WealthPlan Investment Management, LLC
WealthPlan Investment Management, LLC reported 478 positions worth $2.01B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IVV (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $111.8M | 5.55% | 149,301 | — | — | |
| ▸ 2 | AAPL | SH | $108.2M | 5.37% | 373,764 | — | — | |
| ▸ 3 | VTI | SH | $56.3M | 2.80% | 152,268 | — | — | |
| ▸ 4 | NVDA | SH | $52.5M | 2.61% | 262,484 | — | — | |
| ▸ 5 | BFLB | SH | $51.4M | 2.55% | 944,860 | — | — | |
| ▸ 6 | IEMG | SH | $47.7M | 2.37% | 576,229 | — | — | |
| ▸ 7 | EPS | SH | $40.2M | 1.99% | 516,386 | — | — | |
| ▸ 8 | JIRE | SH | $36.0M | 1.79% | 436,465 | — | — | |
| ▸ 9 | MSFT | SH | $33.8M | 1.68% | 90,642 | — | — | |
| ▸ 10 | GOOGL | SH | $31.8M | 1.58% | 88,859 | — | — |
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Frequently Asked Questions
What stocks does WealthPlan Investment Management, LLC hold as of Q2 2026?
WealthPlan Investment Management, LLC reported 478 positions worth $2.01B in its Q2 2026 13F filing. Largest positions: IVV (5.6%), AAPL (5.4%), VTI (2.8%), NVDA (2.6%) and BFLB (2.6%).
What did WealthPlan Investment Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WealthPlan Investment Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.