Portfolio (Quarterly) Guide ↗

WealthPLAN Partners, LLC

· CIK 0001639943

13F Portfolio $523M AUM 787 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 29 New 79 Added 97 Reduced 23 Exited

Page 2 of 2 · 23 positions

← Prev 1 2

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	DSL	DOUBLELINE INCOME SOLUTIONS	Financial Services	12,175	$132K	0.03%	SOLD
22	CRWD CALL	CROWDSTRIKE HLDGS INC	Technology	100	$39K	0.01%	SOLD
23	AGNC CALL	AGNC INVT CORP	Real Estate	300	$3K	0.00%	SOLD

Page 2 of 2 · 23 positions

← Prev 1 2

Sector Allocation

Technology 38.7%

Financial Services 16.6%

Consumer Cyclical 9.9%

Industrials 8.9%

Consumer Defensive 7.2%

Healthcare 6.5%

Communication Services 5.5%

Energy 3.5%

Basic Materials 1.4%

Real Estate 1.1%