13F filer

WealthPLAN Partners

As of Sep 30, 2026 Filed Oct 15, 2026 CIK 1639943 SEC filings ↗

13F Value

$543.9M

Positions

228

Top Position

AAPL8.2%

Top 5

25.6%

Latest filing changes

vs Jun 30, 2026

1 IVV iShares Core S&P 500 ETF +10.6%+$3.3M

2 ACWX iShares MSCI ACWI ex U.S. ETF +103.1%+$2.9M

3 JCPB JPMorgan Core Plus Bond ETF +44.3%+$2.5M

4 EPS Wisdomtree Tr — US Largecap Fund +27.5%+$1.7M

5 AGG iShares Core U.S. Aggregate Bond ETF +21.9%+$1.4M

Holdings228

#
1	AAPL Apple	8.2%	$44.7M	-2.2%	134.2K	7.6%	Common Stock
2	IVV iShares Core S&P 500 ETF	6.4%	$34.8M	+10.6%	45.4K	5.9%	ETF
3	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 61,941 reported quantity $30,843,437 reported value	5.7%	$30.8M	-1.9%	61.9K	6.0%	Common Stock
4	QQQ Invesco QQQ Trust, Series 1	2.7%	$14.7M	+1.1%	19.8K	2.8%	ETF
5	DGRO iShares Core Dividend Growth ETF	2.7%	$14.5M	-2.9%	191.9K	2.9%	ETF
6	NVDA NVIDIA	2.5%	$13.4M	+9.9%	58.7K	2.0%	Common Stock
7	BUFR FT Vest Laddered Buffer ETF	2.2%	$12.1M	-7.7%	321.9K	2.4%	ETF
8	BFLB BufferLABS US Equity Dynamic Buffer ETF	2.1%	$11.2M	+8.1%	201.6K	1.9%	ETF
9	AMZN Amazon	1.9%	$10.2M	+2.1%	41.1K	1.8%	Common Stock
10	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.8%	$9.6M	+0.4%	106.9K	1.8%	ETF
11	MSFT Microsoft	1.7%	$9.1M	+16.2%	17.8K	1.1%	Common Stock
12	IVW iShares S&P 500 Growth ETF	1.6%	$8.7M	-0.7%	61.2K	1.6%	ETF
13	JCPB JPMorgan Core Plus Bond ETF	1.5%	$8.1M	+44.3%	179.9K	1.1%	ETF
14	AGG iShares Core U.S. Aggregate Bond ETF	1.4%	$7.9M	+21.9%	83.1K	1.3%	ETF
15	EPS Wisdomtree Tr — US Largecap Fund	1.4%	$7.7M	+27.5%	96.3K	1.1%	Equity
16	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	1.4%	$7.4M	+2.5%	47.5K	1.4%	ETF
17	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.3%	$7.3M	-12.8%	19.5K	1.6%	ETF
18	CLOI VanEck CLO ETF	1.3%	$6.8M	-14.3%	129.0K	1.5%	ETF
19	SCHD Schwab U.S. Dividend Equity ETF	1.2%	$6.5M	+3.3%	198.9K	1.2%	ETF
20	IUSB iShares Core Universal USD Bond ETF	1.1%	$5.9M	+26.9%	134.9K	0.9%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing15

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.