WealthPlan Investment Management, LLC
CIK: 0001929986SEC EDGAR →
Portfolio Value
$1.6B
Holdings
376
As of
Q4 2025
New Positions
376
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 382,164 | $103.9M | 6.62% |
| 2 | VANGUARD INDEX FDS | 176,127 | $59.0M | 3.76% |
| 3 | EA SERIES TRUST | 1,032,349 | $52.7M | 3.36% |
| 4 | ISHARES TR | 68,939 | $47.2M | 3.01% |
| 5 | NVIDIA CORPORATION | 206,761 | $38.6M | 2.46% |
| 6 | MICROSOFT CORP | 62,813 | $30.4M | 1.94% |
| 7 | ALPHABET INC | 91,253 | $28.6M | 1.82% |
| 8 | SPDR SERIES TRUST | 302,987 | $27.7M | 1.76% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 52,171 | $26.2M | 1.67% |
| 10 | ISHARES INC | 380,128 | $25.6M | 1.63% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (376)
$103.9M · 382K shares
$59.0M · 176K shares
$52.7M · 1.0M shares
$47.2M · 69K shares
$38.6M · 207K shares
$30.4M · 63K shares
$28.6M · 91K shares
$27.7M · 303K shares
$26.2M · 52K shares
$25.6M · 380K shares
$24.9M · 1.0M shares
$23.6M · 918K shares
$21.1M · 99K shares
$20.5M · 66K shares
$20.4M · 31K shares
$19.1M · 557K shares
$17.9M · 558K shares
$17.7M · 256K shares
$17.7M · 230K shares
$16.5M · 233K shares
$16.3M · 146K shares
$15.9M · 69K shares
$15.4M · 206K shares
$14.9M · 282K shares
$14.8M · 27K shares
$14.3M · 142K shares
$14.1M · 152K shares
$14.0M · 212K shares
$13.9M · 168K shares
$13.2M · 58K shares
$13.2M · 86K shares
$13.1M · 185K shares
$12.8M · 179K shares
$12.5M · 208K shares
$12.5M · 14K shares
$12.4M · 38K shares
$11.7M · 97K shares
$11.7M · 173K shares
$11.2M · 54K shares
$11.2M · 476K shares
$10.6M · 240K shares
$10.4M · 104K shares
$10.0M · 97K shares
$9.9M · 25K shares
$9.9M · 346K shares
$9.8M · 13 shares
$9.6M · 374K shares
$9.5M · 107K shares
$9.0M · 16K shares
$8.6M · 181K shares
$8.4M · 332K shares
$8.3M · 78K shares
$8.2M · 12K shares
$7.9M · 86K shares
$7.9M · 354K shares
$7.8M · 90K shares
$7.8M · 22K shares
$7.8M · 26K shares
$7.6M · 17K shares
$7.6M · 23K shares
$7.3M · 55K shares
$7.1M · 71K shares
$7.0M · 43K shares
$7.0M · 180K shares
$6.7M · 105K shares
$6.7M · 38K shares
$6.6M · 162K shares
$6.6M · 245K shares
$6.5M · 45K shares
$6.4M · 107K shares
$6.4M · 76K shares
$6.4M · 13K shares
$6.4M · 6K shares
$6.2M · 26K shares
$5.9M · 116K shares
$5.7M · 10K shares
$5.7M · 69K shares
$5.5M · 28K shares
$5.3M · 258K shares
$5.3M · 9K shares
$5.3M · 43K shares
$5.2M · 93K shares
$5.2M · 89K shares
$5.1M · 167K shares
$5.1M · 40K shares
$4.8M · 14K shares
$4.8M · 95K shares
$4.7M · 27K shares
$4.7M · 14K shares
$4.7M · 33K shares
$4.6M · 13K shares
$4.6M · 40K shares
$4.5M · 44K shares
$4.3M · 62K shares
$4.2M · 96K shares
$3.9M · 20K shares
$3.9M · 142K shares
$3.9M · 25K shares
$3.8M · 26K shares
$3.8M · 52K shares
$3.7M · 47K shares
$3.5M · 29K shares
$3.5M · 11K shares
$3.5M · 27K shares
$3.5M · 5K shares
$3.3M · 14K shares
$3.1M · 6K shares
$3.1M · 21K shares
$3.0M · 114K shares
$3.0M · 24K shares
$2.9M · 88K shares
$2.8M · 8K shares
$2.7M · 73K shares
$2.7M · 72K shares
$2.6M · 11K shares
$2.6M · 41K shares
$2.6M · 57K shares
$2.6M · 13K shares
$2.5M · 27K shares
$2.5M · 53K shares
$2.4M · 10K shares
$2.4M · 41K shares
$2.4M · 61K shares
$2.4M · 23K shares
$2.4M · 64K shares
$2.3M · 91K shares
$2.3M · 121K shares
$2.3M · 17K shares
$2.2M · 16K shares
$2.2M · 25K shares
$2.2M · 23K shares
$2.2M · 137K shares
$2.2M · 39K shares
$2.1M · 11K shares
$2.1M · 25K shares
$2.1M · 27K shares
$2.0M · 36K shares
$2.0M · 4K shares
$2.0M · 39K shares
$2.0M · 10K shares
$2.0M · 8K shares
$2.0M · 29K shares
$2.0M · 26K shares
$2.0M · 22K shares
$1.9M · 24K shares
$1.9M · 17K shares
$1.9M · 33K shares
$1.9M · 19K shares
$1.8M · 5K shares
$1.8M · 45K shares
$1.8M · 44K shares
$1.7M · 10K shares
$1.7M · 13K shares
$1.6M · 3K shares
$1.6M · 4K shares
$1.6M · 66K shares
$1.6M · 35K shares
$1.6M · 16K shares
$1.6M · 37K shares
$1.6M · 32K shares
$1.6M · 2K shares
$1.6M · 63K shares
$1.6M · 42K shares
$1.5M · 11K shares
$1.5M · 29K shares
$1.4M · 5K shares
$1.4M · 22K shares
$1.4M · 29K shares
$1.4M · 25K shares
$1.4M · 4K shares
$1.4M · 2K shares
$1.4M · 36K shares
$1.4M · 4K shares
$1.4M · 8K shares
$1.3M · 29K shares
$1.3M · 6K shares
$1.3M · 10K shares
$1.3M · 18K shares
$1.3M · 4K shares
$1.3M · 5K shares
$1.3M · 6K shares
$1.2M · 2K shares
$1.2M · 87K shares
$1.2M · 15K shares
$1.2M · 81K shares
$1.2M · 4K shares
$1.1M · 2K shares
$1.1M · 7K shares
$1.1M · 404K shares
$1.1M · 24K shares
$1.1M · 24K shares
$1.1M · 23K shares
$1.1M · 4K shares
$1.1M · 13K shares
$1.1M · 11K shares
$1.1M · 27K shares
$1.0M · 18K shares
$1.0M · 2K shares
$1.0M · 23K shares
$1.0M · 12K shares
$1.0M · 5K shares
$1.0M · 468 shares
$1.0M · 18K shares
$982K · 26K shares
$976K · 24K shares
$895K · 15K shares
$884K · 4K shares
$854K · 6K shares
$839K · 4K shares
$838K · 41K shares
$838K · 19K shares
$836K · 12K shares
$802K · 14K shares
$799K · 2K shares
$779K · 2K shares
$766K · 4K shares
$761K · 6K shares
$742K · 26K shares
$718K · 13K shares
$707K · 12K shares
$701K · 2K shares
$699K · 6K shares
$698K · 18K shares
$694K · 5K shares
$693K · 3K shares
$671K · 5K shares
$657K · 7K shares
$653K · 4K shares
$648K · 37K shares
$636K · 1K shares
$636K · 5K shares
$632K · 5K shares
$630K · 5K shares
$611K · 2K shares
$602K · 12K shares
$602K · 96K shares
$599K · 24K shares
$597K · 7K shares
$584K · 5K shares
$583K · 18K shares
$577K · 475 shares
$577K · 11K shares
$570K · 5K shares
$566K · 14K shares
$561K · 8K shares
$553K · 9K shares
$551K · 17K shares
$545K · 10K shares
$538K · 23K shares
$535K · 1K shares
$528K · 1K shares
$527K · 10K shares
$525K · 16K shares
$513K · 4K shares
$509K · 3K shares
$507K · 11K shares
$506K · 5K shares
$496K · 19K shares
$483K · 15K shares
$476K · 8K shares
$475K · 13K shares
$473K · 3K shares
$471K · 10K shares
$471K · 7K shares
$468K · 9K shares
$468K · 33K shares
$468K · 2K shares
$460K · 2K shares
$452K · 10K shares
$444K · 590 shares
$442K · 5K shares
$435K · 33K shares
$431K · 3K shares
$430K · 2K shares
$430K · 133K shares
$426K · 18K shares
$421K · 4K shares
$416K · 9K shares
$408K · 1K shares
$408K · 3K shares
$405K · 6K shares
$402K · 3K shares
$398K · 7K shares
$392K · 1K shares
$388K · 11K shares
$386K · 12K shares
$386K · 17K shares
$386K · 13K shares
$386K · 11K shares
$384K · 16K shares
$384K · 10K shares
$377K · 5K shares
$377K · 9K shares
$374K · 7K shares
$372K · 5K shares
$371K · 1K shares
$370K · 10K shares
$361K · 4K shares
$355K · 8K shares
$355K · 5K shares
$350K · 5K shares
$350K · 4K shares
$349K · 7K shares
$340K · 4K shares
$332K · 5K shares
$321K · 7K shares
$318K · 2K shares
$315K · 2K shares
$314K · 7K shares
$309K · 2K shares
$307K · 2K shares
$306K · 4K shares
$306K · 10K shares
$301K · 2K shares
$300K · 5K shares
$298K · 10K shares
$294K · 9K shares
$278K · 1K shares
$277K · 12K shares
$277K · 4K shares
$276K · 5K shares
$276K · 2K shares
$273K · 4K shares
$272K · 9K shares
$270K · 466 shares
$267K · 2K shares
$263K · 5K shares
$261K · 6K shares
$259K · 2K shares
$258K · 6K shares
$256K · 3K shares
$255K · 20K shares
$254K · 4K shares
$252K · 5K shares
$252K · 5K shares
$251K · 2K shares
$250K · 5K shares
$249K · 6K shares
$249K · 1K shares
$248K · 5K shares
$246K · 8K shares
$241K · 5K shares
$240K · 6K shares
$233K · 6K shares
$232K · 4K shares
$232K · 1K shares
$232K · 5K shares
$232K · 958 shares
$231K · 1K shares
$230K · 9K shares
$229K · 2K shares
$229K · 6K shares
$222K · 5K shares
$219K · 5K shares
$217K · 4K shares
$217K · 5K shares
$215K · 2K shares
$215K · 12K shares
$214K · 1K shares
$211K · 588 shares
$210K · 1K shares
$208K · 5K shares
$204K · 2K shares
$204K · 28 shares
$200K · 3K shares
$199K · 6K shares
$195K · 14K shares
$189K · 11K shares
$185K · 16K shares
$176K · 17K shares
$159K · 12K shares
$137K · 22K shares
$132K · 12K shares
$114K · 12K shares
$113K · 11K shares
$27K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 212 | $827.9M | 52.8% |
| Technology | 33 | $236.7M | 15.1% |
| Unknown | 24 | $110.8M | 7.1% |
| Communication Services | 10 | $77.2M | 4.9% |
| Industrials | 28 | $73.6M | 4.7% |
| Healthcare | 23 | $72.1M | 4.6% |
| Consumer Cyclical | 16 | $60.8M | 3.9% |
| Consumer Defensive | 12 | $51.5M | 3.3% |
| Energy | 5 | $27.4M | 1.7% |
| Basic Materials | 6 | $20.1M | 1.3% |
| Real Estate | 3 | $5.9M | 0.4% |
| Utilities | 4 | $5.1M | 0.3% |