WealthPLAN Partners, LLC
Top Portfolio Positions
113 positions ·
$252,447,136 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
156,423 | $39,698,593 | 15.73% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
66,603 | $31,916,157 | 12.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
19,422 | $11,209,989 | 4.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,760 | $10,363,515 | 4.11% | |
| NVDA |
Nvidia Corp
Technology
|
58,871 | $10,267,102 | 4.07% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,976 | $7,947,525 | 3.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,962 | $5,577,861 | 2.21% | |
| MSFT |
Microsoft Corp
Technology
|
14,035 | $5,195,335 | 2.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
40,210 | $4,997,298 | 1.98% | |
| UNP |
Union Pacific Corp
Industrials
|
20,217 | $4,905,048 | 1.94% |
Portfolio Trend
23 quarters · across all stocks
Holdings in BKE
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,338,114 | 46,428 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,490,707 | 46,625 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,734,905 | 46,623 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,114,217 | 46,620 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,793,989 | 46,816 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,378,619 | 46,814 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,058,367 | 46,813 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,148,429 | 58,160 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $2,341,981 | 58,157 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $2,763,477 | 58,154 | Shares | Other | 2024-01-05 | |
| 2023-09-30 | $1,941,628 | 58,150 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $2,116,620 | 61,174 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,086,115 | 58,451 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,572,251 | 56,720 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $1,353,450 | 40,964 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $1,755,399 | 41,489 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $494,914 | 12,501 | Shares | Other | 2021-12-09 | |
| 2021-06-30 | $579,586 | 11,650 | Shares | Other | 2021-08-19 | |
| 2021-03-31 | $507,182 | 12,912 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $339,742 | 11,635 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $237,074 | 11,627 | Shares | Other | 2020-12-18 | |
| 2020-06-30 | $182,279 | 11,625 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $159,378 | 11,625 | Shares | Other | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||