StockDriftsStockDriftsTop 50 Wealthplan Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.23% | 134.2K | $44.7M | -2.21%(-3.03K) | $68.68(+399.34%) | 2026-09-30 | |
| IVV | ISHARES TR | 6.4% | 45.4K | $34.8M | +10.63%(+4.36K) | $477.24(+61.35%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.68% | 61.9K | $30.8M | -1.92%(-1.21K) | $213.86(+148.87%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.7% | 19.8K | $14.7M | +1.05%(+207) | $357.94(+100.69%) | 2026-09-30 | |
| DGRO | ISHARES TR | 2.66% | 191.9K | $14.5M | -2.89%(-5.72K) | $43.49(+80.49%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.47% | 58.7K | $13.4M | +9.92%(+5.30K) | $95.74(+126.74%) | 2026-09-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.22% | 321.9K | $12.1M | -7.71%(-26.89K) | $26.67(+41.32%) | 2026-09-30 | |
| BFLB | EA SERIES TRUST | 2.06% | 201.6K | $11.2M | +8.14%(+15.17K) | $51.25(+8.54%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.88% | 41.1K | $10.2M | +2.09%(+841) | $118.84(+120.84%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 1.77% | 106.9K | $9.6M | +0.42%(+444) | $67.16(+34.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.84% | +55.44% | +12.95% | +83.85% |
| Top 20 Holdings Unweighted | +14.62% | +50.60% | +10.26% | +62.96% |
Wealthplan Partners LLC reports $543.86M in US-listed equity holdings across 221 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.2%), IVV (6.4%) and BRK.B (5.7%). The top 20 holdings account for 49.95% of reported assets. Its disclosed equity book has returned +55.44% on a three-year cumulative basis. Figures reflect the Q3 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