Holdings
WealthPLAN Partners, LLC
As of Sep 30, 2026, WealthPLAN Partners, LLC reported 214 positions worth US$531M. Largest: Apple Inc, iShares Core S&P 500 ETF and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 134K | US$44.7M | held for review | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 45,420 | US$34.8M | held for review | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 61,943 | US$32.3M | held for review | Sep 30, 2026 |
| Invesco QQQ Trust | 19,847 | US$14.7M | held for review | Sep 30, 2026 |
| iShares Core Dividend Growth ETF | 192K | US$14.5M | held for review | Sep 30, 2026 |
| Nvidia Corporation | 58,674 | US$13.4M | held for review | Sep 30, 2026 |
| FT Vest Laddered Buffer ETF | 322K | US$12.1M | held for review | Sep 30, 2026 |
| BufferLABS US Equity Dynamic Buffer ETF | 202K | US$11.2M | held for review | Sep 30, 2026 |
| Amazon.com, Inc. | 41,065 | US$10.2M | held for review | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 ETF | 107K | US$9.6M | held for review | Sep 30, 2026 |