Wealth Plan Partners, LLC Portfolio Holdings

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025

Wealth Plan Partners, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $552 Million distributed in 303 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.7M, Berkshire Hathaway Inc Class B with a value of $34.8M, Sector 10, Inc. with a value of $18.6M, Ishares Core Dividend Growth E with a value of $14.6M, and Nvidia Corp with a value of $14.6M.

Examining the 13F form we can see an decrease of $709B in the current position value, from $709B to 552M.

Wealth Plan Partners, LLC is based out at Omaha, NE

Below you can find more details about Wealth Plan Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $552 Million
ETFs: $242 Million
Technology: $85.8 Million
Financial Services: $64.8 Million
Consumer Cyclical: $33.8 Million
Industrials: $30.1 Million
Consumer Defensive: $27.6 Million
Healthcare: $19.1 Million
Communication Services: $17.6 Million
Other: $21.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.77B
$1.32 Million 0.24% of portfolio
22,259
Q2 2025 Added 1.48%
$140B
$1.26 Million 0.23% of portfolio
2,471
Q2 2025 Reduced 0.4%
$22B
$1.26 Million 0.23% of portfolio
7,768
Q2 2025 Reduced 33.17%
$33.1B
$1.24 Million 0.22% of portfolio
23,402
Q2 2025 Reduced 0.64%
$157B
$1.24 Million 0.22% of portfolio
5,586
Q2 2025 Reduced 0.64%
$556B
$1.13 Million 0.2% of portfolio
3,171
Q2 2025 Reduced 12.18%
$160B
$1.08 Million 0.2% of portfolio
2,057
Q2 2025 Reduced 47.03%
$476B
$967,000 0.18% of portfolio
8,977
Q2 2025 Reduced 3.6%
$58.8B
$949,000 0.17% of portfolio
3,900
Q2 2025 Reduced 48.79%
$260B
$930,000 0.17% of portfolio
6,558
Q2 2025 Added 7.9%
$118B
$930,000 0.17% of portfolio
15,869
Q2 2025 Reduced 5.63%
$53.1B
$876,000 0.16% of portfolio
1,547
Q2 2025 Reduced 45.53%
$762B
$828,000 0.15% of portfolio
3,789
Q2 2025 Added 2.21%
$73.6B
$801,000 0.15% of portfolio
1,564
Q2 2025 Reduced 37.34%
$190B
$814,000 0.15% of portfolio
792
Q2 2025 Reduced 58.79%
$233B
$779,000 0.14% of portfolio
5,734
Q2 2025 Reduced 7.05%
$9.23B
$781,000 0.14% of portfolio
11,922
Q2 2025 Reduced 39.93%
$199B
$722,000 0.13% of portfolio
9,127
Q2 2025 Reduced 0.73%
$142B
$706,000 0.13% of portfolio
31,534
Q2 2025 Added 2.81%
$223B
$693,000 0.13% of portfolio
2,372
Q2 2025 Added 10.48%
$150B
$638,000 0.12% of portfolio
9,202
Q2 2025 Reduced 2.22%
$2.43B
$661,000 0.12% of portfolio
55,787
Q2 2025 Added 86.42%
$537B
$593,000 0.11% of portfolio
443
Q2 2025 Added 26.57%
$21.9B
$617,000 0.11% of portfolio
2,600
Q2 2025 Reduced 42.59%
$72.8B
$566,000 0.1% of portfolio
12,522
Q2 2025 Added 0.04%
$50.6B
$541,000 0.1% of portfolio
1,844
Q1 2025 Reduced 0.22%
$141B
$577,000 0.1% of portfolio
753
Q4 2024 Added 4.73%
$321B
$488,000 0.09% of portfolio
1,896
Q2 2025 Reduced 13.74%
$421B
$456,000 0.08% of portfolio
9,648
Q2 2025 Added 4.31%
$14.1B
$434,000 0.08% of portfolio
6,972
Q2 2025 Reduced 27.83%
$249B
$427,000 0.08% of portfolio
1,102
Q2 2025 Reduced 0.18%
$1.66B
$456,000 0.08% of portfolio
16,677
Q1 2023 Reduced 40.7%
$53.3B
$426,000 0.08% of portfolio
800
Q1 2025 New
$178B
$366,000 0.07% of portfolio
2,975
Q2 2025 Added 10.97%
$41.4B
$393,000 0.07% of portfolio
4,671
Q2 2024 Reduced 0.34%
$186B
$410,000 0.07% of portfolio
2,580
Q2 2025 Reduced 10.1%
$176B
$399,000 0.07% of portfolio
4,375
Q2 2025 Added 1.41%
$10.5B
$409,000 0.07% of portfolio
16,708
Q2 2025 Reduced 7.6%
$4.16B
$386,000 0.07% of portfolio
7,214
Q2 2025 Added 0.14%
$0
$410,000 0.07% of portfolio
27,771
Q2 2025 New
$200B
$397,000 0.07% of portfolio
13,726
Q2 2025 Added 3.43%
$241B
$335,000 0.06% of portfolio
2,301
Q2 2025 Reduced 15.87%
$286B
$354,000 0.06% of portfolio
5,006
Q2 2025 Added 22.73%
$40.9B
$348,000 0.06% of portfolio
3,534
Q2 2025 Reduced 11.36%
$197B
$347,000 0.06% of portfolio
3,721
Q2 2025 New
$0
$312,000 0.06% of portfolio
15,052
Q2 2025 Reduced 0.97%
$116B
$309,000 0.06% of portfolio
2,330
Q2 2025 Reduced 3.36%
$39.8B
$318,000 0.06% of portfolio
959
Q2 2025 Reduced 4.48%
$129B
$310,000 0.06% of portfolio
1,481
Q2 2025 Reduced 16.94%

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $552 Million
  • Prior Value $709 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email