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 101–150 of 376
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INTC | INTEL CORP | 72K | $1M+ | SH |
| NKE | NIKE INC | 41K | $1M+ | SH |
| QHY | WISDOMTREE TR | 57K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 13K | $1M+ | SH |
| NFLX | NETFLIX INC | 27K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 53K | $1M+ | SH |
| UNP | UNION PAC CORP | 11K | $1M+ | SH |
| IWM | ISHARES TR | 10K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 41K | $1M+ | SH |
| UDEC | INNOVATOR ETFS TRUST | 61K | $1M+ | SH |
| MRK | MERCK & CO INC | 23K | $1M+ | SH |
| IVLU | ISHARES TR | 64K | $1M+ | SH |
| EMLC | VANECK ETF TRUST | 91K | $1M+ | SH |
| PFFD | GLOBAL X FDS | 121K | $1M+ | SH |
| STZ | CONSTELLATION BRANDS INC | 17K | $1M+ | SH |
| NVS | NOVARTIS AG | 16K | $1M+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 23K | $1M+ | SH |
| HYIN | WISDOMTREE TR | 137K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 39K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 11K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 27K | $1M+ | SH |
| OUSA | ALPS ETF TR | 36K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 4K | $1M+ | SH |
| QUAL | ISHARES TR | 10K | $1M+ | SH |
| LOW | LOWES COS INC | 8K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 29K | $1M+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 26K | $1M+ | SH |
| TLT | ISHARES TR | 22K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 24K | $1M+ | SH |
| EFG | ISHARES TR | 17K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 33K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 19K | $1M+ | SH |
| GLD | SPDR GOLD TR | 5K | $1M+ | SH |
| GAUG | FIRST TR EXCHNG TRADED FD VI | 45K | $1M+ | SH |
| UMAR | INNOVATOR ETFS TRUST | 44K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 13K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 4K | $1M+ | SH |
| PFE | PFIZER INC | 66K | $1M+ | SH |
| VLTO | VERALTO CORP | 16K | $1M+ | SH |
| OUSM | ALPS ETF TR | 37K | $1M+ | SH |
| BDEC | INNOVATOR ETFS TRUST | 32K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| T | AT&T INC | 63K | $1M+ | SH |
| DECT | AIM ETF PRODUCTS TRUST | 42K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 11K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 29K | $1M+ | SH |
| DTH | WISDOMTREE TR | 29K | $1M+ | SH |
| AOS | SMITH A O CORP | 22K | $1M+ | SH |
| GE | GE AEROSPACE | 5K | $1M+ | SH |