WealthPLAN Partners, LLC - Portfolio Stock Holdings
WealthPLAN Partners, LLC disclosed 243 stock positions in a recent SEC 13F filing. $522,529,735 of stock holdings were filed, with the largest holdings including AAPL, BRK.B, and IVV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,120,185,963 and has 56 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
243Est. Stock Holding Value:
$522,529,735Top Stock Holdings By Sector
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Portfolio Stock Holdings - WealthPLAN Partners, LLC
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Portfolio Options Holdings - WealthPLAN Partners, LLC
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