WealthPLAN Partners, LLC
Q4 2025 13F Holdings
- Locationomaha, NE
- Num holdings
272
- Value ($000)
$669,356
- Date Filed02/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $52.66M | 8 % | 193,701 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $35.53M | 5 % | 70,692 | ||
PGIM ETF TR | AAA CLO ETF | 69344A834 | $18.11M | 3 % | 353,275 | ||
NVIDIA CORPORATION | COM | 67066G104 | $17.93M | 3 % | 96,158 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $16.15M | 2 % | 23,573 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $15.97M | 2 % | 230,102 | ||
AMAZON COM INC | COM | 023135106 | $14.56M | 2 % | 63,098 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $14.05M | 2 % | 410,055 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $12.99M | 2 % | 21,148 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.57M | 2 % | 34,511 |
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