Wealthplan Partners, LLC - Q32026 Holdings

Wealthplan Partners, LLC holds 221 stocks with a total portfolio value of $ 543.86M as of Q32026. In Q32026, Wealthplan Partners, LLC added 13 new positions, increased stakes in 104 stocks, reduced 88 holdings, and fully exited 15 positions. The largest holding is Apple Inc (AAPL), representing 8.22% of the total portfolio.