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 Market Cap. of $10 Billions to $200 Billions
