WealthPLAN Partners, LLC
CIK
0001639943
City
Omaha
State / Country
NE
Top Portfolio Positions
126 positions ·
$294,034,492 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
193,701 | $52,659,553 | 17.91% |
| NVDA |
Nvidia Corp
Technology
|
96,158 | $17,933,467 | 6.10% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,098 | $14,564,280 | 4.95% |
| QQQ |
Invesco Qqq Trust, Series 1
|
21,148 | $12,991,427 | 4.42% |
| MSFT |
Microsoft Corp
Technology
|
20,278 | $9,806,846 | 3.34% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
9,072 | $7,823,148 | 2.66% |
| WMT |
Walmart Inc.
Consumer Defensive
|
65,022 | $7,244,101 | 2.46% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,375 | $7,209,672 | 2.45% |
| JNJ |
Johnson & Johnson
Healthcare
|
31,435 | $6,505,473 | 2.21% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,980 | $4,937,925 | 1.68% |
Portfolio Trend
Holdings in MMD
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $392,865 | 26,420 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $399,734 | 26,420 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $410,733 | 27,771 | Shares | Sole | 2025-07-28 | |
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