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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$113B
$236,000 0.04% of portfolio
2,500
Q3 2025 Reduced 17.41%
$69.1B
$219,000 0.04% of portfolio
2,598
Q3 2025 New
$0
$225,000 0.04% of portfolio
4,531
Q3 2025 Reduced 30.74%
$193B
$213,000 0.04% of portfolio
1,861
Q3 2025 Reduced 0.53%
$99.5B
$215,000 0.04% of portfolio
4,789
Q3 2025 New
$0
$213,000 0.04% of portfolio
1,743
Q3 2025 New
$237B
$250,000 0.04% of portfolio
1,542
Q3 2025 Added 2.05%
$12.4B
$262,000 0.04% of portfolio
10,609
Q3 2025 Reduced 0.17%
$0
$231,000 0.04% of portfolio
1,587
Q3 2025 New
$4.16B
$209,000 0.04% of portfolio
178
Q3 2025 New
$161B
$228,000 0.04% of portfolio
212
Q3 2025 New
$34.7B
$222,000 0.04% of portfolio
1,567
Q3 2025 New
$0
$236,000 0.04% of portfolio
2,955
Q3 2025 Added 2.5%
$0
$245,000 0.04% of portfolio
4,536
Q2 2025 Reduced 11.99%
$0
$250,000 0.04% of portfolio
2,656
Q3 2025 Added 2.71%
$65.3B
$252,000 0.04% of portfolio
3,470
Q3 2025 Reduced 14.97%
$0
$204,000 0.03% of portfolio
1,233
Q3 2025 New
$0
$157,000 0.03% of portfolio
10,519
Q3 2025 Reduced 30.12%
$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%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 41.31%
Ea Series Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.05%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 92.75%
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.75%
-
$0 0.0% of portfolio
-
Q3 2025 Added 14.41%
Global X Fds
-
$0 0.0% of portfolio
-
Q3 2025 New
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Veralto Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.61%
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 3.88%
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.59%
Aim ETF Products Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 1,125.27%
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.62%
Ea Series Trust
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.4%
Neos ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 31.05%
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.1%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.49%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q3 2025 New
T Rowe Price ETF Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.04%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Added 10.08%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q3 2025 Added 12.25%
Pgim ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 52.3%
Valued Advisers Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.42%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 14.72%
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.13%
Ea Series Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.1%
Pgim Rock ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.74%
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 159.65%

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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