What does WealthPlan Investment Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$107M422K6.0%

ISHARES TR

$82M125K4.6%

EA SERIES TRUST

$52M1.0M2.9%

VANGUARD INDEX FDS

$50M156K2.8%

NVIDIA CORPORATION

$48M276K2.7%

ISHARES INC

$37M531K2.1%

WISDOMTREE TR

$31M459K1.7%

MICROSOFT CORP

$30M81K1.7%

J P MORGAN EXCHANGE TRADED F

$28M364K1.5%

ALPHABET INC

$27M93K1.5%

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