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CIK: 0001929986
Total reported value
$2.0B
$2.0B
376 檔
15.0%
As reported in its official Q4 2025 Form 13F filing, WealthPlan Investment Management, LLC's tracked investment portfolio stood at $2.0B with 376 total positions.
In Q4 2025, WealthPlan Investment Management, LLC displayed an active expansion posture, initiating 45 new positions and adding to 60 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 376 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.62% | -0.60% | -1.09% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.76% | +0.01% | -3.84% | |
| 3 | BFLB | Bufferlabs US Eq Dyn Buf ETF | ETF-Other | 3.36% | -0.35% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.01% | +0.99% | +73.00% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | -0.07% | +32.46% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.01% | +83.40% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.82% | -0.03% | -20.66% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.76% | -0.27% | -2.99% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | -0.17% | -13.86% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.63% | +0.30% | +16.89% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.59% | -0.01% | +1.37% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.51% | -0.10% | +7.01% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.34% | -0.03% | +4.33% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.09% | +145.71% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.19% | +34.26% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.22% | -0.15% | -14.11% | |
| 17 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.14% | -0.15% | -14.61% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.13% | +0.30% | -10.41% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.13% | +0.03% | +2.89% | |
| 20 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.05% | +0.25% | +55.55% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.25% | -24.54% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.08% | -15.77% | |
| 23 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.98% | +0.25% | +33.20% | |
| 24 | CLOI | Vaneck Clo ETF | ETF-Other | 0.95% | -0.11% | -12.85% | |
| 25 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.94% | -0.15% | -27.84% | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.91% | +1.03% | +20.49% | |
| 27 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.90% | +0.15% | +66.10% | |
| 28 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.90% | -0.06% | -8.66% | |
| 29 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.88% | -0.10% | -5.75% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | -0.07% | -21.73% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.31% | -9.24% | |
| 32 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.84% | -0.12% | -14.45% | |
| 33 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.82% | +0.20% | +43.16% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.80% | -0.12% | -6.57% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.21% | -20.24% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.01% | +6.21% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.30% | +179.82% | |
| 38 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.75% | -0.37% | +36.95% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.12% | -21.62% | |
| 40 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.71% | -0.06% | -36.51% | |
| 41 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.67% | -0.18% | +277.48% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | +0.22% | +62.97% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.64% | -0.08% | -4.04% | |
| 44 | VMI | Valmont Industries | Stock-Industrials | 0.63% | +0.16% | -0.21% | |
| 45 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 0.63% | -0.02% | -15.72% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.63% | -0.19% | — | |
| 47 | MBSF | Regan Floating Rate Mbs ETF | ETF-Other | 0.61% | -0.05% | -20.11% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | +0.12% | +74.94% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.08% | -24.46% | |
| 50 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.55% | +0.29% | +13.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +73.00% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | +145.71% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | +83.40% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +32.46% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.5% | +179.82% | Add |
| 6 | AGGY | Wisdomtree Yield Enhanced US | +0.5% | +277.48% | Add |
| 7 | EPS | Wisdomtree US Large Cap Fund | +0.4% | +55.55% | Add |
| 8 | JGRO | Jpmorgan Active Growth ETF | +0.3% | +66.10% | Add |
| 9 | LLY | Eli Lilly & Co | +0.3% | +190.49% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +1776.75% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +74.94% | Add |
| 12 | JAVA | Jpmorgan Active Value ETF | +0.3% | +43.16% | Add |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | +0.2% | +33.20% | Add |
| 14 | AGG | Ishares Core U.s. Aggregate | +0.2% | +62.97% | Add |
| 15 | KO | Coca-cola Co/the | +0.2% | +505.01% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | +76.62% | Add |
| 17 | IEMG | Ishares Core Msci Emerging | +0.2% | +16.89% | Add |
| 18 | HD | Home Depot Inc | +0.2% | +308.71% | Add |
| 19 | V | Visa Inc-class A Shares | +0.2% | +204.99% | Add |
| 20 | CAT | Caterpillar Inc | +0.2% | +81.60% | Add |
| 21 | ORCL | Oracle CORP | +0.2% | +218.52% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.2% | +34.26% | Add |
| 23 | JGLO | Jpmorgan Glbl Slct Eq ETF | +0.2% | +36.95% | Add |
| 24 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.2% | +58.77% | Add |
| 25 | MCD | Mcdonald's CORP | +0.1% | +162.98% | Add |
| 26 | TMUS | T-mobile US Inc | +0.1% | +578.56% | Add |
| 27 | ABT | Abbott Laboratories | +0.1% | +258.69% | Add |
| 28 | MINT | Pimco Enhanced Short Maturit | +0.1% | +20.49% | Add |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +140.52% | Add |
| 30 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +756.02% | Add |
| 31 | AAPL | Apple Inc | +0.1% | -1.09% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +26.45% | Add |
| 33 | TSLA | Tesla Inc | +0.1% | +29.00% | Add |
| 34 | BAC | Bank Of America CORP | +0.1% | +190.31% | Add |
| 35 | SCHW | Schwab (charles) CORP | +0.1% | +254.83% | Add |
| 36 | GILD | Gilead Sciences Inc | +0.1% | +316.74% | Add |
| 37 | T | At&t Inc | +0.1% | +415.01% | Add |
| 38 | JFLX | Jpmorgan Flexible Debt ETF | +0.1% | +39.34% | Add |
| 39 | MRK | Merck & Co. Inc. | +0.1% | +63.44% | Add |
| 40 | ASTS | Ast Spacemobile Inc | +0.1% | -0.26% | Trim |
| 41 | ISRG | Intuitive Surgical Inc | +0.1% | +91.52% | Add |
| 42 | GE | General Electric | +0.1% | +361.61% | Add |
| 43 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +0.06% | Add |
| 44 | GEV | GE Vernova Inc | +0.1% | +38.17% | Add |
| 45 | AMD | Advanced Micro Devices | +0.1% | +338.53% | Add |
| 46 | NVS | Novartis Ag-sponsored Adr | +0.1% | +72.77% | Add |
| 47 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +13.97% | Add |
| 48 | PLTR | Palantir Technologies Inc-a | +0.1% | +18.16% | Add |
| 49 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +7.01% | Add |
| 50 | IVE | Ishares S&p 500 Value ETF | 0% | +4.33% | Add |
According to official SEC Form 13F filings, WealthPlan Investment Management, LLC reported a total U.S. public equity portfolio value of $2.0B across 376 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VTI, BFLB) accounted for 15.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
BFLB
市值: $52.7M
Top Position Liquidated / Trimmed
HYD
前期市值: $399.5K
During Q4 2025, WealthPlan Investment Management, LLC's top holdings by market value included AAPL (6.6%)、VTI (3.8%)、BFLB (3.4%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q4 2025, WealthPlan Investment Management, LLC made 198 total portfolio adjustments, initiating 45 new buys, adding to 60 positions, trimming 89 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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