WealthPLAN Partners, LLC
•CIK: 1639943•Filing: Q4 2025
**WealthPLAN Partners, LLC** manages $669M across a diversified portfolio of 272 positions. The fund exhibits significant allocations to mega-cap technology and defensive growth names, notably holding AAPL at $52.7M and BRK/B at $35.5M. Further concentration is visible in semiconductor and broad market exposure, with NVDA at $17.9M and VTI at $11.6M. This structure suggests a core strategy balancing high-conviction tech bets with broad market diversification.
Total AUM
$669.4M
QoQ Performance
+0.3%
Positions
171
Top 10 Concentration
32.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
BRK/B
AAPL7.9%
BRK/B5.3%
PAAA2.7%
NVDA2.7%
IVV2.4%
DGRO2.4%
AMZN2.2%
BUFR2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.8%
Technology17.7%
Financial8.1%
Consumer6.2%
Healthcare3.3%
ETF2.8%
Industrial1.5%
Materials0.8%
🚪 Exited Positionssold since Q3 2025
+62 more exited positions
Changes from Q3 2025
NEW18 new positions
↑72 increased
↓96 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023