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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 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MBSF VALUED ADVISERS TR 53,864.0 $1.4M 0.26% -31K -36.8% $25.68 +0.2%
42 DE DEERE & CO Industrials 2,015.0 $1.3M 0.24% -12.0 -0.6% $634.44 +2.2%
43 MU MICRON TECHNOLOGY INC Technology 1,101.0 $1.3M 0.24% -371.0 -25.2% $1154.63 -21.1%
44 LECO LINCOLN ELEC HLDGS INC Industrials 4,600.0 $1.2M 0.23% -5K -53.9% $265.50 +6.3%
45 THRO BLACKROCK ETF TRUST 25,291.0 $1.1M 0.21% -15K -37.1% $43.11 +0.7%
46 MSM MSC INDL DIRECT INC Industrials 8,923.0 $1.1M 0.20% -17K -65.4% $118.96 +0.3%
47 MAIN MAIN STR CAP CORP Financial Services 20,327.0 $1.1M 0.20% -2K -9.3% $51.88 +13.6%
48 MO ALTRIA GROUP INC Consumer Defensive 14,627.0 $1.1M 0.20% -257.0 -1.7% $71.95 -4.8%
49 NUE NUCOR CORP Basic Materials 4,707.0 $1.0M 0.20% -8K -62.5% $222.73 +9.8%
50 TXN TEXAS INSTRS INC Technology 3,487.0 $1.0M 0.20% -6K -64.8% $298.11 -13.1%
51 O REALTY INCOME CORP Real Estate 16,028.0 $993K 0.19% -24K -59.8% $61.96 +2.0%
52 EMR EMERSON ELEC CO Industrials 6,816.0 $976K 0.19% -12K -64.1% $143.14 +10.1%
53 CFR CULLEN FROST BANKERS INC Financial Services 6,243.0 $965K 0.18% -10K -61.8% $154.53 +6.4%
54 VZ VERIZON COMMUNICATIONS INC Communication Services 22,598.0 $957K 0.18% -25K -52.5% $42.34 +18.4%
55 LLY ELI LILLY & CO Healthcare 785.0 $942K 0.18% -15.0 -1.9% $1199.55 +4.0%
56 HIGH SIMPLIFY EXCHANGE TRADED FUN 42,726.0 $924K 0.18% -29K -40.3% $21.63 -0.2%
57 MA MASTERCARD INCORPORATED Financial Services 1,779.0 $914K 0.17% -2K -49.9% $513.55 +16.8%
58 LOW LOWES COS INC Consumer Cyclical 4,035.0 $890K 0.17% -553.0 -12.1% $220.51 -1.6%
59 PEP PEPSICO INC Consumer Defensive 6,297.0 $853K 0.16% -11K -64.2% $135.39 +6.9%
60 AMGN AMGEN INC Healthcare 2,319.0 $840K 0.16% -4K -65.8% $362.06 +22.6%
Page 3 of 5  ·  97 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 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%