Wealthplan Partners, LLC - Q22026 Holdings

Wealthplan Partners, LLC holds 223 stocks with a total portfolio value of $ 523.04M as of Q22026. In Q22026, Wealthplan Partners, LLC added 26 new positions, increased stakes in 87 stocks, reduced 101 holdings, and fully exited 20 positions. The largest holding is Apple Inc (AAPL), representing 7.59% of the total portfolio.