WealthPLAN Partners, LLC holds a diversified book of 223 stocks worth $522.9M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Growth ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 8% of the equity book. They also disclosed $159K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1639943/holdings"
Use Arkolith to show WealthPLAN Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning WealthPLAN Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as WealthPLAN Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $20.5B |
| MORGAN STANLEY | 77 / 80 | $527.3B |
| JPMORGAN CHASE & CO | 77 / 80 | $500.8B |
| LPL Financial LLC | 77 / 80 | $108.2B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $18.9B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $121.8B |
| Cetera Investment Advisers | 76 / 80 | $27.7B |
| ASSETMARK, INC | 76 / 80 | $9.9B |
Ranked by how many of WealthPLAN Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $39.7M | 137.2K | 7.6% | ▼−12% Reduced · −19K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $31.6M | 63.2K | 6.0% | ▼−5.2% Reduced · −3K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $30.7M | 41.1K | 5.9% | ▲+30% Added · +10K sh | |
| 4 | Ishares TR CORE DIV GRWTH | $15.0M | 197.6K | 2.9% | ▼−8.2% Reduced · −18K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $14.5M | 19.6K | 2.8% | ▲+1.1% Added · +218 sh | |
| 6 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $12.7M | 348.8K | 2.4% | ▲+3.9% Added · +13K sh | |
| 7 | Nvidia Corporation COM | $10.7M | 53.4K | 2.0% | ▼−9.3% Reduced · −5K sh | |
| 8 | Ea Series Trust BUFF US BUFF ETF | $10.2M | 186.4K | 1.9% | ▲+2.0% Added · +4K sh | |
| 9 | Amazon Com Inc COM | $9.6M | 40.2K | 1.8% | ▼−15% Reduced · −7K sh | |
| 10 | SPDR Series Trust ST STR P500ETF | $9.4M | 106.5K | 1.8% | ▲+59% Added · +39K sh | |
| 11 | Ishares TR S&P 500 GRWT ETF | $8.5M | 61.6K | 1.6% | ▲+0.5% Added · +286 sh | |
| 12 | Vanguard Index FDS TOTAL STK MKT | $8.3M | 22.4K | 1.6% | ▼−23% Reduced · −7K sh | |
| 13 | Vaneck ETF Trust CLO ETF | $8.0M | 150.4K | 1.5% | ▼−6.9% Reduced · −11K sh | |
| 14 | Vanguard Whitehall FDS HIGH DIV YLD | $7.3M | 46.3K | 1.4% | ▲+1.0% Added · +466 sh | |
| 15 | American Centy ETF TR AVANTIS EMGMKT | $7.3M | 75.4K | 1.4% | ▼−17% Reduced · −16K sh | |
| 16 | Ishares TR CORE US AGGBD ET | $6.7M | 68.1K | 1.3% | ▲+141% Added · +40K sh | |
| 17 | Costco Wholesale Corporation COM | $6.1M | 6.6K | 1.2% | ▼−18% Reduced · −1K sh | |
| 18 | Schwab Strategic TR US DIVIDEND EQ | $6.1M | 192.5K | 1.2% | ▲+3.0% Added · +6K sh | |
| 19 | Wisdomtree TR US LARGECAP FUND | $5.9M | 75.5K | 1.1% | ▲+80% Added · +34K sh | |
| 20 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $5.9M | 124.7K | 1.1% | ▲+146% Added · +74K sh | |
| 21 | Microsoft Corp COM | $5.7M | 15.3K | 1.1% | ▲+9.3% Added · +1K sh | |
| 22 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $5.7M | 84.0K | 1.1% | ▼−9.3% Reduced · −9K sh | |
| 23 | JPMorgan Chase & Co COM | $5.7M | 17.3K | 1.1% | ▼−8.9% Reduced · −2K sh | |
| 24 | Pgim ETF TR AAA CLO ETF | $5.6M | 108.7K | 1.1% | ▼−9.3% Reduced · −11K sh | |
| 25 | Union Pac Corp COM | $5.4M | 19.9K | 1.0% | ▼−1.5% Reduced · −299 sh | |
| 26 | J P Morgan Exchange Traded F INTRNL RES EQT | $5.1M | 61.9K | 1.0% | ▲+98% Added · +31K sh | |
| 27 | Simplify Exchange Traded Fun HEDGED EQUITY | $5.0M | 150.3K | 1.0% | ▼−34% Reduced · −77K sh | |
| 28 | Ishares TR CORE UNIVRSL USD | $4.9M | 106.3K | 0.9% | ▲+90% Added · +50K sh | |
| 29 | Alphabet Inc CAP STK CL A | $4.9M | 13.6K | 0.9% | ▲+3.1% Added · +414 sh | |
| 30 | Schwab Strategic TR US AGGREGATE B | $4.7M | 202.6K | 0.9% | ▲+5.6% Added · +11K sh | |
| 31 | Alphabet Inc CAP STK CL C | $4.3M | 12.2K | 0.8% | ▼−35% Reduced · −7K sh | |
| 32 | J P Morgan Exchange Traded F ACTIVE GROWTH | $4.2M | 43.1K | 0.8% | ▲+88% Added · +20K sh | |
| 33 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $4.2M | 53.2K | 0.8% | ▲+94% Added · +26K sh | |
| 34 | Pacer FDS TR US CASH COWS 100 | $4.2M | 67.7K | 0.8% | ▼−27% Reduced · −25K sh | |
| 35 | Ishares TR INTL DIV GRWTH | $4.2M | 47.6K | 0.8% | ▼−29% Reduced · −19K sh | |
| 36 | BlackRock ETF Trust ISHARES US EQUIT | $3.8M | 55.5K | 0.7% | ▼−3.9% Reduced · −2K sh | |
| 37 | SPDR Series Trust ST STR P500GRW | $3.7M | 30.8K | 0.7% | ▼−21% Reduced · −8K sh | |
| 38 | Ishares TR S&P 500 VAL ETF | $3.6M | 16.0K | 0.7% | ▼−18% Reduced · −4K sh | |
| 39 | First TR Exch Traded FD III LNG/SHT EQUITY | $3.4M | 46.0K | 0.6% | ▼−34% Reduced · −24K sh | |
| 40 | Ishares Inc CORE MSCI EMKT | $3.3M | 40.2K | 0.6% | ▲+106% Added · +21K sh | |
| 41 | Vanguard Index FDS GROWTH ETF | $3.3M | 37.7K | 0.6% | ▲New New position | |
| 42 | Ishares TR CORE MSCI EAFE | $3.2M | 32.7K | 0.6% | ▲+93% Added · +16K sh | |
| 43 | J P Morgan Exchange Traded F FLEXI DEBT ETF | $3.2M | 62.7K | 0.6% | ▲+182% Added · +40K sh | |
| 44 | Exxon Mobil Corp COM | $3.0M | 21.6K | 0.6% | ▲+21% Added · +4K sh | |
| 45 | Starboard Invt TR ADAPTIVE ALPHA | $2.9M | 84.4K | 0.6% | ▼−37% Reduced · −49K sh | |
| 46 | T Rowe Price Exchange-Traded CAP APPRECIATION | $2.9M | 71.1K | 0.6% | ▼−9.8% Reduced · −8K sh | |
| 47 | Ishares TR MSCI ACWI EX US | $2.8M | 36.8K | 0.5% | ▲+23% Added · +7K sh | |
| 48 | Caseys Gen Stores Inc COM | $2.7M | 3.5K | 0.5% | ▼−48% Reduced · −3K sh | |
| 49 | Meta Platforms Inc CL A | $2.7M | 4.9K | 0.5% | ▼−8.8% Reduced · −466 sh | |
| 50 | Johnson & Johnson COM | $2.7M | 10.4K | 0.5% | ▼−40% Reduced · −7K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | TAIWAN SEMICONDUCTOR-SP ADRTSM | $96K | 200 |
| CALL · bullish | CORNING INCGLW | $26K | 100 |
| CALL · bullish | AMAZON.COM INCAMZN | $24K | 100 |
| CALL · bullish | INTEL CORPINTC | $14K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 264 | $523.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 275 | $517.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 324 | $669.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 289 | $667.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 28, 2025 | 303 | $621.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 303 | $709.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 300 | $704.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 316 | $744.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.