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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09B
$3.86 Million 0.65% of portfolio
41,905
Q3 2025 Reduced 5.22%
$7.87B
$3.09 Million 0.52% of portfolio
24,394
Q3 2025 Reduced 5.64%
$2.82B
$2.73 Million 0.46% of portfolio
46,623
Q3 2025 Added 0.01%
$3.09B
$2.14 Million 0.36% of portfolio
71,777
Q3 2025 Added 28.66%
$4.4B
$1.42 Million 0.24% of portfolio
22,308
Q3 2025 Added 0.22%
$8.21B
$886,000 0.15% of portfolio
12,080
Q3 2025 Added 1.33%
$9.63B
$429,000 0.07% of portfolio
15,383
Q3 2025 Reduced 7.93%
$4.4B
$361,000 0.06% of portfolio
7,226
Q3 2025 Added 0.17%
$4.16B
$209,000 0.04% of portfolio
178
Q3 2025 New
$5.6B
$122,000 0.02% of portfolio
12,485
Q4 2024 Added 5.94%
$2.32B
$108,000 0.02% of portfolio
16,440
Q3 2025 Reduced 4.08%

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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