WealthPLAN Partners, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 523,038
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 227 | 523,038 | 13F-HR | WealthPLAN Partners, LLC |
| Q1 2026 | 4/29/2026 | 221 | 517,553 | 13F-HR | WealthPLAN Partners, LLC |
| Q4 2025 | 2/12/2026 | 272 | 669,356 | 13F-HR | WealthPLAN Partners, LLC |
| Q3 2025 | 10/27/2025 | 249 | 667,156 | 13F-HR | WealthPLAN Partners, LLC |
| Q2 2025 | 7/28/2025 | 254 | 621,387 | 13F-HR | WealthPLAN Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
159
(0.0% of total reported value)
· QoQ Δ:
-547
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 244.5 K | 46.8% | 0 | 56.4 K | -56.4 K |
| ETFs | 273.7 K | 52.3% | 61.81 K | 0 | 61.81 K |
| Debt | 4.665 K | 0.9% | 633 | 0 | 633 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
523,038
Holdings
227
QoQ value change ($000)
5,485
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.