WealthPLAN Partners, LLC

CIK 0001639943 • 7 13F filings • May 12, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $709.4M244 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$818K	0.1%	6,169 SH
ABBVIE INC	COM	$6.6M	0.9%	31,681 SH
ADOBE INC	COM	$2.0M	0.3%	5,096 SH
ADVANCED MICRO DEVICES INC	COM	$624K	0.1%	6,078 SH
AGNC INVT CORP	COM	$120K	0.0%	12,485 SH
AIM ETF PRODUCTS TRUST	US LRGCP B10 DEC	$3.7M	0.5%	120,162 SH
AIM ETF PRODUCTS TRUST	US LRGCP B10 JUL	$3.7M	0.5%	97,178 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 OCT	$691K	0.1%	19,680 SH
AIR PRODS & CHEMS INC	COM	$3.9M	0.5%	13,167 SH
ALBEMARLE CORP	COM	$1.9M	0.3%	26,047 SH
ALPHABET INC	CAP STK CL A	$1.8M	0.2%	11,371 SH
ALPHABET INC	CAP STK CL C	$6.0M	0.8%	38,410 SH
ALTRIA GROUP INC	COM	$1.0M	0.1%	16,816 SH
AMAZON COM INC	COM	$12.4M	1.7%	65,056 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$7.7M	1.1%	127,986 SH
AMERICAN EXPRESS CO	COM	$237K	0.0%	880 SH
AMERIPRISE FINL INC	COM	$387K	0.1%	800 SH
AMGEN INC	COM	$4.4M	0.6%	13,997 SH
APPLE INC	COM	$47.5M	6.7%	213,870 SH
ARCHER DANIELS MIDLAND CO	COM	$1.1M	0.2%	23,553 SH
ARES CAPITAL CORP	COM	$339K	0.0%	15,296 SH
ARM HOLDINGS PLC	SPONSORED ADS	$436K	0.1%	4,081 SH
AT&T INC	COM	$375K	0.1%	13,271 SH
AUTOMATIC DATA PROCESSING IN	COM	$215K	0.0%	703 SH
BANK AMERICA CORP	COM	$386K	0.1%	9,249 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.6M	0.2%	2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$39.8M	5.6%	74,819 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.4M	0.3%	49,592 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.2M	0.2%	22,838 SH
BLACKSTONE INC	COM	$2.8M	0.4%	20,011 SH
BOEING CO	COM	$304K	0.0%	1,783 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$1.1M	0.2%	23,073 SH
BROADCOM INC	COM	$972K	0.1%	5,803 SH
BROWN & BROWN INC	COM	$6.3M	0.9%	50,775 SH
BUCKLE INC	COM	$1.8M	0.3%	46,816 SH
CASEYS GEN STORES INC	COM	$6.4M	0.9%	14,661 SH
CATERPILLAR INC	COM	$364K	0.1%	1,104 SH
CHENIERE ENERGY INC	COM NEW	$1.8M	0.2%	7,615 SH
CHEVRON CORP NEW	COM	$6.1M	0.9%	36,726 SH
CISCO SYS INC	COM	$251K	0.0%	4,067 SH
COCA COLA CO	COM	$292K	0.0%	4,079 SH
COLUMBIA ETF TR I	SELECT TECHNOLO	$3.5M	0.5%	156,700 SH
CONOCOPHILLIPS	COM	$359K	0.1%	3,414 SH
CONSTELLATION BRANDS INC	CL A	$2.1M	0.3%	11,624 SH
COSTCO WHSL CORP NEW	COM	$10.0M	1.4%	10,575 SH
CROWDSTRIKE HLDGS INC	CL A	$507K	0.1%	1,438 SH
CULLEN FROST BANKERS INC	COM	$4.5M	0.6%	35,657 SH
DANAHER CORPORATION	COM	$1.2M	0.2%	5,956 SH
DEERE & CO	COM	$1.2M	0.2%	2,481 SH
DOUBLELINE INCOME SOLUTIONS	COM	$171K	0.0%	13,575 SH
DOVER CORP	COM	$2.9M	0.4%	16,546 SH
EA SERIES TRUST	STRIVE 1000 GRWT	$5.0M	0.7%	124,164 SH
EA SERIES TRUST	STRIVE 1000 VALU	$5.3M	0.7%	172,166 SH
EA SERIES TRUST	STRIVE 500 ETF	$2.3M	0.3%	64,749 SH
EA SERIES TRUST	STRIVE EMERGING	$718K	0.1%	26,277 SH
EA SERIES TRUST	STRIVE MID CAP	$1.2M	0.2%	50,425 SH
EA SERIES TRUST	STRIVE SML CAP	$2.5M	0.4%	86,764 SH
EA SERIES TRUST	STRIVE TOTAL RET	$2.3M	0.3%	114,768 SH
ELI LILLY & CO	COM	$1.7M	0.2%	1,998 SH
EMERSON ELEC CO	COM	$3.8M	0.5%	34,212 SH
EXXON MOBIL CORP	COM	$1.1M	0.2%	9,312 SH
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$10.7M	1.5%	167,093 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$636K	0.1%	6,137 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$275K	0.0%	4,693 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$19.0M	2.7%	638,883 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQ MA	$692K	0.1%	22,719 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$693K	0.1%	22,663 SH
FIRST TR VALUE LINE DIVID IN	SHS	$281K	0.0%	6,306 SH
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$5.5M	0.8%	230,081 SH
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$254K	0.0%	36,032 SH
FS KKR CAP CORP	COM	$318K	0.0%	15,199 SH
GE AEROSPACE	COM NEW	$440K	0.1%	2,198 SH
GENUINE PARTS CO	COM	$3.9M	0.6%	33,132 SH
GRACO INC	COM	$4.6M	0.7%	55,333 SH
HOME DEPOT INC	COM	$1.4M	0.2%	3,955 SH
HORMEL FOODS CORP	COM	$4.9M	0.7%	157,262 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$1.0M	0.1%	39,889 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$995K	0.1%	39,667 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$402K	0.1%	9,458 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.6M	0.2%	38,557 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$3.8M	0.5%	90,955 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$3.8M	0.5%	88,140 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$293K	0.0%	7,755 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$936K	0.1%	23,502 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$4.4M	0.6%	129,442 SH
INTEL CORP	COM	$697K	0.1%	30,673 SH
INTERNATIONAL BUSINESS MACHS	COM	$5.5M	0.8%	22,221 SH
INTERPUBLIC GROUP COS INC	COM	$491K	0.1%	18,083 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$705K	0.1%	7,624 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$724K	0.1%	15,741 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.2M	0.3%	12,500 SH
INVESCO QQQ TR	UNIT SER 1	$9.0M	1.3%	19,268 SH
ISHARES GOLD TR	ISHARES NEW	$244K	0.0%	4,130 SH
ISHARES INC	CORE MSCI EMKT	$1.2M	0.2%	21,497 SH
ISHARES INC	MSCI EMRG CHN	$951K	0.1%	17,256 SH
ISHARES TR	0-3 MNTH TREASRY	$260K	0.0%	2,582 SH
ISHARES TR	CORE DIV GRWTH	$17.2M	2.4%	278,880 SH
ISHARES TR	CORE S&P MCP ETF	$407K	0.1%	6,968 SH
ISHARES TR	CORE S&P SCP ETF	$602K	0.1%	5,760 SH
ISHARES TR	CORE S&P500 ETF	$11.9M	1.7%	21,096 SH
ISHARES TR	CORE TOTAL USD	$3.6M	0.5%	77,619 SH
ISHARES TR	EAFE GRWTH ETF	$1.2M	0.2%	11,886 SH
ISHARES TR	EAFE VALUE ETF	$1.8M	0.3%	30,620 SH
ISHARES TR	HDG MSCI EAFE	$340K	0.0%	9,380 SH
ISHARES TR	INTL DIV GRWTH	$9.8M	1.4%	135,203 SH
ISHARES TR	JPMORGAN USD EMG	$384K	0.1%	4,239 SH
ISHARES TR	MBS ETF	$1.6M	0.2%	17,036 SH
ISHARES TR	MSCI USA QLT FCT	$2.8M	0.4%	16,580 SH
ISHARES TR	RUS 1000 ETF	$496K	0.1%	1,618 SH
ISHARES TR	RUS 1000 GRW ETF	$1.2M	0.2%	3,408 SH
ISHARES TR	RUS 1000 VAL ETF	$535K	0.1%	2,842 SH
ISHARES TR	RUS 2000 GRW ETF	$525K	0.1%	2,054 SH
ISHARES TR	RUS 2000 VAL ETF	$377K	0.1%	2,494 SH
ISHARES TR	RUS MD CP GR ETF	$581K	0.1%	4,941 SH
ISHARES TR	RUS MDCP VAL ETF	$391K	0.1%	3,105 SH
ISHARES TR	S&P 500 GRWT ETF	$6.1M	0.9%	65,343 SH
ISHARES TR	S&P 500 VAL ETF	$2.5M	0.4%	13,239 SH
ISHARES TR	SELECT DIVID ETF	$715K	0.1%	5,322 SH
ISHARES TR	U.S. TECH ETF	$853K	0.1%	6,073 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$422K	0.1%	7,387 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$10.2M	1.4%	170,528 SH
JOHN HANCOCK EXCHANGE TRADED	INTERNATIONAL HI	$302K	0.0%	9,881 SH
JOHNSON & JOHNSON	COM	$6.9M	1.0%	41,735 SH
JPMORGAN CHASE & CO.	COM	$6.2M	0.9%	25,247 SH
KKR & CO INC	COM	$279K	0.0%	2,411 SH
LINCOLN ELEC HLDGS INC	COM	$4.0M	0.6%	20,983 SH
LOCKHEED MARTIN CORP	COM	$3.1M	0.4%	6,851 SH
LOWES COS INC	COM	$1.3M	0.2%	5,622 SH
LULULEMON ATHLETICA INC	COM	$1.3M	0.2%	4,529 SH
MAIN STR CAP CORP	COM	$1.2M	0.2%	21,934 SH
MASTERCARD INCORPORATED	CL A	$4.0M	0.6%	7,216 SH
MCDONALDS CORP	COM	$671K	0.1%	2,147 SH
MCKESSON CORP	COM	$1.7M	0.2%	2,495 SH
MERCK & CO INC	COM	$825K	0.1%	9,194 SH
META PLATFORMS INC	CL A	$4.1M	0.6%	7,067 SH
MICRON TECHNOLOGY INC	COM	$233K	0.0%	2,681 SH
MICROSOFT CORP	COM	$7.9M	1.1%	21,142 SH
MONDELEZ INTL INC	CL A	$311K	0.0%	4,581 SH
MSC INDL DIRECT INC	CL A	$4.7M	0.7%	59,883 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$243K	0.0%	5,131 SH
NETFLIX INC	COM	$326K	0.0%	350 SH
NEXTERA ENERGY INC	COM	$667K	0.1%	9,411 SH
NIKE INC	CL B	$2.6M	0.4%	40,874 SH
NORFOLK SOUTHN CORP	COM	$305K	0.0%	1,287 SH
NORTHERN LTS FD TR IV	MAIN BUYWRITE	$3.2M	0.4%	231,700 SH
NORTHERN LTS FD TR IV	MAIN SECTR ROTN	$16.0M	2.3%	313,031 SH
NORTHERN LTS FD TR IV	MAIN THEMATC IN	$657K	0.1%	37,166 SH
NUCOR CORP	COM	$3.2M	0.5%	26,919 SH
NVIDIA CORPORATION	COM	$9.3M	1.3%	86,242 SH
ON SEMICONDUCTOR CORP	COM	$707K	0.1%	17,386 SH
ORACLE CORP	COM	$518K	0.1%	3,707 SH
PACER FDS TR	DEVELOPED MRKT	$4.6M	0.6%	146,530 SH
PACER FDS TR	PAC ASSET FLTG	$790K	0.1%	16,772 SH
PACER FDS TR	US CASH COWS 100	$17.3M	2.4%	315,473 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.3M	0.2%	15,718 SH
PEPSICO INC	COM	$5.4M	0.8%	35,993 SH
PGIM ETF TR	AAA CLO ETF	$3.8M	0.5%	74,138 SH
PGIM ETF TR	TOTAL RETURN BON	$860K	0.1%	20,602 SH
PHILIP MORRIS INTL INC	COM	$286K	0.0%	1,803 SH
PIMCO ETF TR	MUNI INCOME OPP	$238K	0.0%	5,324 SH
PNC FINL SVCS GROUP INC	COM	$2.2M	0.3%	12,629 SH
PROCTER AND GAMBLE CO	COM	$397K	0.1%	2,330 SH
PROSHARES TR	LARGE CAP CRE	$390K	0.1%	6,128 SH
PROSHARES TR	S&P 500 DV ARIST	$1.2M	0.2%	11,773 SH
PROSHARES TR	S&P MDCP 400 DIV	$378K	0.1%	4,688 SH
PROSHARES TR	S&P TECH DIVIDEN	$5.1M	0.7%	69,774 SH
PUBLIC STORAGE OPER CO	COM	$552K	0.1%	1,844 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$384K	0.1%	4,671 SH
QUALCOMM INC	COM	$441K	0.1%	2,870 SH
REALTY INCOME CORP	COM	$5.1M	0.7%	88,728 SH
RIGETTI COMPUTING INC	COMMON STOCK	$237K	0.0%	29,926 SH
ROCKWELL AUTOMATION INC	COM	$259K	0.0%	1,004 SH
ROPER TECHNOLOGIES INC	COM	$1.7M	0.2%	2,840 SH
RPM INTL INC	COM	$4.6M	0.6%	39,367 SH
RTX CORPORATION	COM	$362K	0.1%	2,735 SH
S&P GLOBAL INC	COM	$2.0M	0.3%	3,883 SH
SCHWAB CHARLES CORP	COM	$338K	0.0%	4,314 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$252K	0.0%	6,962 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$501K	0.1%	21,240 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$443K	0.1%	22,418 SH
SCHWAB STRATEGIC TR	ULTRA SHORT INCM	$888K	0.1%	35,260 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$4.2M	0.6%	182,342 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.0M	0.9%	215,808 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$617K	0.1%	24,654 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$651K	0.1%	29,474 SH
SELECT SECTOR SPDR TR	ENERGY	$292K	0.0%	3,124 SH
SELECT SECTOR SPDR TR	FINANCIAL	$2.1M	0.3%	41,606 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$2.3M	0.3%	16,015 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$336K	0.0%	1,629 SH
SERVICENOW INC	COM	$1.5M	0.2%	1,922 SH
SHOPIFY INC	CL A	$221K	0.0%	2,310 SH
SIMPLIFY EXCHANGE TRADED FUN	ENHANCED INM ETF	$3.5M	0.5%	160,649 SH
SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$15.3M	2.2%	534,849 SH
SMITH A O CORP	COM	$1.3M	0.2%	19,847 SH
SPDR GOLD TR	GOLD SHS	$851K	0.1%	2,955 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.2M	0.2%	2,180 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$666K	0.1%	1,248 SH
SPDR SER TR	BLOOMBERG HIGH Y	$403K	0.1%	4,228 SH
SPDR SER TR	PORTFOLIO S&P400	$251K	0.0%	4,896 SH
SPDR SER TR	PORTFOLIO S&P500	$5.5M	0.8%	83,978 SH
SPDR SER TR	PORTFOLIO S&P600	$308K	0.0%	7,558 SH
SPDR SER TR	PRTFLO S&P500 GW	$6.8M	1.0%	85,178 SH
SPDR SER TR	PRTFLO S&P500 VL	$845K	0.1%	16,547 SH
SPDR SER TR	S&P 400 MDCP GRW	$461K	0.1%	5,802 SH
SPDR SER TR	S&P 400 MDCP VAL	$444K	0.1%	5,762 SH
SPDR SER TR	S&P 600 SMCP GRW	$312K	0.0%	3,765 SH
SPDR SER TR	S&P 600 SMCP VAL	$490K	0.1%	6,249 SH
SPOTIFY TECHNOLOGY S A	SHS	$414K	0.1%	753 SH
STARBOARD INVT TR	ADAPTIVE ALPHA	$7.6M	1.1%	309,334 SH
STARBOARD INVT TR	ADAPTIVE HDGD MU	$119K	0.0%	16,050 SH
STARBUCKS CORP	COM	$218K	0.0%	2,220 SH
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$418K	0.1%	7,204 SH
SYNOPSYS INC	COM	$1.1M	0.2%	2,496 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$2.4M	0.3%	73,760 SH
TARGET CORP	COM	$416K	0.1%	3,987 SH
TESLA INC	COM	$3.1M	0.4%	12,049 SH
TEXAS INSTRS INC	COM	$4.2M	0.6%	23,212 SH
THERMO FISHER SCIENTIFIC INC	COM	$2.1M	0.3%	4,146 SH
TJX COS INC NEW	COM	$348K	0.0%	2,861 SH
UNION PAC CORP	COM	$4.9M	0.7%	20,711 SH
US BANCORP DEL	COM NEW	$528K	0.1%	12,517 SH
VALUED ADVISERS TR	REGAN FLTG RATE	$4.3M	0.6%	170,388 SH
VANECK ETF TRUST	CLO ETF	$10.2M	1.4%	192,958 SH
VANECK ETF TRUST	IG FLOATING RATE	$4.6M	0.6%	178,556 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$14.5M	2.0%	164,281 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$263K	0.0%	3,365 SH
VANGUARD INDEX FDS	GROWTH ETF	$304K	0.0%	819 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.2%	2,300 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$15.0M	2.1%	54,398 SH
VANGUARD INDEX FDS	VALUE ETF	$387K	0.1%	2,242 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$233K	0.0%	5,154 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$229K	0.0%	2,902 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$334K	0.0%	6,569 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.8M	0.4%	21,537 SH
VERALTO CORP	COM SHS	$1.5M	0.2%	15,331 SH
VERIZON COMMUNICATIONS INC	COM	$4.5M	0.6%	99,673 SH
VISA INC	COM CL A	$1.3M	0.2%	3,611 SH
WALMART INC	COM	$8.2M	1.2%	92,981 SH
WELLS FARGO CO NEW	COM	$231K	0.0%	3,211 SH
WERNER ENTERPRISES INC	COM	$489K	0.1%	16,677 SH
WISDOMTREE TR	GLB US QTLY DIV	$225K	0.0%	6,308 SH
WISDOMTREE TR	US QTLY DIV GRT	$349K	0.0%	4,364 SH
WORLD GOLD TR	SPDR GLD MINIS	$766K	0.1%	12,375 SH
WP CAREY INC	COM	$610K	0.1%	9,661 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001639943-26-000006	—	View
Feb 12, 2026	Q4 2025	13F-HR	0001639943-26-000001	$669.4M	View
Oct 27, 2025	Q3 2025