Managers / Q1 2020 · view latest →
WealthPLAN Partners, LLC
CIK 0001639943 · 101 SO. 108TH AVE, 2ND FLOOR, OMAHA, NE, 68154 · 402-630-7234
Reported Value
$771M
Q1 2020
Positions
390
Filings on Record
28
2019–present window
Filed
May 15, 2020
original filing
Summary
Wealthplan Partners, Llc reported $771M in U.S.-listed holdings across 390 positions for Q1 2020.
Its largest position, BRK/B, represents 6.0% of the portfolio.
Compared with Q4 2019, the fund opened 43 new positions and exited 37.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $518M | 275 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $669M | 324 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $667M | 289 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $621M | 303 | Jul 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $709M | 303 | May 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $705M | 300 | Jan 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $745M | 316 | Nov 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $931M | 403 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $966M | 409 | May 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $973M | 428 | Jan 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $861M | 427 | Nov 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $707M | 2,516 | Jul 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $879M | 2,646 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.43T | 513 | Feb 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.4B | 508 | May 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.5B | 498 | Feb 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.4B | 472 | Aug 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.3B | 452 | May 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.2B | 468 | Feb 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $966M | 465 | Aug 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $771M | 390 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $847M | 376 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $732M | 362 | Nov 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $664M | 356 | Aug 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $641M | 433 | May 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $622M | 432 | Feb 20, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.