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 301–350 of 376
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 9K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 466 | $100K–$500K | SH |
| IJT | ISHARES TR | 2K | $100K–$500K | SH |
| NJAN | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| GNMA | ISHARES TR | 6K | $100K–$500K | SH |
| VLUE | ISHARES TR | 2K | $100K–$500K | SH |
| HYGV | FLEXSHARES TR | 6K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 3K | $100K–$500K | SH |
| SDD | PROSHARES TR | 20K | $100K–$500K | SH |
| MAGS | LISTED FDS TR | 4K | $100K–$500K | SH |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| UTRE | RBB FD INC | 5K | $100K–$500K | SH |
| PCAR | PACCAR INC | 2K | $100K–$500K | SH |
| OBIL | RBB FD INC | 5K | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 6K | $100K–$500K | SH |
| CIEN | CIENA CORP | 1K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 5K | $100K–$500K | SH |
| IQDF | FLEXSHARES TR | 8K | $100K–$500K | SH |
| DDEC | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| LW | LAMB WESTON HLDGS INC | 6K | $100K–$500K | SH |
| IMAX | IMAX CORP | 6K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| MINO | PIMCO ETF TR | 5K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 958 | $100K–$500K | SH |
| STLD | STEEL DYNAMICS INC | 1K | $100K–$500K | SH |
| EMKT | LAZARD ACTIVE ETF TR | 9K | $100K–$500K | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 2K | $100K–$500K | SH |
| RODM | LATTICE STRATEGIES TR | 6K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| PJUN | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| USB | US BANCORP DEL | 4K | $100K–$500K | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| DIAL | COLUMBIA ETF TR I | 12K | $100K–$500K | SH |
| TLH | ISHARES TR | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 588 | $100K–$500K | SH |
| RY | ROYAL BK CDA | 1K | $100K–$500K | SH |
| ESGE | ISHARES INC | 5K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| NVR | NVR INC | 28 | $100K–$500K | SH |
| LIF | LIFE360 INC | 3K | $100K–$500K | SH |
| BP | BP PLC | 6K | $100K–$500K | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOM | 14K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 11K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 16K | $100K–$500K | SH |
| DCTH | DELCATH SYS INC | 17K | $100K–$500K | SH |
| MSIF | MSC INCOME FUND INC | 12K | $100K–$500K | SH |
| REET | ISHARES TR | 6K | $100K–$500K | SH |