Notify me when WealthPLAN Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 272 | $669,355,647 | +$44,335,377 | -$53,160,716 | -$8,825,339 | AAPL, BRKB, PAAA, NVDA, IVV | 13F-HR | 11 Feb 2026, 20:01 |
| Q3 2025 | 249 | $667,155,943 | +$47,886,752 | -$44,364,297 | +$3,522,455 | AAPL, BRKB, NVDA, DGRO, BUFR | 13F-HR | 27 Oct 2025, 14:05 |
| Q2 2025 | 254 | $621,387,070 | +$35,003,589 | -$161,143,008 | -$126,139,419 | AAPL, BRKB, SECT, DGRO, NVDA | 13F-HR | 28 Jul 2025, 16:50 |
| Q1 2025 | 245 | $709,395,100 | +$57,354,798 | -$37,282,349 | +$20,072,449 | AAPL, BRKB, BUFR, COWZ, DGRO | 13F-HR | 09 May 2025, 18:08 |
| Q4 2024 | 240 | $704,949,243 | +$45,529,129 | -$76,110,836 | -$30,581,707 | AAPL, BRKB, COWZ, BUFR, DGRO | 13F-HR | 30 Jan 2025, 12:35 |
| Q3 2024 | 255 | $744,802,033 | +$60,370,369 | -$297,635,139 | -$237,264,770 | AAPL, BRKB, DGRO, COWZ, BUFR | 13F-HR | 05 Nov 2024, 07:35 |
| Q2 2024 | 297 | $931,399,472 | +$88,884,394 | -$127,404,611 | -$38,520,217 | AAPL, BRKB, VTI, DGRO, SCHF | 13F-HR | 09 Aug 2024, 16:29 |
| Q1 2024 | 302 | $965,815,792 | +$102,616,538 | -$149,108,227 | -$46,491,689 | AAPL, BRKB, VTI, DGRO, SCHF | 13F-HR | 07 May 2024, 12:23 |
| Q4 2023 | 319 | $972,807,763 | +$89,829,471 | -$49,867,822 | +$39,961,649 | AAPL, BRKB, VTI, COWZ, SCHF | 13F-HR | 05 Jan 2024, 16:20 |
| Q3 2023 | 316 | $860,529,286 | +$235,356,126 | -$54,676,476 | +$180,679,650 | AAPL, BRKB, VTI, COWZ, SCHF | 13F-HR | 01 Nov 2023, 20:06 |
| Q2 2023 | 1,258 | $707,018,426 | +$24,909,247 | -$238,021,314 | -$213,112,067 | AAPL, BRKB, VTI, COWZ, SCHF | 13F-HR | 31 Jul 2023, 10:59 |
| Q1 2023 | 1,323 | $879,042,958 | +$43,346,192 | -$535,778,923 | -$492,432,731 | AAPL, BRKB, VTI, COWZ, DGRO | 13F-HR | 10 May 2023, 13:26 |
| Q4 2022 | 395 | $1,356,252,717 | $0 | $0 | $0 | AAPL, BRKB, VTI, COWZ, BUFR | 13F-HR | 16 Feb 2023, 16:03 |
| Q1 2022 | 388 | $1,413,095,000 | +$195,974,063 | -$182,547,708 | +$13,426,355 | AAPL, VTI, BRKB, BUFR, DGRO | 13F-HR | 03 May 2022, 17:02 |
| Q4 2021 | 385 | $1,493,651,000 | +$93,876,984 | -$49,483,962 | +$44,393,022 | AAPL, VTI, BRKB, DGRO, IVOL | 13F-HR | 01 Feb 2022, 17:27 |
| Q3 2021 | 376 | $1,322,440,000 | +$188,430,140 | -$151,296,114 | +$37,134,026 | VTI, DGRO, IVOL, BRKB, XSOE | 13F-HR | 09 Dec 2021, 16:22 |
| Q2 2021 | 356 | $1,396,681,000 | +$135,327,093 | -$55,757,002 | +$79,570,091 | AAPL, VTI, IVOL, BRKB, XSOE | 13F-HR | 19 Aug 2021, 12:19 |
| Q1 2021 | 332 | $1,286,106,000 | +$92,998,317 | -$51,060,077 | +$41,938,240 | AAPL, VTI, IVOL, BRKB, XSOE | 13F-HR | 11 May 2021, 14:03 |
| Q4 2020 | 335 | $1,159,918,000 | +$139,698,071 | -$71,366,328 | +$68,331,743 | AAPL, VTI, BOND, XSOE, BRKB | 13F-HR | 09 Feb 2021, 12:10 |
| Q3 2020 | 314 | $973,859,000 | +$109,638,628 | -$100,478,705 | +$9,159,923 | AAPL, BOND, VTI, BRKB, XSOE | 13F-HR | 18 Dec 2020, 15:53 |
| Q2 2020 | 310 | $868,132,000 | +$129,496,463 | -$65,230,723 | +$64,265,740 | BRKB, BOND, FTLS, DGRO, XSOE | 13F-HR | 19 Aug 2020, 09:38 |
| Q1 2020 | 266 | $667,943,000 | +$175,830,230 | -$126,807,655 | +$49,022,575 | BRKB, BOND, FTLS, DGRO, XSOE | 13F-HR | 15 May 2020, 12:45 |
| Q4 2019 | 249 | $838,210,000 | +$109,124,670 | -$39,622,597 | +$69,502,073 | BRKB, AAPL, USMV, SPHD, DGRO | 13F-HR | 14 Feb 2020, 14:48 |
| Q3 2019 | 235 | $731,069,000 | +$46,399,236 | -$21,471,078 | +$24,928,158 | BRKB, AAPL, DGRO, SPHD, USMV | 13F-HR | 15 Nov 2019, 11:50 |
| Q2 2019 | 239 | $663,694,000 | +$90,151,819 | -$76,368,692 | +$13,783,127 | BRKB, AAPL, USMV, DGRO, SPHD | 13F-HR | 19 Aug 2019, 10:33 |
| Q1 2019 | 262 | $637,733,000 | +$19,693,782 | -$9,019,287 | +$10,674,495 | BRKB, AAPL, DGRO, USMV, RODM | 13F-HR | 16 May 2019, 14:09 |
| Q4 2018 | 256 | $574,955,000 | +$83,617,444 | -$34,300,379 | +$49,317,065 | BRKB, DGRO, AAPL, USMV, RODM | 13F-HR | 20 Feb 2019, 12:07 |
| Q3 2018 | 254 | $499,926,000 | +$100,484,356 | -$36,630,801 | +$63,853,555 | BRKB, DGRO, RODM, MINT, MNA | 13F-HR | 21 Nov 2018, 15:03 |
| Q2 2018 | 262 | $483,610,000 | +$54,556,432 | -$33,692,191 | +$20,864,241 | BRKB, DGRO, AAPL, XOM, SPAB | 13F-HR | 16 Aug 2018, 14:03 |
| Q1 2018 | 267 | $455,337,000 | +$107,369,776 | -$21,095,285 | +$86,274,491 | BRKB, AAPL, DGRO, SPAB, XOM | 13F-HR | 15 May 2018, 19:41 |
| Q4 2017 | 218 | $373,503,000 | +$72,902,988 | -$76,198,528 | -$3,295,540 | BRKB, AAPL, DGRO, XOM, JPM | 13F-HR | 16 Feb 2018, 09:52 |
| Q3 2017 | 195 | $356,349,000 | +$31,672,790 | -$35,711,751 | -$4,038,961 | BRKB, AAPL, DGRO, IVW, XOM | 13F-HR | 14 Nov 2017, 16:23 |
| Q2 2017 | 178 | $348,149,000 | +$328,065,079 | -$9,225,619 | +$318,839,460 | BRKB, DGRO, AAPL, IVW, FEX | 13F-HR | 11 Aug 2017, 12:29 |
| Q1 2017 | 457 | $28,785,153 | +$1,022,845 | -$299,704,893 | -$298,682,048 | BRKB, FEX, AAPL, DGRO, HRI | 13F-HR | 19 Apr 2017, 16:29 |
| Q3 2016 | 950 | $307,125,190 | +$26,634,813 | -$486,148,349,262 | -$486,121,714,449 | BRKB, EFG, FEX, AAPL, DWTR | 13F-HR | 09 Dec 2016, 09:32 |
| Q2 2016 | 2,614 | $486,726,585,101 | +$215,807,468,316 | -$116,958,433,758 | +$98,849,034,558 | Starboard Investment Rx Tactical, PIMCO Funds Income Fund Cl P, Alger Funds Growth Opportuni I, Doubleline Funds Trust Total Return I, 361 Global Long Short Equity Cl I | 13F-HR | 08 Aug 2016, 12:01 |
| Q4 2015 | 2,149 | $381,232,820,214 | +$381,079,823,919 | -$64,523,060 | +$381,015,300,859 | Starboard Investment Rx Tactical, Hartford Mutual Funds Inc World Bond I, Pimco Funds Income Fund Cl P, Starboard Investment Rx Trad Eqty Instl, Virtus Opptys Tr Foreign Opptys Cl I | 13F-HR | 24 Mar 2016, 14:00 |
| Q2 2015 | 423 | $228,561,000 | +$74,812,758 | -$54,738,318 | +$20,074,440 | BRKB, AAPL, DVY, FEX, BRKA | 13F-HR | 10 Aug 2015, 16:00 |
| Q1 2015 | 684 | $213,584,000 | $0 | $0 | $0 | BRKB, AAPL, DVY, FEX, VMI | 13F-HR | 04 May 2015, 11:54 |