WealthPLAN Partners, LLC

Q1 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
221
Total value ($000)
$517,553
Net value change ($000)
-151,803 (-22.7%)
New positions
11
Sold out positions
65
Turnover %
13.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 4,441 27.5%
CORO 2,207 NEW
EPS 2,184 325.0%
ACWX 2,046 NEW
JIRE 1,853 359.8%
GOVT 1,800 NEW
JCPB 1,695 247.1%
AGG 1,688 151.3%
JGLO 1,605 343.7%
XOM 1,588 111.1%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -12,962 -24.6%
PAAA -11,974 -66.1%
NVDA -7,667 -42.8%
STXG -7,018 -100.0%
STXV -6,486 -100.0%
AMZN -4,763 -32.7%
MSFT -4,612 -47.0%
BRK-B -3,617 -10.2%
STRV -3,572 -100.0%
GOOGL -3,506 -39.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 705 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type