WealthPLAN Partners
WealthPLAN Partners reported 221 stocks worth $543M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AAPL (8.2%), IVV (6.4%) and BRK.B (5.7%). Compared with Q2 2026, the fund opened new positions in JUSA, XOM and BBJP, added to IVV, QQQ and NVDA, trimmed AAPL, BRK.B and DGRO and sold out of XOM, MBB and SPMO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $44.7M | 8.2% | 134K | −3,027 (−2%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $34.8M | 6.4% | 45K | +4,364 (+11%) | 8 of 8 | |
| 3 |  BRK.B Berkshire Hathaway Inc Del | $30.8M | 5.7% | 62K | −1,214 (−2%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $14.7M | 2.7% | 20K | +207 (+1%) | 8 of 8 | |
| 5 |  DGRO Ishares TR | $14.5M | 2.7% | 192K | −5,719 (−3%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $13.4M | 2.5% | 59K | +5,297 (+10%) | 8 of 8 | |
| 7 |  BUFR First Trust | $12.1M | 2.2% | 322K | −27K (−8%) | 8 of 8 | |
| 8 |  BFLB EA Series Trust | $11.2M | 2.1% | 202K | +15K (+8%) | 4 of 8 | |
| 9 |  AMZN Amazon Com Inc | $10.2M | 1.9% | 41K | +841 (+2%) | 8 of 8 | |
| 10 |  SPYM Spdr Series Trust | $9.6M | 1.8% | 107K | +444 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3M | 22K |
 MBB Ishares TR | $2.1M | 22K |
 SPMO Invesco S&P | $1.7M | 11K |
 HRL Hormel Foods Corp | $235K | 9,482 |
 VCSH Vanguard Scottsdale Fds | $232K | 2,937 |
🔒 Free account: see all 15.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SPY Spdr S&P 500 ETF TR | Call | $305K | 400 | +400 |
 TSM Taiwan Semiconductor Mfg Ltd | Call | $91K | 200 | 0 |
 MA Mastercard Incorporated | Call | $55K | 100 | +100 |
 SHOP Shopify Inc | Call | $30K | 200 | +200 |
AMZN Amazon Com Inc | Call | $25K | 100 | 0 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WealthPLAN Partners 13F FAQ
What does WealthPLAN Partners own?
WealthPLAN Partners reported 221 stocks worth $543M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AAPL (8.2%), IVV (6.4%) and BRK.B (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did WealthPLAN Partners buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 101 added to, 88 trimmed and 15 sold out. New positions include JUSA, XOM and BBJP. It sold all of XOM, MBB and SPMO.
When will WealthPLAN Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is WealthPLAN Partners's portfolio worth?
The Q3 2026 filing reports $543M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.