WealthPlan Investment Management, LLC
CIK 0001929986 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.01B
2026 Q2
Positions
478
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
5.6%
AAPL
APPLE INC
5.4%
VTI
VANGUARD INDEX FDS
2.8%
NVDA
NVIDIA CORPORATION
2.6%
BFLB
EA SERIES TRUST
2.6%
IEMG
ISHARES INC
2.4%
EPS
WISDOMTREE TR
2.0%
JIRE
J P MORGAN EXCHANGE TRADED F
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.