Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WealthPLAN Partners, LLC (CIK 1639943) reported $517.6M across 212 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($39.7M, 7.67%), BRK/B ($31.9M, 6.17%), IVV ($20.6M, 3.98%), DGRO ($15.1M, 2.92%), BUFR ($11.3M, 2.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $39.7M | 7.67% | 156,423 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.9M | 6.17% | 66,603 | Trimmed |
| 3 | IVV | ISHARES TR | $20.6M | 3.98% | 31,516 | Added |
| 4 | DGRO | ISHARES TR | $15.1M | 2.92% | 215,150 | Trimmed |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | $11.3M | 2.19% | 335,657 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $11.2M | 2.17% | 19,422 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $10.4M | 2.00% | 49,760 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $10.3M | 1.98% | 58,871 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $9.3M | 1.81% | 29,125 | Trimmed |
| 10 | BOXA | EA SERIES TRUST | $9.1M | 1.76% | 182,749 | Added |
| 11 | CLOI | VANECK ETF TRUST | $8.5M | 1.65% | 161,642 | Added |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $7.9M | 1.54% | 7,976 | Trimmed |
| 13 | AVEM | AMERICAN CENTY ETF TR | $7.3M | 1.42% | 91,196 | Added |
| 14 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $7.2M | 1.38% | 227,169 | Trimmed |
| 15 | IVW | ISHARES TR | $6.9M | 1.34% | 61,341 | Trimmed |
| 16 | VYM | VANGUARD WHITEHALL FDS | $6.8M | 1.31% | 45,843 | Added |
| 17 | PAAA | PGIM ETF TR | $6.1M | 1.19% | 119,872 | Trimmed |
| 18 | HELO | J P MORGAN EXCHANGE TRADED F | $5.9M | 1.14% | 92,584 | Trimmed |
| 19 | COWZ | PACER FDS TR | $5.8M | 1.13% | 93,204 | Trimmed |
| 20 | SCHD | SCHWAB STRATEGIC TR | $5.7M | 1.11% | 186,988 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $5.6M | 1.08% | 18,962 | Trimmed |
| 22 | IGRO | ISHARES TR | $5.6M | 1.08% | 66,977 | Trimmed |
| 23 | GOOG | ALPHABET INC | $5.4M | 1.05% | 18,966 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $5.2M | 1.00% | 14,035 | Trimmed |
| 25 | SPLG | SPDR SERIES TRUST | $5.1M | 0.99% | 67,180 | Added |
Source: SEC Form 13F filings · as of 2026-03-31