WealthPLAN Partners, LLC

CIK

1639943

Location

OMAHA, NE

Portfolio Value

Small $523,037,636

Diversification

Diversified

Filing Date

Global Rank

#3,723 / 8,793 ▼ 187 · as of Jun 2026

Top Industry

Consumer Electronics 18.9%

Period ended 3 months ago

Filed Jul 28, 2026 · 2mo

24 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

151 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.8%

+7.8 pts

Top 5

40.2%

+13.1 pts

Top 10

52.9%

+13.6 pts

HHI

510

Diversified+242

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.8%	$312,593,887	44
Technology	13.8%	$72,305,121	23
Financial Services	9.6%	$50,288,305	15
Consumer Cyclical	3.5%	$18,430,832	8
Industrials	3.4%	$17,559,819	18
Communication Services	2.8%	$14,624,188	8
Consumer Defensive	2.5%	$13,279,171	9
Healthcare	2.3%	$12,066,976	11
Energy	1.2%	$6,496,254	6
Basic Materials	0.5%	$2,674,374	4
Real Estate	0.4%	$1,972,840	4
Utilities	0.1%	$745,869	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+216,921	521,739	$34,539,671
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+72,865	183,936	$9,460,904
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+53,954	757,848	$87,907,105
FNDA	Schwab Fundamental U.S. Small Company ETF	+44,349	526,007	$15,035,248
VB	Vanguard Morningstar Small-Cap ETF	+31,719	61,257	$12,073,360
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+31,135	137,333	$13,027,975
BAI	iShares A.I. Innovation and Tech Active ETF	+26,721	272,790	$12,527,955
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+14,938	24,407	$891,343
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+12,982	167,094	$5,420,433
AGNG	Global X Funds Global X Aging Population ETF	+11,819	39,336	$1,711,544
AFGR	First Trust Active Factor Large Cap Growth ETF	+10,978	362,942	$13,327,386
—		+8,483	19,532	$217,781
XOM	ExxonMobil Holdings Corp	+3,806	21,587	$2,951,374
AAAA	Amplius Aggressive Asset Allocation ETF	+3,664	186,413	$10,150,187
—		+3,280	6,555	$368,128
CSCO	Cisco Systems, Inc.	+2,422	6,768	$794,969
BCLO	iShares BBB-B CLO Active ETF	+2,352	25,436	$1,279,176
KLAC	Kla Corp	+2,003	2,217	$668,890
KO	Coca Cola Co	+1,594	15,784	$1,282,765
T	At&T Inc.	+1,379	23,531	$487,091
ORCL	Oracle Corp	+1,365	5,365	$786,240
MSFT	Microsoft Corp	+1,305	15,340	$5,722,126
BAC	Bank Of America Corp /De/	+964	12,869	$733,275
AVGO	Broadcom Inc.	+769	4,679	$1,767,491
AAAD	PGIM AAA CLO Aggregate Duration ETF	+620	141,094	$7,025,617
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGGH	Simplify Aggregate Bond ETF	−77,482	259,469	$7,887,064
AGOX	Adaptive Alpha Opportunities ETF	−49,213	84,406	$2,925,511
AAAP	Pacer Barings CLO Market Flex ETF	−47,175	108,517	$5,910,829
BUYZ	Franklin Disruptive Commerce ETF	−38,232	65,689	$1,505,591
EQTY	Kovitz Core Equity ETF	−31,315	53,864	$1,382,958
AFK	VanEck Africa Index ETF	−31,082	282,696	$13,093,253
TSN	Tyson Foods, Inc.	−25,538	10,306	$590,018
VZ	Verizon Communications Inc	−24,982	22,598	$956,798
AAAC	Columbia AAA CLO ETF	−24,744	39,682	$1,610,255
FCAL	First Trust California Municipal High income ETF	−24,202	45,999	$3,394,726
O	Realty Income Corp	−23,869	16,028	$993,094
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	−21,905	36,537	$1,665,356
WMT	Walmart Inc.	−20,125	20,085	$2,274,827
FSCO	FS Credit Opportunities Corp.	−20,042	15,990	$79,790
AAPL	Apple Inc.	−19,174	137,249	$39,714,370
GGG	Graco Inc	−17,171	7,613	$575,618
MSM	Msc Industrial Direct Co Inc	−16,848	8,923	$1,061,390
ACSG	American Century Small Cap Growth Insights ETF	−15,814	75,382	$7,273,608
BRO	Brown & Brown, Inc.	−13,957	6,035	$387,145
NKE	NIKE, Inc.	−13,306	4,940	$202,787
EMR	Emerson Electric Co	−12,191	6,816	$975,710
RPM	Rpm International Inc/De/	−11,558	4,747	$527,629
ANEW	ProShares MSCI Transformational Changes ETF	−11,467	24,486	$2,430,593
PEP	Pepsico Inc	−11,294	6,297	$852,613
GPC	Genuine Parts Co	−10,670	4,548	$536,573
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	1,781	$530,542
QCOM	Qualcomm Inc/De	2,563	$473,616
HAL	Halliburton Co	11,212	$380,647
PANW	Palo Alto Networks Inc	1,087	$370,688
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	6,288	$323,454
BE	Bloom Energy Corp	1,000	$302,700
ANET	Arista Networks, Inc.	1,622	$275,545
GLW	Corning Inc /Ny	940	$240,104
BNDW	Vanguard Total World Bond ETF	2,937	$232,111
BIV	Vanguard Intermediate-Term Bond ETF	3,125	$229,406
DELL	Dell Technologies Inc.	479	$206,669
VIG	Vanguard Dividend Appreciation ETF	865	$204,676
CMI	Cummins Inc	286	$203,977
GHC	Graham Holdings Co	178	$203,172
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
BKE	Buckle Inc	46,428	$2,338,114
ABT	Abbott Laboratories	6,621	$679,778
SPGI	S&P Global Inc.	1,253	$532,950
AOS	Smith A O Corp	6,364	$419,642
VLTO	Veralto Corp	3,807	$336,614
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	6,838	$321,591
ROP	Roper Technologies Inc	902	$319,181
AXP	American Express Co	1,025	$310,041
ADBE	Adobe Inc.	1,164	$282,945
SNPS	Synopsys Inc	712	$282,293
AIRR	First Trust RBA American Industrial Renaissance ETF	3,816	$260,556
LULU	lululemon athletica inc.	1,568	$240,060
DSL	DoubleLine Income Solutions Fund	12,175	$131,855
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

151 tracked positions · $523,037,636 total · filing declares 787 positions · $2,549,470,591 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 151 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	757,848	+53,954	$87,907,105	—	16.81%
AAPL	Apple Inc. Technology	Reduced	137,249	-19,174	$39,714,370	+0.0%	7.59%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	521,739	+216,921	$34,539,671	+78.7%	6.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	63,157	-3,448	$33,099,829	−0.8%	6.33%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	526,007	+44,349	$15,035,248	+14.8%	2.87%
QQQ	Invesco Qqq Trust, Series 1	Added	19,640	+218	$14,462,896	+29.0%	2.77%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	362,942	+10,978	$13,327,386	+11.4%	2.55%
AFK	VanEck Africa Index ETF	Reduced	282,696	-31,082	$13,093,253	−10.7%	2.50%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	137,333	+31,135	$13,027,975	+45.4%	2.49%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	272,790	+26,721	$12,527,955	+26.9%	2.40%
VB	Vanguard Morningstar Small-Cap ETF	Added	61,257	+31,719	$12,073,360	+25.9%	2.31%
NVDA	Nvidia Corp Technology	Reduced	53,377	-5,494	$10,680,203	+4.0%	2.04%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	186,413	+3,664	$10,150,187	+11.6%	1.94%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Reduced	40,324	-9,436	$9,610,822	−7.3%	1.84%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	183,936	+72,865	$9,460,904	+84.8%	1.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	25,862	-6,307	$9,192,832	−0.5%	1.76%
AGGH	Simplify Aggregate Bond ETF	Reduced	259,469	-77,482	$7,887,064	−19.6%	1.51%
VIGI	Vanguard International Dividend Appreciation ETF	Added	46,309	+466	$7,318,211	+7.8%	1.40%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	75,382	-15,814	$7,273,608	−1.0%	1.39%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	141,094	+620	$7,025,617	+0.5%	1.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,552	-1,424	$6,129,199	−22.9%	1.17%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	108,517	-47,175	$5,910,829	−30.3%	1.13%
MSFT	Microsoft Corp Technology	Added	15,340	+1,305	$5,722,126	+10.1%	1.09%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,279	-1,683	$5,655,935	+1.4%	1.08%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	167,094	+12,982	$5,420,433	+2.9%	1.04%
UNP	Union Pacific Corp Industrials	Reduced	19,918	-299	$5,417,696	+10.5%	1.04%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	102,927	-9,274	$5,091,617	−0.7%	0.97%
FCAL	First Trust California Municipal High income ETF	Reduced	45,999	-24,202	$3,394,726	−31.3%	0.65%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	19,084	-2,176	$3,127,716	+12.5%	0.60%
XOM	ExxonMobil Holdings Corp Energy	Added	21,587	+3,806	$2,951,374	−2.2%	0.56%
AGOX	Adaptive Alpha Opportunities ETF	Reduced	84,406	-49,213	$2,925,511	−17.8%	0.56%
TACN	T. Rowe Price Active Core International Equity ETF	Reduced	71,062	-7,731	$2,920,648	+4.2%	0.56%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	3,459	-3,235	$2,749,178	−43.6%	0.53%
META	Meta Platforms, Inc. Communication Services	Reduced	4,859	-466	$2,737,026	−10.2%	0.52%
JNJ	Johnson & Johnson Healthcare	Reduced	10,435	-6,950	$2,650,176	−37.6%	0.51%
ANEW	ProShares MSCI Transformational Changes ETF	Reduced	24,486	-11,467	$2,430,593	—	0.46%
MCK	Mckesson Corp Healthcare	Added	3,178	+21	$2,401,296	−12.1%	0.46%
ABBV	AbbVie Inc. Healthcare	Reduced	9,387	-7,628	$2,362,144	−36.2%	0.45%
WMT	Walmart Inc. Consumer Defensive	Reduced	20,085	-20,125	$2,274,827	−54.5%	0.43%
CVX	Chevron Corp Energy	Reduced	13,362	-8,533	$2,214,885	−51.1%	0.42%
STT	State Street Corp Financial Services	Added	40,881	+299	$2,191,630	+9.4%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,010	-1,107	$2,107,206	−7.3%	0.40%
CAT	Caterpillar Inc Industrials	Added	1,869	+192	$1,990,298	+67.5%	0.38%
AMAT	Applied Materials Inc /De Technology	Added	2,718	+495	$1,965,114	+158.6%	0.38%
IBM	International Business Machines Corp Technology	Reduced	6,729	-3,234	$1,892,262	−21.6%	0.36%
AVGO	Broadcom Inc. Technology	Added	4,679	+769	$1,767,491	+46.1%	0.34%
AGNG	Global X Funds Global X Aging Population ETF	Added	39,336	+11,819	$1,711,544	+19.8%	0.33%
IVZ	Invesco Ltd. Financial Services	Reduced	10,504	-3,428	$1,696,816	+8.6%	0.32%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,787	+182	$1,688,278	+11.5%	0.32%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Reduced	36,537	-21,905	$1,665,356	−37.9%	0.32%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.