WealthPLAN Partners, LLC: 13F holdings
CIK 16399432026Q2
| Positions | 223 |
|---|---|
| Reported value | $523.0m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 137,249 | $39.7m | 7.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 63,155 | $31.6m | 6.0% |
| IVV ISHARES TR | 41,056 | $30.7m | 5.9% |
| DGRO ISHARES TR | 197,583 | $15.0m | 2.9% |
| QQQ INVESCO QQQ TR | 19,640 | $14.5m | 2.8% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 348,808 | $12.7m | 2.4% |
| NVDA NVIDIA CORPORATION | 53,377 | $10.7m | 2.0% |
| EA SERIES TRUST | 186,413 | $10.2m | 1.9% |
| AMZN AMAZON COM INC | 40,224 | $9.6m | 1.8% |
| SPYM SPDR SERIES TRUST | 106,502 | $9.4m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1639943")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.