WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 16, 2023. Long positions only.
- Positions
- 395
- No filing for Q3 2022
- Portfolio value
- $1.43B
- No filing for Q3 2022
WealthPLAN Partners, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072L599 | STRI 1000 VA ETF | 13,184 | $345.5K | <0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,542 | $351.4K | <0.1% | – | – | – |
| ALBAlbemarle Corp | Stock | 1,303 | $352.8K | <0.1% | – | – | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 29,696 | $361.1K | <0.1% | – | – | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,816 | $361.2K | <0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 1,935 | $361.4K | <0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,899 | $365.5K | <0.1% | – | – | – |
| COPConocoPhillips | Stock | 3,259 | $370.1K | <0.1% | – | – | History |
| MKLMarkel Group Inc. | COM | 275 | $370.7K | <0.1% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 4,859 | $378.5K | <0.1% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 16,790 | $385.0K | <0.1% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 15,093 | $390.2K | <0.1% | – | – | – |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 15,666 | $391.6K | <0.1% | – | – | – |
| RTXRTX Corp | Stock | 3,901 | $395.5K | <0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 2,992 | $396.0K | <0.1% | – | – | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,927 | $403.2K | <0.1% | – | – | History |
| XYLXylem Inc. | COM | 3,793 | $407.1K | <0.1% | – | – | History |
| Cambria ETF Tr132061706 | EMRG SHAREHLDR | 14,063 | $409.0K | <0.1% | – | – | – |
| GMGeneral Motors Co | COM | 9,702 | $411.7K | <0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 862 | $420.1K | <0.1% | – | – | History |
| HRLHormel Foods Corp | COM | 9,361 | $421.1K | <0.1% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 1,474 | $432.1K | <0.1% | – | – | History |
| iShares Core S&P US Value ETF464287663 | ETF | 5,679 | $433.5K | <0.1% | – | – | – |
| Northern LTS FD Tr IV66538H278 | MAIN THEMATC IN | 30,617 | $435.5K | <0.1% | – | – | – |
| Ea Series Trust02072L615 | STRIVE 1000 GRWT | 15,864 | $439.5K | <0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 4,100 | $440.8K | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 9,373 | $447.1K | <0.1% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,546 | $449.7K | <0.1% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 4,069 | $463.5K | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,357 | $464.8K | <0.1% | – | – | – |
| WMSAdvanced Drainage Systems, Inc. | COM | 5,000 | $465.6K | <0.1% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 5,172 | $475.9K | <0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 3,286 | $476.4K | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,145 | $476.8K | <0.1% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 10,192 | $478.1K | <0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,352 | $480.7K | <0.1% | – | – | – |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 4,794 | $481.1K | <0.1% | – | – | – |
| SUNSunoco LP | COM UT REP LP | 10,276 | $483.6K | <0.1% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,037 | $485.0K | <0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 4,680 | $487.8K | <0.1% | – | – | History |
| Innovator ETFs Trust45783Y103 | US EQUITY ACCELE | 19,191 | $494.9K | <0.1% | – | – | – |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 37,700 | $501.0K | <0.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,690 | $506.0K | <0.1% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 7,964 | $509.1K | <0.1% | – | – | – |
| ProShares Tr74347R248 | LARGE CAP CRE | 10,361 | $510.8K | <0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,215 | $513.0K | <0.1% | – | – | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 16,871 | $523.3K | <0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,173 | $523.9K | <0.1% | – | – | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 5,708 | $525.1K | <0.1% | – | – | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 19,535 | $526.8K | <0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E446 | PURBETA US AGG | 23,975 | $527.9K | <0.1% | – | – | – |
| PSAPublic Storage | COM | 1,800 | $541.6K | <0.1% | – | – | History |
| CAGConagra Brands Inc. | Stock | 15,293 | $551.5K | <0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 7,203 | $551.7K | <0.1% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 22,296 | $559.9K | <0.1% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 5,366 | $563.6K | <0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,510 | $572.6K | <0.1% | – | – | – |
| XYZBlock, Inc. | CL A | 7,377 | $581.3K | <0.1% | – | – | History |
| PIIPolaris Inc. | Stock | 4,986 | $586.1K | <0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 7,790 | $589.0K | <0.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,875 | $596.7K | <0.1% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 6,000 | $598.6K | <0.1% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 17,560 | $602.3K | <0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 7,929 | $602.8K | <0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 15,543 | $607.1K | <0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 14,529 | $609.6K | <0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 4,505 | $612.7K | <0.1% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 6,601 | $615.7K | <0.1% | – | – | – |
| FFord Motor Co | Stock | 47,565 | $616.9K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 5,757 | $619.8K | <0.1% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,448 | $620.0K | <0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 9,525 | $625.4K | <0.1% | – | – | History |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 7,433 | $636.0K | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 21,200 | $638.2K | <0.1% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 7,393 | $647.2K | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 19,361 | $650.9K | <0.1% | – | – | – |
| FDXFedEx Corp | Stock | 3,084 | $656.0K | <0.1% | – | – | History |
| DOWDow Inc. | Stock | 11,011 | $658.0K | <0.1% | – | – | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 26,923 | $661.8K | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 4,048 | $664.4K | <0.1% | – | – | – |
| KOCoca Cola Co | Stock | 11,275 | $671.9K | <0.1% | – | – | History |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 20,984 | $678.6K | <0.1% | – | – | – |
| BALLBALL Corp | COM | 12,089 | $688.2K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 3,425 | $688.4K | <0.1% | – | – | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,157 | $702.7K | <0.1% | – | – | – |
| Innovator ETFs Tr45782C136 | DOUBLE STACKR 9 | 26,641 | $708.0K | <0.1% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 6,363 | $711.8K | <0.1% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 31,298 | $714.5K | <0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 14,261 | $714.7K | <0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 10,242 | $740.0K | 0.1% | – | – | History |
| IPGInterpublic Group of Companies, Inc. | COM | 19,933 | $749.1K | 0.1% | – | – | History |
| LWLamb Weston Holdings, Inc. | Stock | 7,562 | $750.7K | 0.1% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 22,745 | $754.5K | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,395 | $755.6K | 0.1% | – | – | – |
| GOLFAcushnet Holdings Corp. | COM | 15,559 | $774.2K | 0.1% | – | – | History |
| WisdomTree Tr97717W844 | GLOB EX US QU FD | 21,935 | $774.3K | 0.1% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 27,159 | $775.9K | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,593 | $785.3K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 9,155 | $787.8K | 0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 17,652 | $795.6K | 0.1% | – | – | – |