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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, QQQ, and represent 25.14% of WealthPLAN Partners's stock portfolio.
Added to shares of these 10 stocks: IVV (+$7.1M), AGG, JCPB, SPYM, VUG, EPS, JIRE, IUSB, JAVA, JFLX.
Started 26 new stock positions in VUG, GGOV, VIG, VV, QCOM, PANW, MRVL, ANET, JMUB, BE.
Reduced shares in these 10 stocks: AAPL (-$5.5M), HEQT, CASY, VTI, GOOG, BKE, WMT, AMZN, MSM, ABBV.
Sold out of its positions in ABT, ADBE, AXP, BINC, BKE, DSL, FVD, RDVY, BJAN, APOC. EFV, QUAL, IAGG, LULU, ROP, SPGI, XLE, AOS, SNPS, VLTO.
WealthPLAN Partners was a net seller of stock by $-42M.
WealthPLAN Partners has $523M in assets under management (AUM), dropping by 1.06%.
Central Index Key (CIK): 0001639943

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Portfolio Holdings for WealthPLAN Partners

WealthPLAN Partners holds 223 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.6	$40M	-12%	137k	289.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	6.0	$32M	-5%	63k	500.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$31M	+30%	41k	748.88	View chart
Ishares Tr Core Div Grwth (DGRO)	2.9	$15M	-8%	198k	75.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$15M		20k	736.40	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.4	$13M	+3%	349k	36.53	View chart
NVIDIA Corporation (NVDA)	2.0	$11M	-9%	53k	200.09	View chart
Ea Series Trust Buff Us Buff Etf (BFLB)	1.9	$10M	+2%	186k	54.45	View chart
Amazon (AMZN)	1.8	$9.6M	-18%	40k	238.34	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.8	$9.4M	+58%	107k	87.88	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$8.5M		62k	137.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$8.3M	-23%	22k	370.04	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.5	$8.0M	-6%	150k	52.95	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$7.3M		46k	158.03	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$7.3M	-17%	75k	96.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$6.7M	+141%	68k	98.98	View chart
Costco Wholesale Corporation (COST)	1.2	$6.1M	-17%	6.6k	935.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$6.1M	+2%	193k	31.71	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	1.1	$5.9M	+80%	76k	77.79	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.1	$5.9M	+146%	125k	46.94	View chart
Microsoft Corporation (MSFT)	1.1	$5.7M	+9%	15k	373.02	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	1.1	$5.7M	-9%	84k	67.58	View chart
JPMorgan Chase & Co. (JPM)	1.1	$5.7M	-8%	17k	327.32	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	1.1	$5.6M	-9%	109k	51.27	View chart
Union Pacific Corporation (UNP)	1.0	$5.4M		20k	272.00	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.0	$5.1M	+97%	62k	82.50	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.0	$5.0M	-33%	150k	33.54	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$4.9M	+89%	106k	46.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.9M	+3%	14k	357.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$4.7M	+5%	203k	23.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$4.3M	-35%	12k	353.32	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.8	$4.2M	+87%	43k	98.59	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.8	$4.2M	+94%	53k	79.41	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$4.2M	-27%	68k	62.20	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.8	$4.2M	-28%	48k	87.93	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$3.8M	-3%	56k	68.01	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.7	$3.7M	-20%	31k	118.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$3.6M	-18%	16k	227.05	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.6	$3.4M	-34%	46k	73.80	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$3.3M	+106%	40k	82.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$3.3M	NEW	38k	86.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$3.2M	+92%	33k	96.58	View chart
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX)	0.6	$3.2M	+181%	63k	50.40	View chart
Exxon Mobil Corporation (XOM)	0.6	$3.0M	+21%	22k	136.72	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.6	$2.9M	-36%	84k	34.66	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.6	$2.9M	-9%	71k	41.10	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$2.8M	+23%	37k	76.11	View chart
Casey's General Stores (CASY)	0.5	$2.7M	-48%	3.5k	794.70	View chart
Meta Platforms Cl A (META)	0.5	$2.7M	-8%	4.9k	563.34	View chart
Johnson & Johnson (JNJ)	0.5	$2.7M	-39%	10k	253.97	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.5	$2.6M	+16%	37k	71.23	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.5	$2.5M		69k	36.60	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.5	$2.5M		16k	158.66	View chart
McKesson Corporation (MCK)	0.5	$2.4M		3.2k	755.51	View chart
Abbvie (ABBV)	0.5	$2.4M	-44%	9.4k	251.64	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.4	$2.3M	+84%	30k	78.03	View chart
Wal-Mart Stores (WMT)	0.4	$2.3M	-50%	20k	113.26	View chart
Chevron Corporation (CVX)	0.4	$2.2M	-38%	13k	165.76	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$2.2M	-17%	42k	52.72	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.4	$2.2M		41k	53.61	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$2.1M	-36%	21k	103.96	View chart
Tesla Motors (TSLA)	0.4	$2.1M	-18%	5.0k	420.60	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$2.1M	+6%	22k	94.52	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.4	$2.0M		38k	52.73	View chart
Caterpillar (CAT)	0.4	$2.0M	+11%	1.9k	1065.18	View chart
Applied Materials (AMAT)	0.4	$2.0M	+22%	2.7k	723.05	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.4	$1.9M	-38%	18k	103.96	View chart
International Business Machines (IBM)	0.4	$1.9M	-32%	6.7k	281.23	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$1.9M	+3%	81k	22.78	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.4	$1.8M	-24%	72k	25.61	View chart
Broadcom (AVGO)	0.3	$1.8M	+19%	4.7k	377.71	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$1.7M	-34%	41k	41.63	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$1.7M	-24%	11k	161.53	View chart
Home Depot (HD)	0.3	$1.7M	+3%	4.8k	352.72	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.7M	-37%	37k	45.58	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.3	$1.6M	-38%	40k	40.58	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.3	$1.5M	-36%	66k	22.92	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	748850.00	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$1.5M	+3%	29k	50.37	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.3	$1.5M	NEW	52k	28.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.4M	+6%	3.9k	368.38	View chart
Visa Com Cl A (V)	0.3	$1.4M		4.2k	343.06	View chart
Advanced Micro Devices (AMD)	0.3	$1.4M	+14%	2.4k	580.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.4M	+53%	41k	33.84	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.3	$1.4M	-36%	54k	25.68	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$1.3M	+68%	31k	43.48	View chart
Coca-Cola Company (KO)	0.2	$1.3M	+11%	16k	81.27	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.2	$1.3M	NEW	25k	50.29	View chart
Deere & Company (DE)	0.2	$1.3M		2.0k	634.44	View chart
Micron Technology (MU)	0.2	$1.3M	-25%	1.1k	1154.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.2M		27k	46.41	View chart
Lincoln Electric Holdings (LECO)	0.2	$1.2M	-53%	4.6k	265.50	View chart
Innovator Etfs Trust Eqty Dul Dirct15	0.2	$1.1M	NEW	57k	19.39	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$1.1M		40k	27.61	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$1.1M	-37%	25k	43.11	View chart
UnitedHealth (UNH)	0.2	$1.1M	+17%	2.6k	415.59	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$1.1M	+16%	18k	59.71	View chart
Msc Indl Direct Cl A (MSM)	0.2	$1.1M	-65%	8.9k	118.96	View chart
Main Street Capital Corporation (MAIN)	0.2	$1.1M	-9%	20k	51.88	View chart
Altria (MO)	0.2	$1.1M		15k	71.95	View chart
Nucor Corporation (NUE)	0.2	$1.0M	-62%	4.7k	222.73	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.0M	-64%	3.5k	298.07	View chart
Realty Income (O)	0.2	$993k	-59%	16k	61.96	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.2	$988k	+58%	22k	45.81	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$987k	+70%	20k	49.07	View chart
Emerson Electric (EMR)	0.2	$976k	-64%	6.8k	143.14	View chart
Cullen/Frost Bankers (CFR)	0.2	$965k	-61%	6.2k	154.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$964k		20k	49.49	View chart
Verizon Communications (VZ)	0.2	$957k	-52%	23k	42.34	View chart
Eli Lilly & Co. (LLY)	0.2	$942k		785.00	1199.55	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	0.2	$934k	+75%	46k	20.17	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.2	$924k	-40%	43k	21.63	View chart
Mastercard Incorporated Cl A (MA)	0.2	$914k	-49%	1.8k	513.55	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$891k	+157%	24k	36.51	View chart
Lowe's Companies (LOW)	0.2	$890k	-12%	4.0k	220.51	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.2	$854k		21k	41.46	View chart
Pepsi (PEP)	0.2	$853k	-64%	6.3k	135.39	View chart
Amgen (AMGN)	0.2	$840k	-65%	2.3k	362.06	View chart
Ge Aerospace Com New (GE)	0.2	$818k	+8%	2.2k	373.81	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.2	$805k	+37%	25k	32.79	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$797k		5.1k	156.30	View chart
Cisco Systems (CSCO)	0.2	$795k	+55%	6.8k	117.46	View chart
Oracle Corporation (ORCL)	0.2	$786k	+34%	5.4k	146.56	View chart
Palantir Technologies Cl A (PLTR)	0.2	$786k	-8%	6.7k	116.67	View chart
Lockheed Martin Corporation (LMT)	0.1	$782k	-53%	1.5k	509.43	View chart
Merck & Co (MRK)	0.1	$772k		6.0k	128.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$750k	-15%	26k	29.43	View chart
Nextera Energy (NEE)	0.1	$746k	-4%	8.5k	87.77	View chart
Lam Research Corp Com New (LRCX)	0.1	$745k	+11%	1.7k	433.44	View chart
Bank of America Corporation (BAC)	0.1	$733k	+8%	13k	56.98	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$717k	-15%	14k	53.20	View chart
Vaneck Etf Trust Techn Truse Etf (TRUT)	0.1	$714k	+64%	23k	31.40	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$712k	+12%	23k	31.10	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$697k	-2%	5.7k	122.40	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$678k		16k	42.20	View chart
Ge Vernova (GEV)	0.1	$676k	+2%	575.00	1175.51	View chart
Kla Corp Com New (KLAC)	0.1	$669k	+935%	2.2k	301.71	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$669k	-23%	16k	41.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$665k		890.00	746.75	View chart
McDonald's Corporation (MCD)	0.1	$646k	+4%	2.4k	270.31	View chart
Global X Fds Pure Msc Svc Etf (GXPC)	0.1	$634k	+76%	21k	29.79	View chart
Procter & Gamble Company (PG)	0.1	$633k	+15%	4.3k	146.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$629k	+17%	23k	27.70	View chart
Charles Schwab Corporation (SCHW)	0.1	$617k	+9%	6.7k	92.28	View chart
Public Storage (PSA)	0.1	$600k		1.9k	318.35	View chart
Tyson Foods Cl A (TSN)	0.1	$590k	-71%	10k	57.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$588k		12k	48.81	View chart
Albemarle Corporation (ALB)	0.1	$586k	-68%	4.3k	135.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$585k	-13%	14k	41.42	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$581k	-13%	14k	42.25	View chart
Gra (GGG)	0.1	$576k	-69%	7.6k	75.61	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$562k	-20%	14k	39.26	View chart
Us Bancorp Com New (USB)	0.1	$557k		9.2k	60.40	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$542k	+131%	12k	46.08	View chart
Genuine Parts Company (GPC)	0.1	$537k	-70%	4.5k	117.98	View chart
Marvell Technology (MRVL)	0.1	$531k	NEW	1.8k	297.89	View chart
RPM International (RPM)	0.1	$528k	-70%	4.7k	111.16	View chart
Dover Corporation (DOV)	0.1	$523k	-69%	2.3k	224.32	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$523k		6.1k	85.22	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$520k	+3%	9.8k	53.26	View chart
Air Products & Chemicals (APD)	0.1	$513k	-70%	1.7k	293.17	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$513k	-44%	4.4k	117.67	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$491k	+2%	698.00	703.34	View chart
At&t (T)	0.1	$487k	+6%	24k	20.70	View chart
Thermo Fisher Scientific (TMO)	0.1	$481k	-63%	959.00	501.47	View chart
Qualcomm (QCOM)	0.1	$474k	NEW	2.6k	184.81	View chart
Rockwell Automation (ROK)	0.1	$472k		953.00	495.08	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$466k	-6%	610.00	763.14	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$465k		6.9k	67.50	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$449k	+55%	7.3k	61.46	View chart
Wisdomtree Tr Private Credit (HYIN)	0.1	$448k	+62%	31k	14.30	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$434k	+64%	17k	25.56	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$425k	+2%	2.2k	190.49	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$425k	+9%	5.3k	79.42	View chart
Metropcs Communications (TMUS)	0.1	$402k	+24%	2.4k	167.75	View chart
Brown & Brown (BRO)	0.1	$387k	-69%	6.0k	64.15	View chart
Mainstay Definedterm Mn Opp (MMD)	0.1	$381k	-6%	25k	15.50	View chart
Halliburton Company (HAL)	0.1	$381k	NEW	11k	33.95	View chart
Norfolk Southern (NSC)	0.1	$375k		1.2k	314.59	View chart
Palo Alto Networks (PANW)	0.1	$371k	NEW	1.1k	341.02	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$368k	+100%	6.6k	56.16	View chart
Netflix (NFLX)	0.1	$367k	+6%	5.1k	71.40	View chart
Boeing Company (BA)	0.1	$350k	-3%	1.6k	216.42	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$343k		7.5k	45.64	View chart
Raytheon Technologies Corp (RTX)	0.1	$335k	-13%	1.8k	189.73	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$324k	NEW	6.3k	51.44	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$319k	NEW	6.3k	50.66	View chart
Gilead Sciences (GILD)	0.1	$303k	+29%	2.4k	126.31	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$303k	NEW	1.0k	302.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$301k	+6%	438.00	686.23	View chart
Pgim Etf Tr Mun Inco Opp Etf (PMIO)	0.1	$300k	NEW	5.9k	51.08	View chart
Pgim Etf Tr Ultr Sho Mun Etf (PUSH)	0.1	$299k	NEW	5.9k	50.42	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$293k	NEW	8.1k	36.26	View chart
Arista Networks Com Shs (ANET)	0.1	$276k	NEW	1.6k	169.88	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$271k	-18%	5.1k	52.76	View chart
Intel Corporation Call Option (INTC)	0.1	$267k	-84%	1.9k	139.63	View chart
ConocoPhillips (COP)	0.1	$263k		2.5k	103.96	View chart
Omni (OMC)	0.0	$259k	-11%	3.6k	72.83	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$252k	-70%	527.00	477.57	View chart
Corning Incorporated Call Option (GLW)	0.0	$240k	NEW	940.00	255.43	View chart
Wp Carey (WPC)	0.0	$239k		3.3k	71.50	View chart
Hormel Foods Corporation (HRL)	0.0	$235k		9.5k	24.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$232k	NEW	2.9k	79.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$229k	NEW	3.1k	73.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$229k	NEW	666.00	343.91	View chart
Constellation Brands Cl A (STZ)	0.0	$229k	-70%	1.6k	139.11	View chart
Spotify Technology S A SHS (SPOT)	0.0	$223k	-12%	486.00	459.13	View chart
Cheniere Energy Com New (LNG)	0.0	$222k	-59%	929.00	238.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$220k	-5%	2.9k	75.51	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.0	$218k	+76%	20k	11.15	View chart
Intuitive Surgical Com New (ISRG)	0.0	$215k	+7%	540.00	397.68	View chart
Dell Technologies CL C (DELL)	0.0	$207k	NEW	479.00	431.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$205k	NEW	5.7k	36.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$205k	NEW	865.00	236.57	View chart
Cummins (CMI)	0.0	$204k	NEW	286.00	713.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$204k	NEW	1.2k	164.27	View chart
Graham Hldgs Com Cl B (GHC)	0.0	$203k	NEW	178.00	1141.42	View chart
Nike CL B (NKE)	0.0	$203k	-72%	4.9k	41.05	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$201k	NEW	1.1k	185.18	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$140k		13k	10.90	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$137k	-8%	12k	11.15	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$80k	-55%	16k	4.99	View chart
Stereotaxis Com New (STXS)	0.0	$24k		14k	1.72	View chart

Past Filings by WealthPLAN Partners

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

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
WealthPLAN Partners 2022 Q1 filed May 3, 2022

View all past filings

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