WealthPLAN Partners, LLC
Filing Date
Global Rank
#3,742
/ 8,588
▼ 447
Top Industry
Consumer Electronics
16.7%
3Y Alpha vs SPY
-6.2%
Period ended 3 months ago
Filed Apr 29, 2026 · 49d
23 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.9%
SPY
+76.8%
Annualised alpha
-6.2%
Max drawdown
−17.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
113 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.7%
+0.3 pts
Top 5
41.0%
+1.8 pts
Top 10
52.3%
+1.9 pts
HHI
527
Diversified+57
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.7% | $67,313,819 |
| Financial Services | 19.6% | $49,365,648 |
| Consumer Cyclical | 10.3% | $25,971,019 |
| Industrials | 9.3% | $23,527,005 |
| Consumer Defensive | 8.6% | $21,626,726 |
| Healthcare | 7.0% | $17,620,538 |
| Unclassified | 5.8% | $14,688,124 |
| Communication Services | 4.5% | $11,313,136 |
| Energy | 3.6% | $8,975,901 |
| Basic Materials | 3.1% | $7,911,600 |
| Real Estate | 1.3% | $3,310,611 |
| Utilities | 0.3% | $823,009 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | +5,909 | 17,781 | $3,016,724 | |
| KO | Coca Cola Co | +5,541 | 14,190 | $1,079,149 | |
| BAC | Bank Of America Corp /De/ | +2,583 | 11,905 | $580,368 | |
| T | At&T Inc. | +2,211 | 22,152 | $642,185 | |
| AGNC | AGNC Investment Corp. | +1,072 | 13,098 | $131,372 | |
| UNH | Unitedhealth Group Inc | +1,038 | 2,216 | $599,626 | |
| STXS | Stereotaxis, Inc. | +1,000 | 13,665 | $25,143 | |
| ABT | Abbott Laboratories | +924 | 6,621 | $679,778 | |
| SCHW | Schwab Charles Corp | +877 | 6,115 | $574,687 | |
| PG | PROCTER & GAMBLE Co | +839 | 3,752 | $541,938 | |
| HD | Home Depot, Inc. | +525 | 4,605 | $1,514,537 | |
| V | Visa Inc. | +428 | 4,189 | $1,266,083 | |
| LRCX | Lam Research Corp | +346 | 1,542 | $329,463 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +242 | 1,767 | $597,157 | |
| AXP | American Express Co | +128 | 1,025 | $310,041 | |
| ISRG | Intuitive Surgical Inc | +70 | 504 | $232,338 | |
| GEV | GE Vernova Inc. | +68 | 563 | $491,442 | |
| CAT | Caterpillar Inc | +53 | 1,677 | $1,188,087 | |
| MCK | Mckesson Corp | +44 | 3,157 | $2,731,941 | |
| PSA | Public Storage | +32 | 1,886 | $510,879 | |
| COP | Conocophillips | +27 | 2,527 | $333,564 | |
| ROK | Rockwell Automation, Inc | +19 | 953 | $342,012 | |
| RTX | RTX Corp | +7 | 2,039 | $393,323 | |
| SUN | Sunoco LP | +5 | 6,878 | $446,863 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −37,287 | 58,871 | $10,267,102 | |
| AAPL | Apple Inc. | −37,278 | 156,423 | $39,698,593 | |
| INTC | Intel Corp | −29,071 | 12,307 | $543,107 | |
| WMT | Walmart Inc. | −24,812 | 40,210 | $4,997,298 | |
| VZ | Verizon Communications Inc | −21,978 | 47,580 | $2,388,515 | |
| O | Realty Income Corp | −14,574 | 39,897 | $2,440,898 | |
| JNJ | Johnson & Johnson | −14,050 | 17,385 | $4,249,588 | |
| AMZN | Amazon Com Inc | −13,338 | 49,760 | $10,363,515 | |
| TSN | Tyson Foods, Inc. | −13,089 | 35,844 | $2,296,525 | |
| MSM | Msc Industrial Direct Co Inc | −11,317 | 25,771 | $2,377,890 | |
| GLDM | World Gold Trust | −10,552 | 4,860 | $450,473 | |
| BRO | Brown & Brown, Inc. | −10,499 | 19,992 | $1,303,678 | |
| GGG | Graco Inc | −10,017 | 24,784 | $2,097,965 | |
| NKE | NIKE, Inc. | −9,804 | 18,246 | $963,753 | |
| PLTR | Palantir Technologies Inc. | −8,504 | 7,326 | $1,071,647 | |
| PEP | Pepsico Inc | −8,209 | 17,591 | $2,731,706 | |
| BX | Blackstone Inc. | −8,187 | 7,883 | $906,465 | |
| NUE | Nucor Corp | −7,616 | 12,542 | $2,120,852 | |
| GPC | Genuine Parts Co | −7,313 | 15,218 | $1,609,303 | |
| EMR | Emerson Electric Co | −7,280 | 19,007 | $2,490,297 | |
| RPM | Rpm International Inc/De/ | −6,854 | 16,305 | $1,620,717 | |
| VLTO | Veralto Corp | −6,362 | 3,807 | $336,614 | |
| ALB | Albemarle Corp | −6,353 | 13,757 | $2,469,794 | |
| MSFT | Microsoft Corp | −6,243 | 14,035 | $5,195,335 | |
| CFR | Cullen/Frost Bankers, Inc. | −5,885 | 16,342 | $2,240,161 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PNC | Pnc Financial Services Group, Inc. | 12,262 | $2,559,447 | |
| RGTI | Rigetti Computing, Inc. | 72,500 | $1,605,875 | |
| NOW | ServiceNow, Inc. | 4,281 | $655,806 | |
| UBER | Uber Technologies, Inc | 7,546 | $616,583 | |
| ARM | Arm Holdings PLC /Uk | 4,850 | $530,153 | |
| MDT | Medtronic plc | 5,011 | $481,356 | |
| QCOM | Qualcomm Inc/De | 2,719 | $465,084 | |
| AMP | Ameriprise Financial Inc | 827 | $405,511 | |
| INOD | Innodata Inc | 7,427 | $378,405 | |
| PEG | Public Service Enterprise Group Inc | 4,671 | $375,081 | |
| TJX | Tjx Companies Inc /De/ | 2,372 | $364,362 | |
| SHOP | Shopify Inc. | 1,746 | $281,053 | |
| PM | Philip Morris International Inc. | 1,716 | $275,246 | |
| QUBT | Quantum Computing Inc. | 26,427 | $271,141 | |
| KKR | KKR & Co. Inc. | 2,082 | $265,413 | |
| ACN | Accenture plc | 966 | $259,177 | |
| MDLZ | Mondelez International, Inc. | 4,561 | $245,518 | |
| NEM | NEWMONT Corp /DE/ | 2,437 | $243,334 | |
| TTWO | Take Two Interactive Software Inc | 893 | $228,634 | |
| DELL | Dell Technologies Inc. | 1,756 | $221,044 | |
| LPLA | LPL Financial Holdings Inc. | 579 | $206,801 | |
| DIS | Walt Disney Co | 1,787 | $203,306 | |
| PSEC | Prospect Capital Corp | 15,430 | $39,963 | |
| No positions match the current search. | ||||
20 positions ·
$67,313,819 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 654 | $255,328 | 0.38% | |
| SNPS |
Synopsys Inc
Technology
|
Reduced | 712 | $282,293 | 0.42% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 1,164 | $282,945 | 0.42% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 214 | $315,094 | 0.47% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 902 | $319,181 | 0.47% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,542 | $329,463 | 0.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,346 | $337,205 | 0.50% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 2,091 | $425,372 | 0.63% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,472 | $497,300 | 0.74% | |
| INTC |
Intel Corp
Technology
|
Reduced | 12,307 | $543,107 | 0.81% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 4,000 | $588,440 | 0.87% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,767 | $597,157 | 0.89% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 2,223 | $759,799 | 1.13% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 7,326 | $1,071,647 | 1.59% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,910 | $1,210,183 | 1.80% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 9,907 | $1,923,344 | 2.86% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 9,963 | $2,414,931 | 3.59% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,035 | $5,195,335 | 7.72% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 58,871 | $10,267,102 | 15.25% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 156,423 | $39,698,593 | 58.98% |