WealthPLAN Partners, LLC
CIK 1639943 · Holdings on Sep 30, 2024 · First reported Nov 5, 2024
Top ten holdings
Q3 2024- AAPL7.33%
- BRK.B4.87%
- DGRO2.60%
- COWZ2.51%
- BUFR2.34%
- MOAT2.20%
- HEQT2.19%
- VTI2.18%
- SECT2.06%
- AMZN1.72%
Share classes counted separately30.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VTIWeight decreased · -1.80 pp3.98% → 2.18%Shares -81.40K (-58.69%)
- BRK.BWeight increased · +0.73 pp4.14% → 4.87%Shares -15.96K (-16.85%)
- COWZWeight increased · +0.62 pp1.89% → 2.51%Shares +807 (+0.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $54.60M | 7.33% | 234.35K shares | 7.16% → 7.33%+0.17 pp -82.21K (-25.97%) | Reduced | ↗▾ |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $36.26M | 4.87% | 78.78K shares | 4.14% → 4.87%+0.73 pp -15.96K (-16.85%) | Reduced | ↗▾ |
| 03 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $19.36M | 2.60% | 308.78K shares | 2.97% → 2.60%-0.37 pp -171.48K (-35.71%) | Reduced | ↗▾ |
| 04 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $18.71M | 2.51% | 323.47K shares | 1.89% → 2.51%+0.62 pp +807 (+0.25%) | Added | ↗▾ |
| 05 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $17.44M | 2.34% | 583.55K shares | 1.92% → 2.34%+0.42 pp -34.49K (-5.58%) | Reduced | ↗▾ |
| 06 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $16.41M | 2.20% | 169.29K shares | 1.59% → 2.20%+0.61 pp -2.21K (-1.29%) | Reduced | ↗▾ |
| 07 | HEQTSIMPLIFY HEDGED EQUITY ETFHEDGED EQUITY View history and evidence | $16.30M | 2.19% | 564.33K shares | 1.62% → 2.19%+0.57 pp +18.75K (+3.44%) | Added | ↗▾ |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $16.23M | 2.18% | 57.30K shares | 3.98% → 2.18%-1.80 pp -81.40K (-58.69%) | Reduced | ↗▾ |
| 09 | SECTMAIN SECTOR ROTATION ETFMAIN SECTR ROTN View history and evidence | $15.36M | 2.06% | 285.70K shares | 1.56% → 2.06%+0.50 pp +1.40K (+0.49%) | Added | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $12.78M | 1.72% | 68.59K shares | 1.69% → 1.72%+0.03 pp -12.88K (-15.81%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 64
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPAB SS SPDR P AGG BOND ETF | Non-derivative | -621,420 | -$15.59M | SEC filing ↗ | SEC filing ↗ |
| XHLF BONDBLOXX BBG 6 MTH US TREAS | Non-derivative | -115,960 | -$5.83M | SEC filing ↗ | SEC filing ↗ |
| SPYD SS SPDR P S&P 500 HI DIV ETF | Non-derivative | -138,475 | -$5.57M | SEC filing ↗ | SEC filing ↗ |
3 / 64 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1639943 · Period Sep 30, 2024
Data loaded Oct 15, 2026 · First reported Nov 5, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 744802033
}Research all 255 reported holdings.
This page includes 30 of 255 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 255 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1639943","quarter":"2024Q3","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1639943","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.