account_balance

Investment manager · 13F filer · SEC CIK 1929986

WealthPlan Investment Management, LLC

Reported value$2.06Bas of Sep 30, 2026
Positions510 65 new, 28 sold out
Top 10 weight29.4%IVV alone is 6%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 5.7% Added +2%
AAPL Apple Inc. 5.6% Trimmed −7%NVDA NVIDIA Corp 3.0% Added +4%
VTI Vanguard Index FDS 2.8% Held
MSFT Microsoft Corp 2.4% Added +7%
IEMG iShares Inc 2.4% Added +6%
EPS Wisdomtree Tr 2.2% Added +9%
BFLB Ea Series Trust 2.1% Trimmed −18%
JUSA J P Morgan Exchange Traded F 1.6% New
GOOGL Alphabet Inc. 1.6% Added +6%
JIRE J P Morgan Exchange Traded F 1.6% Trimmed −9%
JCPB J P Morgan Exchange Traded F 1.5% Added +22%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • JUSA $33.8M
  • BBJP $8.39M
  • HELP $1.27M
  • JCAL $1.19M
arrow_upwardAdded
  • SPCX +183%
  • DLN +113%
  • HYLB +85%
  • JFLX +43%
arrow_downwardTrimmed
  • VMI −58%
  • AMGN −23%
  • BFLB −18%
  • HEQT −17%
remove_circleSold out
  • NOC $638K
  • IUSB $522K
  • ECHO $415K
  • PWZ $323K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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