Notify me when WealthPLAN Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 249 | $667,155,943 | +$47,886,750 | -$44,364,288 | +$3,522,462 | AAPL, BRKB, NVDA, DGRO, BUFR | 13F-HR | 27 Oct 2025, 14:05 |
| Q2 2025 | 254 | $621,387,070 | +$35,003,590 | -$161,143,004 | -$126,139,414 | AAPL, BRKB, SECT, DGRO, NVDA | 13F-HR | 28 Jul 2025, 16:50 |
| Q1 2025 | 245 | $709,395,100 | +$57,354,802 | -$37,282,351 | +$20,072,451 | AAPL, BRKB, BUFR, COWZ, DGRO | 13F-HR | 09 May 2025, 18:08 |
| Q4 2024 | 240 | $704,949,243 | +$45,529,137 | -$76,110,834 | -$30,581,697 | AAPL, BRKB, COWZ, BUFR, DGRO | 13F-HR | 30 Jan 2025, 12:35 |
| Q3 2024 | 255 | $744,802,033 | +$60,370,369 | -$297,635,151 | -$237,264,782 | AAPL, BRKB, DGRO, COWZ, BUFR | 13F-HR | 05 Nov 2024, 07:35 |
| Q2 2024 | 297 | $931,399,472 | +$88,884,392 | -$127,404,624 | -$38,520,232 | AAPL, BRKB, VTI, DGRO, SCHF | 13F-HR | 09 Aug 2024, 16:29 |
| Q1 2024 | 302 | $965,815,792 | +$102,616,543 | -$149,108,223 | -$46,491,680 | AAPL, BRKB, VTI, DGRO, SCHF | 13F-HR | 07 May 2024, 12:23 |
| Q4 2023 | 319 | $972,807,763 | +$89,829,470 | -$49,867,823 | +$39,961,647 | AAPL, BRKB, VTI, COWZ, SCHF | 13F-HR | 05 Jan 2024, 16:20 |
| Q3 2023 | 1,263 | $860,529,286 | +$235,356,124 | -$54,676,471 | +$180,679,653 | AAPL, BRKB, VTI, COWZ, SCHF | 13F-HR | 01 Nov 2023, 20:06 |
| Q2 2023 | 1,255 | $707,018,424 | +$24,909,248 | -$232,257,486 | -$207,348,238 | AAPL, BRKB, VTI, COWZ, SCHF | 13F-HR | 31 Jul 2023, 10:59 |
| Q1 2023 | 1,316 | $879,040,305 | +$43,343,540 | -$563,160,017 | -$519,816,477 | AAPL, BRKB, VTI, COWZ, DGRO | 13F-HR | 10 May 2023, 13:26 |
| Q4 2022 | 361 | $1,356,252,717 | $0 | AAPL, BRKB, VTI, COWZ, BUFR | 13F-HR | 16 Feb 2023, 15:03 | ||
| Q1 2022 | 357 | $1,386,692,103 | +$198,729,916 | -$172,570,367 | +$26,159,549 | AAPL, VTI, BRKB, BUFR, DGRO | 13F-HR | 03 May 2022, 17:02 |
| Q4 2021 | 361 | $1,486,561,742 | +$74,746,974 | -$26,605,062 | +$48,141,912 | AAPL, VTI, BRKB, DGRO, IVOL | 13F-HR | 01 Feb 2022, 16:27 |
| Q3 2021 | 357 | $1,485,582,000 | +$190,408,493 | -$137,178,323 | +$53,230,170 | AAPL, VTI, DGRO, IVOL, BRKB | 13F-HR | 09 Dec 2021, 16:22 |
| Q2 2021 | 350 | $1,417,564,000 | +$136,941,967 | -$55,981,547 | +$80,960,420 | AAPL, VTI, IVOL, BRKB, XSOE | 13F-HR | 19 Aug 2021, 12:19 |
| Q1 2021 | 328 | $1,287,271,000 | +$92,432,473 | -$49,917,837 | +$42,514,636 | AAPL, VTI, IVOL, BRKB, XSOE | 13F-HR | 11 May 2021, 14:03 |
| Q4 2020 | 311 | $1,154,797,000 | +$143,457,347 | -$51,545,783 | +$91,911,564 | AAPL, VTI, BOND, XSOE, BRKB | 13F-HR | 09 Feb 2021, 11:10 |
| Q3 2020 | 289 | $967,427,739 | +$163,158,253 | -$95,939,474 | +$67,218,779 | AAPL, BOND, VTI, BRKB, XSOE | 13F-HR | 18 Dec 2020, 14:53 |
| Q2 2020 | 284 | $854,161,000 | +$131,121,588 | -$64,471,524 | +$66,650,064 | BRKB, BOND, FTLS, DGRO, XSOE | 13F-HR | 19 Aug 2020, 09:38 |
| Q1 2020 | 212 | $633,457,000 | +$175,615,518 | -$100,028,217 | +$75,587,301 | BRKB, BOND, FTLS, DGRO, XSOE | 13F-HR | 15 May 2020, 12:45 |
| Q4 2019 | 239 | $837,409,000 | +$108,602,779 | -$35,394,699 | +$73,208,080 | BRKB, AAPL, USMV, SPHD, DGRO | 13F-HR | 14 Feb 2020, 13:48 |
| Q3 2019 | 226 | $721,839,000 | +$46,164,479 | -$8,856,780 | +$37,307,699 | BRKB, AAPL, DGRO, SPHD, USMV | 13F-HR | 15 Nov 2019, 10:50 |
| Q2 2019 | 229 | $650,881,000 | +$89,619,614 | -$57,746,602 | +$31,873,012 | BRKB, AAPL, USMV, DGRO, SPHD | 13F-HR | 19 Aug 2019, 10:33 |
| Q1 2019 | 245 | $623,601,000 | +$19,871,415 | -$7,664,742 | +$12,206,673 | BRKB, AAPL, DGRO, USMV, RODM | 13F-HR | 16 May 2019, 14:09 |
| Q4 2018 | 223 | $568,212,000 | +$83,123,585 | -$23,527,985 | +$59,595,600 | BRKB, DGRO, AAPL, USMV, RODM | 13F-HR | 20 Feb 2019, 11:07 |
| Q3 2018 | 231 | $496,360,000 | +$100,167,605 | -$21,714,098 | +$78,453,507 | BRKB, DGRO, RODM, MINT, MNA | 13F-HR | 21 Nov 2018, 14:03 |
| Q2 2018 | 256 | $481,466,000 | +$54,307,418 | -$16,233,687 | +$38,073,731 | BRKB, DGRO, AAPL, XOM, SPAB | 13F-HR | 16 Aug 2018, 14:03 |
| Q1 2018 | 261 | $453,136,000 | +$107,291,998 | -$6,536,196 | +$100,755,802 | BRKB, AAPL, DGRO, SPAB, XOM | 13F-HR | 15 May 2018, 19:41 |
| Q4 2017 | 218 | $373,503,000 | +$72,903,007 | -$56,528,532 | +$16,374,475 | BRKB, AAPL, DGRO, XOM, JPM | 13F-HR | 16 Feb 2018, 08:52 |
| Q3 2017 | 195 | $356,349,000 | +$31,672,776 | -$16,536,756 | +$15,136,020 | BRKB, AAPL, DGRO, IVW, XOM | 13F-HR | 14 Nov 2017, 15:23 |
| Q2 2017 | 178 | $348,149,000 | +$328,065,131 | -$597,856 | +$327,467,275 | BRKB, DGRO, AAPL, IVW, FEX | 13F-HR | 11 Aug 2017, 12:29 |
| Q1 2017 | 452 | $28,295,765 | +$957,500 | -$255,928,327 | -$254,970,827 | BRKB, FEX, AAPL, DGRO, HRI | 13F-HR | 19 Apr 2017, 16:29 |
| Q3 2016 | 943 | $307,068,397 | +$26,590,589 | -$267,186,377 | -$240,595,788 | BRKB, EFG, FEX, AAPL, DWTR | 13F-HR | 09 Dec 2016, 08:32 |
| Q2 2016 | 2,542 | $361,140,870,285 | $0 | Starboard Investment Rx Tactical, PIMCO Funds Income Fund Cl P, Alger Funds Growth Opportuni I, 361 Global Long Short Equity Cl I, Equinox Fds Tr Campbell Strategy Cl P | 13F-HR | 08 Aug 2016, 12:01 | ||
| Q4 2015 | 1,184 | $397,096,104 | $0 | Starboard Investment Rx Tactical, Hartford Mutual Funds Inc World Bond I, Pimco Funds Income Fund Cl P, Starboard Investment Rx Trad Eqty Instl, Virtus Opptys Tr Foreign Opptys Cl I | 13F-HR | 24 Mar 2016, 14:00 | ||
| Q2 2015 | 404 | $228,561,000 | $0 | BRKB, AAPL, DVY, FEX, BRKA | 13F-HR | 10 Aug 2015, 16:00 | ||
| Q1 2015 | 367 | $73,116,000 | $0 | VMI, FS Investment Corp II Advisory Aip, BRKA, FS Energy SWM Purchase Shs, MO | 13F-HR | 04 May 2015, 11:54 |