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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 6 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NUE NUCOR CORP Basic Materials 4,707.0 $1.0M 0.20% -8K -62.5% $222.73 +9.8%
102 TXN TEXAS INSTRS INC Technology 3,487.0 $1.0M 0.20% -6K -64.8% $298.11 -13.1%
103 O REALTY INCOME CORP Real Estate 16,028.0 $993K 0.19% -24K -59.8% $61.96 +2.0%
104 QHY WISDOMTREE TR 21,559.0 $988K 0.19% +8K +58.7% $45.81 +0.2%
105 MTBA SIMPLIFY EXCHANGE TRADED FUN 20,115.0 $987K 0.19% +8K +70.6% $49.07 -0.7%
106 EMR EMERSON ELEC CO Industrials 6,816.0 $976K 0.19% -12K -64.1% $143.14 +10.1%
107 CFR CULLEN FROST BANKERS INC Financial Services 6,243.0 $965K 0.18% -10K -61.8% $154.53 +6.4%
108 PJAN INNOVATOR ETFS TRUST 19,474.0 $964K 0.18% $49.49 +1.8%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 22,598.0 $957K 0.18% -25K -52.5% $42.34 +18.4%
110 LLY ELI LILLY & CO Healthcare 785.0 $942K 0.18% -15.0 -1.9% $1199.55 +4.0%
111 AGGH SIMPLIFY EXCHANGE TRADED FUN 46,301.0 $934K 0.18% +20K +75.2% $20.17 -1.3%
112 HIGH SIMPLIFY EXCHANGE TRADED FUN 42,726.0 $924K 0.18% -29K -40.3% $21.63 -0.2%
113 MA MASTERCARD INCORPORATED Financial Services 1,779.0 $914K 0.17% -2K -49.9% $513.55 +16.8%
114 HYLB DBX ETF TR 24,407.0 $891K 0.17% +15K +157.8% $36.52 -0.4%
115 LOW LOWES COS INC Consumer Cyclical 4,035.0 $890K 0.17% -553.0 -12.1% $220.51 -1.6%
116 PTRB PGIM ETF TR 20,602.0 $854K 0.16% $41.46 -1.2%
117 PEP PEPSICO INC Consumer Defensive 6,297.0 $853K 0.16% -11K -64.2% $135.39 +6.9%
118 AMGN AMGEN INC Healthcare 2,319.0 $840K 0.16% -4K -65.8% $362.06 +22.6%
119 GE GE AEROSPACE Industrials 2,188.0 $818K 0.16% +169.0 +8.4% $373.81 -8.6%
120 WTPI WISDOMTREE TR 24,544.0 $805K 0.15% +7K +37.4% $32.79 +1.6%
Page 6 of 12  ·  227 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%