13F Insight
DOSSIER · 13F-HR · Q3 2026

WealthPLAN Partners, LLC

$544M in tracked AUM across 264 positions as of Q3 2026.

WP
CIK 0001639943 · last filed Sep 30, 2026
Total AUM
$544M
as of Q3 2026
Holdings
264
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

WealthPLAN Partners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$45M134K8.2%02
IVV
ISHARES TR
$35M45K6.4%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$31M62K5.7%04
QQQ
INVESCO QQQ TR
$15M20K2.7%05
DGRO
ISHARES TR
$14M192K2.7%06
NVDA
NVIDIA CORPORATION
$13M59K2.5%07
BUFR
FIRST TR EXCHNG TRADED FD VI
$12M322K2.2%08
BFLB
EA SERIES TRUST
$11M202K2.1%09
AMZN
AMAZON COM INC
$10M41K1.9%10
SPYM
SPDR SERIES TRUST
$10M107K1.8%

Filing history

2026Q3Sep 30
$544M▲ 5.1%
264 positionsView →2026Q1Mar 31
$518M▼ 22.7%
275 positionsView →2025Q4Dec 31
$669M▲ 0.3%
324 positionsView →2025Q3Sep 30
$667M▲ 7.4%
289 positionsLocked2025Q2Jun 30
$621M▼ 12.4%
303 positionsLocked2025Q1Mar 31
$709M▲ 0.6%
303 positionsLocked2024Q4Dec 31
$705M▼ 5.4%
300 positionsLocked2024Q3Sep 30
$745M▼ 20.0%
316 positionsLocked2024Q2Jun 30
$931M▼ 3.6%
403 positionsLocked2024Q1Mar 31
$966M▼ 0.7%
409 positionsLocked2023Q4Dec 31
$973M▲ 13.0%
428 positionsLocked2023Q3Sep 30
$861M▲ 21.7%
427 positionsLocked
Showing 12 of 38