StockDriftsStockDriftsTop 50 WealthPLAN Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.68% | 156.4K | $39.7M | -19.25%(-37.28K) | $68.68(+335.18%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.18% | 66.6K | $31.9M | -5.78%(-4.09K) | $213.86(+127.03%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.98% | 31.5K | $20.6M | +33.70%(+7.94K) | $373.47(+99.68%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.92% | 215.2K | $15.1M | -6.50%(-14.95K) | $43.49(+68.25%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.19% | 335.7K | $11.3M | -18.14%(-74.40K) | $26.35(+37.07%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.17% | 19.4K | $11.2M | -8.16%(-1.73K) | $350.64(+103.83%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.99% | 58.9K | $10.3M | -38.78%(-37.29K) | $83.98(+168.90%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.9% | 47.1K | $9.8M | -25.42%(-16.04K) | $116.23(+132.41%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.81% | 29.1K | $9.3M | -15.61%(-5.39K) | $178.70(+104.09%) | 2026-03-31 | |
| BFLB | EA SERIES TRUST | 1.76% | 182.7K | $9.1M | +19.23%(+29.47K) | $50.93(+5.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.31% | +37.93% |
| Top 20 Holdings Unweighted | +10.31% | +34.22% |
Sign up free to track WealthPLAN Partners, LLC, compare funds side by side, and get alerts the moment positions change.