StockDriftsStockDriftsTop 50 WealthPLAN Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.6% | 137.2K | $39.7M | -12.26%(-19.17K) | $68.68(+344.65%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.04% | 63.2K | $31.6M | -5.18%(-3.45K) | $213.86(+134.43%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.88% | 41.1K | $30.7M | +30.27%(+9.54K) | $447.46(+74.08%) | 2026-06-30 | |
| DGRO | ISHARES TR | 2.86% | 197.6K | $15.0M | -8.17%(-17.57K) | $43.49(+83.00%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.77% | 19.6K | $14.5M | +1.12%(+218) | $353.93(+106.96%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.44% | 348.8K | $12.7M | +3.92%(+13.15K) | $26.67(+40.34%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.04% | 53.4K | $10.7M | -9.33%(-5.49K) | $83.98(+169.18%) | 2026-06-30 | |
| BFLB | EA SERIES TRUST | 1.94% | 186.4K | $10.2M | +2.00%(+3.66K) | $50.95(+9.32%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.83% | 40.2K | $9.6M | -14.53%(-6.84K) | $116.23(+125.88%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.79% | 106.5K | $9.4M | +58.53%(+39.32K) | $67.07(+36.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.42% | +49.81% | +13.10% | +85.05% |
| Top 20 Holdings Unweighted | +13.16% | +44.92% | +10.93% | +67.96% |
WealthPLAN Partners, LLC reports $2.55B in US-listed equity holdings across 223 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.6%), BRK.B (6.0%) and IVV (5.9%). The top 20 holdings account for 48.58% of reported assets. Its disclosed equity book has returned +49.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from WealthPLAN Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1639943). View WealthPLAN Partners, LLC’s 13F filings on SEC