WealthPlan Investment Management, LLC - Portfolio Stock Holdings
WealthPlan Investment Management, LLC disclosed 498 stock positions in a recent SEC 13F filing. $2,009,575,440 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 on July 28, 2026.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:
498Est. Stock Holding Value:
$2,009,575,440Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - WealthPlan Investment Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - WealthPlan Investment Management, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...