13F Insight
DOSSIER · 13F-HR · Q2 2026

WealthPlan Investment Management, LLC

$2.0B in tracked AUM across 642 positions as of Q2 2026.

WI
CIK 0001929986 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
642
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WealthPlan Investment Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$112M149K5.6%02
AAPL
APPLE INC
$108M374K5.4%03
VTI
VANGUARD INDEX FDS
$56M152K2.8%04
NVDA
NVIDIA CORPORATION
$53M262K2.6%05
BFLB
EA SERIES TRUST
$51M945K2.6%06
IEMG
ISHARES INC
$48M576K2.4%07
EPS
WISDOMTREE TR
$40M516K2.0%08
JIRE
J P MORGAN EXCHANGE TRADED F
$36M436K1.8%09
MSFT
MICROSOFT CORP
$34M91K1.7%10
GOOGL
ALPHABET INC
$32M89K1.6%

Filing history

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 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 positionsLocked
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