What does WealthPLAN Partners, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

WealthPLAN Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$40M156K7.7%

BERKSHIRE HATHAWAY INC DEL

$32M67K6.2%

ISHARES TR

$21M32K4.0%

ISHARES TR

$15M215K2.9%

FIRST TR EXCHNG TRADED FD VI

$11M336K2.2%

INVESCO QQQ TR

$11M19K2.2%

AMAZON COM INC

$10M50K2.0%

NVIDIA CORPORATION

$10M59K2.0%

VANGUARD INDEX FDS

$9M29K1.8%

EA SERIES TRUST

$9M183K1.8%

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