Holdings
WealthPlan Investment Management, LLC
As of Sep 30, 2026, WealthPlan Investment Management, LLC reported 496 positions worth US$2B. Largest: iShares Core S&P 500 ETF, Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 153K | US$117M | new | Sep 30, 2026 |
| Apple Inc | 347K | US$116M | −26,504 | Sep 30, 2026 |
| Nvidia Corporation | 274K | US$62.5M | +11,103 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 169K | US$57.9M | +583 | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 153K | US$57.2M | new | Sep 30, 2026 |
| Microsoft Corp. | 96,853 | US$49.7M | +6,211 | Sep 30, 2026 |
| iShares Core MSCI Emerging Markets ETF | 608K | US$49.3M | new | Sep 30, 2026 |
| WisdomTree U.S. LargeCap Fund | 564K | US$45.1M | new | Sep 30, 2026 |
| BufferLABS US Equity Dynamic Buffer ETF | 771K | US$42.8M | new | Sep 30, 2026 |
| JPMorgan U.S. Research Enhanced Large Cap ETF | 493K | US$33.8M | new | Sep 30, 2026 |