Institutions / WealthPlan Investment Management, LLC
WealthPlan Investment Management, LLC
CIK 1929986 · Institution · as of Dec 31, 2025
Portfolio value
$1.57B
Positions
376
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 376 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $103.90M | 6.6% |
| Vanguard Index Fds | $59.05M | 3.8% |
| Ea Series Trust | $52.68M | 3.4% |
| iShares Tr | $47.22M | 3.0% |
| NVIDIA Corp | $38.56M | 2.5% |
| Microsoft Corp | $30.38M | 1.9% |
| Alphabet Inc. | $28.64M | 1.8% |
| SPDR Series Trust | $27.69M | 1.8% |
| Warren E. Buffett | $26.22M | 1.7% |
| iShares Inc | $25.55M | 1.6% |
| Schwab Strategic Tr | $24.95M | 1.6% |
| SPDR Series Trust | $23.64M | 1.5% |
| iShares Tr | $21.06M | 1.3% |
| Alphabet Inc. | $20.53M | 1.3% |
| Meta Platforms Inc | $20.38M | 1.3% |
| First Tr Exchng Traded Fd VI | $19.10M | 1.2% |
| Simplify Exchange Traded Fun | $17.90M | 1.1% |
| iShares Tr | $17.74M | 1.1% |
| American Centy ETF Tr | $17.71M | 1.1% |
| WisdomTree Tr | $16.53M | 1.1% |
| Walmart Inc. | $16.30M | 1.0% |
| Amazon.com Inc | $15.87M | 1.0% |
| J P Morgan Exchange Traded F | $15.44M | 1.0% |
| VanEck ETF Trust | $14.90M | 0.9% |
| Caseys General Stores Inc | $14.79M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.