WealthPLAN Partners, LLC
Q3 2025 13F Holdings
- Locationomaha, NE
- Num holdings
249
- Value ($000)
$667,156
- Date Filed10/27/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $50.25 M | 8 % | 197,358 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $36.03 M | 5 % | 71,664 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $20.52 M | 3 % | 109,991 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $15.82 M | 2 % | 232,430 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $14.27 M | 2 % | 426,960 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.25 M | 2 % | 27,515 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $14.18 M | 2 % | 21,193 | ||
PGIM ETF TR | AAA CLO ETF | 69344A834 | $14.02 M | 2 % | 272,267 | ||
AMZN AMAZON COM INC | COM | 023135106 | $13.32 M | 2 % | 60,669 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.04 M | 2 % | 36,674 |
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