WealthPLAN Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 264 distinct securities, with a total value of $0 for the reporting period.
The filing details a portfolio that includes a mix of large-cap technology companies, consumer staples, and exchange-traded funds. Major holdings include shares of Apple Inc., Microsoft Corporation, and Amazon.com Inc. The firm also holds significant positions in NVIDIA Corporation, Broadcom Inc., and Alphabet Inc.
In addition to individual stocks, the portfolio features a substantial allocation to various exchange-traded funds. Notable ETF positions include the iShares Core S&P 500 ETF, the Invesco QQQ Trust, and multiple funds from the Schwab Strategic Trust and BlackRock ETF Trust families. The filing lists 264 total positions held by the firm.
