Wealthplan Investment Management
$1.8B Assets Reported
475 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 422,306 | $107M | 6.0% |
| IVV | ISHARES TR | 125,181 | $82M | 4.6% |
| BFLB | EA SERIES TRUST | 1,046,101 | $52M | 2.9% |
| VTI | VANGUARD INDEX FDS | 156,274 | $50M | 2.8% |
| NVDA | NVIDIA CORPORATION | 275,706 | $48M | 2.7% |
| IEMG | ISHARES INC | 531,492 | $37M | 2.1% |
| EPS | WISDOMTREE TR | 459,137 | $31M | 1.8% |
| MSFT | MICROSOFT CORP | 81,091 | $30M | 1.7% |
| JIRE | J P MORGAN EXCHANGE TRADED F | 364,349 | $28M | 1.5% |
| GOOGL | ALPHABET INC | 92,913 | $27M | 1.5% |
Track Wealthplan Investment Management's 13F portfolio: $1.8B in reported holdings, 475 positions. Top holdings, AUM, and quarterly changes on SentiSense.