Stock Taper

WEALTHPLAN PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A2$1.5M
Graham Holdings CompanyGHC178$203.17K
Cummins Inc.CMI286$204.03K
Taiwan Semiconductor Manufacturing Company LimitedTSM327$156.16K
Dell Technologies Inc.DELL479$206.67K
Spotify Technology S.A.SPOT486$223.14K
Intuitive Surgical, Inc.ISRG540$214.75K
GE Vernova Inc.GEV575$675.92K
CrowdStrike Holdings, Inc.CRWD610$465.51K
Eli Lilly and CompanyLLY785$941.65K
Corning IncGLW840$214.56K
Cheniere Energy, Inc.LNG929$221.93K
Rockwell Automation, Inc.ROK953$471.81K
Thermo Fisher Scientific Inc.TMO959$480.91K
Bloom Energy CorporationBE1K$302.7K
Palo Alto Networks, Inc.PANW1.09K$370.69K
Micron Technology, Inc.MU1.1K$1.27M
Norfolk Southern CorporationNSC1.19K$375.31K
Lockheed Martin CorporationLMT1.53K$781.98K
The Boeing CompanyBA1.61K$349.51K