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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$875,000 0.16% of portfolio
37,499
Q2 2025 Added 0.9%
$122B
$779,000 0.14% of portfolio
2,558
Q2 2025 Reduced 13.43%
$0
$746,000 0.14% of portfolio
5,383
Q2 2025 Added 8.95%
$0
$706,000 0.13% of portfolio
5,323
Q2 2025 Added 0.02%
$0
$690,000 0.13% of portfolio
2,414
Q2 2025 Added 17.53%
$0
$713,000 0.13% of portfolio
24,437
Q2 2025 Reduced 0.88%
$0
$740,000 0.13% of portfolio
1,308
Q2 2025 Added 4.81%
$0
$743,000 0.13% of portfolio
30,440
Q2 2025 Added 3.28%
$0
$654,000 0.12% of portfolio
6,309
Q2 2025 Added 2.8%
$0
$605,000 0.11% of portfolio
14,664
Q1 2025 Reduced 1.03%
$0
$619,000 0.11% of portfolio
2,447
Q2 2025 Added 50.21%
$0
$552,000 0.1% of portfolio
2,842
Q4 2023 Reduced 2.8%
$10.7B
$563,000 0.1% of portfolio
8,603
Q2 2025 Reduced 30.48%
$0
$534,000 0.1% of portfolio
21,788
Q2 2025 Added 2.58%
$0
$496,000 0.09% of portfolio
3,760
Q2 2025 Added 21.1%
$0
$500,000 0.09% of portfolio
3,175
Q2 2025 Added 27.31%
$0
$523,000 0.09% of portfolio
1,542
Q2 2025 Reduced 4.7%
$0
$420,000 0.08% of portfolio
6,696
Q2 2025 Added 42.68%
$0
$431,000 0.08% of portfolio
6,129
Q2 2025 Added 0.02%
$0
$442,000 0.08% of portfolio
20,024
Q2 2025 Reduced 10.68%
$0
$457,000 0.08% of portfolio
5,762
Q1 2025 Reduced 17.21%
$0
$424,000 0.08% of portfolio
3,884
Q2 2025 Reduced 32.57%
$0
$427,000 0.08% of portfolio
9,458
Q1 2025 Added 1.34%
$0
$403,000 0.07% of portfolio
4,146
Q2 2025 Reduced 1.94%
$0
$398,000 0.07% of portfolio
4,992
Q2 2025 Reduced 20.12%
$0
$389,000 0.07% of portfolio
8,838
Q1 2025 Reduced 3.21%
$0
$403,000 0.07% of portfolio
4,357
Q2 2025 Added 2.78%
$0
$358,000 0.06% of portfolio
8,420
Q2 2025 Added 11.41%
$0
$334,000 0.06% of portfolio
762
Q2 2025 Reduced 6.96%
$0
$314,000 0.06% of portfolio
5,070
Q2 2025 Reduced 27.24%
$0
$332,000 0.06% of portfolio
3,301
Q2 2025 Added 27.85%
$0
$313,000 0.06% of portfolio
7,755
Q3 2024 Reduced 24.16%
$0
$341,000 0.06% of portfolio
4,024
Q2 2025 Added 28.81%
$0
$325,000 0.06% of portfolio
6,542
Q2 2025 New
$0
$319,000 0.06% of portfolio
3,916
Q2 2025 Reduced 16.47%
$0
$292,000 0.05% of portfolio
5,133
Q2 2025 Reduced 21.86%
$0
$260,000 0.05% of portfolio
3,310
Q2 2025 Reduced 1.63%
$0
$281,000 0.05% of portfolio
1,592
Q2 2025 Reduced 28.99%
$0
$283,000 0.05% of portfolio
5,212
Q2 2025 Added 6.45%
$0
$296,000 0.05% of portfolio
3,163
Q2 2025 New
$0
$264,000 0.05% of portfolio
6,599
Q2 2025 Reduced 5.21%
$61.2B
$254,000 0.05% of portfolio
4,081
Q2 2025 Reduced 1.19%
$0
$290,000 0.05% of portfolio
6,490
Q2 2025 Added 2.92%
$0
$229,000 0.04% of portfolio
2,883
Q2 2025 Reduced 0.65%
$0
$224,000 0.04% of portfolio
4,536
Q2 2025 Reduced 11.99%
$0
$229,000 0.04% of portfolio
2,586
Q2 2025 Reduced 31.31%
$0
$225,000 0.04% of portfolio
2,188
Q2 2025 New
$0
$84,000 0.02% of portfolio
10,799
Q2 2025 Reduced 32.72%
$0
$0 0.0% of portfolio
8,291
Q2 2025 Reduced 57.87%

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
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