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
$4.4B
$1.42 Million 0.24% of portfolio
22,308
Q3 2025 Added 0.22%
$367B
$1.42 Million 0.24% of portfolio
3,498
Q3 2025 Reduced 8.62%
$140B
$1.39 Million 0.23% of portfolio
5,525
Q3 2025 Reduced 1.09%
$143B
$1.38 Million 0.23% of portfolio
41,011
Q3 2025 Added 30.05%
$490B
$1.32 Million 0.22% of portfolio
11,733
Q3 2025 Added 30.7%
$593B
$1.32 Million 0.22% of portfolio
4,686
Q3 2025 Added 23.67%
$20.8B
$1.17 Million 0.2% of portfolio
8,670
Q3 2025 Added 11.61%
$388B
$1.15 Million 0.19% of portfolio
7,116
Q3 2025 Added 8.51%
$533B
$1.09 Million 0.18% of portfolio
3,198
Q3 2025 Added 0.85%
$159B
$1.06 Million 0.18% of portfolio
2,183
Q3 2025 Added 6.13%
$104B
$992,000 0.17% of portfolio
15,031
Q3 2025 Reduced 5.28%
$53.8B
$949,000 0.16% of portfolio
4,041
Q3 2025 Added 3.62%
$144B
$943,000 0.16% of portfolio
2,063
Q3 2025 Reduced 16.51%
$115B
$914,000 0.15% of portfolio
1,864
Q3 2025 Added 25.52%
$47.7B
$859,000 0.15% of portfolio
1,723
Q3 2025 Added 11.38%
$8.21B
$886,000 0.15% of portfolio
12,080
Q3 2025 Added 1.33%
$114B
$833,000 0.14% of portfolio
3,861
Q3 2025 Added 160.7%
$59.7B
$821,000 0.14% of portfolio
1,664
Q3 2025 Added 6.39%
$291B
$787,000 0.13% of portfolio
1,651
Q3 2025 Added 49.82%
$169B
$756,000 0.13% of portfolio
822
Q3 2025 Added 3.79%
$168B
$683,000 0.12% of portfolio
9,058
Q3 2025 Reduced 1.56%
$181B
$648,000 0.11% of portfolio
6,624
Q3 2025 Added 78.02%
$224B
$636,000 0.11% of portfolio
2,094
Q3 2025 Reduced 11.72%
$228B
$645,000 0.11% of portfolio
4,820
Q3 2025 Reduced 15.94%
$1.57B
$565,000 0.1% of portfolio
7,846
Q3 2025 New
$67.6B
$617,000 0.1% of portfolio
12,776
Q3 2025 Added 2.03%
$49.1B
$615,000 0.1% of portfolio
513
Q3 2025 Added 15.8%
$328B
$576,000 0.1% of portfolio
1,918
Q3 2025 Added 1.16%
$20.9B
$584,000 0.1% of portfolio
3,287
Q3 2025 Added 26.42%
$53.4B
$545,000 0.09% of portfolio
7,010
Q3 2025 New
$48.1B
$534,000 0.09% of portfolio
1,851
Q3 2025 Added 0.38%
$123B
$525,000 0.09% of portfolio
753
Q4 2024 Added 4.73%
$97.3B
$527,000 0.09% of portfolio
6,232
Q3 2025 Added 143.53%
$174B
$445,000 0.08% of portfolio
2,996
Q3 2025 Added 72.18%
$187B
$453,000 0.08% of portfolio
2,724
Q3 2025 Added 5.58%
$14B
$471,000 0.08% of portfolio
6,975
Q3 2025 Added 0.04%
$268B
$494,000 0.08% of portfolio
2,955
Q3 2025 Reduced 0.67%
$41.3B
$389,000 0.07% of portfolio
4,671
Q2 2024 Reduced 0.34%
$47B
$406,000 0.07% of portfolio
827
Q3 2025 Added 3.38%
$167B
$414,000 0.07% of portfolio
4,345
Q3 2025 Reduced 0.69%
$65.7B
$386,000 0.07% of portfolio
1,287
Q1 2025 Reduced 18.9%
$413B
$415,000 0.07% of portfolio
8,063
Q3 2025 Reduced 16.43%
$306B
$385,000 0.07% of portfolio
5,816
Q3 2025 Added 16.18%
$9.63B
$429,000 0.07% of portfolio
15,383
Q3 2025 Reduced 7.93%
$0
$399,000 0.07% of portfolio
26,420
Q3 2025 Reduced 4.86%
$1.46T
$425,000 0.07% of portfolio
1,525
Q3 2025 New
$25.7B
$354,000 0.06% of portfolio
2,400
Q3 2025 New
$39.1B
$338,000 0.06% of portfolio
1,312
Q3 2025 New
$4.4B
$361,000 0.06% of portfolio
7,226
Q3 2025 Added 0.17%

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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