WealthPLAN Partners, LLC

CIK

1639943

Location

OMAHA, NE

Portfolio Value

Micro $21,626,726

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	26.7%	$67,313,819	20
Financial Services	19.6%	$49,365,648	16
Consumer Cyclical	10.3%	$25,971,019	10
Industrials	9.3%	$23,527,005	17
Consumer Defensive	8.6%	$21,626,726	9
Healthcare	7.0%	$17,620,538	12
Unclassified	5.8%	$14,688,124	7
Communication Services	4.5%	$11,313,136	8
Energy	3.6%	$8,975,901	5
Basic Materials	3.1%	$7,911,600	4
Real Estate	1.3%	$3,310,611	4
Utilities	0.3%	$823,009	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
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
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.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	2,223	$759,799
TMUS	T-Mobile US, Inc.	1,922	$403,677
GILD	Gilead Sciences, Inc.	1,851	$257,973
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $21,626,726 total · Consumer Defensive 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	7,976	-1,096	$7,947,525	+1.6%	36.75%
WMT	Walmart Inc. Consumer Defensive	Reduced	40,210	-24,812	$4,997,298	−31.0%	23.11%
PEP	Pepsico Inc Consumer Defensive	Reduced	17,591	-8,209	$2,731,706	−26.2%	12.63%
TSN	Tyson Foods, Inc. Consumer Defensive	Reduced	35,844	-13,089	$2,296,525	−19.9%	10.62%
KO	Coca Cola Co Consumer Defensive	Added	14,190	+5,541	$1,079,149	+78.5%	4.99%
MO	Altria Group, Inc. Consumer Defensive	Reduced	14,884	-1,405	$982,195	+4.6%	4.54%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	5,590	-2,244	$838,500	−22.4%	3.88%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,752	+839	$541,938	+29.8%	2.51%
HRL	Hormel Foods Corp /De/ Consumer Defensive	Reduced	9,355	-1,334	$211,890	−16.4%	0.98%