Wealth Plan Partners, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $552 Million distributed in 303 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.7M, Berkshire Hathaway Inc Class B with a value of $34.8M, Sector 10, Inc. with a value of $18.6M, Ishares Core Dividend Growth E with a value of $14.6M, and Nvidia Corp with a value of $14.6M.
Examining the 13F form we can see an decrease of $709B in the current position value, from $709B to 552M.
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
$552 Million
ETFs: $242 Million
Technology: $85.8 Million
Financial Services: $64.8 Million
Consumer Cyclical: $33.8 Million
Industrials: $30.1 Million
Consumer Defensive: $27.6 Million
Healthcare: $19.1 Million
Communication Services: $17.6 Million
Other: $21.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
