WealthPLAN Partners, LLC ETF holdings
Omaha, NE
Reported $316.3M in 115 ETFs in its Form 13F for June 30, 2026.
ETF value
$316.3M
ETFs held
115
Change from prior quarter
+16.0%
With price moves
ETFs as a share of its 13F
60.5%
of $522.9M
Top 10 of 115 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $30.7M | 41,056 | +9,540 shares |
| DGRO | iShares Core Dividend Growth ETF | $15.0M | 197,583 | −17,567 shares |
| QQQ | Invesco QQQ Trust | $14.5M | 19,640 | +218 shares |
| BUFR | FT Vest Laddered Buffer ETF | $12.7M | 348,808 | +13,151 shares |
| BFLB | BufferLABS US Equity Dynamic Buffer ETF | $10.2M | 186,413 | +3,664 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $9.4M | 106,502 | +39,322 shares |
| IVW | iShares S&P 500 Growth ETF | $8.5M | 61,627 | +286 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $8.3M | 22,409 | −6,716 shares |
| CLOI | VanEck CLO ETF | $8.0M | 150,428 | −11,214 shares |
| VYM | Vanguard High Dividend Yield ETF | $7.3M | 46,309 | +466 shares |
105 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001639943. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does WealthPLAN Partners, LLC own?
WealthPLAN Partners, LLC reported 115 ETF positions worth $316.3M in its Form 13F for June 30, 2026. The largest was IVV, at $30.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.