Wealthplan Investment Management
$2.0B 13F equity value
498 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wealthplan Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 149,301 | $112M | 5.6% |
| AAPL | APPLE INC | 373,764 | $108M | 5.4% |
| VTI | VANGUARD INDEX FDS | 152,268 | $56M | 2.8% |
| NVDA | NVIDIA CORPORATION | 262,484 | $53M | 2.6% |
| BFLB | EA SERIES TRUST | 944,860 | $51M | 2.6% |
| IEMG | ISHARES INC | 576,229 | $48M | 2.4% |
| EPS | WISDOMTREE TR | 516,386 | $40M | 2.0% |
| JIRE | J P MORGAN EXCHANGE TRADED F | 436,465 | $36M | 1.8% |
| MSFT | MICROSOFT CORP | 90,642 | $34M | 1.7% |
| GOOGL | ALPHABET INC | 88,859 | $32M | 1.6% |
Track Wealthplan Investment Management's 13F portfolio: $2.0B in reported holdings, 498 positions. Top holdings and quarterly changes on SentiSense.
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