CIK 1929986
WealthPlan Investment Management, LLC
Institutional 13F holdings & portfolio
Holdings
376
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 376
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 170K | $1M+ | SH |
| BFLB | EA SERIES TRUST | 1.0M | $1M+ | SH |
| IVV | ISHARES TR | 69K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 206K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 63K | $1M+ | SH |
| GOOG | ALPHABET INC | 91K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 303K | $1M+ | SH |
| GOOGL | ALPHABET INC | 66K | $1M+ | SH |
| META | META PLATFORMS INC | 31K | $1M+ | SH |
| IVE | ISHARES TR | 95K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 557K | $1M+ | SH |
| EPS | WISDOMTREE TR | 233K | $1M+ | SH |
| AMZN | AMAZON COM INC | 69K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 206K | $1M+ | SH |
| CLOI | VANECK ETF TRUST | 282K | $1M+ | SH |
| CASY | CASEYS GEN STORES INC | 27K | $1M+ | SH |
| MINT | PIMCO ETF TR | 142K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 152K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 211K | $1M+ | SH |
| AAPL | APPLE INC | 52K | $1M+ | SH |
| ABBV | ABBVIE INC | 58K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 86K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 185K | $1M+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 179K | $1M+ | SH |
| COWZ | PACER FDS TR | 208K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 14K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 38K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 97K | $1M+ | SH |
| JGLO | J P MORGAN EXCHANGE TRADED F | 173K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 54K | $1M+ | SH |
| FLBL | FRANKLIN TEMPLETON ETF TR | 476K | $1M+ | SH |
| AGGY | WISDOMTREE TR | 240K | $1M+ | SH |
| AGG | ISHARES TR | 104K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 97K | $1M+ | SH |
| VMI | VALMONT INDS INC | 25K | $1M+ | SH |
| AGOX | STARBOARD INVT TR | 345K | $1M+ | SH |
| MBSF | VALUED ADVISERS TR | 374K | $1M+ | SH |
| IEFA | ISHARES TR | 107K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 16K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 181K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 332K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 78K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 12K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 86K | $1M+ | SH |
| HIGH | SIMPLIFY EXCHANGE TRADED FUN | 354K | $1M+ | SH |
| AVGO | BROADCOM INC | 22K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 26K | $1M+ | SH |
| AMGN | AMGEN INC | 23K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 55K | $1M+ | SH |
| SGVT | SCHWAB STRATEGIC TR | 71K | $1M+ | SH |