WealthPLAN Partners, LLC

Q3 2026 13F-HR Holdings

Location
Omaha, NE
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
228
Total value ($000)
$543,857
Net value change ($000)
+20,819 (4.0%)
New positions
13
Sold out positions
15
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
JUSA 5,834 NEW
AAPL 4,984 12.5%
IVV 4,039 13.1%
EXXONMOBIL HOLDINGS CORP 3,529 NEW
MSFT 3,418 59.7%
ACWX 2,852 101.8%
NVDA 2,720 25.5%
JCPB 2,203 37.6%
EPS 1,823 31.0%
BBJP 1,528 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,951 -100.0%
JGLO -2,402 -91.4%
MBB -2,104 -100.0%
SPMO -1,697 -100.0%
HEQT -1,437 -28.5%
AVEM -1,414 -19.4%
XLV -1,153 -46.1%
CLOI -1,134 -14.2%
VTI -982 -11.8%
FTLS -947 -27.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 525 (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