Institutional Fund
Wealthplan Partners, LLC
Omaha, NECIK 16399435 filings on record
Portfolio Value
$516.85M
Q1 2026
Holdings
217
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-22.8%
from $669.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.7%
- Berkshire Hathaway Inc Del6.2%
- Ishares Tr4.0%
- Ishares Tr2.9%
- First Tr Exchng Traded Fd Vi2.2%
- Invesco Qqq Tr2.2%
- Other74.9%
Portfolio Holdings
217 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 156.4K | $39.70M | 7.7% | −37.3K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 66.6K | $31.92M | 6.2% | −4.1K | Reduced |
| 3 | Ishares Tr | 31.5K | $20.59M | 4.0% | +7.9K | Added |
| 4 | Ishares Tr | 215.2K | $15.10M | 2.9% | −15.0K | Reduced |
| 5 | First Tr Exchng Traded Fd Vi | 335.7K | $11.34M | 2.2% | −74.4K | Reduced |
| 6 | Invesco Qqq Tr | 19.4K | $11.21M | 2.2% | −1.7K | Reduced |
| 7 | Nvidia Corporation | 58.9K | $10.27M | 2.0% | −37.3K | Reduced |
| 8 | Amazon Com Inc | 47.1K | $9.80M | 1.9% | −16.0K | Reduced |
| 9 | Vanguard Index Fds | 29.1K | $9.34M | 1.8% | −5.4K | Reduced |
| 10 | Ea Series Trust | 182.7K | $9.10M | 1.8% | +29.5K | Added |
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