WealthPLAN Partners, LLC
Q2 2025 13F Holdings
- Locationomaha, NE
- Num holdings
254
- Value ($000)
$621,387
- Date Filed07/28/2025
- Form type13F-HR
- CIK0001639943
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $40.73M | 7 % | 198,534 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $34.81M | 6 % | 71,651 | ||
SECT NORTHERN LTS FD TR IV | MAIN SECTR ROTN | 66538H591 | $18.59M | 3 % | 320,140 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $14.61M | 2 % | 228,539 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $14.61M | 2 % | 92,466 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $13.38M | 2 % | 420,907 | ||
AMZN AMAZON COM INC | COM | 023135106 | $13.26M | 2 % | 60,434 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $12.76M | 2 % | 20,551 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $12.70M | 2 % | 230,405 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $10.99M | 2 % | 36,161 |
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