WealthPLAN Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), WealthPLAN Partners, LLC reported 254 stock positions worth $621.4 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.6%) and Main Sector Rotation ETF (SECT, 3.0%). Compared with Q1 2025, it opened 21 new positions, sold out of 12, added to 70 and reduced 142. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001639943
- Portfolio Value
- $621.4M (Q2 2025)
- SEC Filing
- 0001929986-25-000005 ↗ filed Jul 28, 2025
Holdings Value
Holdings 254 stocks · $621.4M
| AAPL Apple Inc. | 6.56% | 198,534 | $40.7M | Reduce -7.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.60% | 71,651 | $34.8M | Reduce -4.2% |
| SECT Main Sector Rotation ETF | 2.99% | 320,140 | $18.6M | Add +2.3% |
| DGRO iShares Core Dividend Growth | 2.35% | 228,539 | $14.6M | Reduce -18.1% |
| NVDA Nvidia Corp. | 2.35% | 92,466 | $14.6M | Add +7.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.15% | 420,907 | $13.4M | Reduce -34.1% |
| AMZN Amazon.com Inc. | 2.13% | 60,434 | $13.3M | Reduce -7.1% |
| IVV iShares Core S&P 500 ETF | 2.05% | 20,551 | $12.8M | Reduce -2.6% |
| COWZ Pacer US Cash Cows 100 ETF | 2.04% | 230,405 | $12.7M | Reduce -27.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.77% | 36,161 | $11.0M | Reduce -33.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.68% | 18,913 | $10.4M | Reduce -1.8% |
| MSFT Microsoft Corp. | 1.54% | 19,278 | $9.6M | Reduce -8.8% |
| HEQT Simplify Hedged Equity ETF | 1.54% | 318,558 | $9.6M | Reduce -40.4% |
| PAAA Pgim Aaa Clo ETF | 1.48% | 178,769 | $9.2M | Add +141.1% |
| COST Costco Wholesale Corp. | 1.43% | 8,970 | $8.9M | Reduce -15.2% |
| CLOI Vaneck Clo ETF | 1.41% | 166,043 | $8.8M | Reduce -13.9% |
| IVW iShares S&P 500 Growth ETF | 1.17% | 66,133 | $7.3M | Add +1.2% |
| HELO JPMorgan Hedged Equity ETF | 1.14% | 113,065 | $7.1M | Reduce -33.7% |
| WMT Walmart Inc. | 1.10% | 70,101 | $6.9M | Reduce -24.6% |
| FTLS First Trust Long/Short Eqty | 1.08% | 101,265 | $6.7M | Reduce -39.4% |
| IGRO iShares Intl Div Growth ETF | 1.08% | 84,975 | $6.7M | Reduce -37.1% |
| JPM JPMorgan Chase & Co. | 1.04% | 22,195 | $6.4M | Reduce -12.1% |
| STXG Strive 1000 Growth ETF | 0.94% | 126,456 | $5.8M | Add +1.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.91% | 59,340 | $5.7M | Reduce -30.3% |
| SCHD Schwab US DVD Equity ETF | 0.90% | 210,153 | $5.6M | Reduce -2.6% |
| STXV Strive 1000 Value ETF | 0.89% | 178,397 | $5.5M | Add +3.6% |
| AGOX Adaptive Alpha Opportunities | 0.87% | 183,312 | $5.4M | Reduce -40.7% |
| CASY Casey's General Stores Inc. | 0.85% | 10,370 | $5.3M | Reduce -29.3% |
| GOOG Alphabet Inc. Class C | 0.85% | 29,795 | $5.3M | Reduce -22.4% |
| JNJ Johnson & Johnson | 0.84% | 34,090 | $5.2M | Reduce -18.3% |
| AVEM Avantis Emerging Markets Eq | 0.81% | 73,889 | $5.1M | Reduce -42.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.77% | 16,147 | $4.8M | Reduce -27.3% |
| UNP Union Pacific Corp. | 0.76% | 20,646 | $4.8M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.74% | 6,189 | $4.6M | Reduce -12.4% |
| ABBV Abbvie Inc. | 0.68% | 22,893 | $4.2M | Reduce -27.7% |
| EMR Emerson Electric Co. | 0.67% | 31,219 | $4.2M | Reduce -8.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.66% | 43,505 | $4.1M | Reduce -73.5% |
| CVX Chevron Corp. | 0.65% | 28,286 | $4.1M | Reduce -23.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.65% | 173,802 | $4.0M | Reduce -4.7% |
| BRO Brown & Brown Inc. | 0.64% | 35,691 | $4.0M | Reduce -29.7% |
| BUYW Main Buywrite ETF | 0.61% | 267,995 | $3.8M | Add +15.7% |
| MSM MSC Industrial Direct Co. Class A | 0.60% | 44,213 | $3.8M | Reduce -26.2% |
| FLBL Franklin Senior Loan ETF | 0.59% | 150,667 | $3.7M | Reduce -34.5% |
| PEP Pepsico Inc. | 0.57% | 26,987 | $3.6M | Reduce -25.0% |
| TXN Texas Instruments Inc. | 0.57% | 17,014 | $3.5M | Reduce -26.7% |
| O Realty Income Corp. | 0.56% | 60,536 | $3.5M | Reduce -31.8% |
| GGG Graco Inc. | 0.54% | 39,141 | $3.4M | Reduce -29.3% |
| TSLA Tesla Inc. | 0.54% | 10,563 | $3.4M | Reduce -12.3% |
| FLTR Vaneck Ig Floating Rate ETF | 0.54% | 130,658 | $3.3M | Reduce -26.8% |
| CFR Cullen/Frost Bankers Inc. | 0.53% | 25,853 | $3.3M | Reduce -27.5% |
| TDV Proshares S&P Tech DVD Arist | 0.53% | 39,801 | $3.3M | Reduce -43.0% |
| LECO Lincoln Electric Holdings | 0.52% | 15,485 | $3.2M | Reduce -26.2% |
| QUAL iShares MSCI USA Quality Fac | 0.51% | 17,453 | $3.2M | Add +5.3% |
| VYM Vanguard High DVD Yield ETF | 0.51% | 23,724 | $3.2M | Add +10.2% |
| VZ Verizon Communications Inc. | 0.51% | 72,933 | $3.2M | Reduce -26.8% |
| MBSF Regan Floating Rate MBS ETF | 0.50% | 122,671 | $3.1M | Reduce -28.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.49% | 41,987 | $3.1M | Reduce -50.0% |
| GPC Genuine Parts Co. | 0.49% | 24,882 | $3.0M | Reduce -24.9% |
| UDEC Innovator U.S. Equity Ultra | 0.48% | 81,742 | $3.0M | Reduce -36.9% |
| IVE iShares S&P 500 Value ETF | 0.48% | 15,128 | $3.0M | Add +14.3% |
| TSN Tyson Foods Inc. Class A | 0.47% | 52,198 | $2.9M | New |
| EFV iShares MSCI Eafe Value ETF | 0.46% | 45,298 | $2.9M | Add +47.9% |
| ICOW Pacer Developed Markets Inte | 0.46% | 83,522 | $2.8M | Reduce -43.0% |
| AMGN Amgen Inc. | 0.46% | 10,153 | $2.8M | Reduce -27.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.46% | 61,291 | $2.8M | Reduce -21.0% |
| RPM RPM International Inc. | 0.45% | 25,442 | $2.8M | Reduce -35.4% |
| MA Mastercard Inc. Class A | 0.45% | 4,948 | $2.8M | Reduce -31.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.45% | 50,839 | $2.8M | Add +2.5% |
| SEMI Columbia Select Tech ETF | 0.45% | 99,602 | $2.8M | Reduce -36.4% |
| NUE Nucor Corp. | 0.44% | 21,252 | $2.8M | Reduce -21.1% |
| STXF Strive 500 ETF | 0.44% | 68,517 | $2.7M | Add +5.8% |
| STXK Strive Small-Cap ETF | 0.44% | 89,231 | $2.7M | Add +2.8% |
| TCAF T Rowe PRC Cap Appreciation | 0.43% | 75,266 | $2.7M | Add +2.0% |
| APD Air Products & Chemicals Inc. | 0.42% | 9,324 | $2.6M | Reduce -29.2% |
| HIGH Simplify Enhanced Income ETF | 0.42% | 107,206 | $2.6M | Reduce -33.3% |
| RSP Invesco S&P 500 Equal Weight | 0.40% | 13,546 | $2.5M | Add +8.4% |
| BX Blackstone Inc. | 0.40% | 16,451 | $2.5M | Reduce -17.8% |
| GOOGL Alphabet Inc. Class A | 0.39% | 13,791 | $2.4M | Add +21.3% |
| GAUG FT Vest US Equity Moderate B | 0.39% | 65,480 | $2.4M | New |
| OCTT All US Equ BUF10 Oct ETF-Usd | 0.39% | 60,191 | $2.4M | New |
| OCTP Pgim S&P 500 Buffer 12-Oct | 0.39% | 85,769 | $2.4M | New |
| UMAR Innovator U.S. Equity Ultra | 0.39% | 63,970 | $2.4M | New |
| LMT Lockheed Martin Corp. | 0.38% | 5,158 | $2.4M | Reduce -24.7% |
| PNC PNC Financial Services Group | 0.38% | 12,603 | $2.3M | Reduce -0.2% |
| STXT Strive Total Return Bond ETF | 0.37% | 115,024 | $2.3M | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 0.37% | 38,583 | $2.3M | Add +79.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.37% | 49,455 | $2.3M | Add +114.3% |
| XLV SS Health Care Select Sector | 0.35% | 16,367 | $2.2M | Add +2.2% |
| NKE Nike Inc. Class B | 0.35% | 30,954 | $2.2M | Reduce -24.3% |
| DOV Dover Corp. | 0.35% | 11,972 | $2.2M | Reduce -27.6% |
| XLF SS Financial Select Sector | 0.35% | 41,261 | $2.2M | Reduce -0.8% |
| BKE The Buckle Inc. | 0.34% | 46,620 | $2.1M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 15,430 | $2.1M | Reduce -1.8% |
| MCK McKesson Corp. | 0.33% | 2,778 | $2.0M | Add +11.3% |
| AVGO Broadcom Inc. | 0.33% | 7,329 | $2.0M | Add +26.3% |
| BSEP Innovator U.S. Equity Buffer | 0.27% | 37,711 | $1.7M | Reduce -2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 3,993 | $1.6M | Reduce -3.7% |
| MBB iShares MBS ETF | 0.26% | 17,129 | $1.6M | Add +0.6% |
| ADBE Adobe Inc. | 0.26% | 4,132 | $1.6M | Reduce -18.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.23% | 2 | $1.5M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| MOAT Vaneck Morningstar Wide Moat | Reduce -73.5% | 0.66% | −1.38 |
| HRL Hormel Foods Corp. | Reduce -93.2% | 0.05% | −0.63 |
| HEQT Simplify Hedged Equity ETF | Reduce -40.4% | 1.54% | −0.61 |
| BJUL Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.54 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -34.1% | 2.15% | −0.52 |
| DECT Allianzim US Eq BFFR10 DC-US | Reduce -94.6% | 0.04% | −0.49 |
| JULT All US Equ BUF10 Jul ETF-Usd | Reduce -94.3% | 0.04% | −0.49 |
| BFEB Innovator U.S. Equity Buffer | Reduce -92.7% | 0.05% | −0.48 |
| FTLS First Trust Long/Short Eqty | Reduce -39.4% | 1.08% | −0.43 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -27.0% | 2.04% | −0.39 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -33.5% | 1.77% | −0.34 |
| IGRO iShares Intl Div Growth ETF | Reduce -37.1% | 1.08% | −0.30 |
| HELO JPMorgan Hedged Equity ETF | Reduce -33.7% | 1.14% | −0.30 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -50.0% | 0.49% | −0.29 |
| AVEM Avantis Emerging Markets Eq | Reduce -42.3% | 0.81% | −0.27 |
| BRO Brown & Brown Inc. | Reduce -29.7% | 0.64% | −0.25 |
| ABBV Abbvie Inc. | Reduce -27.7% | 0.68% | −0.25 |
| CVX Chevron Corp. | Reduce -23.0% | 0.65% | −0.21 |
| AGOX Adaptive Alpha Opportunities | Reduce -40.7% | 0.87% | −0.19 |
| FLBL Franklin Senior Loan ETF | Reduce -34.5% | 0.59% | −0.19 |
| RPM RPM International Inc. | Reduce -35.4% | 0.45% | −0.19 |
| ICOW Pacer Developed Markets Inte | Reduce -43.0% | 0.46% | −0.19 |
| PEP Pepsico Inc. | Reduce -25.0% | 0.57% | −0.19 |
| TDV Proshares S&P Tech DVD Arist | Reduce -43.0% | 0.53% | −0.18 |
| O Realty Income Corp. | Reduce -31.8% | 0.56% | −0.16 |
| AMGN Amgen Inc. | Reduce -27.5% | 0.46% | −0.16 |
| UDEC Innovator U.S. Equity Ultra | Reduce -36.9% | 0.48% | −0.15 |
| AAPL Apple Inc. | Reduce -7.2% | 6.56% | −0.14 |
| JNJ Johnson & Johnson | Reduce -18.3% | 0.84% | −0.14 |
| DHR Danaher Corp. | Reduce -81.0% | 0.04% | −0.14 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -26.8% | 0.51% | −0.13 |
| APD Air Products & Chemicals Inc. | Reduce -29.2% | 0.42% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -31.4% | 0.45% | −0.11 |
| GGG Graco Inc. | Reduce -29.3% | 0.54% | −0.11 |
| MBSF Regan Floating Rate MBS ETF | Reduce -28.0% | 0.50% | −0.11 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -26.8% | 0.54% | −0.11 |
| SPGI S&P Global Inc. | Reduce -47.0% | 0.17% | −0.10 |
| ON On Semiconductor | Sold out | 0.00% | −0.10 |
| DECM FT Vest US Eq Max Buf Dec | Sold out | 0.00% | −0.10 |
| NOVM FT Vest US Eq Max Buf Nov | Sold out | 0.00% | −0.10 |
| STZ Constellation Brands Inc. Class A | Reduce -33.2% | 0.20% | −0.10 |
| LNG Cheniere Energy Inc. | Reduce -48.8% | 0.15% | −0.10 |
| ROP Roper Technologies Inc. | Reduce -45.5% | 0.14% | −0.09 |
| CFR Cullen/Frost Bankers Inc. | Reduce -27.5% | 0.53% | −0.09 |
| NOW ServiceNow Inc. | Reduce -58.8% | 0.13% | −0.08 |
| LULU Lululemon Athletica Inc. | Reduce -42.6% | 0.10% | −0.08 |
| HIGH Simplify Enhanced Income ETF | Reduce -33.3% | 0.42% | −0.08 |
| DGRO iShares Core Dividend Growth | Reduce -18.1% | 2.35% | −0.08 |
| SCUS Schwab Ultra-Short Inc. ETF | Reduce -66.0% | 0.05% | −0.08 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +7.2% | 2.35% | +1.03 |
| PAAA Pgim Aaa Clo ETF | Add +141.1% | 1.48% | +0.94 |
| SECT Main Sector Rotation ETF | Add +2.3% | 2.99% | +0.74 |
| TSN Tyson Foods Inc. Class A | New | 0.47% | +0.47 |
| GAUG FT Vest US Equity Moderate B | New | 0.39% | +0.39 |
| OCTT All US Equ BUF10 Oct ETF-Usd | New | 0.39% | +0.39 |
| OCTP Pgim S&P 500 Buffer 12-Oct | New | 0.39% | +0.39 |
| UMAR Innovator U.S. Equity Ultra | New | 0.39% | +0.39 |
| IVW iShares S&P 500 Growth ETF | Add +1.2% | 1.17% | +0.32 |
| STXG Strive 1000 Growth ETF | Add +1.9% | 0.94% | +0.24 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +114.3% | 0.37% | +0.22 |
| IEMG iShares Core MSCI Emerging | Add +79.5% | 0.37% | +0.21 |
| EFV iShares MSCI Eafe Value ETF | Add +47.9% | 0.46% | +0.21 |
| THRO iShares U.S. Thematic Rotati | New | 0.19% | +0.19 |
| AVGO Broadcom Inc. | Add +26.3% | 0.33% | +0.19 |
| IAGG iShares Intl Aggregate Bond | New | 0.17% | +0.17 |
| BUYW Main Buywrite ETF | Add +15.7% | 0.61% | +0.16 |
| STXV Strive 1000 Value ETF | Add +3.6% | 0.89% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +21.3% | 0.39% | +0.14 |
| IVE iShares S&P 500 Value ETF | Add +14.3% | 0.48% | +0.12 |
| VYM Vanguard High DVD Yield ETF | Add +10.2% | 0.51% | +0.12 |
| QUAL iShares MSCI USA Quality Fac | Add +5.3% | 0.51% | +0.11 |
| STXF Strive 500 ETF | Add +5.8% | 0.44% | +0.11 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +2.5% | 0.45% | +0.10 |
| XLG Invesco S&P 500 Top 50 ETF | Add +47.8% | 0.20% | +0.09 |
| TCAF T Rowe PRC Cap Appreciation | Add +2.0% | 0.43% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +8.4% | 0.40% | +0.09 |
| MCK McKesson Corp. | Add +11.3% | 0.33% | +0.09 |
| STXK Strive Small-Cap ETF | Add +2.8% | 0.44% | +0.08 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.08% | +0.08 |
| RGTI Rigetti Computing Inc. | Add +86.4% | 0.11% | +0.07 |
| ARM Arm Holdings PLC-ADR | Add +23.8% | 0.13% | +0.07 |
| MMD Nylim Mackay Definedterm Mun | New | 0.07% | +0.07 |
| NOBL Proshares S&P 500 Dividend A | Add +22.6% | 0.23% | +0.06 |
| AMD Advanced Micro Devices | Add +7.9% | 0.15% | +0.06 |
| ORCL Oracle Corp. | Add +2.2% | 0.13% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.23% | +0.06 |
| UBER Uber Technologies Inc. | New | 0.06% | +0.06 |
| PULS Pgim Ultra Short Bond ETF | New | 0.05% | +0.05 |
| XLK SS Technology Select Sector | Add +50.2% | 0.10% | +0.05 |
| FLRT Pacer Aristotle Pacific Floa | Add +26.9% | 0.16% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.3% | 0.12% | +0.05 |
| NFLX Netflix Inc. | Add +26.6% | 0.10% | +0.05 |
| TMAT Main Thematic Innovation ETF | Add +0.9% | 0.14% | +0.05 |
| STXT Strive Total Return Bond ETF | Add +0.2% | 0.37% | +0.05 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.05% | +0.05 |
| PBSE Pgim S&P 500 Buffer 20-Sep | New | 0.05% | +0.05 |
| MRCP Pgim S&P 500 Buffer 12-Mar | New | 0.05% | +0.05 |
| SPMO Invesco S&P 500 Momentum ETF | Add +2.4% | 0.14% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | Add +8.9% | 0.12% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 223 | $522.9M | AAPL, BRK.B, IVV, DGRO, QQQ |
| Q1 2026 | 217 | $516.8M | AAPL, BRK.B, IVV, DGRO, BUFR |
| Q4 2025 | 272 | $669.4M | AAPL, BRK.B, PAAA, NVDA, IVV |
| Q3 2025 | 249 | $667.2M | AAPL, BRK.B, NVDA, DGRO, BUFR |
| Q2 2025 | 254 | $621.4M | AAPL, BRK.B, SECT, DGRO, NVDA |
| Q1 2025 | 245 | $709.4M | AAPL, BRK.B, BUFR, COWZ, DGRO |
| Q4 2024 | 239 | $704.9M | AAPL, BRK.B, COWZ, BUFR, DGRO |
| Q3 2024 | 254 | $744.7M | AAPL, BRK.B, DGRO, COWZ, BUFR |
| Q2 2024 | 295 | $931.3M | AAPL, BRK.B, VTI, DGRO, SCHF |
| Q1 2024 | 300 | $965.8M | AAPL, BRK.B, VTI, DGRO, SCHF |