WealthPlan Investment Management, LLC

Est. AUM

$1.58B

13F long equity, this entity only

Positions

456

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$94.1M	370666	5.94%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$81.8M	125181	5.16%	SOLE
3	EA SERIES TRUST	BUFFERLABS US EQ	$52.1M	1046101	3.29%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$48.1M	149864	3.03%	SOLE
5	WISDOMTREE TR	US LARGECAP FUND	$31.3M	459137	1.97%	SOLE
6	MICROSOFT CORP	COM	$30.0M	81091	1.89%	SOLE
7	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$27.6M	364349	1.74%	SOLE
8	ALPHABET INC	CAP STK CL A	$26.7M	92913	1.69%	SOLE
9	ALPHABET INC	CAP STK CL C	$25.8M	89805	1.63%	SOLE
10	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$24.6M	51259	1.55%	SOLE
11	SCHWAB STRATEGIC TR	INTL EQTY ETF	$24.0M	970184	1.52%	SOLE
12	META PLATFORMS INC	CL A	$24.0M	41919	1.51%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$23.4M	913097	1.48%	SOLE
14	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$23.4M	325895	1.48%	SOLE
15	ISHARES TR	CORE US AGGBD ET	$23.0M	231674	1.45%	SOLE
16	J P MORGAN EXCHANGE TRADED F	GLOBAL SEL EQUIT	$22.1M	338342	1.39%	SOLE
17	WISDOMTREE TR	YIELD ENHANCD US	$22.1M	507583	1.39%	SOLE
18	ISHARES TR	S&P 500 VAL ETF	$20.8M	98278	1.31%	SOLE
19	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$20.6M	243522	1.30%	SOLE
20	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$19.2M	406896	1.21%	SOLE
21	WALMART INC	COM	$18.3M	147613	1.16%	SOLE
22	EXXON MOBIL CORP	COM	$17.8M	105133	1.13%	SOLE
23	ISHARES TR	CORE MSCI EAFE	$17.3M	191382	1.09%	SOLE
24	AMAZON COM INC	COM	$16.8M	80859	1.06%	SOLE
25	CHEVRON CORPORATION	COM	$16.2M	78379	1.02%	SOLE
26	PGIM ETF TR	AAA CLO ETF	$16.1M	314049	1.01%	SOLE
27	JOHNSON & JOHNSON	COM	$14.7M	59970	0.92%	SOLE
28	SIMPLIFY EXCHANGE TRADED FUN	AGGREGATE BOND E	$14.6M	718613	0.92%	SOLE
29	SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$14.2M	286783	0.89%	SOLE
30	J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$13.2M	197056	0.83%	SOLE
31	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$12.9M	201764	0.81%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$12.8M	378290	0.81%	SOLE
33	ISHARES TR	CORE DIV GRWTH	$12.6M	179798	0.80%	SOLE
34	EA SERIES TRUST	ALPHA ARCH 1-3	$12.4M	106992	0.79%	SOLE
35	ABBVIE INC	COM	$12.0M	55150	0.76%	SOLE
36	SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$11.7M	371916	0.74%	SOLE
37	VANECK ETF TRUST	CLO ETF	$10.6M	200819	0.67%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$10.5M	114666	0.66%	SOLE
39	WISDOMTREE TR	US HGH YLD CORP	$10.4M	229310	0.66%	SOLE
40	BROADCOM INC	COM	$10.4M	33588	0.66%	SOLE
41	VALMONT INDS INC	COM	$9.8M	24641	0.62%	SOLE
42	ELI LILLY & CO	COM	$9.8M	10667	0.62%	SOLE
43	J P MORGAN EXCHANGE TRADED F	FLEXIBLE DEBT ET	$9.8M	197158	0.62%	SOLE
44	FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$9.4M	133010	0.59%	SOLE
45	JPMORGAN CHASE & CO	COM	$8.9M	30167	0.56%	SOLE
46	TESLA INC	COM	$8.7M	23496	0.55%	SOLE
47	MASTERCARD INCORPORATED	CL A	$8.5M	17067	0.54%	SOLE
48	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.2M	42648	0.52%	SOLE
49	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.1M	12421	0.51%	SOLE
50	ASTRAZENECA PLC	ORD	$8.0M	40405	0.50%	SOLE

1–50 of 456

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.