depot, Inc. (the) | 4,787 | US$1.69M | 0.07% |
| Visa Inc. | 4,206 | US$1.44M | 0.06% |
| Advanced Micro Devices Inc | 2,395 | US$1.39M | 0.05% |
| Coca-cola Company (the) | 15,784 | US$1.28M | 0.05% |
| Deere & Company | 2,015 | US$1.28M | 0.05% |
| Micron Technology, Inc. | 1,101 | US$1.27M | 0.05% |
| Lincoln Electric Holdings, Inc. | 4,600 | US$1.22M | 0.05% |
| Unitedhealth Group Incorporated | 2,594 | US$1.08M | 0.04% |
| Msc Industrial Direct Company, Inc. | 8,923 | US$1.06M | 0.04% |
| Main Street Capital Corporation | 20,327 | US$1.05M | 0.04% |
| Altria Group, Inc. | 14,627 | US$1.05M | 0.04% |
| Nucor Corporation | 4,707 | US$1.05M | 0.04% |
| Texas Instruments Incorporated | 3,487 | US$1.04M | 0.04% |
| Realty Income Corporation | 16,028 | US$993K | 0.04% |
| Emerson Electric Company | 6,816 | US$976K | 0.04% |
| Cullen/frost Bankers, Inc. | 6,243 | US$965K | 0.04% |
| Verizon Communications Inc. | 22,598 | US$957K | 0.04% |
| Eli Lilly And Company | 785 | US$942K | 0.04% |
| Mastercard Incorporated | 1,779 | US$914K | 0.04% |
| Lowe's Companies, Inc. | 4,035 | US$890K | 0.03% |
| Pepsico, Inc. | 6,297 | US$853K | 0.03% |
| Amgen Inc. | 2,319 | US$840K | 0.03% |
| Ge Aerospace | 2,188 | US$818K | 0.03% |
| Cisco Systems, Inc. | 6,768 | US$795K | 0.03% |
| Oracle Corporation | 5,365 | US$786K | 0.03% |
| Palantir Technologies Inc. | 6,737 | US$786K | 0.03% |
| Lockheed Martin Corporation | 1,535 | US$782K | 0.03% |
| Merck & Company, Inc. | 6,004 | US$772K | 0.03% |
| Nextera Energy, Inc. | 8,498 | US$746K | 0.03% |
| Lam Research Corporation | 1,718 | US$745K | 0.03% |
| Bank Of America Corporation | 12,869 | US$733K | 0.03% |
| Ge Vernova Inc. | 575 | US$676K | 0.03% |
| Kla Corporation | 2,217 | US$669K | 0.03% |
| Mcdonald's Corporation | 2,391 | US$646K | 0.03% |
| Procter & Gamble Company (the) | 4,318 | US$633K | 0.02% |
| Charles Schwab Corporation (the) | 6,691 | US$617K | 0.02% |
| Public Storage | 1,886 | US$600K | 0.02% |
| Tyson Foods, Inc. | 10,306 | US$590K | 0.02% |
| Albemarle Corporation | 4,336 | US$586K | 0.02% |
| Graco Inc. | 7,613 | US$576K | 0.02% |
| U.s. Bancorp | 9,221 | US$557K | 0.02% |
| Genuine Parts Company | 4,548 | US$537K | 0.02% |
| Marvell Technology, Inc. | 1,781 | US$531K | 0.02% |
| Rpm International Inc. | 4,747 | US$528K | 0.02% |
| Dover Corporation | 2,333 | US$523K | 0.02% |
| Air Products And Chemicals, Inc. | 1,749 | US$513K | 0.02% |
| Blackstone Inc. | 4,355 | US$512K | 0.02% |
| At&t Inc. | 23,531 | US$487K | 0.02% |
| Thermo Fisher Scientific Inc | 959 | US$481K | 0.02% |
| Qualcomm Incorporated | 2,563 | US$474K | 0.02% |
| Rockwell Automation, Inc. | 953 | US$472K | 0.02% |
| Crowdstrike Holdings, Inc. | 610 | US$466K | 0.02% |
| Sunoco Lp | 6,883 | US$465K | 0.02% |
| T-mobile Us, Inc. | 2,397 | US$402K | 0.02% |
| Brown & Brown, Inc. | 6,035 | US$387K | 0.02% |
| Halliburton Company | 11,212 | US$381K | 0.01% |
| Norfolk Southern Corporation | 1,193 | US$375K | 0.01% |
| Palo Alto Networks, Inc. | 1,087 | US$371K | 0.01% |
| Netflix, Inc. | 5,136 | US$367K | 0.01% |
| Boeing Company (the) | 1,615 | US$350K | 0.01% |
| Rtx Corporation | 1,763 | US$334K | 0.01% |
| Gilead Sciences, Inc. | 2,401 | US$303K | 0.01% |
| Bloom Energy Corporation | 1,000 | US$303K | 0.01% |
| Arista Networks, Inc. | 1,622 | US$276K | 0.01% |
| Conocophillips | 2,527 | US$263K | 0.01% |
| Omnicom Group Inc. | 3,550 | US$259K | 0.01% |
| Intel Corporation | 1,813 | US$253K | <0.01% |
| W. P. Carey Inc. Reit | 3,348 | US$239K | <0.01% |
| Hormel Foods Corporation | 9,482 | US$235K | <0.01% |
| Constellation Brands, Inc. | 1,645 | US$229K | <0.01% |
| Cheniere Energy, Inc. | 929 | US$222K | <0.01% |
| Intuitive Surgical, Inc. | 540 | US$215K | <0.01% |
| Corning Incorporated | 840 | US$215K | <0.01% |
| Dell Technologies Inc. | 479 | US$207K | <0.01% |
| Cummins Inc. | 286 | US$204K | <0.01% |
| Graham Holdings Company | 178 | US$203K | <0.01% |
| Nike, Inc. | 4,940 | US$203K | <0.01% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 327 | US$156K | <0.01% |
Every holding of WealthPLAN Partners, LLC
Source
View original at SEC
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