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CIK: 0001929986
Total reported value
$2.0B
$2.0B
455 檔
16.8%
According to the latest 13F quarterly dataset, WealthPlan Investment Management, LLC managed an equity portfolio of $2.0B at the end of Q1 2026, spanning 455 distinct U.S. exchange-listed positions.
In Q1 2026, WealthPlan Investment Management, LLC displayed an active expansion posture, initiating 41 new positions and adding to 82 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 455 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.97% | -0.60% | +10.50% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.56% | +0.99% | +81.58% | |
| 3 | BFLB | Bufferlabs US Eq Dyn Buf ETF | ETF-Other | 2.90% | -0.35% | +1.33% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.79% | +0.01% | -11.27% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | -0.07% | +33.35% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.07% | +0.30% | +39.82% | |
| 7 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.74% | +0.25% | +96.81% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | +0.01% | +29.10% | |
| 9 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.54% | +0.25% | +76.75% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.09% | +41.65% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.44% | -0.03% | -1.59% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.41% | -0.01% | -1.77% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.17% | -0.57% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.35% | -0.10% | +3.27% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.19% | +35.91% | |
| 16 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.30% | +0.20% | +82.34% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.28% | +0.22% | +121.72% | |
| 18 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 1.23% | -0.37% | +95.64% | |
| 19 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 1.23% | -0.18% | +111.23% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.21% | -0.03% | +3.57% | |
| 21 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.15% | +0.15% | +59.82% | |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.07% | +0.29% | +124.69% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.25% | +0.99% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.30% | +8.02% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.97% | +0.12% | +79.38% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.95% | +0.03% | -7.74% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.08% | +17.59% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.31% | -9.21% | |
| 29 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.90% | -0.01% | — | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.86% | -0.15% | -20.59% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.12% | +10.62% | |
| 32 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 0.81% | -0.13% | +178.09% | |
| 33 | MTBA | Simplify Mbs ETF | ETF-Other | 0.79% | -0.12% | +146.34% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.21% | -4.41% | |
| 35 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.73% | +0.14% | +88.26% | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.72% | -0.06% | -4.60% | |
| 37 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.71% | -0.15% | -32.14% | |
| 38 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.71% | -0.13% | +175.16% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.70% | +0.30% | -29.59% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | -0.07% | -4.68% | |
| 41 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.65% | -0.15% | -33.40% | |
| 42 | CLOI | Vaneck Clo ETF | ETF-Other | 0.59% | -0.11% | -28.83% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.59% | -0.27% | -62.15% | |
| 44 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.58% | -0.02% | +305.26% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.09% | +49.53% | |
| 46 | VMI | Valmont Industries | Stock-Industrials | 0.55% | +0.16% | +0.37% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.09% | +79.13% | |
| 48 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 0.55% | +0.10% | +107.79% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.10% | +38.80% | |
| 50 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.52% | -0.12% | -28.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.6% | +81.58% | Add |
| 2 | EPS | Wisdomtree US Large Cap Fund | +0.7% | +96.81% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.6% | +121.72% | Add |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | +0.6% | +76.75% | Add |
| 5 | AGGY | Wisdomtree Yield Enhanced US | +0.6% | +111.23% | Add |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | +0.5% | +124.69% | Add |
| 7 | JAVA | Jpmorgan Active Value ETF | +0.5% | +82.34% | Add |
| 8 | JGLO | Jpmorgan Glbl Slct Eq ETF | +0.5% | +95.64% | Add |
| 9 | AGGH | Simplify Aggregate Bond ETF | +0.5% | +178.09% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.4% | +39.82% | Add |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +2609.53% | Add |
| 12 | MTBA | Simplify Mbs ETF | +0.4% | +146.34% | Add |
| 13 | BOXX | Alpha Architect 1-3 Mnth Box | +0.4% | +175.16% | Add |
| 14 | QHY | Wisdomtree US High Yield Cor | +0.4% | +305.26% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +79.38% | Add |
| 16 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.3% | +88.26% | Add |
| 17 | AMAT | Applied Materials Inc | +0.3% | +349.36% | Add |
| 18 | JGRO | Jpmorgan Active Growth ETF | +0.3% | +59.82% | Add |
| 19 | JFLX | Jpmorgan Flexible Debt ETF | +0.3% | +107.79% | Add |
| 20 | WTPI | Wisdomtree Equity Premium In | +0.3% | +177.17% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +8.02% | Add |
| 22 | NVDA | Nvidia CORP | +0.2% | +33.35% | Add |
| 23 | HYIN | Wisdomtree Prv Crd & Alt Inc | +0.2% | +208.89% | Add |
| 24 | EMLC | Vaneck JPM Em Local Curr Bnd | +0.2% | +168.92% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.2% | +41.65% | Add |
| 26 | CAT | Caterpillar Inc | +0.2% | +38.80% | Add |
| 27 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +191.96% | Add |
| 28 | MU | Micron Technology Inc | +0.2% | +174.14% | Add |
| 29 | LLY | Eli Lilly & Co | +0.1% | +79.13% | Add |
| 30 | BTAL | Agf US Market Neutral Anti-b | +0.1% | +215.49% | Add |
| 31 | KO | Coca-cola Co/the | +0.1% | +51.75% | Add |
| 32 | JNJ | Johnson & Johnson | +0.1% | +10.62% | Add |
| 33 | XLE | Ss Energy Select Sector | +0.1% | +424.10% | Add |
| 34 | NFLX | Netflix Inc | +0.1% | +82.91% | Add |
| 35 | AMD | Advanced Micro Devices | +0.1% | +151.36% | Add |
| 36 | AVGO | Broadcom Inc | +0.1% | +49.53% | Add |
| 37 | V | Visa Inc-class A Shares | +0.1% | +67.66% | Add |
| 38 | INTC | Intel CORP | +0.1% | +40.37% | Add |
| 39 | MRK | Merck & Co. Inc. | +0.1% | +52.12% | Add |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +324.62% | Add |
| 41 | CVX | Chevron CORP | +0.1% | -9.21% | Trim |
| 42 | HD | Home Depot Inc | +0.1% | +47.88% | Add |
| 43 | PG | Procter & Gamble Co/the | +0.1% | +47.82% | Add |
| 44 | TMUS | T-mobile US Inc | +0.1% | +46.80% | Add |
| 45 | T | At&t Inc | +0.1% | +55.27% | Add |
| 46 | VXUS | Vanguard Total Intl Stock | +0.1% | +324.59% | Add |
| 47 | MCD | Mcdonald's CORP | +0.1% | +38.17% | Add |
| 48 | GLD | Spdr Gold Shares | +0.1% | +51.49% | Add |
| 49 | GE | General Electric | +0.1% | +83.60% | Add |
| 50 | META | Meta Platforms Inc-class A | 0% | +35.91% | 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 455 disclosed positions in Q1 2026.
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, IVV, BFLB) accounted for 16.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
PAAA
市值: $16.1M
Top Position Liquidated / Trimmed
AZNN
前期市值: $7.9M
During Q1 2026, WealthPlan Investment Management, LLC's top holdings by market value included AAPL (6.0%)、IVV (4.6%)、BFLB (2.9%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2026, WealthPlan Investment Management, LLC made 198 total portfolio adjustments, initiating 41 new buys, adding to 82 positions, trimming 70 holdings, and fully liquidating 5 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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