13F Insight
DOSSIER · 13F-HR · Q3 2026

WealthPlan Investment Management, LLC

$2.1B in tracked AUM across 714 positions as of Q3 2026.

WI
CIK 0001929986 · last filed Sep 30, 2026
Total AUM
$2.1B
as of Q3 2026
Holdings
714
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

WealthPlan Investment Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$117M153K5.7%02
AAPL
APPLE INC
$116M349K5.6%03
NVDA
NVIDIA CORPORATION
$62M274K3.0%04
VTI
VANGUARD INDEX FDS
$57M153K2.8%05
MSFT
MICROSOFT CORP
$50M97K2.4%06
IEMG
ISHARES INC
$49M608K2.4%07
EPS
WISDOMTREE TR
$45M564K2.2%08
BFLB
EA SERIES TRUST
$43M771K2.1%09
JUSA
J P MORGAN EXCHANGE TRADED F
$34M493K1.6%10
GOOGL
ALPHABET INC
$33M95K1.6%

Filing history

2026Q3Sep 30
$2.1B▲ 2.6%
714 positionsView →2026Q2Jun 30
$2.0B▲ 12.2%
642 positionsView →2026Q1Mar 31
$1.8B▲ 14.4%
515 positionsView →2025Q4Dec 31
$1.6B▲ 4.1%
438 positionsView →2025Q3Sep 30
$1.5B▲ 9.8%
394 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 17