Wealthplan Partners, LLC Top Holdings and 13F Report (2025) About Wealthplan Partners, LLCInvestment ActivityWealthplan Partners, LLC has $517.55 million in total holdings as of March 31, 2025.Wealthplan Partners, LLC owns shares of 217 different stocks, but just 77 companies or ETFs make up 80% of its holdings.Approximately 7.36% of the portfolio was purchased this quarter.About 34.51% of the portfolio was sold this quarter.This quarter, Wealthplan Partners, LLC has purchased 272 new stocks and bought additional shares in 66 stocks.Wealthplan Partners, LLC sold shares of 133 stocks and completely divested from 66 stocks this quarter.Largest Holdings Apple $39,698,477Berkshire Hathaway $31,916,038iShares Core S&P 500 ETF $20,586,782iShares Core Dividend Growth ETF $15,099,230FT Vest Laddered Buffer ETF $11,335,129 Largest New Holdings this Quarter 09290C764 - BLACKROCK ETF TRUST $2,206,532 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $2,045,952 Holding46429B267 - iShares U.S. Treasury Bond ETF $1,800,266 Holding09290C855 - BLACKROCK ETF TRUST $1,165,283 Holding038222105 - Applied Materials $759,806 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 7,943 shares (about $5.19M)WisdomTree U.S. LargeCap Fund 32,451 shares (about $2.21M)BLACKROCK ETF TRUST 68,626 shares (about $2.21M)iShares MSCI ACWI ex U.S. ETF 29,881 shares (about $2.05M)JPMorgan International Research Enhanced Equity ETF 24,383 shares (about $1.85M) Largest Sales this Quarter PGIM ETF TR 233,403 shares (about $11.95M)Apple 37,278 shares (about $9.46M)NVIDIA 37,287 shares (about $6.50M)Johnson & Johnson 14,050 shares (about $3.43M)WALMART INC 24,812 shares (about $3.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthplan Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$39,698,477$9,460,756 â–¼-19.2%156,4237.7%Computer and TechnologyBRK.BBerkshire Hathaway$31,916,038$1,959,441 â–¼-5.8%66,6036.2%FinanceIVViShares Core S&P 500 ETF$20,586,782$5,188,501 â–²33.7%31,5164.0%ETFDGROiShares Core Dividend Growth ETF$15,099,230$1,049,332 â–¼-6.5%215,1502.9%ETFBUFRFT Vest Laddered Buffer ETF$11,335,129$2,512,419 â–¼-18.1%335,6572.2%ETFQQQInvesco QQQ$11,210,063$996,219 â–¼-8.2%19,4222.2%FinanceAMZNAmazon.com$10,363,529$2,777,909 â–¼-21.1%49,7602.0%Retail/WholesaleNVDANVIDIA$10,267,110$6,502,858 â–¼-38.8%58,8712.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$9,343,616$1,727,887 â–¼-15.6%29,1251.8%ETFEA SERIES TRUST$9,098,177$1,467,266 â–²19.2%182,7491.8%BUFFERLABS US EQCLOIVanEck CLO ETF$8,518,550$129,537 â–²1.5%161,6421.6%ETFCOSTCostco Wholesale$7,947,372$1,092,066 â–¼-12.1%7,9761.5%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$7,348,586$151,168 â–²2.1%91,1961.4%ETFHEQTSimplify Hedged Equity ETF$7,155,835$2,447,081 â–¼-25.5%227,1691.4%ETFIVWiShares S&P 500 Growth ETF$6,938,309$537,840 â–¼-7.2%61,3411.3%ETFVYMVanguard High Dividend Yield ETF$6,789,418$123,961 â–²1.9%45,8431.3%Financial ServicesPGIM ETF TR$6,135,058$11,945,583 â–¼-66.1%119,8721.2%AAA CLO ETFJ P MORGAN EXCHANGE TRADED F$5,917,012$1,304,588 â–¼-18.1%92,5841.1%HEDGED EQUITY LACOWZPacer US Cash Cows 100 ETF$5,830,838$1,178,192 â–¼-16.8%93,2041.1%ETFSCHDSchwab US Dividend Equity ETF$5,736,790$202,028 â–¼-3.4%186,9881.1%ETFIGROiShares International Dividend Growth ETF$5,610,645$1,310,577 â–¼-18.9%66,9771.1%ETFJPMJPMorgan Chase & Co.$5,577,992$1,003,991 â–¼-15.3%18,9621.1%FinanceGOOGAlphabet$5,440,662$2,738,117 â–¼-33.5%18,9661.1%Computer and TechnologyMSFTMicrosoft$5,195,350$2,310,978 â–¼-30.8%14,0351.0%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$5,141,982$1,228,549 â–²31.4%67,1801.0%ETFWALMART INC$4,997,325$3,083,652 â–¼-38.2%40,2101.0%COMFTLSFirst Trust Long/Short Equity ETF$4,939,375$1,806,716 â–¼-26.8%70,2011.0%ETFUNPUnion Pacific$4,904,970$40,760 â–¼-0.8%20,2170.9%TransportationCASYCasey's General Stores$4,872,622$1,521,330 â–¼-23.8%6,6940.9%Retail/WholesaleCVXChevron$4,530,063$938,496 â–¼-17.2%21,8950.9%EnergySCHZSchwab U.S. Aggregate Bond ETF$4,455,519$111,247 â–²2.6%191,8830.9%ETFJNJJohnson & Johnson$4,249,510$3,434,318 â–¼-44.7%17,3850.8%MedicalIVEiShares S&P 500 Value ETF$4,135,403$559,552 â–¼-11.9%19,5850.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,820,267$1,771,297 â–¼-31.7%39,0180.7%ETFGOOGLAlphabet$3,796,604$651,602 â–¼-14.6%13,2030.7%Computer and TechnologyABBVAbbVie$3,700,650$739,913 â–¼-16.7%17,0150.7%MedicalAGOXAdaptive Alpha Opportunities ETF$3,556,943$1,080,667 â–¼-23.3%133,6190.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,362,937$529,092 â–¼-13.6%57,8020.6%ETFMOATVanEck Morningstar Wide Moat ETF$3,111,254$952,890 â–¼-23.4%32,1740.6%ETFMETAMeta Platforms$3,046,596$1,017,821 â–¼-25.0%5,3250.6%Computer and TechnologyXOMExxonMobil$3,016,696$1,002,511 â–²49.8%17,7810.6%EnergyEPSWisdomTree U.S. LargeCap Fund$2,856,013$2,210,257 â–²342.3%41,9320.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$2,804,378$1,695,433 â–²152.9%28,2500.5%FinanceTCAFT. Rowe Price Capital Appreciation Equity ETF$2,804,260$35,519 â–¼-1.3%78,7930.5%ETFMCKMcKesson$2,732,171$38,079 â–²1.4%3,1570.5%MedicalPEPPepsiCo$2,731,675$1,274,761 â–¼-31.8%17,5910.5%Consumer StaplesXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$2,680,130$130,975 â–²5.1%58,4420.5%ETFICOWPacer Developed Markets International Cash Cows 100 ETF$2,651,983$823,800 â–¼-23.7%62,4880.5%ETFIUSBiShares Core Total USD Bond Market ETF$2,589,964$66,514 â–²2.6%56,0720.5%ManufacturingTDVProShares S&P Technology Dividend Aristocrats ETF$2,525,797$671,581 â–¼-21.0%29,8170.5%ETFEMREmerson Electric$2,490,340$953,842 â–¼-27.7%19,0070.5%IndustrialsLECOLincoln Electric$2,485,901$819,999 â–¼-24.8%9,9800.5%IndustrialsALBAlbemarle$2,469,725$1,140,522 â–¼-31.6%13,7570.5%Basic MaterialsFLTRVanEck IG Floating Rate ETF$2,442,484$568,764 â–¼-18.9%95,8590.5%ETFORealty Income$2,440,869$891,627 â–¼-26.8%39,8970.5%FinanceIBMInternational Business Machines$2,414,849$969,284 â–¼-28.6%9,9630.5%Computer and TechnologyFLBLFranklin Senior Loan ETF$2,390,181$648,898 â–¼-21.4%103,9210.5%ETFVZVerizon Communications$2,388,510$1,103,293 â–¼-31.6%47,5800.5%Computer and TechnologyAMGNAmgen$2,385,697$919,795 â–¼-27.8%6,7800.5%MedicalJCPBJPMorgan Core Plus Bond ETF$2,381,469$1,699,180 â–²249.0%50,5830.5%ETFMSMMSC Industrial Direct$2,377,853$1,044,203 â–¼-30.5%25,7710.5%IndustrialsJIREJPMorgan International Research Enhanced Equity ETF$2,367,632$1,846,768 â–²354.6%31,2600.5%ETFBKEBuckle$2,338,139$9,921 â–¼-0.4%46,4280.5%Retail/WholesaleTSNTyson Foods$2,296,501$838,603 â–¼-26.7%35,8440.4%Consumer StaplesTSLATesla$2,273,809$1,807,673 â–¼-44.3%6,1170.4%Auto/Tires/TrucksXLVHealth Care Select Sector SPDR Fund$2,271,434$39,292 â–²1.8%15,4930.4%ETFCFRCullen/Frost Bankers$2,240,201$806,730 â–¼-26.5%16,3420.4%FinanceBLACKROCK ETF TRUST$2,206,532$2,206,532 â–²New Holding68,6260.4%ISHARES INTL CTRVALUED ADVISERS TR$2,172,904$613,282 â–¼-22.0%85,1790.4%REGAN FLTG RATENUENucor$2,120,925$1,287,910 â–¼-37.8%12,5420.4%Basic MaterialsGGGGraco$2,097,974$847,942 â–¼-28.8%24,7840.4%IndustrialsJ P MORGAN EXCHANGE TRADED F$2,072,061$1,621,502 â–²359.9%31,7460.4%GLOBAL SEL EQUITACWXiShares MSCI ACWI ex U.S. ETF$2,045,952$2,045,952 â–²New Holding29,8810.4%ManufacturingXLFFinancial Select Sector SPDR Fund$2,003,558$78,302 â–¼-3.8%40,5820.4%ETFLMTLockheed Martin$2,000,361$869,643 â–¼-30.3%3,3100.4%AerospaceMBBiShares MBS ETF$1,976,846$67,984 â–²3.6%20,8200.4%ETFJAVAJPMorgan Active Value ETF$1,965,090$1,548,868 â–²372.1%27,3880.4%ETFJGROJPMorgan Active Growth ETF$1,939,988$1,412,499 â–²267.8%22,9530.4%ETFTXNTexas Instruments$1,923,360$1,069,331 â–¼-35.7%9,9070.4%Computer and TechnologySEMIColumbia Select Technology ETF$1,860,190$686,578 â–¼-27.0%64,4260.4%ETFBSEPInnovator U.S. Equity Buffer ETF - September$1,837,271$7,357 â–¼-0.4%38,2100.4%ETFGOVTiShares U.S. Treasury Bond ETF$1,800,266$1,800,266 â–²New Holding78,5800.3%ETFMAMastercard$1,774,116$716,441 â–¼-28.8%3,5510.3%Business ServicesAPDAir Products and Chemicals$1,700,157$798,229 â–¼-31.9%5,8530.3%Basic MaterialsBLACKROCK ETF TRUST$1,681,242$87,021 â–²5.5%51,0240.3%ISHARES A I INNORPMRPM International$1,620,760$681,306 â–¼-29.6%16,3050.3%Basic MaterialsQUALiShares MSCI USA Quality Factor ETF$1,611,836$66,560 â–¼-4.0%8,4030.3%ETFGPCGenuine Parts$1,609,349$773,372 â–¼-32.5%15,2180.3%Retail/WholesaleDOVDover$1,608,938$683,262 â–¼-29.8%7,7190.3%IndustrialsGLDSPDR Gold Shares$1,589,491$140,275 â–¼-8.1%3,6940.3%FinanceSPMOInvesco S&P 500 Momentum ETF$1,561,861$97,981 â–²6.7%13,9320.3%ETFIEFAiShares Core MSCI EAFE ETF$1,537,923$1,103,470 â–²254.0%16,9880.3%ETFHIGHSimplify Enhanced Income ETF$1,527,261$457,658 â–¼-23.1%71,5680.3%ETFEFViShares MSCI EAFE Value ETF$1,518,111$1,139,513 â–¼-42.9%20,4180.3%ETFHDHome Depot$1,514,419$172,654 â–²12.9%4,6050.3%Retail/WholesaleBTHMBlackRock Future U.S. Themes ETF$1,457,392$56,866 â–²4.1%40,2370.3%ETFBRK.ABerkshire Hathaway$1,436,2800.0%20.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,359,114$1,418,749 â–¼-51.1%19,4860.3%ETFTMOThermo Fisher Scientific$1,306,078$648,369 â–¼-33.2%2,6570.3%MedicalBROBrown & Brown$1,303,682$684,642 â–¼-34.4%19,9920.3%FinanceShowing largest 100 holdings. 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