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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 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLTR VANECK ETF TRUST 95,859.0 $2.4M 0.47% -22K -18.9% $25.48 +0.3%
42 O REALTY INCOME CORP Real Estate 39,897.0 $2.4M 0.47% -15K -26.8% $61.18 -0.5%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 9,963.0 $2.4M 0.47% -4K -28.6% $242.38 +1.1%
44 FLBL FRANKLIN TEMPLETON ETF TR 103,921.0 $2.4M 0.46% -28K -21.4% $23.00 -0.5%
45 VZ VERIZON COMMUNICATIONS INC Communication Services 47,580.0 $2.4M 0.46% -22K -31.6% $50.20 -9.6%
46 AMGN AMGEN INC Healthcare 6,780.0 $2.4M 0.46% -3K -27.8% $351.87 -2.2%
47 MSM MSC INDL DIRECT INC Industrials 25,771.0 $2.4M 0.46% -11K -30.5% $92.27 +28.3%
48 TSN TYSON FOODS INC Consumer Defensive 35,844.0 $2.3M 0.44% -13K -26.8% $64.07 -13.0%
49 TSLA TESLA INC Consumer Cyclical 6,117.0 $2.3M 0.44% -5K -44.3% $371.72 +9.3%
50 CFR CULLEN FROST BANKERS INC Financial Services 16,342.0 $2.2M 0.43% -6K -26.5% $137.08 +8.4%
51 MBSF VALUED ADVISERS TR 85,179.0 $2.2M 0.42% -24K -22.0% $25.51 +1.0%
52 NUE NUCOR CORP Basic Materials 12,542.0 $2.1M 0.41% -8K -37.8% $169.11 +44.1%
53 GGG GRACO INC Industrials 24,784.0 $2.1M 0.41% -10K -28.8% $84.65 -11.0%
54 XLF SELECT SECTOR SPDR TR 40,582.0 $2.0M 0.39% -2K -3.8% $49.37 +8.8%
55 LMT LOCKHEED MARTIN CORP Industrials 3,310.0 $2.0M 0.39% -1K -30.3% $604.34 -18.3%
56 TXN TEXAS INSTRS INC Technology 9,907.0 $1.9M 0.37% -6K -35.7% $194.14 +69.9%
57 SEMI COLUMBIA ETF TR I 64,426.0 $1.9M 0.36% -24K -27.0% $28.87 +40.3%
58 MA MASTERCARD INCORPORATED Financial Services 3,551.0 $1.8M 0.34% -1K -28.8% $499.61 -2.6%
59 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 5,853.0 $1.7M 0.33% -3K -31.9% $290.48 -2.4%
60 RPM RPM INTL INC Basic Materials 16,305.0 $1.6M 0.31% -7K -29.6% $99.40 +8.4%
Page 3 of 7  ·  131 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%