13F Insight
DOSSIER · 13F-HR · Q1 2026

WealthPLAN Partners, LLC

$518M in tracked AUM across 275 positions as of Q1 2026.

WP
CIK 0001639943 · last filed Mar 31, 2026
Total AUM
$518M
as of Q1 2026
Holdings
275
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$40M156K7.7%02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$32M67K6.2%03
IVV
ISHARES TR
$21M32K4.0%04
DGRO
ISHARES TR
$15M215K2.9%05
BUFR
FIRST TR EXCHNG TRADED FD VI
$11M336K2.2%06
QQQ
INVESCO QQQ TR
$11M19K2.2%07
AMZN
AMAZON COM INC
$10M50K2.0%08
NVDA
NVIDIA CORPORATION
$10M59K2.0%09
VTI
VANGUARD INDEX FDS
$9M29K1.8%10
BFLB
EA SERIES TRUST
$9M183K1.8%

Filing history

2026Q1Mar 31
$518M▼ 22.7%
275 positionsView →2025Q4Dec 31
$669M▲ 0.3%
324 positionsView →2025Q3Sep 30
$667M▲ 7.4%
289 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$707M▼ 19.6%
2,516 positionsLocked
Showing 12 of 37