WealthPlan Investment Management, LLC
Q3 2026 13F filing
Updated 21 days ago714 disclosed positions worth $2.1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $117M | 152.8K | 5.67% | Added(+2.4%) |
| 2 | A APPLE INC | $98.3M | 295.3K | 4.76% | Added(+468.1%) |
| 3 | N NVIDIA CORPORATION | $62.2M | 272.2K | 3.01% | Added(+20230.7%) |
| 4 | V VANGUARD INDEX FDS | $54.8M | 146.5K | 2.65% | Added(+2328.4%) |
| 5 | M MICROSOFT CORP | $49.6M | 96.7K | 2.40% | Added(+71004.4%) |
| 6 | E ISHARES INC | $48.2M | 594.4K | 2.33% | Added(+4683.5%) |
| 7 | B WISDOMTREE TR | $45.1M | 564.3K | 2.18% | Added(+9.3%) |
| 8 | ? N/A EA SERIES TRUST | $42.8M | 771.3K | 2.07% | Trimmed(-18.4%) |
| 9 | ? N/A J P MORGAN EXCHANGE TRADED F | $33.8M | 493.1K | 1.63% | — |
| 10 | J J P MORGAN EXCHANGE TRADED F | $32.5M | 395.9K | 1.57% | Trimmed(-9.3%) |
| 11 | G ALPHABET INC | $32.5M | 94.5K | 1.57% | Added(+132974.6%) |
| 12 | J J P MORGAN EXCHANGE TRADED F | $31.7M | 707.6K | 1.53% | Added(+21.7%) |
| 13 | E ISHARES TR | $31.3M | 331.3K | 1.52% | Added(+8.3%) |
| 14 | M META PLATFORMS INC | $28.1M | 38.8K | 1.36% | Trimmed(-5.0%) |
| 15 | ? N/A J P MORGAN EXCHANGE TRADED F | $27.5M | 345.5K | 1.33% | Trimmed(-9.3%) |
| 16 | S SCHWAB STRATEGIC TR | $27.4M | 997.7K | 1.33% | Added(+2058.3%) |
| 17 | J J P MORGAN EXCHANGE TRADED F | $26.9M | 278.3K | 1.30% | Added(+4.6%) |
| 18 | P PIMCO ETF TR | $26.8M | 266.7K | 1.30% | Added(+2.3%) |
| 19 | G ALPHABET INC | $25.3M | 74.3K | 1.22% | Added(+42578.2%) |
| 20 | S SPDR SERIES TRUST | $24.8M | 1.02M | 1.20% | Added(+6.4%) |
| 21 | E ISHARES TR | $24.1M | 248.8K | 1.17% | Added(+9.3%) |
| 22 | E ISHARES TR | $23.7M | 103.8K | 1.15% | Added(+2264.7%) |
| 23 | B BERKSHIRE HATHAWAY INC DEL | $23.5M | 47.1K | 1.14% | Added(+6957.3%) |
| 24 | A AMAZON COM INC | $22.3M | 89.6K | 1.08% | Added(+40078.9%) |
| 25 | B WISDOMTREE TR | $22.1M | 537.0K | 1.07% | Added(+1220270.4%) |
| 26 | ? N/A AMERICAN CENTY ETF TR | $21M | 223.4K | 1.02% | Added(+289966.2%) |
| 27 | ? N/A PGIM ETF TR | $20.6M | 401.9K | 1.00% | Added(+15.2%) |
| 28 | ? N/A J P MORGAN EXCHANGE TRADED F | $18.2M | 372.5K | 0.88% | Added(+43.1%) |
| 29 | E ISHARES TR | $17.8M | 236.6K | 0.86% | Trimmed(-10.9%) |
| 30 | ? N/A J P MORGAN EXCHANGE TRADED F | $17.7M | 241.1K | 0.86% | Added(+7.5%) |
| 31 | A APPLE INC | $17.3M | 52.0K | 0.84% | Added(0.0%) |
| 32 | X EXXONMOBIL HOLDINGS CORP | $16.8M | 103.0K | 0.81% | — |
| 33 | ? N/A J P MORGAN EXCHANGE TRADED F | $15.8M | 228.9K | 0.77% | Added(+17.0%) |
| 34 | J JOHNSON & JOHNSON | $14.1M | 53.4K | 0.68% | Added(+59910.1%) |
| 35 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $14M | 299.2K | 0.68% | Added(+9.6%) |
| 36 | ? N/A WISDOMTREE TR | $13.8M | 312.8K | 0.67% | Added(+26.1%) |
| 37 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $13.6M | 718.0K | 0.66% | Added(+6.0%) |
| 38 | W WALMART INC | $13.2M | 127.3K | 0.64% | Trimmed(-6.9%) |
| 39 | L ELI LILLY & CO | $13M | 11.3K | 0.63% | Added(+34003.0%) |
| 40 | A BROADCOM INC | $12.6M | 35.9K | 0.61% | Added(+0.4%) |
| 41 | C CHEVRON CORPORATION | $12.3M | 60.2K | 0.59% | Added(+139874.4%) |
| 42 | S SCHWAB STRATEGIC TR | $12.3M | 377.0K | 0.59% | Trimmed(-0.8%) |
| 43 | I INTEL CORP | $12.2M | 101.3K | 0.59% | Added(+101245.0%) |
| 44 | A ABBVIE INC | $11.6M | 44.5K | 0.56% | Added(+111105.0%) |
| 45 | A APPLIED MATLS INC | $11.6M | 22.7K | 0.56% | Added(+14.2%) |
| 46 | ? N/A EA SERIES TRUST | $11M | 93.3K | 0.53% | Trimmed(-3.6%) |
| 47 | M MICRON TECHNOLOGY INC | $10.6M | 9.9K | 0.51% | Added(+36700.0%) |
| 48 | A ADVANCED MICRO DEVICES INC | $10.3M | 16.8K | 0.50% | Added(+38068.2%) |
| 49 | F FIRST TR EXCHNG TRADED FD VI | $10M | 266.0K | 0.48% | Trimmed(-14.3%) |
| 50 | C COSTCO WHOLESALE CORPORATION | $10M | 10.9K | 0.48% | Added(+12185.4%) |