Wealthplan Partners, LLC - Q12026 Holdings

Wealthplan Partners, LLC holds 217 stocks with a total portfolio value of $ 517.55M as of Q12026. In Q12026, Wealthplan Partners, LLC added 11 new positions, increased stakes in 66 stocks, reduced 133 holdings, and fully exited 66 positions. The largest holding is Apple Inc (AAPL), representing 7.67% of the total portfolio.