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 351–376 of 376
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 224 | $100K–$500K | SH |
| POET | POET TECHNOLOGIES INC | 22K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 12K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 257 | $100K–$500K | SH |
| GPRE | GREEN PLAINS INC | 12K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 11K | $100K–$500K | SH |
| SPTM | SPDR SERIES TRUST | 1K | $50K–$100K | SH |
| XFIV | BONDBLOXX ETF TRUST | 940 | $15K–$50K | SH |
| TSLA | TESLA INC | 103 | $15K–$50K | SH |
| DGRO | ISHARES TR | 614 | $15K–$50K | SH |
| IGRO | ISHARES TR | 404 | $15K–$50K | SH |
| IBRX | IMMUNITYBIO INC | 14K | $15K–$50K | SH |
| MKL | MARKEL GROUP INC | 12 | $15K–$50K | SH |
| AVEM | AMERICAN CENTY ETF TR | 289 | $15K–$50K | SH |
| TDV | PROSHARES TR | 219 | $15K–$50K | SH |
| FSSL | FS SPECIALTY LENDING FD | 1K | $15K–$50K | SH |
| SPEM | SPDR INDEX SHS FDS | 331 | $15K–$50K | SH |
| WMT | WALMART INC | 132 | $1K–$15K | SH |
| SHOP | SHOPIFY INC | 80 | $1K–$15K | SH |
| MO | ALTRIA GROUP INC | 150 | $1K–$15K | SH |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 49 | $1K–$15K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 15 | $1K–$15K | SH |
| DJD | INVESCO EXCHANGE TRADED FD T | 19 | $1K–$15K | SH |
| XSOE | WISDOMTREE TR | 22 | <$1K | SH |
| VYM | VANGUARD WHITEHALL FDS | 5 | <$1K | SH |
| GEV | GE VERNOVA INC | 1 | <$1K | SH |