WealthPlan Investment Management, LLC — 13F holdings

WealthPlan Investment Management, LLC reported 714 holdings worth $2.07B in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. IVV ISHARES TR — $117M (5.7%)
  2. AAPL APPLE INC — $116M (5.6%)
  3. NVDA NVIDIA CORPORATION — $62.5M (3.0%)
  4. VTI VANGUARD INDEX FDS — $57.2M (2.8%)
  5. MSFT MICROSOFT CORP — $49.7M (2.4%)
  6. IEMG ISHARES INC — $49.3M (2.4%)
  7. EPS WISDOMTREE TR — $45.1M (2.2%)
  8. BFLB EA SERIES TRUST — $42.8M (2.1%)
  9. JUSA J P MORGAN EXCHANGE TRADED F — $33.8M (1.6%)
  10. GOOGL ALPHABET INC — $32.6M (1.6%)