WealthPLAN Partners, LLC — 13F holdings

WealthPLAN Partners, LLC reported 264 holdings worth $544M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

1. AAPL APPLE INC — $44.7M (8.2%)
2. IVV ISHARES TR — $34.8M (6.4%)
3. BRK.B BERKSHIRE HATHAWAY INC DEL — $30.8M (5.7%)
4. QQQ INVESCO QQQ TR — $14.7M (2.7%)
5. DGRO ISHARES TR — $14.5M (2.7%)
6. NVDA NVIDIA CORPORATION — $13.4M (2.5%)
7. BUFR FIRST TR EXCHNG TRADED FD VI — $12.1M (2.2%)
8. BFLB EA SERIES TRUST — $11.2M (2.1%)
9. AMZN AMAZON COM INC — $10.3M (1.9%)
10. SPYM SPDR SERIES TRUST — $9.60M (1.8%)