WealthPLAN Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), WealthPLAN Partners, LLC reported 217 stock positions worth $516.8 million. Its top holding was Apple (AAPL) at 7.7% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.2%) and iShares Core S&P 500 ETF (IVV, 4.0%). Compared with Q4 2025, it opened 11 new positions, sold out of 66, added to 65 and reduced 134. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +34%) and the biggest sale Pgim Aaa Clo ETF (PAAA, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001639943
- Portfolio Value
- $516.8M (Q1 2026)
- SEC Filing
- 0001639943-26-000003 ↗ filed Apr 29, 2026
Holdings Value
Holdings 217 stocks · $516.8M
| AAPL Apple Inc. | 7.68% | 156,423 | $39.7M | Reduce -19.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.18% | 66,603 | $31.9M | Reduce -5.8% |
| IVV iShares Core S&P 500 ETF | 3.98% | 31,516 | $20.6M | Add +33.7% |
| DGRO iShares Core Dividend Growth | 2.92% | 215,150 | $15.1M | Reduce -6.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.19% | 335,657 | $11.3M | Reduce -18.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.17% | 19,422 | $11.2M | Reduce -8.2% |
| NVDA Nvidia Corp. | 1.99% | 58,871 | $10.3M | Reduce -38.8% |
| AMZN Amazon.com Inc. | 1.90% | 47,060 | $9.8M | Reduce -25.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.81% | 29,125 | $9.3M | Reduce -15.6% |
| BFLB Bufferlabs US Eq DYN Buf ETF | 1.76% | 182,749 | $9.1M | Add +19.2% |
| CLOI Vaneck Clo ETF | 1.65% | 161,642 | $8.5M | Add +1.5% |
| COST Costco Wholesale Corp. | 1.54% | 7,976 | $7.9M | Reduce -12.1% |
| AVEM Avantis Emerging Markets Eq | 1.42% | 91,196 | $7.3M | Add +2.1% |
| HEQT Simplify Hedged Equity ETF | 1.38% | 227,169 | $7.2M | Reduce -25.5% |
| IVW iShares S&P 500 Growth ETF | 1.34% | 61,341 | $6.9M | Reduce -7.2% |
| VYM Vanguard High DVD Yield ETF | 1.31% | 45,843 | $6.8M | Add +1.9% |
| PAAA Pgim Aaa Clo ETF | 1.19% | 119,872 | $6.1M | Reduce -66.1% |
| HELO JPMorgan Hedged Equity ETF | 1.14% | 92,584 | $5.9M | Reduce -18.1% |
| COWZ Pacer US Cash Cows 100 ETF | 1.13% | 93,204 | $5.8M | Reduce -16.8% |
| SCHD Schwab US DVD Equity ETF | 1.11% | 186,988 | $5.7M | Reduce -3.4% |
| IGRO iShares Intl Div Growth ETF | 1.09% | 66,977 | $5.6M | Reduce -18.9% |
| JPM JPMorgan Chase & Co. | 1.08% | 18,962 | $5.6M | Reduce -15.3% |
| GOOG Alphabet Inc. Class C | 1.05% | 18,966 | $5.4M | Reduce -33.5% |
| MSFT Microsoft Corp. | 1.01% | 14,035 | $5.2M | Reduce -30.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.99% | 67,180 | $5.1M | Add +31.4% |
| WMT Walmart Inc. | 0.97% | 40,210 | $5.0M | Reduce -38.2% |
| FTLS First Trust Long/Short Eqty | 0.96% | 70,201 | $4.9M | Reduce -26.8% |
| UNP Union Pacific Corp. | 0.95% | 20,217 | $4.9M | Reduce -0.8% |
| CASY Casey's General Stores Inc. | 0.94% | 6,694 | $4.9M | Reduce -23.8% |
| CVX Chevron Corp. | 0.88% | 21,895 | $4.5M | Reduce -17.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.86% | 191,883 | $4.5M | Add +2.6% |
| JNJ Johnson & Johnson | 0.82% | 17,385 | $4.2M | Reduce -44.7% |
| IVE iShares S&P 500 Value ETF | 0.80% | 19,585 | $4.1M | Reduce -11.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.74% | 39,018 | $3.8M | Reduce -31.7% |
| GOOGL Alphabet Inc. Class A | 0.73% | 13,203 | $3.8M | Reduce -14.7% |
| ABBV Abbvie Inc. | 0.72% | 17,015 | $3.7M | Reduce -16.7% |
| AGOX Adaptive Alpha Opportunities | 0.69% | 133,619 | $3.6M | Reduce -23.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.65% | 57,802 | $3.4M | Reduce -13.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.60% | 32,174 | $3.1M | Reduce -23.4% |
| META Meta Platforms Inc. Class A | 0.59% | 5,325 | $3.0M | Reduce -25.0% |
| XOM Exxon Mobil Corp. | 0.58% | 17,781 | $3.0M | Add +49.8% |
| EPS Wisdomtree US Large Cap Fund | 0.55% | 41,932 | $2.9M | Add +342.3% |
| AGG iShares Core U.S. Aggregate | 0.54% | 28,250 | $2.8M | Add +152.9% |
| TCAF T Rowe PRC Cap Appreciation | 0.54% | 78,793 | $2.8M | Reduce -1.3% |
| MCK McKesson Corp. | 0.53% | 3,157 | $2.7M | Add +1.4% |
| PEP Pepsico Inc. | 0.53% | 17,591 | $2.7M | Reduce -31.8% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.52% | 58,442 | $2.7M | Add +5.1% |
| ICOW Pacer Developed Markets Inte | 0.51% | 62,488 | $2.7M | Reduce -23.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.50% | 56,072 | $2.6M | Add +2.6% |
| TDV Proshares S&P Tech DVD Arist | 0.49% | 29,817 | $2.5M | Reduce -21.0% |
| EMR Emerson Electric Co. | 0.48% | 19,007 | $2.5M | Reduce -27.7% |
| LECO Lincoln Electric Holdings | 0.48% | 9,980 | $2.5M | Reduce -24.8% |
| ALB Albemarle Corp. | 0.48% | 13,757 | $2.5M | Reduce -31.6% |
| FLTR Vaneck Ig Floating Rate ETF | 0.47% | 95,859 | $2.4M | Reduce -18.9% |
| O Realty Income Corp. | 0.47% | 39,897 | $2.4M | Reduce -26.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.47% | 9,963 | $2.4M | Reduce -28.6% |
| FLBL Franklin Senior Loan ETF | 0.46% | 103,921 | $2.4M | Reduce -21.4% |
| VZ Verizon Communications Inc. | 0.46% | 47,580 | $2.4M | Reduce -31.6% |
| AMGN Amgen Inc. | 0.46% | 6,780 | $2.4M | Reduce -27.8% |
| JCPB JPMorgan Core Plus Bond ETF | 0.46% | 50,583 | $2.4M | Add +249.0% |
| MSM MSC Industrial Direct Co. Class A | 0.46% | 25,771 | $2.4M | Reduce -30.5% |
| JIRE JPMorgan Int Res Enh Eqty | 0.46% | 31,260 | $2.4M | Add +354.6% |
| BKE The Buckle Inc. | 0.45% | 46,428 | $2.3M | Reduce -0.4% |
| TSN Tyson Foods Inc. Class A | 0.44% | 35,844 | $2.3M | Reduce -26.8% |
| TSLA Tesla Inc. | 0.44% | 6,117 | $2.3M | Reduce -44.3% |
| XLV SS Health Care Select Sector | 0.44% | 15,493 | $2.3M | Add +1.8% |
| CFR Cullen/Frost Bankers Inc. | 0.43% | 16,342 | $2.2M | Reduce -26.5% |
| CORO Ish Intl CTRY Rot Act ETF | 0.43% | 68,626 | $2.2M | New |
| MBSF Regan Floating Rate MBS ETF | 0.42% | 85,179 | $2.2M | Reduce -22.0% |
| NUE Nucor Corp. | 0.41% | 12,542 | $2.1M | Reduce -37.8% |
| GGG Graco Inc. | 0.41% | 24,784 | $2.1M | Reduce -28.8% |
| JGLO JPMorgan GLBL SLCT Eq ETF | 0.40% | 31,746 | $2.1M | Add +359.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.40% | 29,881 | $2.0M | New |
| XLF SS Financial Select Sector | 0.39% | 40,582 | $2.0M | Reduce -3.8% |
| LMT Lockheed Martin Corp. | 0.39% | 3,310 | $2.0M | Reduce -30.3% |
| MBB iShares MBS ETF | 0.38% | 20,820 | $2.0M | Add +3.6% |
| JAVA JPMorgan Active Value ETF | 0.38% | 27,388 | $2.0M | Add +372.1% |
| JGRO JPMorgan Active Growth ETF | 0.38% | 22,953 | $1.9M | Add +267.8% |
| TXN Texas Instruments Inc. | 0.37% | 9,907 | $1.9M | Reduce -35.7% |
| SEMI Columbia Select Tech ETF | 0.36% | 64,426 | $1.9M | Reduce -27.0% |
| BSEP Innovator U.S. Equity Buffer | 0.36% | 38,210 | $1.8M | Reduce -0.4% |
| GOVT iShares US Treasury Bond ETF | 0.35% | 78,580 | $1.8M | New |
| MA Mastercard Inc. Class A | 0.34% | 3,551 | $1.8M | Reduce -28.8% |
| APD Air Products & Chemicals Inc. | 0.33% | 5,853 | $1.7M | Reduce -31.9% |
| BAI Ishrs AI in and Tech Act ETF | 0.33% | 51,024 | $1.7M | Add +5.5% |
| RPM RPM International Inc. | 0.31% | 16,305 | $1.6M | Reduce -29.6% |
| QUAL iShares MSCI USA Quality Fac | 0.31% | 8,403 | $1.6M | Reduce -4.0% |
| GPC Genuine Parts Co. | 0.31% | 15,218 | $1.6M | Reduce -32.5% |
| DOV Dover Corp. | 0.31% | 7,719 | $1.6M | Reduce -29.8% |
| GLD SPDR Gold Shares | 0.31% | 3,694 | $1.6M | Reduce -8.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.30% | 13,932 | $1.6M | Add +6.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 16,988 | $1.5M | Add +254.0% |
| HIGH Simplify Enhanced Income ETF | 0.30% | 71,568 | $1.5M | Reduce -23.1% |
| EFV iShares MSCI Eafe Value ETF | 0.29% | 20,418 | $1.5M | Reduce -42.9% |
| HD Home Depot Inc. | 0.29% | 4,605 | $1.5M | Add +12.9% |
| THRO iShares U.S. Thematic Rotati | 0.28% | 40,237 | $1.5M | Add +4.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 2 | $1.4M | No change |
| IEMG iShares Core MSCI Emerging | 0.26% | 19,486 | $1.4M | Reduce -51.1% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 2,657 | $1.3M | Reduce -33.2% |
| BRO Brown & Brown Inc. | 0.25% | 19,992 | $1.3M | Reduce -34.4% |
Options reported separately and not counted above: AMZN puts ($562K), TSM calls ($101K), CRWD calls ($39K), AGNC calls ($3K).
Portfolio Sells Q4 2025 → Q1 2026
| PAAA Pgim Aaa Clo ETF | Reduce -66.1% | 1.19% | −1.52 |
| STXG Strive 1000 Growth ETF | Sold out | 0.00% | −1.05 |
| STXV Strive 1000 Value ETF | Sold out | 0.00% | −0.97 |
| NVDA Nvidia Corp. | Reduce -38.8% | 1.99% | −0.69 |
| STXF Strive 500 ETF | Sold out | 0.00% | −0.53 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.48 |
| MSFT Microsoft Corp. | Reduce -30.8% | 1.01% | −0.46 |
| STXK Strive Small-Cap ETF | Sold out | 0.00% | −0.45 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.40 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.38 |
| STXT Strive Total Return Bond ETF | Sold out | 0.00% | −0.34 |
| TSLA Tesla Inc. | Reduce -44.3% | 0.44% | −0.30 |
| GOOG Alphabet Inc. Class C | Reduce -33.5% | 1.05% | −0.28 |
| AMZN Amazon.com Inc. | Reduce -25.4% | 1.90% | −0.28 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.26 |
| RGTI Rigetti Computing Inc. | Sold out | 0.00% | −0.24 |
| FLRT Pacer Aristotle Pacific Floa | Sold out | 0.00% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -64.1% | 0.14% | −0.22 |
| PLTR Palantir Technologies Inc. Class A | Reduce -53.7% | 0.21% | −0.21 |
| AVGO Broadcom Inc. | Reduce -53.5% | 0.23% | −0.20 |
| BX Blackstone Inc. | Reduce -51.0% | 0.18% | −0.19 |
| AAPL Apple Inc. | Reduce -19.3% | 7.68% | −0.19 |
| ADBE Adobe Inc. | Reduce -74.6% | 0.05% | −0.19 |
| STXM Strive Mid-Cap ETF | Sold out | 0.00% | −0.17 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -31.7% | 0.74% | −0.17 |
| AMD Advanced Micro Devices | Reduce -71.5% | 0.08% | −0.15 |
| IBM Intl Business Machines Corp. | Reduce -28.6% | 0.47% | −0.15 |
| JNJ Johnson & Johnson | Reduce -44.7% | 0.82% | −0.15 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.14 |
| STXE Strive Em Markets Ex-China | Sold out | 0.00% | −0.14 |
| IEMG iShares Core MSCI Emerging | Reduce -51.1% | 0.26% | −0.14 |
| NOBL Proshares S&P 500 Dividend A | Reduce -74.7% | 0.07% | −0.13 |
| INTC Intel Corp. | Reduce -70.3% | 0.11% | −0.12 |
| WMT Walmart Inc. | Reduce -38.2% | 0.97% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -25.0% | 0.59% | −0.11 |
| BRO Brown & Brown Inc. | Reduce -34.4% | 0.25% | −0.11 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.11 |
| GLDM SPDR Gold Minishares Trust | Reduce -68.5% | 0.09% | −0.11 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.10 |
| GPC Genuine Parts Co. | Reduce -32.5% | 0.31% | −0.10 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -71.8% | 0.04% | −0.10 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -33.2% | 0.25% | −0.09 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -42.9% | 0.29% | −0.09 |
| VLTO Veralto Corp. | Reduce -62.6% | 0.07% | −0.09 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.09 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -28.8% | 0.34% | −0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Add +33.7% | 3.98% | +1.57 |
| BFLB Bufferlabs US Eq DYN Buf ETF | Add +19.2% | 1.76% | +0.59 |
| EPS Wisdomtree US Large Cap Fund | Add +342.3% | 0.55% | +0.45 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.43% | +0.43 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.40% | +0.40 |
| AVEM Avantis Emerging Markets Eq | Add +2.1% | 1.42% | +0.39 |
| CLOI Vaneck Clo ETF | Add +1.5% | 1.65% | +0.39 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +31.4% | 0.99% | +0.38 |
| JIRE JPMorgan Int Res Enh Eqty | Add +354.6% | 0.46% | +0.38 |
| AGG iShares Core U.S. Aggregate | Add +152.9% | 0.54% | +0.38 |
| XOM Exxon Mobil Corp. | Add +49.8% | 0.58% | +0.37 |
| JCPB JPMorgan Core Plus Bond ETF | Add +249.0% | 0.46% | +0.36 |
| VYM Vanguard High DVD Yield ETF | Add +1.9% | 1.31% | +0.35 |
| GOVT iShares US Treasury Bond ETF | New | 0.35% | +0.35 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Add +359.9% | 0.40% | +0.33 |
| JAVA JPMorgan Active Value ETF | Add +372.1% | 0.38% | +0.32 |
| JGRO JPMorgan Active Growth ETF | Add +267.8% | 0.38% | +0.29 |
| IEFA iShares Core MSCI Eafe ETF | Add +254.0% | 0.30% | +0.23 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.23% | +0.23 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.6% | 0.86% | +0.21 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +357.1% | 0.21% | +0.18 |
| MCK McKesson Corp. | Add +1.4% | 0.53% | +0.15 |
| AMAT Applied Materials Inc. | New | 0.15% | +0.15 |
| JFLX JPMorgan Flexible Debt ETF | Add +131.6% | 0.21% | +0.14 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +5.1% | 0.52% | +0.13 |
| SHLD Global X Defense Tech ETF | Add +68.3% | 0.21% | +0.12 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.6% | 0.50% | +0.12 |
| KO The Coca-Cola Co. | Add +64.1% | 0.21% | +0.12 |
| MBB iShares MBS ETF | Add +3.6% | 0.38% | +0.10 |
| CAT Caterpillar Inc. | Add +3.3% | 0.23% | +0.09 |
| XLV SS Health Care Select Sector | Add +1.8% | 0.44% | +0.09 |
| BAI Ishrs AI in and Tech Act ETF | Add +5.5% | 0.33% | +0.08 |
| HD Home Depot Inc. | Add +12.9% | 0.29% | +0.08 |
| TMUS T-Mobile US Inc. | New | 0.08% | +0.08 |
| QHY Wisdomtree US High Yield Cor | Add +124.3% | 0.12% | +0.08 |
| SPMO Invesco S&P 500 Momentum ETF | Add +6.7% | 0.30% | +0.07 |
| IAGG iShares Intl Aggregate Bond | Add +5.6% | 0.25% | +0.07 |
| GXPC Global X Purecap Comm Serv | New | 0.06% | +0.06 |
| TRUT Vaneck Technlogy Trusctr ETF | New | 0.06% | +0.06 |
| POCT Innovator U.S. Equity Power | Add +8.0% | 0.22% | +0.06 |
| THRO iShares U.S. Thematic Rotati | Add +4.1% | 0.28% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +88.1% | 0.12% | +0.06 |
| AGGY Wisdomtree Yield Enhanced US | Add +20.9% | 0.15% | +0.05 |
| T AT&T Inc. | Add +11.1% | 0.12% | +0.05 |
| GILD Gilead Sciences Inc. | New | 0.05% | +0.05 |
| PJAN Innovator U.S. Equity Power | Add +9.7% | 0.17% | +0.05 |
| V Visa Inc. Class A | Add +11.4% | 0.24% | +0.05 |
| GEV GE Vernova Inc. | Add +13.7% | 0.10% | +0.05 |
| JPIE JPMorgan Income ETF | New | 0.05% | +0.05 |
| PG The Procter & Gamble Co. | Add +28.8% | 0.10% | +0.04 |
Options Activity Q4 2025 → Q1 2026
| AMZN Amazon.com Inc. | put | New | 2,700 | $562K |
| TSM Taiwan Semiconductor-SP ADR | call | New | 300 | $101K |
| CRWD CrowdStrike Holdings Inc. Class A | call | New | 100 | $39K |
| AGNC AGNC Investment Corp. | call | New | 300 | $3K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |