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 151–200 of 376
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | 29K | $1M+ | SH |
| CMF | ISHARES TR | 25K | $1M+ | SH |
| IWN | ISHARES TR | 8K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 4K | $1M+ | SH |
| JHID | JOHN HANCOCK EXCHANGE TRADED | 36K | $1M+ | SH |
| OEF | ISHARES TR | 4K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 8K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 29K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 6K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC | 10K | $1M+ | SH |
| EFV | ISHARES TR | 18K | $1M+ | SH |
| ETN | EATON CORP PLC | 4K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 5K | $1M+ | SH |
| IYW | ISHARES TR | 6K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $1M+ | SH |
| DEM | WISDOMTREE TR | 26K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 49K | $1M+ | SH |
| GOLF | ACUSHNET HLDGS CORP | 15K | $1M+ | SH |
| BTAL | AGF INVTS TR | 81K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 7K | $1M+ | SH |
| CATX | PERSPECTIVE THERAPEUTICS INC | 404K | $1M+ | SH |
| IUSB | ISHARES TR | 24K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 24K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 4K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 13K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 11K | $1M+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 27K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 18K | $1M+ | SH |
| SNPS | SYNOPSYS INC | 2K | $1M+ | SH |
| POCT | INNOVATOR ETFS TRUST | 23K | $1M+ | SH |
| REGL | PROSHARES TR | 12K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 5K | $1M+ | SH |
| NTSX | WISDOMTREE TR | 18K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 26K | $500K+ | SH |
| DNL | WISDOMTREE TR | 24K | $500K+ | SH |
| IEMG | ISHARES INC | 14K | $500K+ | SH |
| DYNF | BLACKROCK ETF TRUST | 15K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 4K | $500K+ | SH |
| ITOT | ISHARES TR | 6K | $500K+ | SH |
| SPAB | SPDR SERIES TRUST | 33K | $500K+ | SH |
| LULU | LULULEMON ATHLETICA INC | 4K | $500K+ | SH |
| NTSI | WISDOMTREE TR | 19K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP | 41K | $500K+ | SH |
| IEV | ISHARES TR | 12K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| SUSL | ISHARES TR | 6K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |