WEALTHPLAN PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 156K | $39.70M |
 | BRK-B | 67K | $31.92M |
 | NVDA | 59K | $10.27M |
 | VZ | 48K | $2.39M |
 | AMZN | 47K | $9.80M |
 | BKE | 46K | $2.34M |
 | WMT | 40K | $5.00M |
 | O | 40K | $2.44M |
 | FSCO | 36K | $183.76K |
 | TSN | 36K | $2.30M |
 | MSM | 26K | $2.38M |
 | GGG | 25K | $2.10M |
 | MAIN | 22K | $1.19M |
 | T | 22K | $642.20K |
 | CVX | 22K | $4.53M |
 | UNP | 20K | $4.90M |
 | BRO | 20K | $1.30M |
 | EMR | 19K | $2.49M |
 | GOOG | 19K | $5.44M |
 | JPM | 19K | $5.58M |
Apple Inc.
AAPL
Shares Held
156K
Value
$39.70M
Berkshire Hathaway Inc.
BRK-B
Shares Held
67K
Value
$31.92M
NVIDIA Corporation
NVDA
Shares Held
59K
Value
$10.27M
Verizon Communications Inc.
VZ
Shares Held
48K
Value
$2.39M
Amazon.com, Inc.
AMZN
Shares Held
47K
Value
$9.80M
The Buckle, Inc.
BKE
Shares Held
46K
Value
$2.34M
Walmart Inc.
WMT
Shares Held
40K
Value
$5.00M
Realty Income Corporation
O
Shares Held
40K
Value
$2.44M
FS Credit Opportunities Corp.
FSCO
Shares Held
36K
Value
$183.76K
Tyson Foods, Inc.
TSN
Shares Held
36K
Value
$2.30M
MSC Industrial Direct Co., Inc.
MSM
Shares Held
26K
Value
$2.38M
Graco Inc.
GGG
Shares Held
25K
Value
$2.10M
Main Street Capital Corporation
MAIN
Shares Held
22K
Value
$1.19M
AT&T Inc.
T
Shares Held
22K
Value
$642.20K
Chevron Corporation
CVX
Shares Held
22K
Value
$4.53M
Union Pacific Corporation
UNP
Shares Held
20K
Value
$4.90M
Brown & Brown, Inc.
BRO
Shares Held
20K
Value
$1.30M
Emerson Electric Co.
EMR
Shares Held
19K
Value
$2.49M
Alphabet Inc.
GOOG
Shares Held
19K
Value
$5.44M
JPMorgan Chase & Co.
JPM
Shares Held
19K
Value
$5.58M