WealthPLAN Partners, LLC
SEC Form 13F institutional filer · CIK 0001639943
13F-HR · 106 reported holdings · 2026-03-31
Reported long-US-equity value
$0.34B
Top-10 concentration
55.9%
WealthPLAN Partners, LLC — $338M AUM allocation strategy
WealthPLAN Partners, LLC files SEC Form 13F and reports $338M of long US equity value across 106 reported holdings for 2026-03-31.
Its largest sector bet is Financials 19.0%, followed by Information Technology 16.3% and Consumer Staples 5.3%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WealthPLAN Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$338M
total across 106 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +72.2K sh · +$5.84M+$SPYM +16.1K sh · +$1.04M+$XOM +5.91K sh · +$1.59M
Biggest trims (shares)
−$IVZ −67.5K sh · −$5.88M−$NVDA −37.3K sh · −$7.67M−$AAPL −37.3K sh · −$13M
Exited to nil (held last quarter, gone now)
$IWM ($5.37M last qtr)$PNC ($2.56M last qtr)$NOW ($656K last qtr)$UBER ($617K last qtr)$MDT ($481K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals11.7%—
- Multi-Sector Holdings9.5%—
- Investment Banking & Brokerage4.0%—
- Consumer Staples Merchandise Retail3.8%—
- Semiconductors3.0%—
- Broadline Retail2.9%—
- Asset Management & Custody Banks2.4%—
- Diversified Banks1.6%—
- Other holdings61.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 156K | $39.7M | -37.3K | 11.7% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 66.6K | $31.9M | -4.09K | 9.4% |
| $SCHW | Charles Schwab Corporation | 488K | $13.7M | -1.24K | 4.0% |
| $NVDA | NVIDIA Corporation | 58.9K | $10.3M | -37.3K | 3.0% |
| $AMZN | Amazon.com Inc | 47.1K | $9.8M | -16K | 2.9% |
| $BLK | BlackRock Inc | 84.4K | $8.14M | -9.14K | 2.4% |
| $COST | Costco Wholesale Corporation | 7.98K | $7.95M | -1.1K | 2.3% |
…and 99 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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