13F Insight
DOSSIER · 13F-HR · Q1 2026

WealthPlan Investment Management, LLC

$1.8B in tracked AUM across 515 positions as of Q1 2026.

WI
CIK 0001929986 · last filed Mar 31, 2026
Total AUM
$1.8B
as of Q1 2026
Holdings
515
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

WealthPlan Investment Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$107M422K6.0%02
IVV
ISHARES TR
$82M125K4.6%03
BFLB
EA SERIES TRUST
$52M1.0M2.9%04
VTI
VANGUARD INDEX FDS
$50M156K2.8%05
NVDA
NVIDIA CORPORATION
$48M276K2.7%06
IEMG
ISHARES INC
$37M531K2.1%07
EPS
WISDOMTREE TR
$31M459K1.7%08
MSFT
MICROSOFT CORP
$30M81K1.7%09
JIRE
J P MORGAN EXCHANGE TRADED F
$28M364K1.5%10
GOOGL
ALPHABET INC
$27M93K1.5%

Filing history

2026Q1Mar 31
$1.8B▲ 14.4%
515 positionsView →2025Q4Dec 31
$1.6B▲ 4.1%
438 positionsView →2025Q3Sep 30
$1.5B▲ 9.8%
394 positionsView →2025Q2Jun 30
$1.4B▲ 35.7%
405 positionsLocked2024Q4Dec 31
$1.0B▲ 2.5%
318 positionsLocked2024Q3Sep 30
$988M▲ 49.4%
303 positionsLocked2024Q2Jun 30
$661M▲ 0.8%
198 positionsLocked2024Q1Mar 31
$655M▲ 5.0%
195 positionsLocked2023Q4Dec 31
$624M▲ 10.4%
203 positionsLocked2023Q3Sep 30
$566M▲ 40.8%
180 positionsLocked2023Q2Jun 30
$402M▼ 30.8%
742 positionsLocked2023Q1Mar 31
$581M▼ 59.4%
884 positionsLocked
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