WealthPLAN Partners, LLC
CIK 1639943
13F filing for Q2 2026・No. 1,423
- Holdings
- US$2.55B
- Quarter change
- +US$2.03B
- Entries
- 787
- Net bought (estimate)
- −US$40.67M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 26
- Sold out 20
- Cut 98
- Added 90
- Corporate actions 0
- Unchanged 9
Largest holdings
223 stocks worth US$522.88M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 137,249 | US$39.71M | 7.60% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 63,155 | US$31.6M | 6.04% |
| IVVISHARES TRCORE S&P500 ETF | Added | 41,056 | US$30.75M | 5.88% |
| ISHARES TRCORE DIV GRWTH | Cut | 197,583 | US$14.97M | 2.86% |
| QQQInvesco QQQUNIT SER 1 | Added | 19,640 | US$14.46M | 2.77% |
| FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | Added | 348,808 | US$12.74M | 2.44% |
| NVDANvidiaCOM | Cut | 53,377 | US$10.68M | 2.04% |
| EA SERIES TRUSTBUFF US BUFF ETF | Added | 186,413 | US$10.15M | 1.94% |
| AMZNAmazonCOM | Cut | 40,224 | US$9.59M | 1.83% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 106,502 | US$9.36M | 1.79% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.