WealthPLAN Partners, LLC
Annual return '25
+2.4%
SPY '25
+17.7%
Alpha
-15.4ptsvs SPY
Invested
$517.6M
Holdings
216
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Increased +11.5% (2.6k → 2.9k shares)
7.7%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
6.2%
03
$IVV
ISHARES TR
Held since at least Q1 2024
4.0%
04
$DGRO
ISHARES TR
Held since at least Q1 2024
2.9%
05
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.2%
06
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
2.2%
07
$AMZN
AMAZON COM INC
Q1 2026: New position (7.3k shares)
2.0%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +45.5% (23.1k → 33.6k shares)
2.0%
09
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
1.8%
10
$BFLB
EA SERIES TRUST
Held since at least Q1 2024
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:51 UTC.