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Kevin Zemann

Wealthplan Partners, Llc

Assets Managed
$517.553M
Holdings
217
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-22.67%(2Q avg: -11.17%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthplan Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 217 positions.

Assets under management

The assets under management (AUM) of Wealthplan Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 517.553M in assets, with a quarterly growth rate of -22.67% and a 2-quarter average growth rate of -11.17%. The portfolio is managed by Kevin Zemann, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -19.24%
7.68%
$39.698M
156,423 shares@ $253.79 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -5.78%
6.17%
$31.916M
66,603 shares@ $479.2 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 33.7%
3.98%
$20.587M
31,516 shares@ $653.22 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -6.49%
2.92%
$15.099M
215,150 shares@ $70.19 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -18.14%
2.2%
$11.335M
335,657 shares@ $33.77 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -8.16%
2.17%
$11.21M
19,422 shares@ $577.19 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -21.13%
2.01%
$10.364M
49,760 shares@ $208.28 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -38.77%
1.99%
$10.267M
58,871 shares@ $174.41 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -15.6%
1.81%
$9.344M
29,125 shares@ $320.82 avg price
BFLB
Bufferlabs Us Eq Dyn Buf Etf
Recent Activity
Increased 19.23%
1.76%
$9.098M
182,749 shares@ $49.79 avg price

1-10 of 217