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 Companies Only

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%
$3.78T
$14.3 Million 2.41% of portfolio
27,515
Q3 2025 Added 42.73%
$2.39T
$13.3 Million 2.25% of portfolio
60,669
Q3 2025 Added 0.39%
$404B
$9.22 Million 1.56% of portfolio
9,966
Q3 2025 Added 11.1%
$1.74T
$7.39 Million 1.25% of portfolio
30,357
Q3 2025 Added 1.89%
$881B
$7.36 Million 1.24% of portfolio
23,328
Q3 2025 Added 5.1%
$279B
$7.19 Million 1.22% of portfolio
69,795
Q3 2025 Reduced 0.44%
$522B
$6.17 Million 1.04% of portfolio
33,288
Q3 2025 Reduced 2.35%
$20.1B
$5.65 Million 0.96% of portfolio
9,989
Q3 2025 Reduced 3.67%
$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%
$266B
$4.29 Million 0.73% of portfolio
15,190
Q3 2025 Reduced 5.93%
$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%
$35.1B
$3.7 Million 0.63% of portfolio
60,932
Q3 2025 Added 0.65%
$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%
$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%
$172B
$3.25 Million 0.55% of portfolio
73,925
Q3 2025 Added 1.36%
$183B
$3.18 Million 0.54% of portfolio
11,283
Q3 2025 Added 11.13%
$7.87B
$3.09 Million 0.52% of portfolio
24,394
Q3 2025 Reduced 5.64%
$13.8B
$3.01 Million 0.51% of portfolio
25,569
Q3 2025 Added 0.5%
$98.1B
$2.93 Million 0.5% of portfolio
17,135
Q3 2025 Added 4.16%
$15.6B
$2.95 Million 0.5% of portfolio
54,323
Q3 2025 Added 4.07%
$38B
$2.96 Million 0.5% of portfolio
21,833
Q3 2025 Added 2.73%
$342B
$2.93 Million 0.49% of portfolio
16,039
Q3 2025 Added 3.95%
$512B
$2.88 Million 0.49% of portfolio
5,059
Q3 2025 Added 2.24%
$2.82B
$2.73 Million 0.46% of portfolio
46,623
Q3 2025 Added 0.01%
$139B
$2.6 Million 0.44% of portfolio
7,892
Q3 2025 Added 7.68%
$57.5B
$2.57 Million 0.44% of portfolio
9,438
Q3 2025 Added 1.22%
$123B
$2.52 Million 0.43% of portfolio
5,051
Q3 2025 Reduced 2.07%
$971B
$2.46 Million 0.42% of portfolio
3,223
Q3 2025 Added 75.16%
$74.3B
$2.46 Million 0.42% of portfolio
12,262
Q3 2025 Reduced 2.71%
$79.2B
$2.23 Million 0.38% of portfolio
31,943
Q3 2025 Added 3.2%
$121B
$2.28 Million 0.38% of portfolio
2,945
Q3 2025 Added 6.01%
$3.09B
$2.14 Million 0.36% of portfolio
71,777
Q3 2025 Added 28.66%
$25.7B
$2.07 Million 0.35% of portfolio
12,386
Q3 2025 Added 3.46%
$222B
$2.05 Million 0.35% of portfolio
4,234
Q3 2025 Added 6.04%
$151B
$2.06 Million 0.35% of portfolio
5,828
Q3 2025 Added 41.05%
$13.5B
$1.87 Million 0.32% of portfolio
23,054
Q3 2025 Added 4.28%
$453B
$1.51 Million 0.26% of portfolio
2
Q1 2025 New

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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