Wealthplan Partners, LLC - Q42025 Holdings

Wealthplan Partners, LLC holds 272 stocks with a total portfolio value of $ 669.36M as of Q42025. In Q42025, Wealthplan Partners, LLC added 40 new positions, increased stakes in 87 stocks, reduced 119 holdings, and fully exited 17 positions. The largest holding is Apple Inc (AAPL), representing 7.87% of the total portfolio.