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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, IVV, DGRO, BUFR, and represent 22.92% of WealthPLAN Partners's stock portfolio.
Added to shares of these 10 stocks: IVV (+$5.2M), EPS, CORO, ACWX, JIRE, GOVT, JCPB, AGG, JGLO, JAVA.
Started 11 new stock positions in ACWX, CORO, GILD, JPIE, BTAL, GXPC, TRUT, TMUS, GOVT, BLCR. AMAT.
Reduced shares in these 10 stocks: PAAA (-$12M), AAPL (-$9.5M), STXG (-$7.0M), NVDA (-$6.5M), STXV (-$6.5M), STRV, JNJ, XLG, WMT, STXK.
Sold out of its positions in Ea Series Trust, STXT, STXK, STXV, STXG, STRV, STXE, AMP, ARM, DELL.
WealthPLAN Partners was a net seller of stock by $-141M.
WealthPLAN Partners has $518M in assets under management (AUM), dropping by -22.68%.
Central Index Key (CIK): 0001639943

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Portfolio Holdings for WealthPLAN Partners

WealthPLAN Partners holds 217 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.7	$40M	-19%	156k	253.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	6.2	$32M	-5%	67k	479.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.0	$21M	+33%	32k	653.22	View chart
Ishares Tr Core Div Grwth (DGRO)	2.9	$15M	-6%	215k	70.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.2	$11M	-18%	336k	33.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$11M	-8%	19k	577.18	View chart
Amazon (AMZN)	2.0	$10M	-21%	50k	208.27	View chart
NVIDIA Corporation (NVDA)	2.0	$10M	-38%	59k	174.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$9.3M	-15%	29k	320.81	View chart
Ea Series Trust Bufferlabs Us Eq (BFLB)	1.8	$9.1M	+19%	183k	49.79	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.6	$8.5M		162k	52.70	View chart
Costco Wholesale Corporation (COST)	1.5	$7.9M	-12%	8.0k	996.41	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$7.3M	+2%	91k	80.58	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.4	$7.2M	-25%	227k	31.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$6.9M	-7%	61k	113.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$6.8M		46k	148.10	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	1.2	$6.1M	-66%	120k	51.18	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.1	$5.9M	-18%	93k	63.91	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.1	$5.8M	-16%	93k	62.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$5.7M	-3%	187k	30.68	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.1	$5.6M	-18%	67k	83.77	View chart
JPMorgan Chase & Co. (JPM)	1.1	$5.6M	-15%	19k	294.17	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$5.4M	-33%	19k	286.86	View chart
Microsoft Corporation (MSFT)	1.0	$5.2M	-30%	14k	370.17	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$5.1M	+31%	67k	76.54	View chart
Wal-Mart Stores (WMT)	1.0	$5.0M	-38%	40k	124.28	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	1.0	$4.9M	-26%	70k	70.36	View chart
Union Pacific Corporation (UNP)	0.9	$4.9M		20k	242.62	View chart
Casey's General Stores (CASY)	0.9	$4.9M	-23%	6.7k	727.91	View chart
Chevron Corporation (CVX)	0.9	$4.5M	-17%	22k	206.90	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$4.5M	+2%	192k	23.22	View chart
Johnson & Johnson (JNJ)	0.8	$4.2M	-44%	17k	244.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$4.1M	-11%	20k	211.15	View chart
Spdr Series Trust State Street Spd (SPYG)	0.7	$3.8M	-31%	39k	97.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$3.8M	-14%	13k	287.56	View chart
Abbvie (ABBV)	0.7	$3.7M	-16%	17k	217.49	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.7	$3.6M	-23%	134k	26.62	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$3.4M	-13%	58k	58.18	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$3.1M	-23%	32k	96.70	View chart
Meta Platforms Cl A (META)	0.6	$3.0M	-25%	5.3k	572.13	View chart
Exxon Mobil Corporation (XOM)	0.6	$3.0M	+49%	18k	169.66	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.6	$2.9M	+342%	42k	68.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.8M	+152%	28k	99.28	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.5	$2.8M		79k	35.59	View chart
McKesson Corporation (MCK)	0.5	$2.7M		3.2k	865.43	View chart
Pepsi (PEP)	0.5	$2.7M	-31%	18k	155.29	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.5	$2.7M	+5%	58k	45.86	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.5	$2.7M	-23%	63k	42.44	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$2.6M	+2%	56k	46.19	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.5	$2.5M	-21%	30k	84.71	View chart
Emerson Electric (EMR)	0.5	$2.5M	-27%	19k	131.02	View chart
Lincoln Electric Holdings (LECO)	0.5	$2.5M	-24%	10k	249.09	View chart
Albemarle Corporation (ALB)	0.5	$2.5M	-31%	14k	179.53	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.5	$2.4M	-18%	96k	25.48	View chart
Realty Income (O)	0.5	$2.4M	-26%	40k	61.18	View chart
International Business Machines (IBM)	0.5	$2.4M	-28%	10k	242.38	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.5	$2.4M	-21%	104k	23.00	View chart
Verizon Communications (VZ)	0.5	$2.4M	-31%	48k	50.20	View chart
Amgen (AMGN)	0.5	$2.4M	-27%	6.8k	351.87	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$2.4M	+249%	51k	47.08	View chart
Msc Indl Direct Cl A (MSM)	0.5	$2.4M	-30%	26k	92.27	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.5	$2.4M	+354%	31k	75.74	View chart
Buckle (BKE)	0.5	$2.3M		46k	50.36	View chart
Tyson Foods Cl A (TSN)	0.4	$2.3M	-26%	36k	64.07	View chart
Tesla Motors (TSLA)	0.4	$2.3M	-44%	6.1k	371.72	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.4	$2.3M		16k	146.61	View chart
Cullen/Frost Bankers (CFR)	0.4	$2.2M	-26%	16k	137.08	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.4	$2.2M	NEW	69k	32.15	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.4	$2.2M	-22%	85k	25.51	View chart
Nucor Corporation (NUE)	0.4	$2.1M	-37%	13k	169.11	View chart
Gra (GGG)	0.4	$2.1M	-28%	25k	84.65	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.4	$2.1M	+359%	32k	65.27	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$2.0M	NEW	30k	68.47	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$2.0M	-3%	41k	49.37	View chart
Lockheed Martin Corporation (LMT)	0.4	$2.0M	-30%	3.3k	604.33	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$2.0M	+3%	21k	94.95	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.4	$2.0M	+372%	27k	71.76	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$1.9M	+267%	23k	84.53	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.9M	-35%	9.9k	194.14	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.4	$1.9M	-26%	64k	28.87	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.4	$1.8M		38k	48.08	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$1.8M	NEW	79k	22.91	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.8M	-28%	3.6k	499.61	View chart
Air Products & Chemicals (APD)	0.3	$1.7M	-31%	5.9k	290.48	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.7M	+5%	51k	32.95	View chart
RPM International (RPM)	0.3	$1.6M	-29%	16k	99.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.6M	-3%	8.4k	191.82	View chart
Genuine Parts Company (GPC)	0.3	$1.6M	-32%	15k	105.75	View chart
Dover Corporation (DOV)	0.3	$1.6M	-29%	7.7k	208.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.6M	-8%	3.7k	430.29	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$1.6M	+6%	14k	112.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.5M	+253%	17k	90.53	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.3	$1.5M	-23%	72k	21.34	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.5M	-42%	20k	74.35	View chart
Home Depot (HD)	0.3	$1.5M	+12%	4.6k	328.86	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$1.5M	+4%	40k	36.22	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.4M		2.00	718140.00	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.4M	-51%	20k	69.75	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.3M	-33%	2.7k	491.56	View chart
Brown & Brown (BRO)	0.3	$1.3M	-34%	20k	65.21	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.3M	+5%	25k	50.04	View chart
Visa Com Cl A (V)	0.2	$1.3M	+11%	4.2k	302.25	View chart
Broadcom (AVGO)	0.2	$1.2M	-53%	3.9k	309.51	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.2M	-15%	23k	51.93	View chart
Caterpillar (CAT)	0.2	$1.2M	+3%	1.7k	708.38	View chart
Main Street Capital Corporation (MAIN)	0.2	$1.2M	-2%	22k	52.96	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.2	$1.2M	NEW	28k	41.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.1M	+7%	27k	43.11	View chart
Deere & Company (DE)	0.2	$1.1M		2.0k	563.33	View chart
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)	0.2	$1.1M	+131%	22k	49.67	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$1.1M	+68%	16k	70.84	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.2	$1.1M	+357%	16k	66.77	View chart
Lowe's Companies (LOW)	0.2	$1.1M	-15%	4.6k	236.27	View chart
Coca-Cola Company (KO)	0.2	$1.1M	+64%	14k	76.05	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.1M	-53%	7.3k	146.28	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$1.1M		40k	26.75	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.2	$1.0M		40k	25.54	View chart
Altria (MO)	0.2	$982k	-8%	15k	65.99	View chart
Nike CL B (NKE)	0.2	$964k	-34%	18k	52.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$907k	-50%	7.9k	114.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$900k	+9%	20k	46.13	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.2	$855k		21k	41.51	View chart
Constellation Brands Cl A (STZ)	0.2	$839k	-28%	5.6k	149.99	View chart
Nextera Energy (NEE)	0.2	$823k	-2%	8.9k	92.88	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.2	$817k	-28%	21k	38.84	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$797k	+20%	18k	43.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$776k		27k	29.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$773k		30k	25.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$772k		5.1k	151.40	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$769k	-28%	16k	48.00	View chart
Applied Materials (AMAT)	0.1	$760k	NEW	2.2k	341.79	View chart
Eli Lilly & Co. (LLY)	0.1	$736k	-64%	800.00	920.20	View chart
Merck & Co (MRK)	0.1	$716k	-44%	6.0k	120.29	View chart
McDonald's Corporation (MCD)	0.1	$711k	-3%	2.3k	310.79	View chart
Abbott Laboratories (ABT)	0.1	$680k	+16%	6.6k	102.67	View chart
Cheniere Energy Com New (LNG)	0.1	$649k	-39%	2.3k	283.81	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$644k		5.9k	109.77	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$642k	+12%	16k	39.80	View chart
At&t (T)	0.1	$642k	+11%	22k	28.99	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$637k	-34%	18k	35.55	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$632k	-33%	16k	39.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$631k	-33%	16k	38.71	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.1	$619k	+124%	14k	45.54	View chart
UnitedHealth (UNH)	0.1	$600k	+88%	2.2k	270.59	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$597k	+15%	1.8k	337.95	View chart
Oracle Corporation (ORCL)	0.1	$589k	-34%	4.0k	147.12	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$583k	+20%	12k	49.46	View chart
Bank of America Corporation (BAC)	0.1	$580k	+27%	12k	48.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$577k	-53%	887.00	650.51	View chart
Charles Schwab Corporation (SCHW)	0.1	$575k	+16%	6.1k	93.98	View chart
Ge Aerospace Com New (GE)	0.1	$573k	-6%	2.0k	283.76	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.1	$570k	+26%	18k	31.91	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$569k		20k	27.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$553k	+15%	12k	45.97	View chart
Intel Corporation (INTC)	0.1	$543k	-70%	12k	44.13	View chart
Procter & Gamble Company (PG)	0.1	$542k	+28%	3.8k	144.45	View chart
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)	0.1	$538k	+18%	26k	20.35	View chart
S&p Global (SPGI)	0.1	$533k	-41%	1.3k	425.38	View chart
Public Storage (PSA)	0.1	$511k		1.9k	270.90	View chart
Micron Technology (MU)	0.1	$497k	-56%	1.5k	337.90	View chart
Ge Vernova (GEV)	0.1	$492k	+13%	563.00	873.32	View chart
Us Bancorp Com New (USB)	0.1	$488k	-10%	9.4k	52.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$478k		19k	24.75	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$463k		9.5k	48.98	View chart
Netflix (NFLX)	0.1	$463k	-14%	4.8k	96.15	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$459k		6.1k	74.82	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$451k	-68%	4.9k	92.69	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$447k		6.9k	64.97	View chart
Advanced Micro Devices (AMD)	0.1	$425k	-71%	2.1k	203.43	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$421k	-41%	683.00	616.76	View chart
A. O. Smith Corporation (AOS)	0.1	$420k	-40%	6.4k	65.94	View chart
Metropcs Communications (TMUS)	0.1	$404k	NEW	1.9k	209.98	View chart
Raytheon Technologies Corp (RTX)	0.1	$393k		2.0k	192.90	View chart
Mainstay Definedterm Mn Opp (MMD)	0.1	$392k		26k	14.85	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$347k	-74%	3.3k	106.02	View chart
Norfolk Southern (NSC)	0.1	$342k	-4%	1.2k	287.00	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$342k	+70%	9.5k	36.15	View chart
Rockwell Automation (ROK)	0.1	$342k	+2%	953.00	358.88	View chart
Cisco Systems (CSCO)	0.1	$337k	-7%	4.3k	77.59	View chart
Veralto Corp Com Shs (VLTO)	0.1	$337k	-62%	3.8k	88.41	View chart
ConocoPhillips (COP)	0.1	$334k		2.5k	132.00	View chart
Boeing Company (BA)	0.1	$332k	-3%	1.7k	198.98	View chart
Global X Fds Purecap Msci Com (GXPC)	0.1	$332k	NEW	12k	27.55	View chart
Vaneck Etf Trust Technology Truse (TRUT)	0.1	$331k	NEW	14k	23.92	View chart
Lam Research Corp Com New (LRCX)	0.1	$330k	+28%	1.5k	213.67	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$322k	-3%	6.8k	47.03	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$321k	-7%	7.5k	42.72	View chart
Roper Industries (ROP)	0.1	$319k	-42%	902.00	353.88	View chart
Kla Corp Com New (KLAC)	0.1	$315k	-6%	214.00	1472.41	View chart
American Express Company (AXP)	0.1	$310k	+14%	1.0k	302.50	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$307k	-3%	6.3k	48.93	View chart
Omni (OMC)	0.1	$303k	-17%	4.0k	75.31	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$288k	-58%	2.2k	132.93	View chart
Adobe Systems Incorporated (ADBE)	0.1	$283k	-74%	1.2k	243.08	View chart
Synopsys (SNPS)	0.1	$282k	-44%	712.00	396.48	View chart
Wisdomtree Tr Private Credit (HYIN)	0.1	$279k	+35%	19k	14.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$273k	-18%	3.1k	88.16	View chart
Spotify Technology S A SHS (SPOT)	0.1	$270k	-26%	556.00	484.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$261k	+19%	4.7k	55.52	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$261k	-48%	3.8k	68.28	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$258k	+22%	10k	25.11	View chart
Gilead Sciences (GILD)	0.0	$258k	NEW	1.9k	139.38	View chart
Crowdstrike Hldgs Cl A Call Option (CRWD)	0.0	$255k	-66%	654.00	390.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$247k	-54%	413.00	598.11	View chart
Lululemon Athletica (LULU)	0.0	$240k	-48%	1.6k	153.10	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$237k	+2%	4.5k	53.33	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$234k	NEW	5.1k	46.07	View chart
Intuitive Surgical Com New (ISRG)	0.0	$232k	+16%	504.00	460.99	View chart
Wp Carey (WPC)	0.0	$228k	-53%	3.3k	67.96	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$221k	-50%	3.6k	61.26	View chart
Hormel Foods Corporation (HRL)	0.0	$212k	-12%	9.4k	22.65	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$184k		36k	5.10	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$168k	-17%	13k	12.51	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.0	$154k	NEW	11k	13.96	View chart
Doubleline Income Solutions (DSL)	0.0	$132k	-9%	12k	10.83	View chart
Agnc Invt Corp Com reit Call Option (AGNC)	0.0	$131k	+8%	13k	10.03	View chart
Stereotaxis Com New (STXS)	0.0	$25k	+7%	14k	1.84	View chart

Past Filings by WealthPLAN Partners

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

WealthPLAN Partners 2026 Q1 filed April 29, 2026
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

View all past filings

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