Wealthplan Partners
$523M 13F equity value
243 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wealthplan Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 137,249 | $40M | 7.6% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 63,155 | $32M | 6.0% |
| IVV | ISHARES TR | 41,056 | $31M | 5.9% |
| DGRO | ISHARES TR | 197,583 | $15M | 2.9% |
| QQQ | INVESCO QQQ TR | 19,640 | $14M | 2.8% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 348,808 | $13M | 2.4% |
| NVDA | NVIDIA CORPORATION | 53,377 | $11M | 2.0% |
| BFLB | EA SERIES TRUST | 186,413 | $10M | 1.9% |
| AMZN | AMAZON COM INC | 40,224 | $10M | 1.8% |
| SPYM | SPDR SERIES TRUST | 106,502 | $9M | 1.8% |
Track Wealthplan Partners's 13F portfolio: $523M in reported holdings, 243 positions. Top holdings and quarterly changes on SentiSense.
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