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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, IVV, BRK.B, QQQ, DGRO, and represent 25.65% of WealthPLAN Partners's stock portfolio.
Added to shares of these 10 stocks: JUSA (+$5.8M), XOM, IVV, ACWX, JCPB, EPS, BBJP, AGG, MSFT, IUSB.
Started 13 new stock positions in IJUL, SPCX, BBJP, UBER, BBAG, STLA, IOCT, IAPR, SHOP, PSX. XOM, IJAN, JUSA.
Reduced shares in these 10 stocks: , JGLO, MBB, SPMO, HEQT, XLV, AVEM, CLOI, FTLS, VTI.
Sold out of its positions in LNG, STZ, GLW, CMI, DELL, Exxon Mobil Corporation, HRL, SPMO, IAU, MBB. FSSL, NKE, SCHA, XLI, VCSH.
WealthPLAN Partners was a net buyer of stock by $12M.
WealthPLAN Partners has $544M in assets under management (AUM), dropping by 3.98%.
Central Index Key (CIK): 0001639943

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Portfolio Holdings for WealthPLAN Partners

WealthPLAN Partners holds 221 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	8.2	$45M	-2%	134k	333.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.4	$35M	+10%	45k	765.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.7	$31M		62k	497.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$15M		20k	739.76	View chart
Ishares Tr Core Div Grwth (DGRO)	2.7	$15M	-2%	192k	75.39	View chart
NVIDIA Corporation (NVDA)	2.5	$13M	+9%	59k	228.38	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.2	$12M	-7%	322k	37.47	View chart
Ea Series Trust Buff Us Buff Etf (BFLB)	2.1	$11M	+8%	202k	55.49	View chart
Amazon (AMZN)	1.9	$10M	+2%	41k	249.15	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.8	$9.6M		107k	89.76	View chart
Microsoft Corporation (MSFT)	1.7	$9.1M	+16%	18k	512.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$8.7M		61k	142.26	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.5	$8.1M	+44%	180k	44.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$7.9M	+21%	83k	94.54	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	1.4	$7.7M	+27%	96k	79.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$7.4M	+2%	48k	155.20	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.3	$7.3M	-12%	20k	374.25	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.3	$6.8M	-14%	129k	52.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$6.5M	+3%	199k	32.53	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.1	$5.9M	+26%	135k	44.09	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$5.9M	-17%	62k	94.02	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	1.1	$5.8M	+4%	114k	51.29	View chart
J P Morgan Exchange Traded F Us Research Enhn (JUSA)	1.1	$5.8M	NEW	85k	68.48	View chart
Costco Wholesale Corporation (COST)	1.1	$5.8M	-2%	6.4k	910.38	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$5.7M	+103%	75k	75.62	View chart
JPMorgan Chase & Co. (JPM)	1.0	$5.6M	-2%	17k	330.83	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.0	$5.5M	+21%	247k	22.10	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.0	$5.4M	+6%	66k	82.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$5.4M	+15%	16k	344.08	View chart
Union Pacific Corporation (UNP)	1.0	$5.4M		20k	272.13	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.9	$5.0M	-14%	72k	69.16	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.9	$4.8M	+15%	50k	96.57	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.9	$4.6M	+9%	58k	79.72	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$4.4M	+33%	54k	81.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$4.1M	+28%	42k	96.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$4.0M	-3%	12k	340.73	View chart
Meta Platforms Cl A (META)	0.7	$3.9M	+10%	5.4k	725.15	View chart
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX)	0.7	$3.9M	+26%	79k	48.85	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$3.7M	-17%	56k	66.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$3.7M	-3%	54k	69.26	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.7	$3.6M	-30%	105k	34.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$3.6M		16k	228.28	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.6	$3.5M	NEW	22k	162.75	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.6	$3.5M	+3%	39k	90.11	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.6	$3.3M	-20%	38k	88.76	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.6	$3.2M	-15%	26k	123.08	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.5	$3.0M		70k	42.27	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.5	$2.8M	+28%	39k	73.58	View chart
Johnson & Johnson (JNJ)	0.5	$2.8M	+2%	11k	264.74	View chart
McKesson Corporation (MCK)	0.5	$2.7M		3.2k	853.78	View chart
Chevron Corporation (CVX)	0.5	$2.5M	-8%	12k	204.21	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.5	$2.5M		69k	36.35	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.5	$2.4M	-30%	32k	76.69	View chart
Abbvie (ABBV)	0.4	$2.4M	-2%	9.2k	261.59	View chart
Wal-Mart Stores (WMT)	0.4	$2.1M	+2%	21k	103.92	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$2.1M	-2%	40k	53.40	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.4	$2.1M	+46%	43k	48.96	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.4	$2.1M	+2%	39k	53.97	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.4	$2.0M	-27%	61k	33.36	View chart
Visa Com Cl A (V)	0.4	$2.0M	+29%	5.4k	359.32	View chart
Applied Materials (AMAT)	0.4	$2.0M	+40%	3.8k	511.41	View chart
Casey's General Stores (CASY)	0.3	$1.9M	-10%	3.1k	608.51	View chart
Broadcom (AVGO)	0.3	$1.9M	+13%	5.3k	351.21	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$1.9M	+4%	85k	21.87	View chart
Caterpillar (CAT)	0.3	$1.8M	+20%	2.3k	810.90	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.3	$1.8M	+105%	50k	35.22	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$1.8M	+37%	43k	41.18	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$1.7M	-11%	37k	47.19	View chart
Coca-Cola Company (KO)	0.3	$1.7M	+27%	20k	86.08	View chart
Home Depot (HD)	0.3	$1.7M	+24%	5.9k	284.51	View chart
Tesla Motors (TSLA)	0.3	$1.7M	-7%	4.7k	354.81	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.3	$1.6M	+29%	33k	50.10	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.6M	+7%	4.2k	380.80	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.6M		37k	42.38	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.3	$1.6M		53k	29.86	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.6M	-27%	15k	105.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.5M	+5%	43k	35.93	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.3	$1.5M	NEW	20k	78.53	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	747005.00	View chart
International Business Machines (IBM)	0.3	$1.4M	-6%	6.3k	219.93	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$1.3M	-49%	8.0k	168.42	View chart
Micron Technology (MU)	0.2	$1.3M	+12%	1.2k	1065.42	View chart
Advanced Micro Devices (AMD)	0.2	$1.3M	-9%	2.2k	611.76	View chart
Deere & Company (DE)	0.2	$1.3M	-2%	2.0k	671.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.3M	+3%	27k	47.89	View chart
UnitedHealth (UNH)	0.2	$1.3M	+37%	3.6k	367.12	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$1.3M	+37%	28k	46.76	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.3M	+2%	6.9k	187.05	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.2	$1.3M	-30%	13k	99.38	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.2	$1.2M	+30%	28k	44.23	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	0.2	$1.2M	+41%	65k	18.93	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$1.2M	-28%	29k	42.06	View chart
Eli Lilly & Co. (LLY)	0.2	$1.2M	+31%	1.0k	1157.20	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.2	$1.2M	-35%	46k	25.59	View chart
Innovator Etfs Trust Eqty Dul Dirct15 (DDFZ)	0.2	$1.1M		57k	19.76	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$1.1M		40k	28.12	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$1.1M		25k	43.98	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.2	$1.1M	-31%	27k	40.11	View chart
Main Street Capital Corporation (MAIN)	0.2	$1.1M	-3%	20k	55.05	View chart
Merck & Co (MRK)	0.2	$1.1M	+21%	7.3k	145.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.0M	+5%	21k	50.72	View chart
Mastercard Incorporated Cl A Call Option (MA)	0.2	$1.0M	+5%	1.9k	551.47	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	0.2	$1.0M	+51%	1.4k	762.63	View chart
Altria (MO)	0.2	$1.0M	+2%	15k	67.34	View chart
Lincoln Electric Holdings (LECO)	0.2	$1.0M	-17%	3.8k	264.59	View chart
Verizon Communications (VZ)	0.2	$986k	-4%	22k	45.87	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.2	$978k	+21%	30k	32.81	View chart
Procter & Gamble Company (PG)	0.2	$963k	+53%	6.6k	145.29	View chart
Vaneck Etf Trust Techn Truse Etf (TRUT)	0.2	$961k	+26%	29k	33.50	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$952k	-12%	16k	60.08	View chart
Nucor Corporation (NUE)	0.2	$940k	-14%	4.0k	233.74	View chart
Global X Fds Pure Msc Svc Etf (GXPC)	0.2	$925k	+41%	30k	30.78	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$920k	NEW	6.1k	150.86	View chart
Oracle Corporation (ORCL)	0.2	$893k	+21%	6.5k	137.29	View chart
Msc Indl Direct Cl A (MSM)	0.2	$852k	-22%	6.9k	123.71	View chart
Cisco Systems (CSCO)	0.2	$847k	+16%	7.9k	107.63	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.1	$813k		21k	39.44	View chart
Texas Instruments Incorporated (TXN)	0.1	$808k	-17%	2.9k	280.09	View chart
Bank of America Corporation (BAC)	0.1	$798k	+13%	15k	54.43	View chart
Charles Schwab Corporation (SCHW)	0.1	$779k	+19%	8.0k	97.74	View chart
Emerson Electric (EMR)	0.1	$767k	-27%	4.9k	155.12	View chart
Ge Aerospace Com New (GE)	0.1	$765k	+11%	2.4k	312.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$761k		25k	30.00	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$749k	+8%	17k	43.18	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$747k	-3%	4.9k	152.07	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$744k		5.7k	130.75	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$738k	+39%	17k	44.87	View chart
Cullen/Frost Bankers (CFR)	0.1	$726k	-23%	4.8k	152.66	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$724k	+348%	2.7k	264.75	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$718k		23k	31.47	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$713k	-3%	13k	54.64	View chart
Lockheed Martin Corporation (LMT)	0.1	$713k	-8%	1.4k	509.33	View chart
McDonald's Corporation (MCD)	0.1	$711k	+28%	3.1k	230.94	View chart
Amgen (AMGN)	0.1	$708k	-27%	1.7k	421.51	View chart
Lowe's Companies (LOW)	0.1	$708k	-4%	3.8k	184.27	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$661k	-3%	15k	42.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$655k	+9%	13k	49.68	View chart
At&t (T)	0.1	$638k	+11%	26k	24.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$634k		23k	27.47	View chart
Nextera Energy (NEE)	0.1	$623k	-3%	8.2k	75.74	View chart
Ge Vernova (GEV)	0.1	$606k	+10%	637.00	951.04	View chart
Realty Income (O)	0.1	$597k	-31%	11k	54.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$595k		14k	42.10	View chart
Pepsi (PEP)	0.1	$590k	-26%	4.7k	126.72	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$582k		14k	43.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$573k	+28%	9.4k	61.26	View chart
Wisdomtree Tr Private Credit (HYIN)	0.1	$567k	+41%	44k	12.76	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.1	$566k	-58%	22k	25.41	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$558k	-3%	14k	40.30	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$557k	+32%	22k	24.83	View chart
Thermo Fisher Scientific (TMO)	0.1	$554k	-14%	820.00	675.25	View chart
Lam Research Corp Com New (LRCX)	0.1	$547k	-3%	1.7k	328.45	View chart
Public Storage (PSA)	0.1	$540k		1.9k	282.87	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$533k		6.1k	86.78	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$532k		9.7k	54.63	View chart
Us Bancorp Com New (USB)	0.1	$526k		9.1k	57.76	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$511k	-66%	22k	23.00	View chart
Metropcs Communications (TMUS)	0.1	$508k	+30%	3.1k	163.08	View chart
Palo Alto Networks (PANW)	0.1	$504k	+16%	1.3k	397.31	View chart
Kla Corp Com New (KLAC)	0.1	$503k	+16%	2.6k	194.93	View chart
Gilead Sciences (GILD)	0.1	$498k	+39%	3.3k	149.04	View chart
Halliburton Company (HAL)	0.1	$489k	+37%	15k	31.80	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$488k	+11%	5.9k	82.18	View chart
Marvell Technology (MRVL)	0.1	$484k	+2%	1.8k	264.21	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$458k		698.00	656.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$451k	-7%	4.0k	112.09	View chart
Qualcomm (QCOM)	0.1	$438k	-7%	2.4k	184.02	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$426k	-15%	5.9k	72.87	View chart
Genuine Parts Company (GPC)	0.1	$420k	-26%	3.3k	125.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$419k	+36%	597.00	701.31	View chart
Rockwell Automation (ROK)	0.1	$415k		953.00	435.33	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$384k	-12%	2.0k	195.71	View chart
Norfolk Southern (NSC)	0.1	$383k	+3%	1.2k	309.00	View chart
Arista Networks Com Shs (ANET)	0.1	$371k	+12%	1.8k	203.59	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$363k	+3%	7.8k	46.65	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$355k		6.6k	54.10	View chart
Gra (GGG)	0.1	$342k	-41%	4.5k	76.84	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.1	$334k	+42%	28k	12.00	View chart
Raytheon Technologies Corp (RTX)	0.1	$332k		1.8k	185.65	View chart
Mainstay Definedterm Mn Opp (MMD)	0.1	$331k		24k	13.61	View chart
Air Products & Chemicals (APD)	0.1	$330k	-32%	1.2k	278.25	View chart
ConocoPhillips (COP)	0.1	$317k		2.5k	125.15	View chart
Netflix (NFLX)	0.1	$300k	-16%	4.3k	69.58	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$298k		8.2k	36.45	View chart
Pgim Etf Tr Ultr Sho Mun Etf (PUSH)	0.1	$296k		5.9k	49.75	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$291k	NEW	6.6k	43.83	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$288k	-68%	14k	21.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$286k	-4%	6.0k	47.58	View chart
Pgim Etf Tr Mun Inco Opp Etf (PMIO)	0.1	$285k		5.9k	48.47	View chart
RPM International (RPM)	0.1	$284k	-39%	2.9k	98.67	View chart
Dover Corporation (DOV)	0.1	$282k	-35%	1.5k	187.05	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$278k		5.2k	53.75	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$277k		1.0k	276.98	View chart
Albemarle Corporation (ALB)	0.1	$277k	-39%	2.6k	105.78	View chart
Boeing Company (BA)	0.0	$268k	-10%	1.4k	186.00	View chart
Phillips 66 (PSX)	0.0	$268k	NEW	1.0k	255.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$265k	+20%	3.8k	70.16	View chart
Tyson Foods Cl A (TSN)	0.0	$263k	-49%	5.2k	50.53	View chart
Intuitive Surgical Com New (ISRG)	0.0	$260k	+18%	640.00	406.63	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$240k		527.00	456.19	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.0	$234k		666.00	351.85	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$231k	NEW	1.6k	148.30	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.0	$227k	-91%	3.1k	72.50	View chart
Wp Carey (WPC)	0.0	$222k	+2%	3.4k	64.62	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$222k	NEW	5.9k	37.77	View chart
Omni (OMC)	0.0	$222k	-15%	3.0k	73.63	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$221k	NEW	6.1k	36.13	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$221k	NEW	6.6k	33.50	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$219k	NEW	5.7k	38.41	View chart
Spotify Technology S A SHS (SPOT)	0.0	$215k	-9%	441.00	487.38	View chart
Intel Corporation Call Option (INTC)	0.0	$213k	-7%	1.8k	120.23	View chart
Uber Technologies (UBER)	0.0	$211k	NEW	3.1k	68.51	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.0	$208k	-32%	4.3k	48.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$206k		1.2k	166.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$204k		874.00	233.18	View chart
Graham Hldgs Com Cl B (GHC)	0.0	$202k		178.00	1134.67	View chart
Brown & Brown (BRO)	0.0	$202k	-45%	3.3k	60.89	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$104k	-11%	11k	9.07	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$83k		16k	5.16	View chart
Stellantis SHS (STLA)	0.0	$71k	NEW	16k	4.36	View chart
Stereotaxis Com New (STXS)	0.0	$17k		14k	1.23	View chart

Past Filings by WealthPLAN Partners

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

WealthPLAN Partners 2026 Q3 filed Oct. 15, 2026
WealthPLAN Partners 2026 Q2 filed July 28, 2026
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

View all past filings

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