WealthPLAN Partners, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 669,356
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 572.1 K | 85.5% | 0 | 9.03 K | -9.03 K |
| ETFs | 89.71 K | 13.4% | 10.53 K | 0 | 10.53 K |
| Debt | 4.29 K | 0.6% | 374 | 0 | 374 |
| Other | 3.234 K | 0.5% | 327 | 0 | 327 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
669,356
Holdings
272
QoQ value change ($000)
2,200
(0.3%)
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.