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 51–100 of 376
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NUE | NUCOR CORP | 43K | $1M+ | SH |
| ICOW | PACER FDS TR | 180K | $1M+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 105K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 38K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 162K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 245K | $1M+ | SH |
| PEP | PEPSICO INC | 45K | $1M+ | SH |
| MSM | MSC INDL DIRECT INC | 76K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 13K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INC | 26K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 103K | $1M+ | SH |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 116K | $1M+ | SH |
| GGG | GRACO INC | 69K | $1M+ | SH |
| ORCL | ORACLE CORP | 28K | $1M+ | SH |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 258K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 9K | $1M+ | SH |
| GPC | GENUINE PARTS CO | 43K | $1M+ | SH |
| O | REALTY INCOME CORP | 93K | $1M+ | SH |
| TSN | TYSON FOODS INC | 89K | $1M+ | SH |
| SEMI | COLUMBIA ETF TR I | 167K | $1M+ | SH |
| CFR | CULLEN FROST BANKERS INC | 40K | $1M+ | SH |
| V | VISA INC | 14K | $1M+ | SH |
| JFLX | J P MORGAN EXCHANGE TRADED F | 95K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 27K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 14K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 33K | $1M+ | SH |
| HD | HOME DEPOT INC | 13K | $1M+ | SH |
| RPM | RPM INTL INC | 44K | $1M+ | SH |
| KO | COCA COLA CO | 62K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 37K | $1M+ | SH |
| DOV | DOVER CORP | 20K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 142K | $1M+ | SH |
| BX | BLACKSTONE INC | 25K | $1M+ | SH |
| ESGU | ISHARES TR | 26K | $1M+ | SH |
| ASTS | AST SPACEMOBILE INC | 52K | $1M+ | SH |
| BRO | BROWN & BROWN INC | 47K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 83K | $1M+ | SH |
| MCD | MCDONALDS CORP | 11K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 27K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 14K | $1M+ | SH |
| IVW | ISHARES TR | 26K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 21K | $1M+ | SH |
| VOYG | VOYAGER TECHNOLOGIES INC | 114K | $1M+ | SH |
| ABT | ABBOTT LABS | 24K | $1M+ | SH |
| WTPI | WISDOMTREE TR | 88K | $1M+ | SH |
| ADBE | ADOBE INC | 8K | $1M+ | SH |
| CAT | CATERPILLAR INC | 5K | $1M+ | SH |
| HYLB | DBX ETF TR | 73K | $1M+ | SH |