WealthPlan Investment Management, LLC - Portfolio Stock Holdings
WealthPlan Investment Management, LLC disclosed 497 stock positions in a recent SEC 13F filing. $2,009,551,622 of stock holdings were filed, with the largest holdings including IVV, AAPL, and VTI. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $2,185,239,312 and has 34 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
497Est. Stock Holding Value:
$2,009,551,622Top Stock Holdings By Sector
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Portfolio Stock Holdings - WealthPlan Investment Management, LLC
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Portfolio Options Holdings - WealthPlan Investment Management, LLC
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