Wealth Plan Partners, LLC Portfolio Holdings

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

Wealth Plan Partners, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $591 Million distributed in 289 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $50.3M, Berkshire Hathaway Inc Class B with a value of $36M, Nvidia Corp with a value of $20.5M, Ishares Core Dividend Growth E with a value of $15.8M, and Microsoft Corp with a value of $14.3M.

Examining the 13F form we can see an increase of $39.2M in the current position value, from $552M to 591M.

Wealth Plan Partners, LLC is based out at Omaha, NE

Below you can find more details about Wealth Plan Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $591 Million
ETFs: $238 Million
Technology: $113 Million
Financial Services: $66.1 Million
Consumer Cyclical: $37.1 Million
Industrials: $31.3 Million
Consumer Defensive: $27.1 Million
Healthcare: $23.6 Million
Communication Services: $21 Million
Other: $23.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$50.3 Million 8.5% of portfolio
197,358
Q3 2025 Reduced 0.59%
$662B
$36 Million 6.1% of portfolio
71,664
Q3 2025 Added 0.02%
$465B
$20.5 Million 3.47% of portfolio
109,991
Q3 2025 Added 18.95%
$0
$15.8 Million 2.68% of portfolio
232,430
Q3 2025 Added 1.7%
$3.78T
$14.3 Million 2.41% of portfolio
27,515
Q3 2025 Added 42.73%
$0
$14.3 Million 2.41% of portfolio
426,960
Q3 2025 Added 1.44%
$0
$14.2 Million 2.4% of portfolio
21,193
Q3 2025 Added 3.12%
$2.39T
$13.3 Million 2.25% of portfolio
60,669
Q3 2025 Added 0.39%
$0
$12 Million 2.04% of portfolio
36,674
Q3 2025 Added 1.42%
$0
$11.6 Million 1.97% of portfolio
19,374
Q3 2025 Added 2.44%
$0
$10.8 Million 1.83% of portfolio
188,570
Q3 2025 Reduced 18.16%
$0
$10.1 Million 1.72% of portfolio
324,558
Q3 2025 Added 1.88%
$404B
$9.22 Million 1.56% of portfolio
9,966
Q3 2025 Added 11.1%
$0
$8.64 Million 1.46% of portfolio
162,667
Q3 2025 Reduced 2.03%
$0
$7.78 Million 1.32% of portfolio
64,460
Q3 2025 Reduced 2.53%
$1.74T
$7.39 Million 1.25% of portfolio
30,357
Q3 2025 Added 1.89%
$0
$7.2 Million 1.22% of portfolio
102,899
Q3 2025 Added 1.61%
$279B
$7.19 Million 1.22% of portfolio
69,795
Q3 2025 Reduced 0.44%
$0
$6.89 Million 1.17% of portfolio
86,510
Q3 2025 Added 1.81%
$0
$6.27 Million 1.06% of portfolio
83,412
Q3 2025 Added 12.89%
$522B
$6.17 Million 1.04% of portfolio
33,288
Q3 2025 Reduced 2.35%
$0
$6.11 Million 1.03% of portfolio
58,452
Q3 2025 Reduced 1.5%
$0
$5.81 Million 0.98% of portfolio
212,732
Q3 2025 Added 1.23%
$0
$5.68 Million 0.96% of portfolio
184,878
Q3 2025 Added 0.85%
$20.1B
$5.65 Million 0.96% of portfolio
9,989
Q3 2025 Reduced 3.67%
$0
$5.3 Million 0.9% of portfolio
37,595
Q3 2025 Added 58.47%
$414B
$5.21 Million 0.88% of portfolio
22,484
Q3 2025 Reduced 1.79%
$136B
$4.99 Million 0.84% of portfolio
21,097
Q3 2025 Added 2.18%
$1.29T
$4.73 Million 0.8% of portfolio
10,632
Q3 2025 Added 0.65%
$1.37T
$4.61 Million 0.78% of portfolio
6,281
Q3 2025 Added 1.49%
$0
$4.42 Million 0.75% of portfolio
188,124
Q3 2025 Added 8.24%
$266B
$4.29 Million 0.73% of portfolio
15,190
Q3 2025 Reduced 5.93%
$303B
$4.26 Million 0.72% of portfolio
27,431
Q3 2025 Reduced 3.02%
$75.4B
$3.96 Million 0.67% of portfolio
30,164
Q3 2025 Reduced 3.38%
$204B
$3.83 Million 0.65% of portfolio
27,294
Q3 2025 Added 1.14%
$4.09B
$3.86 Million 0.65% of portfolio
41,905
Q3 2025 Reduced 5.22%
$0
$3.81 Million 0.64% of portfolio
44,379
Q3 2025 Added 2.01%
$0
$3.71 Million 0.63% of portfolio
47,328
Q3 2025 Added 12.72%
$35.1B
$3.7 Million 0.63% of portfolio
60,932
Q3 2025 Added 0.65%
$0
$3.65 Million 0.62% of portfolio
152,157
Q3 2025 Added 0.99%
$0
$3.6 Million 0.61% of portfolio
60,763
Q3 2025 Added 19.52%
$0
$3.49 Million 0.59% of portfolio
40,341
Q3 2025 Added 1.36%
$13.1B
$3.5 Million 0.59% of portfolio
14,855
Q3 2025 Reduced 4.07%
$22.8B
$3.43 Million 0.58% of portfolio
36,570
Q3 2025 Added 2.46%
$18B
$3.41 Million 0.58% of portfolio
24,574
Q3 2025 Reduced 1.24%
$13.5B
$3.37 Million 0.57% of portfolio
39,685
Q3 2025 Added 1.39%
$0
$3.37 Million 0.57% of portfolio
131,829
Q3 2025 Added 0.9%
$177B
$3.34 Million 0.56% of portfolio
17,157
Q3 2025 Added 0.84%
$1.65T
$3.32 Million 0.56% of portfolio
13,643
Q3 2025 Reduced 1.07%

Summary

  • Portfolio
  • No. of Stocks 289
  • Current Value $591 Million
  • Prior Value $552 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 144 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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