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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$40.7 Million 7.38% of portfolio
198,534
Q2 2025 Reduced 7.17%
$621B
$34.8 Million 6.31% of portfolio
71,651
Q2 2025 Reduced 4.23%
$0
$18.6 Million 3.37% of portfolio
320,140
Q2 2025 Added 2.27%
$0
$14.6 Million 2.65% of portfolio
228,539
Q2 2025 Reduced 18.05%
$456B
$14.6 Million 2.65% of portfolio
92,466
Q2 2025 Added 7.22%
$0
$13.4 Million 2.43% of portfolio
420,907
Q2 2025 Reduced 34.12%
$2.26T
$13.3 Million 2.4% of portfolio
60,434
Q2 2025 Reduced 7.1%
$0
$12.8 Million 2.31% of portfolio
20,551
Q2 2025 Reduced 2.58%
$0
$12.7 Million 2.3% of portfolio
230,405
Q2 2025 Reduced 26.97%
$0
$11 Million 1.99% of portfolio
36,161
Q2 2025 Reduced 33.53%
$0
$10.4 Million 1.89% of portfolio
18,913
Q2 2025 Reduced 1.84%
$3.95T
$9.59 Million 1.74% of portfolio
19,278
Q2 2025 Reduced 8.82%
$0
$9.57 Million 1.73% of portfolio
318,558
Q2 2025 Reduced 40.44%
$439B
$8.88 Million 1.61% of portfolio
8,970
Q2 2025 Reduced 15.18%
$0
$8.79 Million 1.59% of portfolio
166,043
Q2 2025 Reduced 13.95%
$0
$7.28 Million 1.32% of portfolio
66,133
Q2 2025 Added 1.21%
$0
$6.71 Million 1.22% of portfolio
101,265
Q2 2025 Reduced 39.4%
$0
$6.7 Million 1.21% of portfolio
84,975
Q2 2025 Reduced 37.15%
$859B
$6.43 Million 1.17% of portfolio
22,195
Q2 2025 Reduced 12.09%
$0
$5.66 Million 1.02% of portfolio
59,340
Q2 2025 Reduced 30.33%
$0
$5.57 Million 1.01% of portfolio
210,153
Q2 2025 Reduced 2.62%
$0
$5.42 Million 0.98% of portfolio
183,312
Q2 2025 Reduced 40.74%
$19.4B
$5.29 Million 0.96% of portfolio
10,370
Q2 2025 Reduced 29.27%
$1.24T
$5.29 Million 0.96% of portfolio
29,795
Q2 2025 Reduced 22.43%
$452B
$5.21 Million 0.94% of portfolio
34,090
Q2 2025 Reduced 18.32%
$0
$5.06 Million 0.92% of portfolio
73,889
Q2 2025 Reduced 42.27%
$135B
$4.75 Million 0.86% of portfolio
20,646
Q2 2025 Reduced 0.31%
$210B
$4.76 Million 0.86% of portfolio
16,147
Q2 2025 Reduced 27.33%
$1.78T
$4.57 Million 0.83% of portfolio
6,189
Q2 2025 Reduced 12.42%
$351B
$4.25 Million 0.77% of portfolio
22,893
Q2 2025 Reduced 27.74%
$78.6B
$4.16 Million 0.75% of portfolio
31,219
Q2 2025 Reduced 8.75%
$302B
$4.05 Million 0.73% of portfolio
28,286
Q2 2025 Reduced 22.98%
$0
$4.04 Million 0.73% of portfolio
173,802
Q2 2025 Reduced 4.68%
$26.8B
$3.96 Million 0.72% of portfolio
35,691
Q2 2025 Reduced 29.71%
$4.08B
$3.76 Million 0.68% of portfolio
44,213
Q2 2025 Reduced 26.17%
$0
$3.73 Million 0.68% of portfolio
43,505
Q2 2025 Reduced 73.52%
$0
$3.65 Million 0.66% of portfolio
150,667
Q2 2025 Reduced 34.52%
$202B
$3.56 Million 0.65% of portfolio
26,987
Q2 2025 Reduced 25.02%
$35.6B
$3.49 Million 0.63% of portfolio
60,536
Q2 2025 Reduced 31.77%
$14.4B
$3.36 Million 0.61% of portfolio
39,141
Q2 2025 Reduced 29.26%
$1.08T
$3.36 Million 0.61% of portfolio
10,563
Q2 2025 Reduced 12.33%
$177B
$3.31 Million 0.6% of portfolio
17,014
Q2 2025 Reduced 26.7%
$0
$3.31 Million 0.6% of portfolio
39,801
Q2 2025 Reduced 42.96%
$0
$3.33 Million 0.6% of portfolio
130,658
Q2 2025 Reduced 26.83%
$8.01B
$3.32 Million 0.6% of portfolio
25,853
Q2 2025 Reduced 27.5%
$14B
$3.21 Million 0.58% of portfolio
15,485
Q2 2025 Reduced 26.2%
$0
$3.19 Million 0.58% of portfolio
17,453
Q2 2025 Added 5.27%
$182B
$3.16 Million 0.57% of portfolio
72,933
Q2 2025 Reduced 26.83%
$0
$3.16 Million 0.57% of portfolio
23,724
Q2 2025 Added 10.15%

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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