WealthPLAN Partners, LLC

13F filer · CIK 0001639943

Reported Apr 29, 2026

Net seller this quarter

13F portfolio value$2.55BU.S. long equity reported on 13F

Positions1233 new · 28 closed

Net flow last quarter-$85.8MBuys minus sells

Top 10 positions weight25.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 29, 2026123 positions
AAPLApple Inc.	$39.7M	7.67%	0.00%	-19.3%	Q1 2015
BRK.BBerkshire Hathaway Inc	$31.9M	6.17%	Not reported	-5.8%	Q1 2015
QQQInvesco QQQ Trust, Series 1	$11.2M	2.17%	Not reported	-8.2%	Q4 2018
NVDANvidia Corp	$10.3M	1.98%	0.00%	-38.8%	Q3 2017
AMZNAmazon Com Inc	$9.8M	1.89%	0.00%	-25.4%	Q1 2015
COSTCostco Wholesale Corp	$7.95M	1.54%	0.00%	-12.1%	Q1 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.79M	1.31%	Not reported	+1.9%	Q2 2017
JPMJPMorgan Chase & Co	$5.58M	1.08%	0.00%	-15.3%	Q1 2015
GOOGAlphabet Inc.	$5.44M	1.05%	Not reported	-33.5%	Q2 2017
MSFTMicrosoft Corp	$5.2M	1.00%	0.00%	-30.8%	Q1 2015
WMTWalmart Inc.	$5M	0.97%	0.00%	-38.2%	Q1 2015
UNPUnion Pacific Corp	$4.9M	0.95%	0.00%	-0.8%	Q1 2015
CASYCaseys General Stores Inc	$4.87M	0.94%	0.02%	-23.8%	Q3 2017
CVXChevron Corp	$4.53M	0.88%	0.00%	-17.2%	Q1 2015
JNJJohnson & Johnson	$4.25M	0.82%	0.00%	-44.7%	Q1 2015
GOOGLAlphabet Inc.	$3.8M	0.73%	0.00%	-14.7%	Q2 2017
ABBVAbbVie Inc.	$3.7M	0.72%	0.00%	-16.7%	Q3 2017
METAMeta Platforms, Inc.	$3.05M	0.59%	Not reported	-25.0%	Q1 2015
XOMExxonMobil Holdings Corp	$3.02M	0.58%	0.00%	+49.8%	Q1 2015
MCKMckesson Corp	$2.73M	0.53%	0.00%	+1.4%	Q1 2015
PEPPepsico Inc	$2.73M	0.53%	0.00%	-31.8%	Q1 2015
EMREmerson Electric Co	$2.49M	0.48%	0.00%	-27.7%	Q1 2015
LECOLincoln Electric Holdings Inc	$2.49M	0.48%	0.02%	-24.8%	Q4 2022
ALBAlbemarle Corp	$2.47M	0.48%	0.01%	-31.6%	Q4 2017
ORealty Income Corp	$2.44M	0.47%	0.00%	-26.8%	Q3 2018
IBMInternational Business Machines Corp	$2.41M	0.47%	0.00%	-28.6%	Q1 2015
VZVerizon Communications Inc	$2.39M	0.46%	0.00%	-31.6%	Q1 2015
AMGNAmgen Inc	$2.39M	0.46%	0.00%	-27.8%	Q1 2015
MSMMSC Industrial Direct Co Inc	$2.38M	0.46%	0.05%	-30.5%	Q3 2020
BKEBuckle Inc	$2.34M	0.45%	0.09%	-0.4%	Q1 2015
TSNTyson Foods, Inc.	$2.3M	0.44%	Not reported	-26.8%	Q3 2018
TSLATesla, Inc.	$2.27M	0.44%	0.00%	-44.3%	Q1 2015
CFRCullen/Frost Bankers, Inc.	$2.24M	0.43%	0.03%	-26.5%	Q4 2017
NUENucor Corp	$2.12M	0.41%	0.01%	-37.8%	Q2 2017
GGGGraco Inc	$2.1M	0.41%	0.02%	-28.8%	Q1 2021
LMTLockheed Martin Corp	$2M	0.39%	0.00%	-30.3%	Q2 2015
JAVASun Microsystems, Inc.	$1.97M	0.38%	Not reported	+372.1%	Q4 2025
TXNTexas Instruments Inc	$1.92M	0.37%	0.00%	-35.7%	Q2 2017
SEMIAll American Semiconductor Inc	$1.86M	0.36%	Not reported	-27.0%	Q3 2023
MAMastercard Inc	$1.77M	0.34%	0.00%	-28.8%	Q1 2015
APDAir Products & Chemicals, Inc.	$1.7M	0.33%	0.00%	-32.0%	Q1 2015
RPMRPM International Inc	$1.62M	0.31%	0.01%	-29.6%	Q1 2023
GPCGenuine Parts Co	$1.61M	0.31%	0.01%	-32.5%	Q1 2015
DOVDOVER Corp	$1.61M	0.31%	0.01%	-29.8%	Q1 2015
GLDSPDR Gold Trust	$1.59M	0.31%	0.00%	-8.1%	Q1 2015
HDHome Depot, Inc.	$1.51M	0.29%	0.00%	+12.9%	Q1 2015
THROTheron Resource Group	$1.46M	0.28%	0.51%	+4.1%	Q3 2025
BRK.ABerkshire Hathaway Inc	$1.44M	0.28%	Not reported	Not reported	Q1 2015
TMOThermo Fisher Scientific Inc.	$1.31M	0.25%	0.00%	-33.2%	Q2 2015
BROBrown & Brown, Inc.	$1.3M	0.25%	0.01%	-34.4%	Q1 2024

Q4 2025Reported Feb 12, 2026148 positions
AAPLApple Inc.	$52.7M	7.87%	0.00%	-1.9%	Q1 2015
BRK.BBerkshire Hathaway Inc	$35.5M	5.31%	Not reported	-1.4%	Q1 2015
NVDANvidia Corp	$17.9M	2.68%	0.00%	-12.6%	Q3 2017
AMZNAmazon Com Inc	$14.6M	2.18%	0.00%	+4.0%	Q1 2015
QQQInvesco QQQ Trust, Series 1	$13M	1.94%	Not reported	+9.2%	Q4 2018
MSFTMicrosoft Corp	$9.81M	1.47%	0.00%	-26.3%	Q1 2015
GOOGAlphabet Inc.	$8.95M	1.34%	Not reported	-6.1%	Q2 2017
COSTCostco Wholesale Corp	$7.82M	1.17%	0.00%	-9.0%	Q1 2015
WMTWalmart Inc.	$7.24M	1.08%	0.00%	-6.8%	Q1 2015
JPMJPMorgan Chase & Co	$7.21M	1.08%	0.00%	-4.1%	Q1 2015
JNJJohnson & Johnson	$6.51M	0.97%	0.00%	-5.6%	Q1 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.46M	0.96%	Not reported	+19.7%	Q2 2017
TSLATesla, Inc.	$4.94M	0.74%	0.00%	+3.3%	Q1 2015
CASYCaseys General Stores Inc	$4.86M	0.73%	0.02%	-12.1%	Q3 2017
GOOGLAlphabet Inc.	$4.84M	0.72%	0.00%	+13.4%	Q2 2017
UNPUnion Pacific Corp	$4.72M	0.70%	0.00%	-3.4%	Q1 2015
METAMeta Platforms, Inc.	$4.69M	0.70%	Not reported	+13.1%	Q1 2015
ABBVAbbVie Inc.	$4.67M	0.70%	0.00%	-9.2%	Q3 2017
IBMInternational Business Machines Corp	$4.14M	0.62%	0.00%	-8.1%	Q1 2015
CVXChevron Corp	$4.03M	0.60%	0.00%	-3.7%	Q1 2015
PEPPepsico Inc	$3.7M	0.55%	0.00%	-5.5%	Q1 2015
EMREmerson Electric Co	$3.49M	0.52%	0.00%	-12.9%	Q1 2015
NUENucor Corp	$3.29M	0.49%	0.01%	-7.7%	Q2 2017
LECOLincoln Electric Holdings Inc	$3.18M	0.48%	0.02%	-10.7%	Q4 2022
MSMMSC Industrial Direct Co Inc	$3.12M	0.47%	0.07%	-11.5%	Q3 2020
AMGNAmgen Inc	$3.07M	0.46%	0.00%	-16.7%	Q1 2015
ORealty Income Corp	$3.07M	0.46%	0.01%	-10.6%	Q3 2018
AVGOBroadcom Inc.	$2.91M	0.44%	0.00%	+6.6%	Q1 2018
TSNTyson Foods, Inc.	$2.87M	0.43%	Not reported	-9.9%	Q3 2018
GGGGraco Inc	$2.85M	0.43%	0.02%	-12.3%	Q1 2021
MAMastercard Inc	$2.85M	0.43%	0.00%	-1.5%	Q1 2015
ALBAlbemarle Corp	$2.84M	0.42%	0.02%	-12.8%	Q4 2017
VZVerizon Communications Inc	$2.83M	0.42%	0.00%	-5.9%	Q1 2015
CFRCullen/Frost Bankers, Inc.	$2.81M	0.42%	0.03%	-8.9%	Q4 2017
PLTRPalantir Technologies Inc.	$2.81M	0.42%	0.00%	-1.3%	Q1 2023
GPCGenuine Parts Co	$2.77M	0.41%	0.02%	-8.3%	Q1 2015
SEMIAll American Semiconductor Inc	$2.7M	0.40%	Not reported	-10.8%	Q3 2023
TXNTexas Instruments Inc	$2.67M	0.40%	0.00%	-10.2%	Q2 2017
PNCPNC Financial Services Group, Inc.	$2.56M	0.38%	0.00%	Not reported	Q1 2018
MCKMckesson Corp	$2.55M	0.38%	0.00%	+5.7%	Q1 2015
BKEBuckle Inc	$2.49M	0.37%	0.09%	0.0%	Q1 2015
BXBlackstone Inc.	$2.48M	0.37%	0.00%	-6.2%	Q1 2015
BROBrown & Brown, Inc.	$2.43M	0.36%	0.01%	-16.6%	Q1 2024
RPMRPM International Inc	$2.41M	0.36%	0.02%	-9.4%	Q1 2023
LLYELI LILLY & Co	$2.4M	0.36%	0.00%	-30.8%	Q2 2021
TMOThermo Fisher Scientific Inc.	$2.3M	0.34%	0.00%	-6.1%	Q2 2015
LMTLockheed Martin Corp	$2.3M	0.34%	0.00%	-6.0%	Q2 2015
DOVDOVER Corp	$2.15M	0.32%	0.01%	-11.2%	Q1 2015
APDAir Products & Chemicals, Inc.	$2.12M	0.32%	0.00%	-8.9%	Q1 2015
NKENIKE, Inc.	$1.79M	0.27%	0.00%	-12.2%	Q1 2015

Q3 2025Reported Oct 27, 2025145 positions
AAPLApple Inc.	$50.3M	7.53%	0.00%	Not reported	Q1 2015
BRK.BBerkshire Hathaway Inc	$36M	5.40%	Not reported	Not reported	Q1 2015
NVDANvidia Corp	$20.5M	3.08%	0.00%	Not reported	Q3 2017
MSFTMicrosoft Corp	$14.3M	2.14%	0.00%	Not reported	Q1 2015
AMZNAmazon Com Inc	$13.3M	2.00%	0.00%	Not reported	Q1 2015
QQQInvesco QQQ Trust, Series 1	$11.6M	1.74%	Not reported	Not reported	Q4 2018
COSTCostco Wholesale Corp	$9.23M	1.38%	0.00%	Not reported	Q1 2015
GOOGAlphabet Inc.	$7.39M	1.11%	Not reported	Not reported	Q2 2017
JPMJPMorgan Chase & Co	$7.36M	1.10%	0.00%	Not reported	Q1 2015
WMTWalmart Inc.	$7.19M	1.08%	0.00%	Not reported	Q1 2015
JNJJohnson & Johnson	$6.17M	0.93%	0.00%	Not reported	Q1 2015
CASYCaseys General Stores Inc	$5.65M	0.85%	0.03%	Not reported	Q3 2017
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.3M	0.79%	Not reported	Not reported	Q2 2017
ABBVAbbVie Inc.	$5.21M	0.78%	0.00%	Not reported	Q3 2017
UNPUnion Pacific Corp	$4.99M	0.75%	0.00%	Not reported	Q1 2015
TSLATesla, Inc.	$4.73M	0.71%	0.00%	Not reported	Q1 2015
METAMeta Platforms, Inc.	$4.61M	0.69%	Not reported	Not reported	Q1 2015
IBMInternational Business Machines Corp	$4.29M	0.64%	0.00%	Not reported	Q1 2015
CVXChevron Corp	$4.26M	0.64%	0.00%	Not reported	Q1 2015
EMREmerson Electric Co	$3.96M	0.59%	0.01%	Not reported	Q1 2015
MSMMSC Industrial Direct Co Inc	$3.86M	0.58%	0.08%	Not reported	Q3 2020
PEPPepsico Inc	$3.83M	0.57%	0.00%	Not reported	Q1 2015
ORealty Income Corp	$3.7M	0.56%	0.01%	Not reported	Q3 2018
LECOLincoln Electric Holdings Inc	$3.5M	0.53%	0.03%	Not reported	Q4 2022
BROBrown & Brown, Inc.	$3.43M	0.51%	0.01%	Not reported	Q1 2024
GPCGenuine Parts Co	$3.41M	0.51%	0.02%	Not reported	Q1 2015
GGGGraco Inc	$3.37M	0.51%	0.02%	Not reported	Q1 2021
GOOGLAlphabet Inc.	$3.32M	0.50%	0.00%	Not reported	Q2 2017
VZVerizon Communications Inc	$3.25M	0.49%	0.00%	Not reported	Q1 2015
AMGNAmgen Inc	$3.18M	0.48%	0.00%	Not reported	Q1 2015
TXNTexas Instruments Inc	$3.15M	0.47%	0.00%	Not reported	Q2 2017
CFRCullen/Frost Bankers, Inc.	$3.09M	0.46%	0.04%	Not reported	Q4 2017
SEMIAll American Semiconductor Inc	$3.09M	0.46%	Not reported	Not reported	Q3 2023
RPMRPM International Inc	$3.01M	0.45%	0.02%	Not reported	Q1 2023
NUENucor Corp	$2.96M	0.44%	0.01%	Not reported	Q2 2017
TSNTyson Foods, Inc.	$2.95M	0.44%	Not reported	Not reported	Q3 2018
BXBlackstone Inc.	$2.93M	0.44%	0.00%	Not reported	Q1 2015
PLTRPalantir Technologies Inc.	$2.93M	0.44%	0.00%	Not reported	Q1 2023
MAMastercard Inc	$2.88M	0.43%	0.00%	Not reported	Q1 2015
BKEBuckle Inc	$2.73M	0.41%	0.09%	Not reported	Q1 2015
AVGOBroadcom Inc.	$2.6M	0.39%	0.00%	Not reported	Q1 2018
APDAir Products & Chemicals, Inc.	$2.57M	0.39%	0.00%	Not reported	Q1 2015
LMTLockheed Martin Corp	$2.52M	0.38%	0.00%	Not reported	Q2 2015
SPYSPDR S&P 500 ETF Trust	$2.49M	0.37%	Not reported	Not reported	Q1 2015
PNCPNC Financial Services Group, Inc.	$2.46M	0.37%	0.00%	Not reported	Q1 2018
LLYELI LILLY & Co	$2.46M	0.37%	0.00%	Not reported	Q2 2021
MCKMckesson Corp	$2.28M	0.34%	0.00%	Not reported	Q1 2015
NKENIKE, Inc.	$2.23M	0.33%	0.00%	Not reported	Q1 2015
RGTIRigetti Computing, Inc.	$2.14M	0.32%	0.02%	Not reported	Q1 2025
DOVDOVER Corp	$2.07M	0.31%	0.01%	Not reported	Q1 2015

Q1 2025Reported May 12, 2025134 positions
AAPLApple Inc.	$47.5M	6.70%	0.00%	-0.4%	Q1 2015
BRK.BBerkshire Hathaway Inc	$39.8M	5.62%	Not reported	-0.5%	Q1 2015
SECTSECTOR 10, Inc.	$16M	2.25%	Not reported	+2.6%	Q1 2021
AMZNAmazon Com Inc	$12.4M	1.74%	0.00%	+1.1%	Q1 2015
COSTCostco Wholesale Corp	$10M	1.41%	0.00%	-2.1%	Q1 2015
NVDANvidia Corp	$9.35M	1.32%	0.00%	+19.4%	Q3 2017
QQQInvesco QQQ Trust, Series 1	$9.03M	1.27%	Not reported	+4.4%	Q4 2018
WMTWalmart Inc.	$8.16M	1.15%	0.00%	-1.2%	Q1 2015
MSFTMicrosoft Corp	$7.94M	1.12%	0.00%	+2.9%	Q1 2015
JNJJohnson & Johnson	$6.92M	0.98%	0.00%	-1.1%	Q1 2015
ABBVAbbVie Inc.	$6.64M	0.94%	0.00%	-2.9%	Q3 2017
CASYCaseys General Stores Inc	$6.36M	0.90%	0.04%	-1.9%	Q3 2017
BROBrown & Brown, Inc.	$6.32M	0.89%	0.02%	-1.1%	Q1 2024
JPMJPMorgan Chase & Co	$6.19M	0.87%	0.00%	-0.9%	Q1 2015
CVXChevron Corp	$6.14M	0.87%	0.00%	+1.9%	Q1 2015
GOOGAlphabet Inc.	$6M	0.85%	Not reported	+0.9%	Q2 2017
IBMInternational Business Machines Corp	$5.53M	0.78%	0.00%	-0.4%	Q1 2015
PEPPepsico Inc	$5.4M	0.76%	0.00%	+2.0%	Q1 2015
ORealty Income Corp	$5.15M	0.73%	0.01%	+7.0%	Q3 2018
UNPUnion Pacific Corp	$4.89M	0.69%	0.00%	-0.1%	Q1 2015
HRLHormel Foods Corp	$4.87M	0.69%	Not reported	+0.7%	Q1 2015
MSMMSC Industrial Direct Co Inc	$4.65M	0.66%	0.11%	+3.7%	Q3 2020
GGGGraco Inc	$4.62M	0.65%	0.03%	-2.2%	Q1 2021
RPMRPM International Inc	$4.55M	0.64%	0.03%	+0.5%	Q1 2023
VZVerizon Communications Inc	$4.52M	0.64%	0.00%	+1.5%	Q1 2015
CFRCullen/Frost Bankers, Inc.	$4.46M	0.63%	0.06%	-0.9%	Q4 2017
AMGNAmgen Inc	$4.36M	0.61%	0.00%	+6.3%	Q1 2015
TXNTexas Instruments Inc	$4.17M	0.59%	0.00%	+1.4%	Q2 2017
METAMeta Platforms, Inc.	$4.07M	0.57%	Not reported	-2.9%	Q1 2015
LECOLincoln Electric Holdings Inc	$3.97M	0.56%	0.04%	-1.6%	Q4 2022
MAMastercard Inc	$3.96M	0.56%	0.00%	-3.3%	Q1 2015
GPCGenuine Parts Co	$3.95M	0.56%	0.02%	+3.3%	Q1 2015
APDAir Products & Chemicals, Inc.	$3.88M	0.55%	0.01%	+0.9%	Q1 2015
EMREmerson Electric Co	$3.75M	0.53%	0.01%	+0.9%	Q1 2015
SEMIAll American Semiconductor Inc	$3.46M	0.49%	Not reported	-0.6%	Q3 2023
NUENucor Corp	$3.24M	0.46%	0.01%	+4.0%	Q2 2017
TSLATesla, Inc.	$3.12M	0.44%	0.00%	+11.1%	Q1 2015
LMTLockheed Martin Corp	$3.06M	0.43%	0.00%	-2.1%	Q2 2015
DOVDOVER Corp	$2.91M	0.41%	0.01%	+1.6%	Q1 2015
BXBlackstone Inc.	$2.8M	0.39%	0.00%	+13.4%	Q1 2015
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.78M	0.39%	Not reported	+634.6%	Q2 2017
NKENIKE, Inc.	$2.59M	0.37%	0.00%	+9.9%	Q1 2015
PNCPNC Financial Services Group, Inc.	$2.22M	0.31%	0.00%	+0.5%	Q1 2018
STZConstellation Brands, Inc.	$2.13M	0.30%	Not reported	+19.2%	Q1 2015
TMOThermo Fisher Scientific Inc.	$2.06M	0.29%	0.00%	+44.4%	Q2 2015
SPGIS&P Global Inc.	$1.97M	0.28%	0.00%	+1.9%	Q1 2021
ADBEAdobe Inc.	$1.95M	0.28%	0.00%	+12.6%	Q3 2017
ALBAlbemarle Corp	$1.88M	0.26%	0.02%	+13.2%	Q4 2017
BKEBuckle Inc	$1.79M	0.25%	0.09%	0.0%	Q1 2015
LNGCheniere Energy, Inc.	$1.76M	0.25%	0.00%	-14.5%	Q4 2022

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