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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, PAAA, NVDA, IVV, and represent 20.97% of WealthPLAN Partners's stock portfolio.
Added to shares of these 10 stocks: BFLB (+$7.8M), PAAA, IVV, IVE, AGG, QQQ, VYM, JCPB, EPS, AGGY.
Started 40 new stock positions in PSEC, SCUS, JAVA, EPS, JGLO, OMC, ISRG, AGG, UNH, HYLB.
Reduced shares in these 10 stocks: COWZ, MSFT, NVDA, UDEC, DECT, BDEC, GAUG, UMAR, QUAL, SPY.
Sold out of its positions in ADP, BMY, EW, FSK, FDEC, GHC, HBI, HON, IPG, INTU. MRCP, QQQI, SBUX, VEA, VWO, VCSH, XYL.
WealthPLAN Partners was a net seller of stock by $-8.8M.
WealthPLAN Partners has $669M in assets under management (AUM), dropping by 0.33%.
Central Index Key (CIK): 0001639943

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Portfolio Holdings for WealthPLAN Partners

WealthPLAN Partners holds 272 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.9	$53M		194k	271.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.3	$36M		71k	502.65	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	2.7	$18M	+29%	353k	51.26	View chart
NVIDIA Corporation (NVDA)	2.7	$18M	-12%	96k	186.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$16M	+11%	24k	684.92	View chart
Ishares Tr Core Div Grwth (DGRO)	2.4	$16M		230k	69.42	View chart
Amazon (AMZN)	2.2	$15M	+4%	63k	230.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.1	$14M	-3%	410k	34.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$13M	+9%	21k	614.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$12M	-5%	35k	335.27	View chart
Microsoft Corporation (MSFT)	1.5	$9.8M	-26%	20k	483.63	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.5	$9.8M	-6%	305k	32.05	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$8.9M	-6%	29k	313.80	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.3	$8.4M	-2%	159k	52.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$8.1M	+2%	66k	123.26	View chart
Costco Wholesale Corporation (COST)	1.2	$7.8M	-8%	9.1k	862.36	View chart
Ea Series Trust Bufferlabs Us Eq (BFLB)	1.2	$7.8M	NEW	153k	51.03	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.1	$7.5M	-2%	113k	66.43	View chart
Wal-Mart Stores (WMT)	1.1	$7.2M	-6%	65k	111.41	View chart
JPMorgan Chase & Co. (JPM)	1.1	$7.2M	-4%	22k	322.22	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	1.0	$7.0M	+3%	138k	50.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$6.9M	+7%	89k	77.02	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.0	$6.8M	-4%	83k	82.77	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	1.0	$6.8M	-6%	96k	70.99	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.0	$6.7M	-40%	112k	60.17	View chart
Johnson & Johnson (JNJ)	1.0	$6.5M	-5%	31k	206.95	View chart
Ea Series Trust Strive 1000 Valu (STXV)	1.0	$6.5M	+3%	194k	33.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$6.5M	+19%	45k	143.52	View chart
Spdr Series Trust State Street Spd (SPYG)	0.9	$6.1M	-2%	57k	106.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$5.3M	-9%	194k	27.43	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.7	$5.0M	-5%	174k	28.56	View chart
Tesla Motors (TSLA)	0.7	$4.9M	+3%	11k	449.70	View chart
Casey's General Stores (CASY)	0.7	$4.9M	-12%	8.8k	552.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$4.8M	+13%	16k	313.01	View chart
Union Pacific Corporation (UNP)	0.7	$4.7M	-3%	20k	231.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$4.7M	+40%	22k	212.07	View chart
Meta Platforms Cl A (META)	0.7	$4.7M	+13%	7.1k	660.06	View chart
Abbvie (ABBV)	0.7	$4.7M	-9%	20k	228.49	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$4.4M		187k	23.37	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$4.4M	-5%	42k	103.56	View chart
International Business Machines (IBM)	0.6	$4.1M	-8%	14k	296.21	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$4.1M	+8%	51k	80.22	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$4.1M	+10%	67k	60.81	View chart
Chevron Corporation (CVX)	0.6	$4.0M	-3%	26k	152.41	View chart
Pepsi (PEP)	0.6	$3.7M	-5%	26k	143.52	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.5	$3.6M	+3%	81k	44.09	View chart
Emerson Electric (EMR)	0.5	$3.5M	-12%	26k	132.72	View chart
Nucor Corporation (NUE)	0.5	$3.3M	-7%	20k	163.11	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.5	$3.3M	-6%	38k	86.58	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$3.2M	+9%	55k	59.28	View chart
Lincoln Electric Holdings (LECO)	0.5	$3.2M	-10%	13k	239.64	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.5	$3.2M	-6%	82k	38.68	View chart
Msc Indl Direct Cl A (MSM)	0.5	$3.1M	-11%	37k	84.10	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.5	$3.1M	-13%	132k	23.42	View chart
Amgen (AMGN)	0.5	$3.1M	-16%	9.4k	327.30	View chart
Realty Income (O)	0.5	$3.1M	-10%	55k	56.37	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.5	$3.0M	+2%	80k	38.22	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.4	$3.0M		91k	33.27	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.4	$3.0M	-10%	118k	25.48	View chart
Broadcom (AVGO)	0.4	$2.9M	+6%	8.4k	346.12	View chart
Tyson Foods Cl A (TSN)	0.4	$2.9M	-9%	49k	58.62	View chart
Gra (GGG)	0.4	$2.9M	-12%	35k	81.97	View chart
Mastercard Incorporated Cl A (MA)	0.4	$2.8M		5.0k	570.85	View chart
Albemarle Corporation (ALB)	0.4	$2.8M	-12%	20k	141.44	View chart
Verizon Communications (VZ)	0.4	$2.8M	-5%	70k	40.73	View chart
Cullen/Frost Bankers (CFR)	0.4	$2.8M	-8%	22k	126.63	View chart
Palantir Technologies Cl A (PLTR)	0.4	$2.8M		16k	177.75	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.4	$2.8M	-12%	109k	25.64	View chart
Genuine Parts Company (GPC)	0.4	$2.8M	-8%	23k	122.96	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.4	$2.7M	-10%	88k	30.63	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$2.7M	+15%	40k	67.21	View chart
Texas Instruments Incorporated (TXN)	0.4	$2.7M	-10%	15k	173.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$2.7M		14k	191.56	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.4	$2.6M		56k	46.22	View chart
PNC Financial Services (PNC)	0.4	$2.6M		12k	208.73	View chart
McKesson Corporation (MCK)	0.4	$2.6M	+5%	3.1k	820.26	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$2.6M	-5%	36k	71.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$2.5M	+4%	55k	46.54	View chart
Buckle (BKE)	0.4	$2.5M		47k	53.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$2.5M	-6%	16k	154.14	View chart
Brown & Brown (BRO)	0.4	$2.4M	-16%	31k	79.70	View chart
RPM International (RPM)	0.4	$2.4M	-9%	23k	104.00	View chart
Eli Lilly & Co. (LLY)	0.4	$2.4M	-30%	2.2k	1074.86	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.4	$2.4M		15k	154.80	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$2.3M		42k	54.77	View chart
Thermo Fisher Scientific (TMO)	0.3	$2.3M	-6%	4.0k	579.48	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.3M	-5%	4.7k	483.67	View chart
Ea Series Trust Strive Total Ret (STXT)	0.3	$2.3M		113k	20.10	View chart
Dover Corporation (DOV)	0.3	$2.1M	-11%	11k	195.25	View chart
Air Products & Chemicals (APD)	0.3	$2.1M	-8%	8.6k	247.02	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.3	$2.1M	-13%	93k	22.31	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$1.9M	+2%	20k	95.22	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.3	$1.9M		38k	49.25	View chart
Nike CL B (NKE)	0.3	$1.8M	-12%	28k	63.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.7M	+8%	3.7k	473.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.7M	-43%	8.8k	198.62	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$1.6M	+10%	48k	33.30	View chart
Rigetti Computing Common Stock (RGTI)	0.2	$1.6M		73k	22.15	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.6M	-21%	4.6k	349.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.6M	+51%	4.0k	396.31	View chart
Advanced Micro Devices (AMD)	0.2	$1.6M	+3%	7.4k	214.16	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.6M	+63%	13k	119.32	View chart
Intel Corporation (INTC)	0.2	$1.5M		41k	36.90	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	754800.00	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$1.5M	+9%	39k	38.56	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.2	$1.5M	+23%	32k	47.13	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.4M	+3%	28k	52.77	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M		12k	120.34	View chart
Home Depot (HD)	0.2	$1.4M	+16%	4.1k	344.10	View chart
Main Street Capital Corporation (MAIN)	0.2	$1.4M	+3%	23k	60.39	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$1.3M	-8%	13k	104.07	View chart
Visa Com Cl A (V)	0.2	$1.3M	+17%	3.8k	350.68	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.3M	+5%	15k	85.37	View chart
Lowe's Companies (LOW)	0.2	$1.3M		5.4k	241.18	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$1.3M	-49%	1.9k	682.07	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.2M	+5%	24k	50.01	View chart
Oracle Corporation (ORCL)	0.2	$1.2M	+30%	6.1k	194.91	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$1.2M	-64%	30k	39.64	View chart
Ea Series Trust Strive Mid Cap (STXM)	0.2	$1.2M	-7%	41k	28.51	View chart
Merck & Co (MRK)	0.2	$1.1M	+9%	11k	105.26	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$1.1M	-63%	23k	49.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.1M	NEW	11k	99.88	View chart
S&p Global (SPGI)	0.2	$1.1M	-2%	2.1k	522.59	View chart
Constellation Brands Cl A (STZ)	0.2	$1.1M	-9%	7.8k	137.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.1M	+67%	25k	43.92	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$1.1M		40k	26.84	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.2	$1.0M		40k	26.20	View chart
Veralto Corp Com Shs (VLTO)	0.2	$1.0M	-3%	10k	99.78	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$1.0M	-65%	27k	36.66	View chart
Micron Technology (MU)	0.1	$973k	+15%	3.4k	285.43	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$968k		17k	56.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$964k	-65%	25k	39.26	View chart
Deere & Company (DE)	0.1	$960k		2.1k	465.54	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$960k	-65%	24k	39.95	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$950k		27k	35.92	View chart
Altria (MO)	0.1	$939k	+8%	16k	57.66	View chart
Caterpillar (CAT)	0.1	$931k		1.6k	572.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$920k	+5%	2.0k	468.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$878k	+4%	27k	32.62	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.1	$866k		21k	42.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$836k	+101%	18k	47.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$797k	-2%	30k	26.91	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$743k	+99%	5.2k	143.97	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$742k		2.3k	323.01	View chart
Cheniere Energy Com New (LNG)	0.1	$731k	-6%	3.8k	194.41	View chart
McDonald's Corporation (MCD)	0.1	$727k	+13%	2.4k	305.59	View chart
Nextera Energy (NEE)	0.1	$727k		9.1k	80.28	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$724k		5.1k	141.14	View chart
A. O. Smith Corporation (AOS)	0.1	$721k	-10%	11k	66.88	View chart
Abbott Laboratories (ABT)	0.1	$714k	+18%	5.7k	125.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$703k	-8%	1.2k	603.28	View chart
Roper Industries (ROP)	0.1	$695k	-9%	1.6k	445.14	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$687k	-2%	5.0k	136.94	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$686k	NEW	15k	47.35	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$673k	-3%	5.9k	113.82	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$672k	NEW	9.5k	70.86	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$669k	NEW	15k	44.05	View chart
Ge Aerospace Com New (GE)	0.1	$663k	+12%	2.2k	307.96	View chart
Servicenow (NOW)	0.1	$656k	+420%	4.3k	153.19	View chart
Lululemon Athletica (LULU)	0.1	$632k	-7%	3.0k	207.81	View chart
Uber Technologies (UBER)	0.1	$617k	+13%	7.5k	81.71	View chart
Coca-Cola Company (KO)	0.1	$605k	+48%	8.6k	69.91	View chart
Synopsys (SNPS)	0.1	$602k	-23%	1.3k	469.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$598k		2.8k	210.34	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$596k	+10%	9.2k	64.79	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$579k	NEW	6.2k	92.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$576k		1.5k	373.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$572k	NEW	5.6k	102.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$566k	-50%	902.00	626.94	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$561k	NEW	14k	39.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$559k		21k	27.21	View chart
Us Bancorp Del Com New (USB)	0.1	$558k	-18%	11k	53.36	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$538k		3.0k	181.21	View chart
Schwab Strategic Tr Ultra Short Incm (SCUS)	0.1	$536k	NEW	21k	25.18	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$530k		4.9k	109.31	View chart
Netflix (NFLX)	0.1	$529k	+999%	5.6k	93.76	View chart
Charles Schwab Corporation (SCHW)	0.1	$523k	+20%	5.2k	99.91	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$515k	NEW	6.9k	74.88	View chart
Bank of America Corporation (BAC)	0.1	$513k	+15%	9.3k	55.00	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$511k	+9%	7.4k	69.47	View chart
At&t (T)	0.1	$495k	+64%	20k	24.84	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$493k		3.5k	141.05	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$493k	NEW	9.8k	50.41	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$489k		6.1k	79.68	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$486k	+2%	5.1k	96.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$485k	NEW	11k	46.43	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.1	$482k	NEW	9.6k	50.22	View chart
Medtronic SHS (MDT)	0.1	$481k	NEW	5.0k	96.06	View chart
Public Storage (PSA)	0.1	$481k		1.9k	259.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$470k		20k	24.04	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$467k	NEW	6.9k	67.67	View chart
Qualcomm (QCOM)	0.1	$465k		2.7k	171.07	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.1	$465k	NEW	14k	33.02	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$463k		1.5k	303.89	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$462k	NEW	22k	20.70	View chart
Wp Carey (WPC)	0.1	$461k	+2%	7.2k	64.36	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$454k		9.5k	47.98	View chart
Spotify Technology S A SHS (SPOT)	0.1	$437k		753.00	580.71	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$437k	-14%	4.7k	92.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$429k	NEW	4.8k	89.44	View chart
Procter & Gamble Company (PG)	0.1	$418k	+40%	2.9k	143.31	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$416k	NEW	5.8k	71.73	View chart
Spdr Series Trust State Street Spd (MDYV)	0.1	$415k	-17%	4.9k	84.65	View chart
Ameriprise Financial (AMP)	0.1	$406k		827.00	490.34	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$400k		8.5k	46.86	View chart
Omni (OMC)	0.1	$395k	NEW	4.9k	80.75	View chart
Mainstay Definedterm Mn Opp (MMD)	0.1	$393k		26k	14.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$392k	+2%	4.2k	94.16	View chart
UnitedHealth (UNH)	0.1	$389k	NEW	1.2k	330.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$384k		786.00	487.86	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$382k	-17%	4.2k	90.97	View chart
Innodata Com New (INOD)	0.1	$378k	-5%	7.4k	50.95	View chart
Boeing Company (BA)	0.1	$376k	-55%	1.7k	217.07	View chart
Public Service Enterprise (PEG)	0.1	$375k		4.7k	80.30	View chart
Raytheon Technologies Corp (RTX)	0.1	$373k		2.0k	183.40	View chart
TJX Companies (TJX)	0.1	$364k	-10%	2.4k	153.61	View chart
Cisco Systems (CSCO)	0.1	$364k	+13%	4.7k	77.03	View chart
Rockwell Automation (ROK)	0.1	$363k		934.00	389.07	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$361k	+16%	1.9k	191.03	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$360k	-4%	6.9k	52.41	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$360k	+43%	3.8k	94.19	View chart
Norfolk Southern (NSC)	0.1	$359k	-3%	1.2k	288.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$354k	-13%	2.9k	120.18	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$352k		8.1k	43.25	View chart
Fundvantage Tr Polen Flt Rate (PCFI)	0.1	$342k	NEW	15k	23.62	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$341k	-2%	4.0k	84.21	View chart
American Express Company (AXP)	0.0	$332k	NEW	897.00	369.95	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$327k	+43%	7.3k	44.71	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$326k	+6%	7.1k	46.08	View chart
Ge Vernova (GEV)	0.0	$324k	-57%	495.00	653.84	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$321k	-2%	3.3k	97.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$315k		4.8k	66.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$308k	+9%	3.8k	81.17	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$303k		5.2k	57.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$294k	-2%	6.5k	45.21	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.0	$281k	NEW	6.1k	46.44	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$281k	-41%	1.7k	160.97	View chart
Kla Corp Com New (KLAC)	0.0	$278k	+8%	229.00	1215.08	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$276k	NEW	2.5k	109.66	View chart
Philip Morris International (PM)	0.0	$275k	+11%	1.7k	160.40	View chart
Quantum Computing (QUBT)	0.0	$271k	NEW	26k	10.26	View chart
Kkr & Co (KKR)	0.0	$265k	-8%	2.1k	127.48	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$259k	NEW	966.00	268.30	View chart
Hormel Foods Corporation (HRL)	0.0	$253k		11k	23.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$251k	-3%	3.2k	78.81	View chart
Intuitive Surgical Com New (ISRG)	0.0	$246k	NEW	434.00	566.36	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$246k		4.6k	53.83	View chart
Newmont Mining Corporation (NEM)	0.0	$243k	-6%	2.4k	99.85	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$239k	-43%	4.3k	55.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$236k		1.6k	148.69	View chart
ConocoPhillips (COP)	0.0	$234k		2.5k	93.61	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$230k	NEW	4.0k	58.13	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.0	$229k	NEW	3.6k	64.38	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$229k	NEW	16k	14.14	View chart
Take-Two Interactive Software (TTWO)	0.0	$229k	-31%	893.00	256.03	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$227k		36k	6.30	View chart
Wisdomtree Tr Private Credit (HYIN)	0.0	$226k	NEW	14k	15.89	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$225k		4.5k	49.59	View chart
Dell Technologies CL C (DELL)	0.0	$221k	+12%	1.8k	125.88	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$217k	NEW	8.4k	25.82	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$217k	+2%	1.8k	121.61	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$213k	NEW	11k	18.91	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$212k	+4%	1.3k	163.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$207k	NEW	943.00	219.69	View chart
Lpl Financial Holdings (LPLA)	0.0	$207k	NEW	579.00	356.89	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$205k	NEW	5.6k	36.83	View chart
Lam Research Corp Com New (LRCX)	0.0	$205k	NEW	1.2k	171.13	View chart
Walt Disney Company (DIS)	0.0	$203k	-3%	1.8k	113.78	View chart
Doubleline Income Solutions (DSL)	0.0	$152k		14k	11.27	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$129k	-3%	12k	10.72	View chart
Prospect Capital Corporation (PSEC)	0.0	$40k	NEW	15k	2.59	View chart
Stereotaxis Com New (STXS)	0.0	$29k	NEW	13k	2.30	View chart

Past Filings by WealthPLAN Partners

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

WealthPLAN Partners 2025 Q4 filed Feb. 12, 2026
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

View all past filings

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