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.
Stock Holdings Table Market Cap. of Under $50 Millions
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