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WealthPLAN Partners, LLC

Q2 2026 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    227

  • Value ($000)

    $523,038

  • Date Filed
    07/28/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$39.71M
8 %

137,249

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$31.6M
6 %

63,155

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$30.75M
6 %

41,056

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$14.97M
3 %

197,583

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$14.46M
3 %

19,640

---

FIRST TR EXCHNG TRADED FD VI

FT LADD BUFF ETF
33740F755
$12.74M
2 %

348,808

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.68M
2 %

53,377

---

EA SERIES TRUST

BUFF US BUFF ETF
02072Q341
$10.15M
2 %

186,413

A
AMZN

AMAZON COM INC

COM
023135106
$9.59M
2 %

40,224

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$9.36M
2 %

106,502

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