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Feltz Wealth PLAN

Latest statistics and disclosures from WealthPLAN Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, BRK.B, NVDA, DGRO, BUFR, and represent 20.52% of WealthPLAN Partners's stock portfolio.
Added to shares of these 10 stocks: PAAA, MSFT, NVDA, BDEC, DECT, VYM, XLG, SPY, LLY, COST.
Started 19 new stock positions in EW, INTU, HDV, BDEC, BJAN, TSM, NEM, DELL, XYL, ITOT. TTWO, KLAC, BMY, GHC, FDEC, SHLD, GEV, INOD, FPX.
Reduced shares in these 10 stocks: SECT (-$19M), BUYW, OCTT, OCTP, COWZ, EFG, ADM, IYW, TMAT, EFV.
Sold out of its positions in JULT, OCTW, OCTT, AXP, ADM, DHR, BFEB, IYW, EFG, STIP. SGOV, LPLA, BUYW, TMAT, SECT, OCTP, PBSE, AUGP, SCUS, AMAX, TGT, MMM, WFC, WERN.
WealthPLAN Partners was a net buyer of stock by $3.5M.
WealthPLAN Partners has $667M in assets under management (AUM), dropping by 7.37%.
Central Index Key (CIK): 0001639943

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Portfolio Holdings for WealthPLAN Partners

WealthPLAN Partners holds 249 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.5	$50M		197k	254.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.4	$36M		72k	502.73	View chart
NVIDIA Corporation (NVDA)	3.1	$21M	+18%	110k	186.58	View chart
Ishares Tr Core Div Grwth (DGRO)	2.4	$16M		232k	68.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.1	$14M		427k	33.42	View chart
Microsoft Corporation (MSFT)	2.1	$14M	+42%	28k	517.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$14M	+3%	21k	669.33	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	2.1	$14M	+52%	272k	51.50	View chart
Amazon (AMZN)	2.0	$13M		61k	219.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$12M		37k	328.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$12M	+2%	19k	600.37	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.6	$11M	-18%	189k	57.47	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.5	$10M		325k	31.24	View chart
Costco Wholesale Corporation (COST)	1.4	$9.2M	+11%	10k	925.67	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.3	$8.6M	-2%	163k	53.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$7.8M	-2%	65k	120.72	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.1	$7.5M	+2%	116k	65.00	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$7.4M		30k	243.55	View chart
JPMorgan Chase & Co. (JPM)	1.1	$7.4M	+5%	23k	315.43	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	1.1	$7.2M		103k	69.95	View chart
Wal-Mart Stores (WMT)	1.1	$7.2M		70k	103.06	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.0	$6.9M		87k	79.67	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	1.0	$6.7M	+5%	134k	49.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$6.3M	+12%	83k	75.11	View chart
Johnson & Johnson (JNJ)	0.9	$6.2M	-2%	33k	185.42	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.9	$6.1M		59k	104.51	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.9	$6.0M	+4%	187k	32.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$5.8M		213k	27.30	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.9	$5.7M		185k	30.70	View chart
Casey's General Stores (CASY)	0.8	$5.6M	-3%	10k	565.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$5.3M	+58%	38k	140.95	View chart
Abbvie (ABBV)	0.8	$5.2M		23k	231.54	View chart
Union Pacific Corporation (UNP)	0.7	$5.0M	+2%	21k	236.37	View chart
Tesla Motors (TSLA)	0.7	$4.7M		11k	444.70	View chart
Meta Platforms Cl A (META)	0.7	$4.6M		6.3k	734.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$4.4M	+8%	188k	23.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$4.4M	+2%	44k	99.10	View chart
International Business Machines (IBM)	0.6	$4.3M	-5%	15k	282.16	View chart
Chevron Corporation (CVX)	0.6	$4.3M	-3%	27k	155.29	View chart
Emerson Electric (EMR)	0.6	$4.0M	-3%	30k	131.18	View chart
Msc Indl Direct Cl A (MSM)	0.6	$3.9M	-5%	42k	92.14	View chart
Pepsi (PEP)	0.6	$3.8M		27k	140.44	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.6	$3.7M	+12%	47k	78.34	View chart
Realty Income (O)	0.6	$3.7M		61k	60.79	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.5	$3.7M		152k	24.02	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$3.6M	+19%	61k	59.20	View chart
Lincoln Electric Holdings (LECO)	0.5	$3.5M	-4%	15k	235.83	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.5	$3.5M		40k	86.50	View chart
Brown & Brown (BRO)	0.5	$3.4M	+2%	37k	93.79	View chart
Genuine Parts Company (GPC)	0.5	$3.4M		25k	138.60	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.5	$3.4M	+14%	78k	43.20	View chart
Gra (GGG)	0.5	$3.4M		40k	84.96	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.5	$3.4M		132k	25.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.3M		14k	243.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$3.3M	+4%	16k	206.51	View chart
Verizon Communications (VZ)	0.5	$3.2M		74k	43.95	View chart
Amgen (AMGN)	0.5	$3.2M	+11%	11k	282.19	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.5	$3.2M		83k	38.37	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.5	$3.2M	+4%	87k	36.42	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.5	$3.2M		124k	25.47	View chart
Texas Instruments Incorporated (TXN)	0.5	$3.2M		17k	183.73	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.5	$3.1M		99k	31.27	View chart
Cullen/Frost Bankers (CFR)	0.5	$3.1M	-5%	24k	126.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$3.0M	-10%	16k	194.50	View chart
RPM International (RPM)	0.5	$3.0M		26k	117.88	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.4	$3.0M		89k	33.12	View chart
Nucor Corporation (NUE)	0.4	$3.0M	+2%	22k	135.43	View chart
Tyson Foods Cl A (TSN)	0.4	$2.9M	+4%	54k	54.30	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$2.9M	+4%	17k	170.85	View chart
Palantir Technologies Cl A (PLTR)	0.4	$2.9M	+3%	16k	182.42	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.4	$2.9M	NEW	61k	47.93	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.4	$2.9M	+3%	78k	37.70	View chart
Mastercard Incorporated Cl A (MA)	0.4	$2.9M	+2%	5.1k	568.75	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$2.9M	+114%	50k	57.52	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.4	$2.8M	+1125%	80k	35.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.4	$2.8M	+10%	72k	38.61	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.4	$2.8M	+10%	71k	39.01	View chart
Buckle (BKE)	0.4	$2.7M		47k	58.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$2.6M	+2%	14k	189.70	View chart
Broadcom (AVGO)	0.4	$2.6M	+7%	7.9k	329.91	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.4	$2.6M	+12%	56k	46.63	View chart
Air Products & Chemicals (APD)	0.4	$2.6M		9.4k	272.71	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$2.6M	-16%	38k	67.83	View chart
Lockheed Martin Corporation (LMT)	0.4	$2.5M	-2%	5.1k	499.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.5M	+103%	3.7k	666.14	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.4	$2.5M		108k	23.09	View chart
PNC Financial Services (PNC)	0.4	$2.5M	-2%	12k	200.93	View chart
Eli Lilly & Co. (LLY)	0.4	$2.5M	+75%	3.2k	763.09	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$2.4M	-14%	52k	46.71	View chart
Ea Series Trust Strive Total Ret (STXT)	0.3	$2.3M		115k	20.28	View chart
McKesson Corporation (MCK)	0.3	$2.3M	+6%	2.9k	772.67	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.3M	-10%	35k	65.92	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.2M		42k	53.87	View chart
Nike CL B (NKE)	0.3	$2.2M	+3%	32k	69.73	View chart
Rigetti Computing Common Stock (RGTI)	0.3	$2.1M	+28%	72k	29.79	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$2.1M	-8%	15k	139.17	View chart
Dover Corporation (DOV)	0.3	$2.1M	+3%	12k	166.83	View chart
Adobe Systems Incorporated (ADBE)	0.3	$2.1M	+41%	5.8k	352.75	View chart
Thermo Fisher Scientific (TMO)	0.3	$2.1M	+6%	4.2k	485.04	View chart
Albemarle Corporation (ALB)	0.3	$1.9M	+4%	23k	81.08	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.9M	+14%	20k	95.15	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.3	$1.9M		38k	48.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.6M		3.4k	468.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	754200.00	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$1.5M	+159%	44k	34.16	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$1.5M	-2%	14k	103.07	View chart
Main Street Capital Corporation (MAIN)	0.2	$1.4M		22k	63.59	View chart
Home Depot (HD)	0.2	$1.4M	-8%	3.5k	405.13	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.4M	+14%	27k	53.24	View chart
Lowe's Companies (LOW)	0.2	$1.4M		5.5k	251.33	View chart
Intel Corporation (INTC)	0.2	$1.4M	+30%	41k	33.55	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$1.3M	+4%	35k	37.86	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.3M	+30%	12k	112.75	View chart
Oracle Corporation (ORCL)	0.2	$1.3M	+23%	4.7k	281.24	View chart
Ea Series Trust Strive Mid Cap (STXM)	0.2	$1.2M	-8%	44k	28.24	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.2	$1.2M	+19%	26k	47.39	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.2M	+12%	23k	51.23	View chart
Constellation Brands Cl A (STZ)	0.2	$1.2M	+11%	8.7k	134.67	View chart
Advanced Micro Devices (AMD)	0.2	$1.2M	+8%	7.1k	161.79	View chart
Veralto Corp Com Shs (VLTO)	0.2	$1.1M	+3%	11k	106.61	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.1M	+69%	15k	76.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.1M	-2%	1.8k	612.37	View chart
Visa Com Cl A (V)	0.2	$1.1M		3.2k	341.42	View chart
S&p Global (SPGI)	0.2	$1.1M	+6%	2.2k	486.69	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$1.1M		40k	26.58	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.2	$1.0M		40k	25.92	View chart
Altria (MO)	0.1	$993k	-5%	15k	66.06	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$967k	+2%	8.0k	121.06	View chart
Cheniere Energy Com New (LNG)	0.1	$950k	+3%	4.0k	234.99	View chart
Deere & Company (DE)	0.1	$943k	-16%	2.1k	457.16	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$942k	-7%	17k	55.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$942k	+3%	2.7k	355.47	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$914k	+25%	1.9k	490.38	View chart
A. O. Smith Corporation (AOS)	0.1	$887k		12k	73.41	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$871k		27k	32.88	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.1	$869k		21k	42.20	View chart
Roper Industries (ROP)	0.1	$859k	+11%	1.7k	498.68	View chart
Boeing Company (BA)	0.1	$833k	+160%	3.9k	215.81	View chart
Merck & Co (MRK)	0.1	$823k	+7%	9.8k	83.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$823k	+5%	26k	31.91	View chart
Synopsys (SNPS)	0.1	$821k	+6%	1.7k	493.39	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$799k		30k	26.34	View chart
Caterpillar (CAT)	0.1	$788k	+49%	1.7k	477.16	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$758k	-2%	1.3k	596.03	View chart
Servicenow (NOW)	0.1	$757k	+3%	822.00	920.28	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$735k	-4%	2.3k	320.04	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$730k	-4%	5.1k	142.41	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$728k	-3%	5.1k	142.10	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$728k	+5%	2.6k	281.83	View chart
Ge Vernova (GEV)	0.1	$717k	NEW	1.2k	614.99	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$687k	-3%	4.9k	141.49	View chart
Nextera Energy (NEE)	0.1	$684k		9.1k	75.49	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$672k	-2%	6.1k	109.66	View chart
Uber Technologies (UBER)	0.1	$649k	+78%	6.6k	97.97	View chart
Abbott Laboratories (ABT)	0.1	$646k	-15%	4.8k	133.95	View chart
McDonald's Corporation (MCD)	0.1	$636k	-11%	2.1k	303.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$632k		15k	43.10	View chart
Us Bancorp Del Com New (USB)	0.1	$618k	+2%	13k	48.33	View chart
Netflix (NFLX)	0.1	$615k	+15%	513.00	1198.92	View chart
Innodata Com New (INOD)	0.1	$605k	NEW	7.8k	77.07	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$587k	NEW	8.4k	70.24	View chart
Lululemon Athletica (LULU)	0.1	$585k	+26%	3.3k	177.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$579k		2.8k	203.59	View chart
Ge Aerospace Com New (GE)	0.1	$577k		1.9k	300.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$564k		1.5k	365.48	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$550k	-3%	21k	26.30	View chart
Edwards Lifesciences (EW)	0.1	$545k	NEW	7.0k	77.77	View chart
Public Storage (PSA)	0.1	$535k		1.9k	288.85	View chart
Starbucks Corporation (SBUX)	0.1	$527k	+143%	6.2k	84.60	View chart
Spotify Technology S A SHS (SPOT)	0.1	$526k		753.00	698.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$525k	-6%	3.0k	176.81	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.1	$507k		5.5k	91.56	View chart
Micron Technology (MU)	0.1	$495k		3.0k	167.33	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.1	$493k	+2%	5.9k	83.41	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$488k	-6%	3.5k	139.67	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$471k	+13%	5.0k	95.19	View chart
Wp Carey (WPC)	0.1	$471k		7.0k	67.57	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$470k		6.1k	76.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$465k		20k	23.28	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$454k	+2%	5.1k	88.65	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$454k	+26%	5.1k	89.34	View chart
Qualcomm (QCOM)	0.1	$453k	+5%	2.7k	166.36	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$453k		6.7k	67.26	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$445k	+72%	3.0k	148.61	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$444k		9.5k	46.91	View chart
Interpublic Group of Companies (IPG)	0.1	$429k	-7%	15k	27.91	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$426k	NEW	1.5k	279.29	View chart
Bank of America Corporation (BAC)	0.1	$416k	-16%	8.1k	51.59	View chart
Charles Schwab Corporation (SCHW)	0.1	$415k		4.3k	95.47	View chart
Ameriprise Financial (AMP)	0.1	$406k	+3%	827.00	491.25	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$405k	NEW	7.6k	53.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$405k		8.8k	45.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$403k	-12%	3.4k	118.85	View chart
Mainstay Definedterm Mn Opp (MMD)	0.1	$400k	-4%	26k	15.13	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$393k		8.5k	46.32	View chart
Public Service Enterprise (PEG)	0.1	$390k		4.7k	83.46	View chart
Norfolk Southern (NSC)	0.1	$387k		1.3k	300.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$386k	+28%	4.1k	95.14	View chart
Coca-Cola Company (KO)	0.1	$386k	+16%	5.8k	66.32	View chart
TJX Companies (TJX)	0.1	$385k	+20%	2.7k	144.54	View chart
Automatic Data Processing (ADP)	0.1	$382k	+78%	1.3k	293.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$377k	+3%	786.00	479.61	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$365k	+31%	6.7k	54.20	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$361k		7.2k	50.01	View chart
Xylem (XYL)	0.1	$354k	NEW	2.4k	147.50	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$354k	+5%	4.1k	85.34	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$346k	+5%	8.1k	42.47	View chart
At&t (T)	0.1	$343k	-11%	12k	28.24	View chart
Raytheon Technologies Corp (RTX)	0.1	$340k	-11%	2.0k	167.33	View chart
Take-Two Interactive Software (TTWO)	0.1	$339k	NEW	1.3k	258.36	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$331k	-18%	3.4k	98.00	View chart
Honeywell International (HON)	0.0	$328k	+58%	1.6k	210.50	View chart
Rockwell Automation (ROK)	0.0	$327k	-2%	934.00	349.53	View chart
Procter & Gamble Company (PG)	0.0	$318k	-3%	2.1k	153.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$317k	-4%	4.9k	65.26	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.0	$317k	+4%	10k	31.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$316k	NEW	6.4k	49.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$308k		5.1k	59.91	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$308k	+2%	6.7k	46.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$302k		1.6k	186.47	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$299k		5.2k	57.19	View chart
Kkr & Co (KKR)	0.0	$296k	-2%	2.3k	129.95	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$288k		6.7k	42.96	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$286k		4.6k	62.47	View chart
Cisco Systems (CSCO)	0.0	$284k	+2%	4.2k	68.42	View chart
Hormel Foods Corporation (HRL)	0.0	$263k		11k	24.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$261k		3.3k	78.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$253k	-14%	3.5k	72.77	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.0	$251k	+2%	2.7k	94.31	View chart
Philip Morris International (PM)	0.0	$250k	+2%	1.5k	162.20	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$249k		36k	6.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$246k		4.5k	54.18	View chart
Intuit (INTU)	0.0	$239k	NEW	350.00	682.91	View chart
ConocoPhillips (COP)	0.0	$237k	-17%	2.5k	94.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$236k	+2%	3.0k	79.92	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$231k	NEW	1.6k	145.65	View chart
Kla Corp Com New (KLAC)	0.0	$229k	NEW	212.00	1078.60	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$226k	-30%	4.5k	49.83	View chart
Dell Technologies CL C (DELL)	0.0	$222k	NEW	1.6k	141.77	View chart
Newmont Mining Corporation (NEM)	0.0	$219k	NEW	2.6k	84.31	View chart
Bristol Myers Squibb (BMY)	0.0	$216k	NEW	4.8k	45.10	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$213k	NEW	1.7k	122.45	View chart
Walt Disney Company (DIS)	0.0	$213k		1.9k	114.51	View chart
Graham Hldgs Com Cl B (GHC)	0.0	$210k	NEW	178.00	1177.31	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$205k	NEW	1.2k	166.16	View chart
Doubleline Income Solutions (DSL)	0.0	$167k		14k	12.28	View chart
Fs Kkr Capital Corp (FSK)	0.0	$157k	-30%	11k	14.93	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$122k		13k	9.79	View chart
Hanesbrands (HBI)	0.0	$108k	-4%	16k	6.59	View chart

Past Filings by WealthPLAN Partners

SEC 13F filings are viewable for WealthPLAN Partners going back to 2015

WealthPLAN Partners 2025 Q3 filed Oct. 27, 2025
WealthPLAN Partners 2025 Q2 filed July 28, 2025
WealthPLAN Partners 2025 Q1 filed May 12, 2025
WealthPLAN Partners 2024 Q4 filed Jan. 30, 2025
WealthPLAN Partners 2024 Q3 filed Nov. 5, 2024
WealthPLAN Partners 2024 Q2 filed Aug. 9, 2024
WealthPLAN Partners 2024 Q1 filed May 7, 2024
WealthPLAN Partners 2023 Q4 filed Jan. 5, 2024
WealthPLAN Partners 2023 Q3 filed Nov. 2, 2023
WealthPLAN Partners 2023 Q2 filed July 31, 2023
WealthPLAN Partners 2023 Q1 filed May 10, 2023
WealthPLAN Partners 2022 Q4 filed Feb. 16, 2023
WealthPLAN Partners 2022 Q1 filed May 3, 2022
WealthPLAN Partners 2021 Q4 filed Feb. 1, 2022
WealthPLAN Partners 2021 Q3 filed Dec. 9, 2021
WealthPLAN Partners 2021 Q2 filed Aug. 19, 2021

View all past filings

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