Portfolio (Quarterly) Guide ↗

WealthPLAN Partners, LLC

· CIK 0001639943

13F Portfolio $518M AUM 275 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 15 New 62 Added 131 Reduced 66 Exited

Page 4 of 4 · 66 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
61	PFFD	GLOBAL X FDS	—	11,281	$213K	0.03%	SOLD
62	FPX	FIRST TR EXCHANGE-TRADED FD	—	1,294	$212K	0.03%	SOLD
63	VIG	VANGUARD SPECIALIZED FUNDS	—	943	$207K	0.03%	SOLD
64	LPLA	LPL FINL HLDGS INC	Financial Services	579	$207K	0.03%	SOLD
65	DIS	DISNEY WALT CO	Communication Services	1,787	$203K	0.03%	SOLD
66	PSEC	PROSPECT CAP CORP	Financial Services	15,430	$40K	0.01%	SOLD

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Sector Allocation

Technology 29.7%

Financial Services 14.2%

Consumer Cyclical 11.3%

Industrials 10.4%

Consumer Defensive 9.6%

Healthcare 7.8%

Communication Services 7.4%

Energy 4.0%

Basic Materials 3.5%

Real Estate 1.5%