§ 13F · FUND PROFILE
WealthPlan Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1373.3T (13F)Positions · 405Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$129.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 331K | $89.9T | 5.7% | −1% |
| 2 | VTI | VANGUARD INDEX FDS | 170K | $56.9T | 3.6% | −4% |
| 3 | BFLB | EA SERIES TRUST | 1.03M | $52.7T | 3.4% | NEW |
| 4 | IVV | ISHARES TR | 69K | $47.2T | 3.0% | +73% |
| 5 | NVDA | NVIDIA CORPORATION | 206K | $38.4T | 2.4% | +33% |
| 6 | MSFT | MICROSOFT CORP | 63K | $30.4T | 1.9% | +83% |
| 7 | GOOG | ALPHABET INC | 91K | $28.6T | 1.8% | −21% |
| 8 | BIL | SPDR SERIES TRUST | 303K | $27.7T | 1.8% | −3% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 52K | $25.9T | 1.7% | −14% |
| 10 | IEMG | ISHARES INC | 366K | $24.6T | 1.6% | — |
§ 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 $1373266.1 trillion in assets. The fund runs a broad portfolio of 405 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed