WealthPLAN Partners, LLC
218 holdingsFiling period: 2026-03-31Current AUM: $572.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 156.4K | $39.7M | $48.3M | 8.44% | -37,278 | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 66.6K | $31.9M | $31.9M | 5.57% | -4,089 | 2026-03-31 |
| 3 | IVV | ISHARES TR | 31.5K | $20.6M | $23.6M | 4.13% | +7.9K | 2026-03-31 |
| 4 | DGRO | ISHARES TR | 215.2K | $15.1M | $16.8M | 2.93% | -14,952 | 2026-03-31 |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | 335.7K | $11.3M | $12.3M | 2.16% | -74,398 | 2026-03-31 |
| 6 | QQQ | INVESCO QQQ TR | 19.4K | $11.2M | $13.4M | 2.33% | -1,726 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 49.8K | $10.4M | $13.5M | 2.36% | -13,338 | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 58.9K | $10.3M | $11.8M | 2.06% | -37,287 | 2026-03-31 |
| 9 | VTI | VANGUARD INDEX FDS | 29.1K | $9.3M | $10.7M | 1.87% | -5,386 | 2026-03-31 |
| 10 | BFLB | EA SERIES TRUST | 182.7K | $9.1M | $10.0M | 1.75% | +29.5K | 2026-03-31 |
| 11 | CLOI | VANECK ETF TRUST | 161.6K | $8.5M | $8.6M | 1.50% | +2.5K | 2026-03-31 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | 8.0K | $7.9M | $7.6M | 1.33% | -1,096 | 2026-03-31 |
| 13 | AVEM | AMERICAN CENTY ETF TR | 91.2K | $7.3M | $8.2M | 1.43% | +1.9K | 2026-03-31 |
| 14 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | 227.2K | $7.2M | $7.6M | 1.34% | -77,685 | 2026-03-31 |
| 15 | IVW | ISHARES TR | 61.3K | $6.9M | $8.3M | 1.45% | -4,755 | 2026-03-31 |
| 16 | VYM | VANGUARD WHITEHALL FDS | 45.8K | $6.8M | $7.4M | 1.30% | +837 | 2026-03-31 |
| 17 | PAAA | PGIM ETF TR | 119.9K | $6.1M | $6.1M | 1.07% | -233,403 | 2026-03-31 |
| 18 | HELO | J P MORGAN EXCHANGE TRADED F | 92.6K | $5.9M | $6.3M | 1.11% | -20,413 | 2026-03-31 |
| 19 | COWZ | PACER FDS TR | 93.2K | $5.8M | $6.2M | 1.09% | -18,833 | 2026-03-31 |
| 20 | SCHD | SCHWAB STRATEGIC TR | 187.0K | $5.7M | $6.3M | 1.09% | -6,585 | 2026-03-31 |
| 21 | IGRO | ISHARES TR | 67.0K | $5.6M | $6.1M | 1.07% | -15,645 | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 19.0K | $5.6M | $6.7M | 1.16% | -3,413 | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 19.0K | $5.4M | $6.8M | 1.18% | -9,545 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 14.0K | $5.2M | $6.5M | 1.14% | -6,243 | 2026-03-31 |
| 25 | SPYM | SPDR SERIES TRUST | 67.2K | $5.1M | $5.9M | 1.03% | +16.1K | 2026-03-31 |
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