§ 13F · FUND PROFILE
WealthPlan Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 394Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$103M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 371K | $94M | 5.2% | +11% |
| 2 | IVV | ISHARES TR | 125K | $82M | 4.6% | +82% |
| 3 | BFLB | EA SERIES TRUST | 1.05M | $52M | 2.9% | +1% |
| 4 | VTI | VANGUARD INDEX FDS | 150K | $48M | 2.7% | −11% |
| 5 | NVDA | NVIDIA CORPORATION | 275K | $48M | 2.7% | +33% |
| 6 | IEMG | ISHARES INC | 518K | $36M | 2.0% | +40% |
| 7 | EPS | WISDOMTREE TR | 459K | $31M | 1.7% | +97% |
| 8 | MSFT | MICROSOFT CORP | 81K | $30M | 1.7% | +29% |
| 9 | JIRE | J P MORGAN EXCHANGE TRADED F | 364K | $28M | 1.5% | +77% |
| 10 | GOOGL | ALPHABET INC | 93K | $27M | 1.5% | +42% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHPLAN SIGNAL
AC read
WealthPlan Investment Management, LLC is a Other fund managing $1.5 billion in assets. The fund runs a broad portfolio of 394 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed