SEC Form 13F

WealthPLAN Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$523,038,271
Positions227

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$39,714,490137,249
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$31,602,13163,155
ISHARES TRIVVCORE S&P500 ETF$30,746,20141,056
ISHARES TRDGROCORE DIV GRWTH$14,974,846197,583
INVESCO QQQ TRQQQUNIT SER 1$14,462,98919,640
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$12,741,956348,808
NVIDIA CORPORATIONNVDACOM$10,680,29453,377
EA SERIES TRUSTBFLBBUFF US BUFF ETF$10,150,188186,413
AMAZON COM INCAMZNCOM$9,587,00340,224
SPDR SERIES TRUSTSPYMST STR P500ETF$9,359,360106,502

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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