WealthPlan Investment Management, LLC
Q2 2026 13F filing
Updated 44 days ago642 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $111.8M | 149.3K | 5.55% | Added(+19.3%) |
| 2 | A AAPL APPLE INC | $93.1M | 321.8K | 4.62% | Trimmed(-13.2%) |
| 3 | V VGES VANGUARD INDEX FDS | $54.1M | 146.2K | 2.69% | Trimmed(-2.4%) |
| 4 | N NVDA NVIDIA CORPORATION | $52.3M | 261.1K | 2.59% | Added(+32543.1%) |
| 5 | ? N/A EA SERIES TRUST | $51.4M | 944.9K | 2.55% | Trimmed(-9.7%) |
| 6 | E ETHA ISHARES INC | $46.7M | 563.8K | 2.32% | Added(+4079.7%) |
| 7 | B BTCW WISDOMTREE TR | $40.2M | 516.4K | 1.99% | Added(+12.5%) |
| 8 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $36M | 436.5K | 1.79% | Added(+19.8%) |
| 9 | M MSFT MICROSOFT CORP | $33.8M | 90.5K | 1.68% | Added(+11.6%) |
| 10 | G GOOGN ALPHABET INC | $31.7M | 88.8K | 1.58% | Trimmed(-4.4%) |
| 11 | E ETHA ISHARES TR | $30.3M | 306.0K | 1.50% | Added(+32.1%) |
| 12 | ? N/A J P MORGAN EXCHANGE TRADED F | $30.2M | 380.9K | 1.50% | Added(+16.9%) |
| 13 | G GOOGN ALPHABET INC | $28.4M | 80.3K | 1.41% | Trimmed(-10.6%) |
| 14 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $27.3M | 581.5K | 1.36% | Added(+42.9%) |
| 15 | S SCHW-PJ SCHWAB STRATEGIC TR | $27M | 975.1K | 1.34% | Added(+0.5%) |
| 16 | P PDI PIMCO ETF TR | $26.3M | 260.7K | 1.30% | Added(+435.7%) |
| 17 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $26.2M | 266.0K | 1.30% | Added(+9.2%) |
| 18 | S STT-PG SPDR SERIES TRUST | $24.4M | 955.7K | 1.21% | Added(+4.7%) |
| 19 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $24M | 47.9K | 1.19% | Trimmed(-6.5%) |
| 20 | M META META PLATFORMS INC | $23M | 40.9K | 1.14% | Trimmed(-2.5%) |
| 21 | E ETHA ISHARES TR | $22.8M | 100.5K | 1.13% | Added(+2.3%) |
| 22 | E ETHA ISHARES TR | $22M | 227.7K | 1.09% | Added(+19.0%) |
| 23 | ? N/A WISDOMTREE TR | $21.2M | 487.6K | 1.05% | Trimmed(-3.9%) |
| 24 | A AMZN AMAZON COM INC | $20.5M | 86.1K | 1.02% | Added(+6.5%) |
| 25 | E ETHA ISHARES TR | $20.1M | 265.6K | 1.00% | Added(+47.7%) |
| 26 | ? N/A AMERICAN CENTY ETF TR | $19.8M | 205.1K | 0.98% | Added(+266200.0%) |
| 27 | ? N/A PGIM ETF TR | $17.9M | 348.9K | 0.89% | Added(+11.1%) |
| 28 | ? N/A J P MORGAN EXCHANGE TRADED F | $17.5M | 224.4K | 0.87% | Added(+13.9%) |
| 29 | ? N/A J P MORGAN EXCHANGE TRADED F | $17.2M | 242.2K | 0.86% | Trimmed(-28.4%) |
| 30 | W WMT WALMART INC | $15.5M | 136.7K | 0.77% | Trimmed(-7.4%) |
| 31 | A AAPL APPLE INC | $15M | 52.0K | 0.75% | Trimmed(-86.0%) |
| 32 | A AMAT APPLIED MATLS INC | $14.4M | 19.9K | 0.71% | Added(+4.9%) |
| 33 | C CASY CASEYS GEN STORES INC | $14.2M | 17.9K | 0.71% | Added(+35740.0%) |
| 34 | I INTC INTEL CORP | $14.2M | 101.9K | 0.71% | Added(+0.9%) |
| 35 | V VMI VALMONT INDS INC | $14.2M | 24.6K | 0.71% | Trimmed(-0.1%) |
| 36 | J JNJ JOHNSON & JOHNSON | $14M | 55.2K | 0.70% | Trimmed(-7.9%) |
| 37 | X XOM EXXON MOBIL CORP | $14M | 102.2K | 0.69% | Trimmed(-2.8%) |
| 38 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $13.7M | 677.3K | 0.68% | Trimmed(-5.8%) |
| 39 | A AVGO BROADCOM INC | $13.5M | 35.7K | 0.67% | Added(+6.4%) |
| 40 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $13.4M | 273.1K | 0.67% | Trimmed(-4.8%) |
| 41 | ? N/A J P MORGAN EXCHANGE TRADED F | $13.2M | 195.7K | 0.66% | Trimmed(-3.0%) |
| 42 | ? N/A J P MORGAN EXCHANGE TRADED F | $13.1M | 260.2K | 0.65% | Added(+32.0%) |
| 43 | L LLY ELI LILLY & CO | $12.9M | 10.7K | 0.64% | Added(+0.7%) |
| 44 | S SCHW-PJ SCHWAB STRATEGIC TR | $12.1M | 380.2K | 0.60% | Added(+126.8%) |
| 45 | A ABBV ABBVIE INC | $12M | 47.6K | 0.59% | Trimmed(-13.7%) |
| 46 | C CVX CHEVRON CORPORATION | $12M | 72.1K | 0.59% | Trimmed(-8.0%) |
| 47 | M MU MICRON TECHNOLOGY INC | $11.5M | 10.0K | 0.57% | Trimmed(-19.5%) |
| 48 | ? N/A WISDOMTREE TR | $11.4M | 248.1K | 0.56% | Added(+8.2%) |
| 49 | F FPF FIRST TR EXCHNG TRADED FD VI | $11.3M | 310.5K | 0.56% | Trimmed(-17.9%) |
| 50 | ? N/A EA SERIES TRUST | $11.3M | 96.8K | 0.56% | Trimmed(-9.5%) |