Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q4 2024 data
WR Wealth Planners, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

WR Wealth Planners, LLC

•CIK: 2031978•Filing: Q4 2024

**WR Wealth Planners, LLC** manages $311M across a diversified portfolio of 1,099 positions. The fund exhibits notable overweight allocations to broad market indices and sector-specific plays, highlighted by the top holdings in SPY at $33.4M and GBIL at $25.7M. Significant capital is also deployed into COWZ ($25.1M) and AVDE ($16.2M). This structure suggests a tactical, multi-asset approach targeting core market exposure alongside targeted growth vectors.

Total AUM
$311.0M
QoQ Performance
+16.2%
Positions
1,099
Top 10 Concentration
53.5%
Latest Filing
Q4 2024

Top Holdings Allocation

SPY
GBIL
COWZ
AVDE
SPY10.7%
GBIL8.2%
COWZ8.1%
AVDE5.2%
AVUS4.7%
NDQ3.3%
AVSF2.8%
AAPL2.7%

📈 Biggest Buys

SPY
SPDR S&P 500 ETF TRUST
+156.4%
10.7% of portfolio
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+48707.2%
5.2% of portfolio
COWZ
PACER US CASH COWS 100 ETF
+83.1%
8.1% of portfolio
AMZN
AMAZON COM INC COM
+263069.2%
2.4% of portfolio
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+58023.3%
2.1% of portfolio

📉 Biggest Sells

ESGU
ISHARES ESG AWARE MSCI USA ETF
-88.0%
0.4% of portfolio
IAU*
ISHARES GOLD TRUST
-98.4%
0.0% of portfolio
SPYM
SPDR PORTFOLIO S&P 500 ETF
-67.9%
0.9% of portfolio
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-94.4%
0.1% of portfolio
EFV
ISHARES MSCI EAFE VALUE ETF
-86.2%
0.2% of portfolio

Sector Breakdown

Other67.1%
ETF11.9%
Technology7.6%
Consumer4.7%
Financial2.7%
Industrial2.4%
Healthcare1.7%
Communication0.6%

🚪 Exited Positionssold since Q3 2024

DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
SOLD
$6.0M
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
SOLD
$4.7M
PTLC
PACER TRENDPILOT US LARGE CAP ETF
SOLD
$4.2M
GLTR
ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF
SOLD
$2.9M
REET
ISHARES GLOBAL REIT ETF
SOLD
$2.9M
+1076 more exited positions

Changes from Q3 2024

NEW3 new positions
↑132 increased
↓53 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024

📌 Top Holdings

SPY10.7%
SPDR S&P 500 ETF TRUST
$33.4M
GBIL8.2%
ACCESS TREASURY 0-1 YEAR ETF
$25.7M
COWZ8.1%
PACER US CASH COWS 100 ETF
$25.1M
AVDE5.2%
AVANTIS INTERNATIONAL EQUITY ETF
$16.2M
AVUS4.7%
AVANTIS U.S. EQUITY ETF
$14.6M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.