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 251–300 of 376
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| F | FORD MTR CO | 33K | $100K–$500K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| RR | RICHTECH ROBOTICS INC | 133K | $100K–$500K | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 18K | $100K–$500K | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| XSVN | BONDBLOXX ETF TRUST | 9K | $100K–$500K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 3K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| BBIN | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| IGM | ISHARES TR | 3K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| IOCT | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| SCHI | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| IAPR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| IJUL | INNOVATOR ETFS TRUST | 12K | $100K–$500K | SH |
| IJAN | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| PMAY | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| PFEB | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 5K | $100K–$500K | SH |
| GMUB | GOLDMAN SACHS ETF TR | 7K | $100K–$500K | SH |
| QDF | FLEXSHARES TR | 5K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| EYLD | CAMBRIA ETF TR | 10K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 4K | $100K–$500K | SH |
| AVIG | AMERICAN CENTY ETF TR | 8K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 5K | $100K–$500K | SH |
| EMB | ISHARES TR | 4K | $100K–$500K | SH |
| XUSP | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 4K | $100K–$500K | SH |
| CMC | COMMERCIAL METALS CO | 5K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| PAUG | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| AXSM | AXSOME THERAPEUTICS INC | 2K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 614 | $100K–$500K | SH |
| CINF | CINCINNATI FINL CORP | 2K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| TOPT | ISHARES TR | 10K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| EJUL | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| EJAN | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| BNDC | FLEXSHARES TR | 12K | $100K–$500K | SH |
| SQQQ | PROSHARES TR | 4K | $100K–$500K | SH |
| SPVU | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |