WealthPLAN Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), WealthPLAN Partners, LLC reported 249 stock positions worth $667.2 million. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.4%) and Nvidia (NVDA, 3.1%). Compared with Q2 2025, it opened 19 new positions, sold out of 24, added to 144 and reduced 68. The biggest buy was Nvidia (NVDA, shares +19%) and the biggest sale an exit from Main Sector Rotation ETF (SECT).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001639943
- Portfolio Value
- $667.2M (Q3 2025)
- SEC Filing
- 0001639943-25-000002 ↗ filed Oct 27, 2025
Holdings Value
Holdings 249 stocks · $667.2M
| AAPL Apple Inc. | 7.53% | 197,358 | $50.3M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.40% | 71,664 | $36.0M | Add +0.0% |
| NVDA Nvidia Corp. | 3.08% | 109,991 | $20.5M | Add +18.9% |
| DGRO iShares Core Dividend Growth | 2.37% | 232,430 | $15.8M | Add +1.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.14% | 426,960 | $14.3M | Add +1.4% |
| MSFT Microsoft Corp. | 2.14% | 27,515 | $14.3M | Add +42.7% |
| IVV iShares Core S&P 500 ETF | 2.13% | 21,193 | $14.2M | Add +3.1% |
| PAAA Pgim Aaa Clo ETF | 2.10% | 272,267 | $14.0M | Add +52.3% |
| AMZN Amazon.com Inc. | 2.00% | 60,669 | $13.3M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.80% | 36,674 | $12.0M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.74% | 19,374 | $11.6M | Add +2.4% |
| COWZ Pacer US Cash Cows 100 ETF | 1.62% | 188,570 | $10.8M | Reduce -18.2% |
| HEQT Simplify Hedged Equity ETF | 1.52% | 324,558 | $10.1M | Add +1.9% |
| COST Costco Wholesale Corp. | 1.38% | 9,966 | $9.2M | Add +11.1% |
| CLOI Vaneck Clo ETF | 1.29% | 162,667 | $8.6M | Reduce -2.0% |
| IVW iShares S&P 500 Growth ETF | 1.17% | 64,460 | $7.8M | Reduce -2.5% |
| HELO JPMorgan Hedged Equity ETF | 1.13% | 115,880 | $7.5M | Add +2.5% |
| GOOG Alphabet Inc. Class C | 1.11% | 30,357 | $7.4M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 1.10% | 23,328 | $7.4M | Add +5.1% |
| FTLS First Trust Long/Short Eqty | 1.08% | 102,899 | $7.2M | Add +1.6% |
| WMT Walmart Inc. | 1.08% | 69,795 | $7.2M | Reduce -0.4% |
| IGRO iShares Intl Div Growth ETF | 1.03% | 86,510 | $6.9M | Add +1.8% |
| STXG Strive 1000 Growth ETF | 1.00% | 133,731 | $6.7M | Add +5.8% |
| AVEM Avantis Emerging Markets Eq | 0.94% | 83,412 | $6.3M | Add +12.9% |
| JNJ Johnson & Johnson | 0.93% | 33,288 | $6.2M | Reduce -2.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.92% | 58,452 | $6.1M | Reduce -1.5% |
| STXV Strive 1000 Value ETF | 0.90% | 186,580 | $6.0M | Add +4.6% |
| SCHD Schwab US DVD Equity ETF | 0.87% | 212,732 | $5.8M | Add +1.2% |
| AGOX Adaptive Alpha Opportunities | 0.85% | 184,878 | $5.7M | Add +0.8% |
| CASY Casey's General Stores Inc. | 0.85% | 9,989 | $5.6M | Reduce -3.7% |
| VYM Vanguard High DVD Yield ETF | 0.79% | 37,595 | $5.3M | Add +58.5% |
| ABBV Abbvie Inc. | 0.78% | 22,484 | $5.2M | Reduce -1.8% |
| UNP Union Pacific Corp. | 0.75% | 21,097 | $5.0M | Add +2.2% |
| TSLA Tesla Inc. | 0.71% | 10,632 | $4.7M | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.69% | 6,281 | $4.6M | Add +1.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.66% | 188,124 | $4.4M | Add +8.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.66% | 44,379 | $4.4M | Add +2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.64% | 15,190 | $4.3M | Reduce -5.9% |
| CVX Chevron Corp. | 0.64% | 27,431 | $4.3M | Reduce -3.0% |
| EMR Emerson Electric Co. | 0.59% | 30,164 | $4.0M | Reduce -3.4% |
| MSM MSC Industrial Direct Co. Class A | 0.58% | 41,905 | $3.9M | Reduce -5.2% |
| PEP Pepsico Inc. | 0.57% | 27,294 | $3.8M | Add +1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.56% | 47,328 | $3.7M | Add +12.7% |
| O Realty Income Corp. | 0.56% | 60,932 | $3.7M | Add +0.7% |
| FLBL Franklin Senior Loan ETF | 0.55% | 152,157 | $3.7M | Add +1.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.54% | 60,763 | $3.6M | Add +19.5% |
| LECO Lincoln Electric Holdings | 0.53% | 14,855 | $3.5M | Reduce -4.1% |
| TDV Proshares S&P Tech DVD Arist | 0.52% | 40,341 | $3.5M | Add +1.4% |
| BRO Brown & Brown Inc. | 0.51% | 36,570 | $3.4M | Add +2.5% |
| GPC Genuine Parts Co. | 0.51% | 24,574 | $3.4M | Reduce -1.2% |
| STXF Strive 500 ETF | 0.51% | 78,393 | $3.4M | Add +14.4% |
| GGG Graco Inc. | 0.51% | 39,685 | $3.4M | Add +1.4% |
| FLTR Vaneck Ig Floating Rate ETF | 0.51% | 131,829 | $3.4M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.50% | 13,643 | $3.3M | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 0.49% | 15,788 | $3.3M | Add +4.4% |
| VZ Verizon Communications Inc. | 0.49% | 73,925 | $3.2M | Add +1.4% |
| AMGN Amgen Inc. | 0.48% | 11,283 | $3.2M | Add +11.1% |
| UDEC Innovator U.S. Equity Ultra | 0.48% | 82,849 | $3.2M | Add +1.4% |
| ICOW Pacer Developed Markets Inte | 0.48% | 87,127 | $3.2M | Add +4.3% |
| MBSF Regan Floating Rate MBS ETF | 0.47% | 124,414 | $3.2M | Add +1.4% |
| TXN Texas Instruments Inc. | 0.47% | 17,157 | $3.2M | Add +0.8% |
| CFR Cullen/Frost Bankers Inc. | 0.46% | 24,394 | $3.1M | Reduce -5.6% |
| SEMI Columbia Select Tech ETF | 0.46% | 98,903 | $3.1M | Reduce -0.7% |
| QUAL iShares MSCI USA Quality Fac | 0.46% | 15,619 | $3.0M | Reduce -10.5% |
| RPM RPM International Inc. | 0.45% | 25,569 | $3.0M | Add +0.5% |
| STXK Strive Small-Cap ETF | 0.44% | 89,324 | $3.0M | Add +0.1% |
| NUE Nucor Corp. | 0.44% | 21,833 | $3.0M | Add +2.7% |
| TSN Tyson Foods Inc. Class A | 0.44% | 54,323 | $2.9M | Add +4.1% |
| BX Blackstone Inc. | 0.44% | 17,135 | $2.9M | Add +4.2% |
| PLTR Palantir Technologies Inc. Class A | 0.44% | 16,039 | $2.9M | Add +4.0% |
| BDEC Innovator U.S. Equity Buffer | 0.44% | 61,014 | $2.9M | New |
| TCAF T Rowe PRC Cap Appreciation | 0.44% | 77,557 | $2.9M | Add +3.0% |
| MA Mastercard Inc. Class A | 0.43% | 5,059 | $2.9M | Add +2.2% |
| XLG Invesco S&P 500 Top 50 ETF | 0.43% | 49,929 | $2.9M | Add +114.6% |
| DECT Allianzim US Eq BFFR10 DC-US | 0.42% | 79,765 | $2.8M | Add +1125.3% |
| GAUG FT Vest US Equity Moderate B | 0.42% | 72,083 | $2.8M | Add +10.1% |
| UMAR Innovator U.S. Equity Ultra | 0.41% | 70,569 | $2.8M | Add +10.3% |
| BKE The Buckle Inc. | 0.41% | 46,623 | $2.7M | Add +0.0% |
| RSP Invesco S&P 500 Equal Weight | 0.39% | 13,846 | $2.6M | Add +2.2% |
| AVGO Broadcom Inc. | 0.39% | 7,892 | $2.6M | Add +7.7% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.39% | 55,511 | $2.6M | Add +12.3% |
| APD Air Products & Chemicals Inc. | 0.39% | 9,438 | $2.6M | Add +1.2% |
| EFV iShares MSCI Eafe Value ETF | 0.39% | 37,934 | $2.6M | Reduce -16.3% |
| LMT Lockheed Martin Corp. | 0.38% | 5,051 | $2.5M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 3,740 | $2.5M | Add +103.7% |
| HIGH Simplify Enhanced Income ETF | 0.37% | 107,873 | $2.5M | Add +0.6% |
| PNC PNC Financial Services Group | 0.37% | 12,262 | $2.5M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.37% | 3,223 | $2.5M | Add +75.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.37% | 52,158 | $2.4M | Reduce -14.9% |
| STXT Strive Total Return Bond ETF | 0.35% | 115,081 | $2.3M | Add +0.1% |
| MCK McKesson Corp. | 0.34% | 2,945 | $2.3M | Add +6.0% |
| IEMG iShares Core MSCI Emerging | 0.34% | 34,477 | $2.3M | Reduce -10.6% |
| XLF SS Financial Select Sector | 0.34% | 41,689 | $2.2M | Add +1.0% |
| NKE Nike Inc. Class B | 0.33% | 31,943 | $2.2M | Add +3.2% |
| RGTI Rigetti Computing Inc. | 0.32% | 71,777 | $2.1M | Add +28.7% |
| XLV SS Health Care Select Sector | 0.31% | 15,007 | $2.1M | Reduce -8.3% |
| DOV Dover Corp. | 0.31% | 12,386 | $2.1M | Add +3.5% |
| ADBE Adobe Inc. | 0.31% | 5,828 | $2.1M | Add +41.0% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 4,234 | $2.1M | Add +6.0% |
| ALB Albemarle Corp. | 0.28% | 23,054 | $1.9M | Add +4.3% |
Portfolio Sells Q2 2025 → Q3 2025
| SECT Main Sector Rotation ETF | Sold out | 0.00% | −2.99 |
| BUYW Main Buywrite ETF | Sold out | 0.00% | −0.61 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -18.2% | 1.62% | −0.42 |
| OCTT All US Equ BUF10 Oct ETF-Usd | Sold out | 0.00% | −0.39 |
| OCTP Pgim S&P 500 Buffer 12-Oct | Sold out | 0.00% | −0.39 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.21 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.20 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.16 |
| TMAT Main Thematic Innovation ETF | Sold out | 0.00% | −0.14 |
| IBM Intl Business Machines Corp. | Reduce -5.9% | 0.64% | −0.12 |
| CLOI Vaneck Clo ETF | Reduce -2.0% | 1.29% | −0.12 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -14.9% | 0.37% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -16.3% | 0.39% | −0.08 |
| EMR Emerson Electric Co. | Reduce -3.4% | 0.59% | −0.08 |
| WERN Werner Enterprises Inc. | Sold out | 0.00% | −0.07 |
| CFR Cullen/Frost Bankers Inc. | Reduce -5.6% | 0.46% | −0.07 |
| DE Deere & Co. | Reduce -16.5% | 0.14% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -10.5% | 0.46% | −0.06 |
| TGT Target Corp. | Sold out | 0.00% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.05 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Sold out | 0.00% | −0.05 |
| SCUS Schwab Ultra-Short Inc. ETF | Sold out | 0.00% | −0.05 |
| BFEB Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.05 |
| PBSE Pgim S&P 500 Buffer 20-Sep | Sold out | 0.00% | −0.05 |
| AXP American Express Co. | Sold out | 0.00% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -8.3% | 0.31% | −0.04 |
| JULT All US Equ BUF10 Jul ETF-Usd | Sold out | 0.00% | −0.04 |
| AUGP Pgim S&P 500 Buffer 12-Aug | Sold out | 0.00% | −0.04 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.04 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.03 |
| MMM 3M Co. | Sold out | 0.00% | −0.03 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -10.6% | 0.34% | −0.03 |
| ABT Abbott Laboratories | Reduce -15.9% | 0.10% | −0.03 |
| ARM Arm Holdings PLC-ADR | Reduce -3.9% | 0.10% | −0.03 |
| FSK FS KKR Capital Corp. | Reduce -30.1% | 0.02% | −0.03 |
| MSM MSC Industrial Direct Co. Class A | Reduce -5.2% | 0.58% | −0.03 |
| WMT Walmart Inc. | Reduce -0.4% | 1.08% | −0.02 |
| PULS Pgim Ultra Short Bond ETF | Reduce -30.7% | 0.03% | −0.02 |
| STXM Strive Mid-Cap ETF | Reduce -8.4% | 0.18% | −0.02 |
| MCD McDonald's Corp. | Reduce -11.7% | 0.10% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.2% | 0.22% | −0.02 |
| JNK SS SPDR BB High Yield Bond | Reduce -18.5% | 0.05% | −0.02 |
| AMAX Adaptive Hedged Multi-Asset | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -8.6% | 0.21% | −0.01 |
| CVX Chevron Corp. | Reduce -3.0% | 0.64% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -7.1% | 0.14% | −0.01 |
| T AT&T Inc. | Reduce -11.5% | 0.05% | −0.01 |
| HRL Hormel Foods Corp. | Reduce -0.2% | 0.04% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +18.9% | 3.08% | +0.73 |
| PAAA Pgim Aaa Clo ETF | Add +52.3% | 2.10% | +0.62 |
| MSFT Microsoft Corp. | Add +42.7% | 2.14% | +0.59 |
| BDEC Innovator U.S. Equity Buffer | New | 0.44% | +0.44 |
| DECT Allianzim US Eq BFFR10 DC-US | Add +1125.3% | 0.42% | +0.39 |
| VYM Vanguard High DVD Yield ETF | Add +58.5% | 0.79% | +0.29 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 1.11% | +0.26 |
| XLG Invesco S&P 500 Top 50 ETF | Add +114.6% | 0.43% | +0.24 |
| RGTI Rigetti Computing Inc. | Add +28.7% | 0.32% | +0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +103.7% | 0.37% | +0.19 |
| TSLA Tesla Inc. | Add +0.7% | 0.71% | +0.17 |
| BAI Ishrs AI in and Tech Act ETF | Add +159.7% | 0.22% | +0.15 |
| LLY Eli Lilly & Co. | Add +75.2% | 0.37% | +0.14 |
| AVEM Avantis Emerging Markets Eq | Add +12.9% | 0.94% | +0.12 |
| GEV GE Vernova Inc. | New | 0.11% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | Add +4.0% | 0.44% | +0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +19.5% | 0.54% | +0.09 |
| INTC Intel Corp. | Add +30.1% | 0.21% | +0.09 |
| INOD Innodata Inc. | New | 0.09% | +0.09 |
| SHLD Global X Defense Tech ETF | New | 0.09% | +0.09 |
| EW Edwards Lifesciences Corp. | New | 0.08% | +0.08 |
| GLDM SPDR Gold Minishares Trust | Add +69.9% | 0.17% | +0.08 |
| BA The Boeing Co. | Add +160.7% | 0.12% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +3.1% | 2.13% | +0.07 |
| BKE The Buckle Inc. | Add +0.0% | 0.41% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 1.10% | +0.07 |
| STXF Strive 500 ETF | Add +14.4% | 0.51% | +0.07 |
| AVGO Broadcom Inc. | Add +7.7% | 0.39% | +0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +12.7% | 0.56% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.4% | 1.74% | +0.06 |
| ORCL Oracle Corp. | Add +23.7% | 0.20% | +0.06 |
| STXG Strive 1000 Growth ETF | Add +5.8% | 1.00% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.06% | +0.06 |
| BJAN Innovator U.S. Equity Buffer | New | 0.06% | +0.06 |
| ALB Albemarle Corp. | Add +4.3% | 0.28% | +0.06 |
| XYL Xylem Inc. | New | 0.05% | +0.05 |
| ADBE Adobe Inc. | Add +41.0% | 0.31% | +0.05 |
| TTWO Take-Two Interactive Softwre | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +49.8% | 0.12% | +0.05 |
| FDEC FT Vest U.S. Equity Buffer E | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +6.0% | 0.31% | +0.05 |
| BX Blackstone Inc. | Add +4.2% | 0.44% | +0.04 |
| XOM Exxon Mobil Corp. | Add +30.7% | 0.20% | +0.04 |
| UBER Uber Technologies Inc. | Add +78.0% | 0.10% | +0.04 |
| SBUX Starbucks Corp. | Add +143.5% | 0.08% | +0.04 |
| INTU Intuit Inc. | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.4% | 1.80% | +0.04 |
| ITOT iShares Core S&P Total U.S. | New | 0.03% | +0.03 |
| SHOP Shopify Inc. Class A | Add +72.2% | 0.07% | +0.03 |
| KLAC KLA Corp. | New | 0.03% | +0.03 |
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 |