WealthPLAN Partners, LLC

Q3 2025 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    249

  • Value ($000)

    $667,156

  • Date Filed
    10/27/2025
  • Form type
    13F-HR
  • CIK
    0001639943
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$50.25M
8 %

197,358

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$36.03M
5 %

71,664

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$20.52M
3 %

109,991

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$15.82M
2 %

232,430

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
33740F755
$14.27M
2 %

426,960

M
MSFT

MICROSOFT CORP

COM
594918104
$14.25M
2 %

27,515

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$14.18M
2 %

21,193

---

PGIM ETF TR

AAA CLO ETF
69344A834
$14.02M
2 %

272,267

A
AMZN

AMAZON COM INC

COM
023135106
$13.32M
2 %

60,669

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$12.04M
2 %

36,674

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