WealthPLAN Partners, LLC
224 holdingsFiling period: 2026-06-30Current AUM: $541.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 137.2K | $39.7M | $47.2M | 8.72% | -19,174 | 2026-06-30 |
| 2 | BRK-B | Berkshire Hathaway Inc Del | 63.2K | $31.6M | $31.6M | 5.84% | -3,448 | 2026-06-30 |
| 3 | IVV | iShares TR | 41.1K | $30.7M | $31.6M | 5.83% | +9.5K | 2026-06-30 |
| 4 | DGRO | iShares TR | 197.6K | $15.0M | $15.8M | 2.92% | -17,567 | 2026-06-30 |
| 5 | QQQ | Invesco Qqq TR | 19.6K | $14.5M | $14.0M | 2.58% | +218 | 2026-06-30 |
| 6 | BUFR | First TR Exchng Traded FD VI | 348.8K | $12.7M | $13.1M | 2.43% | +13.2K | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 53.4K | $10.7M | $11.5M | 2.13% | -5,494 | 2026-06-30 |
| 8 | BFLB | EA Series Trust | 186.4K | $10.2M | $10.4M | 1.91% | +3.7K | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 40.3K | $9.6M | $10.0M | 1.86% | -9,436 | 2026-06-30 |
| 10 | SPYM | Spdr Series Trust | 106.5K | $9.4M | $9.6M | 1.77% | +39.3K | 2026-06-30 |
| 11 | IVW | iShares TR | 61.6K | $8.5M | $8.5M | 1.57% | +286 | 2026-06-30 |
| 12 | VTI | Vanguard Index Fds | 22.4K | $8.3M | $8.4M | 1.55% | -6,716 | 2026-06-30 |
| 13 | CLOI | VanEck ETF Trust | 150.4K | $8.0M | $8.0M | 1.47% | -11,214 | 2026-06-30 |
| 14 | VYM | Vanguard Whitehall Fds | 46.3K | $7.3M | $7.5M | 1.39% | +466 | 2026-06-30 |
| 15 | AVEM | American Centy ETF TR | 75.4K | $7.3M | $6.6M | 1.21% | -15,814 | 2026-06-30 |
| 16 | AGG | iShares TR | 68.1K | $6.7M | $6.5M | 1.21% | +39.9K | 2026-06-30 |
| 17 | COST | Costco Wholesale Corporation | 6.6K | $6.1M | $6.6M | 1.22% | -1,424 | 2026-06-30 |
| 18 | SCHD | Schwab Strategic TR | 192.5K | $6.1M | $6.8M | 1.26% | +5.5K | 2026-06-30 |
| 19 | EPS | WisdomTree TR | 75.5K | $5.9M | $6.0M | 1.12% | +33.6K | 2026-06-30 |
| 20 | JCPB | J P Morgan Exchange Traded F | 124.7K | $5.9M | $5.7M | 1.05% | +74.1K | 2026-06-30 |
| 21 | MSFT | Microsoft Corp | 15.3K | $5.7M | $8.2M | 1.51% | +1.3K | 2026-06-30 |
| 22 | HELO | J P Morgan Exchange Traded F | 84.0K | $5.7M | $5.8M | 1.07% | -8,613 | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co | 17.3K | $5.7M | $5.8M | 1.07% | -1,683 | 2026-06-30 |
| 24 | PAAA | Pgim ETF TR | 108.7K | $5.6M | $5.6M | 1.03% | -11,194 | 2026-06-30 |
| 25 | UNP | Union Pac Corp | 19.9K | $5.4M | $5.9M | 1.09% | -299 | 2026-06-30 |
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