WealthPLAN Partners, LLC

Q2 2026 13F Holdings

Location
Omaha, NE
Holdings as of
6/30/2026
Value
$523M
Value excl. options
$523M
Num holdings
227
Date filed
7/28/2026
Form type
13F-HR
Prev filing
4/29/2026
Next filing
10/15/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type