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 201–250 of 376
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| SPMD | SPDR SERIES TRUST | 12K | $500K+ | SH |
| BKE | BUCKLE INC | 13K | $500K+ | SH |
| VV | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| C | CITIGROUP INC | 6K | $500K+ | SH |
| NOW | SERVICENOW INC | 5K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 5K | $500K+ | SH |
| DLN | WISDOMTREE TR | 7K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| ZLAB | ZAI LAB LTD | 37K | $500K+ | SH |
| IWP | ISHARES TR | 5K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 5K | $500K+ | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 5K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $500K+ | SH |
| XHLF | BONDBLOXX ETF TRUST | 12K | $500K+ | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 96K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 7K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 5K | $500K+ | SH |
| MRCP | PGIM ROCK ETF TR | 18K | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| KLAC | KLA CORP | 475 | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 5K | $500K+ | SH |
| SGOL | ETFS GOLD TR | 14K | $500K+ | SH |
| EMXC | ISHARES INC | 8K | $500K+ | SH |
| WPC | WP CAREY INC | 9K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 17K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 10K | $500K+ | SH |
| SPHY | SPDR SERIES TRUST | 23K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 1K | $500K+ | SH |
| BJAN | INNOVATOR ETFS TRUST | 10K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 16K | $500K+ | SH |
| UMBF | UMB FINL CORP | 4K | $500K+ | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 11K | $500K+ | SH |
| RPV | INVESCO EXCHANGE TRADED FD T | 5K | $500K+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 19K | $100K–$500K | SH |
| HIMS | HIMS & HERS HEALTH INC | 15K | $100K–$500K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 10K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| SFLR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| XYL | XYLEM INC | 3K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 7K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| OSCR | OSCAR HEALTH INC | 33K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 590 | $100K–$500K | SH |
| USMV | ISHARES TR | 5K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |