You're signed outSign in or to get full access.
Wealthplan Partners, LLC
WealthPLAN Partners, LLC is a registered investment adviser headquartered in Omaha, Nebraska. Founded in 2011, the firm employs approximately 75 professionals. WealthPLAN Partners provides financial planning, investment advisory, and wealth management services to individuals (including high-net-worth), charitable organizations, pension plans, and businesses. The firm is known for its client-focused, customized financial solutions designed to help clients navigate retirement, estate, and investment planning.
Investment Strategy
WealthPLAN Partners, LLC offers comprehensive, client-centric investment advisory and financial planning services. The firm emphasizes personalized portfolio management tailored to each client's unique goals and risk tolerance. Investment strategies typically include diversified asset allocation among equities, fixed income, and alternative investments. WealthPLAN Partners utilizes both discretionary and non-discretionary management, focusing on long-term growth, income generation, and risk management. The approach is goals-based, integrating financial planning and investment selection to address all aspects of clients' financial lives.
Latest 13F Filing Activity
Wealthplan Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 246 equity positions with a total 13F market value of $621M. The fund increased holdings in Pgim Etf TR, Nvidia Corporation, Tyson Foods Inc. among other positions. Wealthplan Partners, LLC reduced exposure to Vaneck Etf Trust, Apple Inc., Simplify Exchange Traded Fun among others.
Top Holdings
Equity Positions (246)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.56% | $40.7M | 198,534 | $137.90 | $205.17 | -$6.8M |
| BERKSHIRE HATHAWAY INC DEL | 5.60% | $34.8M | 71,651 | $316.56 | $485.77 | -$5.0M | |
S SECT | NORTHERN LTS FD TR IV | 2.99% | $18.6M | 320,140 | $40.96 | $58.07 | +$2.6M |
D DGRO | ISHARES TR | 2.35% | $14.6M | 228,539 | $52.71 | $63.94 | -$2.6M |
N NVDA | NVIDIA CORPORATION | 2.35% | $14.6M | 92,466 | $71.91 | $157.99 | +$5.3M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more