Wealthplan Partners 13F annual report
Wealthplan Partners is an investment fund managing more than $951 billion ran by Kevin Zemann. There are currently 189 companies in Mr. Zemann’s portfolio. The largest investments include Apple Inc and Berkshire Hathaway, together worth $94.3 billion.
Limited to 30 biggest holdings
$951 billion Assets Under Management (AUM)
As of 30th April 2024, Wealthplan Partners’s top holding is 319,004 shares of Apple Inc currently worth over $54.7 billion and making up 5.7% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Wealthplan Partners owns more than approximately 0.1% of the company.
In addition, the fund holds 94,224 shares of Berkshire Hathaway worth $39.6 billion, whose value grew 15.2% in the past six months.
The third-largest holding is Vanguard Index Fds worth $39.3 billion and the next is Ishares Tr worth $98.3 billion, with 1,106,264 shares owned.
Currently, Wealthplan Partners's portfolio is worth at least $951 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Wealthplan Partners
The Wealthplan Partners office and employees reside in Omaha, Nebraska. According to the last 13-F report filed with the SEC, Kevin Zemann serves as the Consultant at Wealthplan Partners.
Recent trades
In the most recent 13F filing, Wealthplan Partners revealed that it had opened a new position in
Simplify Exchange Traded Fun and bought 384,550 shares worth $9.38 billion.
The investment fund also strengthened its position in Ishares Tr by buying
219,666 additional shares.
This makes their stake in Ishares Tr total 1,106,264 shares worth $98.3 billion.
On the other hand, there are companies that Wealthplan Partners is getting rid of from its portfolio.
Wealthplan Partners closed its position in Innovator Etfs Tr on 7th May 2024.
It sold the previously owned 384,697 shares for $11.8 billion.
Kevin Zemann also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $54.7 billion and 319,004 shares.
One of the average hedge funds
The two most similar investment funds to Wealthplan Partners are Pds Planning, Inc and North Peak Capital Management. They manage $951 billion and $952 billion respectively.
Kevin Zemann investment strategy
Wealthplan Partners’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 9.2% of
the total portfolio value.
The fund focuses on investments in the United States as
42.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
40% of the total holdings value.
On the other hand, small-cap stocks make up only 2.6% of the portfolio.
The average market cap of the portfolio companies is close to $188 billion.
The complete list of Wealthplan Partners trades based on 13F SEC filings
These positions were updated on May 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
5.25%
319,004
|
$54,702,858,000 | 5.75% |
| Berkshire Hathaway Inc. |
3.43%
94,224
|
$39,623,182,000 | 4.16% |
| Vanguard Index Fds |
2.09%
150,690
|
$39,302,356,000 | 4.13% |
| Ishares Tr |
24.78%
1,106,264
|
$98,314,577,000 | 10.33% |
| Schwab Strategic Tr |
1.28%
744,463
|
$33,494,240,000 | 3.52% |
| Pacer Fds Tr |
19.00%
465,024
|
$23,240,306,000 | 2.44% |
| First Tr Exchng Traded Fd Vi |
0.20%
596,381
|
$16,674,798,000 | 1.75% |
| VanEck ETF Trust |
1.08%
656,025
|
$32,818,351,000 | 3.45% |
| Spdr Ser Tr |
7.43%
1,033,182
|
$39,911,003,000 | 4.19% |
| Amazon.com Inc. |
4.19%
80,721
|
$14,560,454,000 | 1.53% |
| Simplify Exchange Traded Fun |
0.98%
541,933
|
$14,355,810,000 | 1.51% |
| Northern Lts Fd Tr Iv |
0.50%
358,144
|
$15,314,319,000 | 1.61% |
| Ishares Inc |
1.00%
319,855
|
$16,820,886,000 | 1.77% |
| Goldman Sachs Etf Tr |
2.42%
116,389
|
$11,742,457,000 | 1.23% |
| First Tr Exch Traded Fd Iii |
5.65%
179,547
|
$11,070,871,000 | 1.16% |
| Costco Whsl Corp New |
6.12%
14,711
|
$10,777,926,000 | 1.13% |
| Simplify Exchange Traded Fun |
Opened
384,550
|
$9,383,021,000 | 0.99% |
| Starboard Invt Tr |
68.92%
367,837
|
$8,977,778,000 | 0.94% |
| Johnson & Johnson |
20.37%
54,338
|
$8,595,766,000 | 0.90% |
| Microsoft Corporation |
5.92%
20,102
|
$8,457,490,000 | 0.89% |
| Chevron Corp. |
11.67%
52,282
|
$8,246,974,000 | 0.87% |
| Alphabet Inc |
7.02%
65,104
|
$9,897,494,000 | 1.04% |
| American Centy Etf Tr |
0.56%
140,891
|
$8,166,046,000 | 0.86% |
| Caseys Gen Stores Inc |
19.37%
25,589
|
$8,148,782,000 | 0.86% |
| Abbott Labs |
14.62%
70,328
|
$7,993,534,000 | 0.84% |
| Pepsico Inc |
20.33%
45,256
|
$7,920,284,000 | 0.83% |
| Abbvie Inc |
25.08%
42,735
|
$7,782,103,000 | 0.82% |
| NVIDIA Corp |
6.08%
8,421
|
$7,609,180,000 | 0.80% |
| Nucor Corp. |
30.34%
37,841
|
$7,488,770,000 | 0.79% |
| Msc Indl Direct Inc |
23.50%
74,024
|
$7,183,333,000 | 0.76% |
| Walmart Inc |
167.62%
117,833
|
$7,090,016,000 | 0.75% |
| Lincoln Elec Hldgs Inc |
23.81%
27,445
|
$7,010,491,000 | 0.74% |
| BondBloxx ETF Trust |
134.04%
234,655
|
$11,542,416,000 | 1.21% |
| Archer Daniels Midland Co. |
6.17%
106,774
|
$6,706,448,000 | 0.70% |
| Graco Inc. |
28.31%
71,693
|
$6,700,438,000 | 0.70% |
| Fs Kkr Cap Corp |
3.27%
331,045
|
$6,313,025,000 | 0.66% |
| JPMorgan Chase & Co. |
5.26%
31,447
|
$6,298,925,000 | 0.66% |
| Pimco Etf Tr |
58.79%
128,955
|
$9,218,290,000 | 0.97% |
| J P Morgan Exchange Traded F |
1.06%
110,569
|
$6,350,637,000 | 0.67% |
| Genuine Parts Co. |
23.80%
38,772
|
$6,006,976,000 | 0.63% |
| Innovator Etfs Tr |
Closed
384,697
|
$11,794,904,000 | |
| Cion Invt Corp |
2.85%
528,464
|
$5,813,104,000 | 0.61% |
| Realty Income Corp. |
22.13%
106,941
|
$5,785,508,000 | 0.61% |
| International Business Machs |
33.01%
30,144
|
$5,756,381,000 | 0.61% |
| Wp Carey Inc |
19.86%
100,645
|
$5,680,413,000 | 0.60% |
| NextEra Energy Inc |
2.17%
87,633
|
$5,600,609,000 | 0.59% |
| Lattice Strategies Tr |
2.82%
195,672
|
$5,478,823,000 | 0.58% |
| Mastercard Incorporated |
1.95%
11,296
|
$5,439,794,000 | 0.57% |
| Microchip Technology, Inc. |
27.25%
59,806
|
$5,365,179,000 | 0.56% |
| Texas Instrs Inc |
24.60%
30,519
|
$5,316,663,000 | 0.56% |
| Brown & Brown, Inc. |
Opened
60,224
|
$5,272,009,000 | 0.55% |
| Invesco Exchange Traded Fd T |
1.70%
53,312
|
$6,212,729,000 | 0.65% |
| Cullen Frost Bankers Inc. |
26.17%
43,536
|
$4,900,880,000 | 0.52% |
| Proshares Tr |
17.31%
94,075
|
$7,124,172,000 | 0.75% |
| First Tr Exchange-traded Fd |
Opened
69,044
|
$4,810,301,000 | 0.51% |
| Lockheed Martin Corp. |
2.82%
10,448
|
$4,752,372,000 | 0.50% |
| Verizon Communications Inc |
30.03%
112,748
|
$4,730,909,000 | 0.50% |
| Meta Platforms Inc |
15.87%
9,402
|
$4,565,436,000 | 0.48% |
| Columbia Etf Tr I |
4.93%
193,441
|
$4,768,812,000 | 0.50% |
| RPM International, Inc. |
11.82%
38,199
|
$4,543,781,000 | 0.48% |
| First Tr Exchange-traded Fd |
0.71%
79,370
|
$4,715,639,000 | 0.50% |
| Constellation Brands, Inc. |
8.98%
15,881
|
$4,315,949,000 | 0.45% |
| EA Series Trust |
11.95%
394,829
|
$13,396,329,000 | 1.41% |
| Visa Inc |
21.35%
13,929
|
$3,887,269,000 | 0.41% |
| Vanguard Index Fds |
Closed
17,914
|
$3,821,604,000 | |
| Nike, Inc. |
29.95%
39,908
|
$3,750,587,000 | 0.39% |
| Air Prods & Chems Inc |
29.45%
15,425
|
$3,737,045,000 | 0.39% |
| First Tr Exchng Traded Fd Vi |
Opened
246,246
|
$8,868,160,000 | 0.93% |
| Union Pac Corp |
0.92%
14,754
|
$3,628,557,000 | 0.38% |
| Blackstone Inc |
22.63%
27,410
|
$3,600,868,000 | 0.38% |
| Danaher Corp. |
17.87%
14,316
|
$3,575,002,000 | 0.38% |
| Intel Corp. |
3.65%
79,128
|
$3,495,105,000 | 0.37% |
| First Tr Exchange Traded Fd |
1.31%
70,012
|
$4,390,763,000 | 0.46% |
| Gabelli Divid & Income Tr |
1.21%
141,496
|
$3,251,578,000 | 0.34% |
| First Tr Exch Trd Alphdx Fd |
3.14%
141,099
|
$3,226,939,000 | 0.34% |
| Albemarle Corp. |
14.92%
24,038
|
$3,166,775,000 | 0.33% |
| S&P Global Inc |
30.36%
7,230
|
$3,076,065,000 | 0.32% |
| Wisdomtree Tr |
0.98%
182,847
|
$7,864,097,000 | 0.83% |
| Smith A O Corp |
Opened
33,554
|
$3,001,733,000 | 0.32% |
| Spdr Index Shs Fds |
Closed
52,994
|
$2,992,041,000 | |
| Innovator ETFs Trust |
5.44%
231,331
|
$8,571,800,000 | 0.90% |
| Aim Etf Products Trust |
Opened
171,135
|
$5,141,717,000 | 0.54% |
| Fs Credit Opportunities Corp |
1.25%
496,824
|
$2,946,166,000 | 0.31% |
| Pacer Fds Tr |
Closed
102,316
|
$3,764,093,000 | |
| Matthews Asia Fds |
Closed
150,456
|
$2,930,711,000 | |
| First Tr Exchng Traded Fd Vi |
Closed
81,059
|
$2,569,562,000 | |
| ServiceNow Inc |
50.89%
3,140
|
$2,393,936,000 | 0.25% |
| Caterpillar Inc. |
0.02%
6,403
|
$2,346,405,000 | 0.25% |
| Buckle, Inc. |
0.01%
58,157
|
$2,341,979,000 | 0.25% |
| Adobe Inc |
4.93%
4,492
|
$2,266,663,000 | 0.24% |
| Thermo Fisher Scientific Inc. |
15.67%
3,867
|
$2,247,409,000 | 0.24% |
| Blackrock Etf Trust |
Opened
50,588
|
$2,246,107,000 | 0.24% |
| Brightspire Capital Inc |
1.51%
316,146
|
$2,178,247,000 | 0.23% |
| Roper Technologies Inc |
5.46%
3,862
|
$2,166,057,000 | 0.23% |
| Norwegian Cruise Line Hldg L |
Closed
107,861
|
$2,161,534,000 | |
| Lululemon Athletica inc. |
48.63%
5,364
|
$2,095,447,000 | 0.22% |
| Tesla Inc |
9.45%
11,540
|
$2,028,617,000 | 0.21% |
| Pnc Finl Svcs Group Inc |
0.09%
12,510
|
$2,021,684,000 | 0.21% |
| Select Sector Spdr Tr |
3.63%
56,446
|
$4,604,930,000 | 0.48% |
| Comerica, Inc. |
Closed
34,784
|
$1,941,295,000 | |
| Etf Ser Solutions |
Closed
86,801
|
$1,865,102,000 | |
| Lowes Cos Inc |
10.46%
7,308
|
$1,861,578,000 | 0.20% |
| Spdr S&p 500 Etf Tr |
14.80%
3,465
|
$1,812,278,000 | 0.19% |
| Western Ast Infl Lkd Opp & I |
1.21%
208,145
|
$1,796,291,000 | 0.19% |
| Invesco Actively Managed Etf |
Closed
52,350
|
$1,791,936,000 | |
| Ishares U S Etf Tr |
0.57%
34,921
|
$1,762,128,000 | 0.19% |
| Doubleline Etf Trust |
Closed
34,685
|
$1,716,561,000 | |
| FMC Corp. |
111.86%
25,247
|
$1,608,234,000 | 0.17% |
| Broadcom Inc. |
122.59%
1,202
|
$1,592,759,000 | 0.17% |
| Aim Etf Products Trust |
Closed
132,530
|
$3,821,292,000 | |
| Cheniere Energy Inc. |
7.09%
9,121
|
$1,471,012,000 | 0.15% |
| Exxon Mobil Corp. |
22.45%
12,068
|
$1,402,838,000 | 0.15% |
| Home Depot, Inc. |
5.22%
3,542
|
$1,358,859,000 | 0.14% |
| Ishares Tr |
Closed
48,488
|
$3,378,039,000 | |
| Merck & Co Inc |
1.03%
10,131
|
$1,336,748,000 | 0.14% |
| AB Active ETFs Inc |
Closed
25,782
|
$1,296,577,000 | |
| Eli Lilly & Co |
0.32%
1,578
|
$1,227,439,000 | 0.13% |
| Main Str Cap Corp |
0.28%
23,742
|
$1,123,211,000 | 0.12% |
| Amn Healthcare Svcs Inc |
Closed
14,374
|
$1,076,325,000 | |
| Bank America Corp |
161.75%
28,109
|
$1,065,923,000 | 0.11% |
| Coca-Cola Co |
151.60%
17,267
|
$1,056,423,000 | 0.11% |
| Mcdonalds Corp |
4.78%
3,648
|
$1,028,484,000 | 0.11% |
| Deere & Co. |
9.55%
2,434
|
$999,714,000 | 0.11% |
| Target Corp |
30.22%
5,639
|
$999,213,000 | 0.11% |
| M.D.C. Holdings, Inc. |
Closed
17,948
|
$991,627,000 | |
| Ishares Tr |
Opened
32,380
|
$1,982,231,000 | 0.21% |
| T Rowe Price Etf Inc |
4.64%
31,545
|
$953,605,000 | 0.10% |
| Spdr Gold Tr |
0.45%
4,239
|
$872,047,000 | 0.09% |
| Medtronic Plc |
Opened
9,303
|
$810,714,000 | 0.09% |
| Occidental Pete Corp |
Opened
12,406
|
$806,238,000 | 0.08% |
| Altria Group Inc. |
21.54%
17,991
|
$784,763,000 | 0.08% |
| Victory Portfolios II |
Closed
13,840
|
$774,625,000 | |
| Spdr S&p Midcap 400 Etf Tr |
14.54%
1,339
|
$745,020,000 | 0.08% |
| First Tr Lrge Cp Core Alpha |
5.64%
7,284
|
$722,864,000 | 0.08% |
| Gilead Sciences, Inc. |
Opened
9,810
|
$718,635,000 | 0.08% |
| Blackrock Etf Trust Ii |
Opened
13,291
|
$697,246,000 | 0.07% |
| Ball Corp. |
Closed
11,741
|
$675,342,000 | |
| Boeing Co. |
26.15%
3,474
|
$670,503,000 | 0.07% |
| Werner Enterprises, Inc. |
No change
16,677
|
$652,404,000 | 0.07% |
| Interpublic Group Cos Inc |
No change
19,933
|
$650,414,000 | 0.07% |
| Crocs Inc |
Closed
6,512
|
$608,286,000 | |
| Mckesson Corporation |
0.91%
1,104
|
$592,702,000 | 0.06% |
| Dbx Etf Tr |
0.64%
15,879
|
$567,039,000 | 0.06% |
| Schwab Charles Corp |
73.37%
7,448
|
$538,772,000 | 0.06% |
| Public Storage. |
0.27%
1,853
|
$537,481,000 | 0.06% |
| Disney Walt Co |
40.75%
4,364
|
$533,983,000 | 0.06% |
| Netflix Inc. |
2.34%
876
|
$532,021,000 | 0.06% |
| Umb Finl Corp |
91.97%
6,097
|
$530,373,000 | 0.06% |
| Advanced Drain Sys Inc Del |
Closed
3,750
|
$527,400,000 | |
| Us Bancorp Del |
41.15%
11,778
|
$526,446,000 | 0.06% |
| Procter And Gamble Co |
34.12%
3,081
|
$499,950,000 | 0.05% |
| First Tr Exch Trd Alphdx Fd |
Closed
12,147
|
$466,931,000 | |
| Conocophillips |
0.66%
3,640
|
$463,251,000 | 0.05% |
| General Electric Co |
4.15%
2,608
|
$457,850,000 | 0.05% |
| Sunoco Lp/sunoco Fin Corp |
0.11%
7,526
|
$453,743,000 | 0.05% |
| Norfolk Southn Corp |
24.45%
1,749
|
$445,768,000 | 0.05% |
| Vanguard Malvern Fds |
No change
9,236
|
$442,312,000 | 0.05% |
| Vanguard Intl Equity Index F |
No change
7,506
|
$440,227,000 | 0.05% |
| Oracle Corp. |
71.77%
3,425
|
$430,214,000 | 0.05% |
| Delta Air Lines, Inc. |
Closed
10,667
|
$429,147,000 | |
| Vertiv Holdings Co |
Opened
5,060
|
$413,250,000 | 0.04% |
| Tjx Cos Inc New |
No change
4,007
|
$406,420,000 | 0.04% |
| Pgim Etf Tr |
Opened
7,856
|
$400,420,000 | 0.04% |
| Lamb Weston Holdings Inc |
0.03%
3,539
|
$376,957,000 | 0.04% |
| Ares Capital Corp |
53.14%
17,922
|
$373,136,000 | 0.04% |
| Cisco Sys Inc |
2.97%
7,385
|
$368,596,000 | 0.04% |
| Mondelez International Inc. |
11.71%
5,226
|
$365,820,000 | 0.04% |
| General Mtrs Co |
Closed
10,141
|
$364,276,000 | |
| Advanced Micro Devices Inc. |
32.71%
1,996
|
$360,258,000 | 0.04% |
| Spdr Ser Tr |
Opened
7,399
|
$660,478,000 | 0.07% |
| Duke Energy Corp. |
21.93%
3,561
|
$344,384,000 | 0.04% |
| Diageo plc |
Closed
2,358
|
$343,472,000 | |
| Innovator ETFs Trust |
Opened
9,946
|
$339,755,000 | 0.04% |
| AT&T, Inc. |
31.48%
19,212
|
$338,135,000 | 0.04% |
| Spdr Dow Jones Indl Average |
29.24%
831
|
$330,353,000 | 0.03% |
| Constellation Energy Corp |
No change
1,753
|
$324,042,000 | 0.03% |
| Hormel Foods Corp. |
0.03%
9,253
|
$322,851,000 | 0.03% |
| Spdr Index Shs Fds |
1.66%
17,279
|
$622,219,000 | 0.07% |
| United Rentals, Inc. |
Opened
437
|
$315,275,000 | 0.03% |
| Rockwell Automation Inc |
7.84%
1,081
|
$314,928,000 | 0.03% |
| Conagra Brands Inc |
0.03%
10,594
|
$313,995,000 | 0.03% |
| Public Svc Enterprise Grp In |
No change
4,687
|
$312,998,000 | 0.03% |
| Intuitive Surgical Inc |
No change
783
|
$312,487,000 | 0.03% |
| Vanguard World Fd |
12.42%
561
|
$293,941,000 | 0.03% |
| First Tr Value Line Divid In |
66.33%
6,709
|
$283,321,000 | 0.03% |
| Pfizer Inc. |
23.29%
10,166
|
$282,119,000 | 0.03% |
| Veralto Corp |
Closed
3,372
|
$277,381,000 | |
| Vanguard Bd Index Fds |
No change
3,613
|
$277,009,000 | 0.03% |
| Alibaba Group Hldg Ltd |
6.55%
3,793
|
$274,461,000 | 0.03% |
| Unitedhealth Group Inc |
19.35%
546
|
$270,067,000 | 0.03% |
| John Hancock Exchange Traded |
11.95%
8,770
|
$260,246,000 | 0.03% |
| Black Hills Corporation |
Closed
4,814
|
$259,740,000 | |
| Ford Mtr Co Del |
2.87%
18,977
|
$252,021,000 | 0.03% |
| Honeywell International Inc |
Closed
1,191
|
$249,853,000 | |
| Eaton Corp Plc |
Opened
798
|
$249,519,000 | 0.03% |
| Wells Fargo Co New |
0.33%
4,253
|
$246,494,000 | 0.03% |
| Arm Holdings Plc |
Opened
1,963
|
$245,355,000 | 0.03% |
| American Elec Pwr Co Inc |
11.35%
2,844
|
$244,848,000 | 0.03% |
| United Parcel Service, Inc. |
2.04%
1,635
|
$243,089,000 | 0.03% |
| RTX Corp |
13.47%
2,492
|
$243,073,000 | 0.03% |
| Spotify Technology S.A. |
Opened
918
|
$242,260,000 | 0.03% |
| Paychex Inc. |
4.96%
1,934
|
$237,518,000 | 0.02% |
| Starbucks Corp. |
8.13%
2,598
|
$237,400,000 | 0.02% |
| AMGEN Inc. |
Closed
816
|
$235,168,000 | |
| Automatic Data Processing In |
Closed
1,006
|
$234,368,000 | |
| The Southern Co. |
No change
3,247
|
$232,940,000 | 0.02% |
| Qualcomm, Inc. |
Opened
1,346
|
$227,834,000 | 0.02% |
| Comcast Corp New |
31.22%
5,235
|
$226,970,000 | 0.02% |
| Wisdomtree Tr |
Opened
5,802
|
$225,640,000 | 0.02% |
| Phillips 66 |
Opened
1,320
|
$215,609,000 | 0.02% |
| Vanguard Index Fds |
Opened
1,320
|
$205,801,000 | 0.02% |
| Sherwin-Williams Co. |
Opened
591
|
$205,413,000 | 0.02% |
| Ishares Silver Tr |
Opened
8,862
|
$201,611,000 | 0.02% |
| Schwab Strategic Tr |
Closed
9,684
|
$200,554,000 | |
| Shopify Inc |
Closed
2,570
|
$200,203,000 | |
| Doubleline Income Solutions |
9.18%
11,899
|
$151,117,000 | 0.02% |
| New York Cmnty Bancorp Inc |
Opened
38,084
|
$122,630,000 | 0.01% |
| Agnc Invt Corp |
7.81%
11,800
|
$116,820,000 | 0.01% |
| Altimmune Inc |
7.82%
10,204
|
$103,877,000 | 0.01% |
| Liberty All Star Equity Fd |
Closed
10,605
|
$67,660,000 | |
| Prospect Cap Corp |
Closed
10,330
|
$61,877,000 | |
| Presidio Ppty Tr Inc |
No change
22,367
|
$27,288,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 222 holdings | |||
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