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WealthPlan Investment Management

Latest statistics and disclosures from WealthPlan Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VTI, BRK.B, NVDA, BIL, and represent 16.36% of WealthPlan Investment Management's stock portfolio.
Added to shares of these 10 stocks: BIL (+$29M), IVV (+$20M), MINT (+$12M), BDEC (+$11M), DECT (+$10M), JIRE (+$8.9M), EPS (+$8.4M), JGRO (+$7.1M), JAVA (+$7.1M), JGLO (+$6.8M).
Started 25 new stock positions in CAG, SMH, AIQ, DLN, POET, BIL, AXSM, COIN, PMAR, MINT.
Reduced shares in these 10 stocks: SPLG (-$10M), IUSB (-$9.9M), OCTT (-$9.0M), OCTP (-$8.3M), SCHG (-$5.9M), QUAL (-$5.4M), DYNF, NVDA, MSFT, DGRO.
Sold out of its positions in JULT, OCTW, OCTT, AVLC, AVDE, AVUV, AVUS, BP, BINC, BA.
WealthPlan Investment Management was a net buyer of stock by $41M.
WealthPlan Investment Management has $1.5B in assets under management (AUM), dropping by 9.81%.
Central Index Key (CIK): 0001929986

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Portfolio Holdings for WealthPlan Investment Management

WealthPlan Investment Management holds 335 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.5	$98M		386k	254.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$60M	+6%	183k	328.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$30M	+3%	61k	502.74	View chart
NVIDIA Corporation (NVDA)	1.9	$29M	-12%	156k	186.58	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.9	$29M	NEW	312k	91.75	View chart
Alphabet Cap Stk Cl C (GOOG)	1.9	$28M	-6%	115k	243.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$27M	+284%	40k	669.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.6	$24M	+3%	1.0M	23.28	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.5	$22M	+5%	858k	25.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.4	$22M		649k	33.42	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$21M	+21%	325k	65.92	View chart
Casey's General Stores (CASY)	1.4	$21M	-4%	37k	565.32	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	1.4	$20M		654k	31.24	View chart
Wal-Mart Stores (WMT)	1.3	$20M		194k	103.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$20M	-12%	95k	206.51	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$19M	-15%	285k	68.12	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.2	$18M		750k	24.02	View chart
Amazon (AMZN)	1.2	$18M		82k	219.57	View chart
Microsoft Corporation (MSFT)	1.2	$18M	-18%	34k	517.95	View chart
Vaneck Etf Trust Clo Etf (CLOI)	1.1	$17M	+3%	324k	53.10	View chart
Abbvie (ABBV)	1.1	$17M	-4%	74k	231.54	View chart
Meta Platforms Cl A (META)	1.1	$17M		23k	734.37	View chart
Costco Wholesale Corporation (COST)	1.1	$17M	-8%	18k	925.61	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$17M	+22%	224k	75.11	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	1.0	$15M		216k	69.95	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.0	$15M	+11%	232k	65.00	View chart
Chevron Corporation (CVX)	1.0	$15M		95k	155.29	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.9	$14M	+8%	178k	79.67	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.9	$13M		560k	23.09	View chart
Johnson & Johnson (JNJ)	0.9	$13M		69k	185.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$13M	+10%	223k	57.47	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.8	$13M	+6%	410k	30.70	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.8	$13M	+6%	326k	38.37	View chart
Msc Indl Direct Cl A (MSM)	0.8	$13M	-4%	136k	92.14	View chart
Emerson Electric (EMR)	0.8	$12M	-5%	92k	131.18	View chart
Pepsi (PEP)	0.8	$12M	-2%	85k	140.44	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.8	$12M	+5%	468k	25.47	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.8	$12M	NEW	118k	100.69	View chart
Mastercard Incorporated Cl A (MA)	0.8	$12M	-3%	21k	568.80	View chart
International Business Machines (IBM)	0.8	$12M	-5%	41k	282.16	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.8	$12M	+765%	326k	35.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.8	$12M	+23%	298k	38.61	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.8	$11M	+24%	293k	39.01	View chart
JPMorgan Chase & Co. (JPM)	0.8	$11M	-3%	36k	315.43	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.8	$11M	+359%	155k	73.54	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.8	$11M	NEW	236k	47.93	View chart
Genuine Parts Company (GPC)	0.7	$11M	-2%	79k	138.60	View chart
Amgen (AMGN)	0.7	$11M	-5%	38k	282.20	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.7	$11M	+3%	420k	25.57	View chart
Lockheed Martin Corporation (LMT)	0.7	$10M	+2%	21k	499.20	View chart
Gra (GGG)	0.7	$10M	-5%	122k	84.96	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.7	$10M	+425%	150k	68.94	View chart
Lincoln Electric Holdings (LECO)	0.7	$10M	-6%	44k	235.83	View chart
Tyson Foods Cl A (TSN)	0.7	$10M	-2%	189k	54.30	View chart
Verizon Communications (VZ)	0.7	$10M	-2%	231k	43.95	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.7	$10M	+3%	101k	99.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$9.8M		13.00	754200.00	View chart
Valmont Industries (VMI)	0.6	$9.5M		25k	387.73	View chart
RPM International (RPM)	0.6	$9.4M	-3%	80k	117.88	View chart
Brown & Brown (BRO)	0.6	$9.3M		99k	93.79	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.6	$9.1M	+5%	105k	86.50	View chart
Nucor Corporation (NUE)	0.6	$9.1M	-2%	67k	135.43	View chart
Texas Instruments Incorporated (TXN)	0.6	$9.0M	-8%	49k	183.73	View chart
Realty Income (O)	0.6	$9.0M		147k	60.79	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.6	$8.6M	+481%	125k	68.96	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$8.6M	+487%	92k	93.75	View chart
Air Products & Chemicals (APD)	0.6	$8.6M	-2%	32k	272.72	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.6	$8.6M	+383%	126k	67.77	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.5	$8.3M	+3%	79k	104.51	View chart
Cullen/Frost Bankers (CFR)	0.5	$7.9M		62k	126.77	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$7.6M	+239%	159k	47.55	View chart
Thermo Fisher Scientific (TMO)	0.5	$7.5M	-4%	16k	485.03	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.5	$6.8M	+3%	188k	36.42	View chart
Astrazeneca Sponsored Adr (AZN)	0.4	$6.6M		86k	76.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$6.5M		247k	26.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$6.5M		27k	243.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$6.4M	+1333%	64k	100.25	View chart
Nike CL B (NKE)	0.4	$6.4M	-2%	92k	69.73	View chart
Dover Corporation (DOV)	0.4	$6.4M	-3%	38k	166.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$6.4M	-4%	9.5k	666.18	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$6.1M	+5%	102k	59.91	View chart
Tesla Motors (TSLA)	0.4	$5.9M	-3%	13k	444.72	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$5.9M	-3%	34k	170.85	View chart
Palantir Technologies Cl A (PLTR)	0.4	$5.8M	-16%	32k	182.42	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.4	$5.7M		183k	31.26	View chart
Albemarle Corporation (ALB)	0.4	$5.5M		68k	81.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$5.3M	+397%	61k	87.31	View chart
S&p Global (SPGI)	0.3	$4.9M	-2%	10k	486.69	View chart
Constellation Brands Cl A (STZ)	0.3	$4.7M	-5%	35k	134.67	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$4.5M	-12%	40k	113.86	View chart
Cheniere Energy Com New (LNG)	0.3	$4.4M	-20%	19k	234.98	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.3	$4.3M	-34%	98k	44.00	View chart
Adobe Systems Incorporated (ADBE)	0.3	$4.3M	+7%	12k	352.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$4.2M	-40%	155k	27.30	View chart
Broadcom (AVGO)	0.3	$4.2M	-24%	13k	329.91	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.3	$4.2M	+455%	66k	63.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.1M		6.9k	600.32	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.9M	+2%	35k	112.75	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$3.8M		26k	145.60	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.6M		30k	120.72	View chart
J P Morgan Exchange Traded F Flexible Debt Et	0.2	$3.4M	NEW	68k	50.22	View chart
Roper Industries (ROP)	0.2	$3.4M	-3%	6.8k	498.71	View chart
Arista Networks Com Shs (ANET)	0.2	$3.3M	NEW	23k	145.71	View chart
A. O. Smith Corporation (AOS)	0.2	$3.3M		44k	73.41	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$3.1M	-26%	25k	120.66	View chart
Veralto Corp Com Shs (VLTO)	0.2	$3.0M	-2%	28k	106.61	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$2.9M		32k	89.77	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$2.8M	+2%	64k	44.27	View chart
Union Pacific Corporation (UNP)	0.2	$2.8M	-6%	12k	236.36	View chart
Caterpillar (CAT)	0.2	$2.6M	-8%	5.5k	477.54	View chart
Ast Spacemobile Com Cl A (ASTS)	0.2	$2.6M		53k	49.08	View chart
Oracle Corporation (ORCL)	0.2	$2.5M	-33%	8.8k	281.23	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$2.5M	-6%	28k	88.96	View chart
John Hancock Exchange Traded International Hi (JHID)	0.2	$2.4M	+5%	68k	35.76	View chart
Synopsys (SNPS)	0.2	$2.4M	-9%	4.9k	493.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.4M	-51%	10k	241.96	View chart
Intel Corporation (INTC)	0.2	$2.4M		72k	33.55	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.2	$2.4M	-27%	26k	91.37	View chart
Ge Vernova (GEV)	0.2	$2.4M	+290%	3.8k	614.91	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$2.3M		64k	35.48	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.2M		39k	57.52	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$2.2M	-10%	22k	98.59	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$2.2M		27k	80.65	View chart
Netflix (NFLX)	0.1	$2.2M		1.8k	1198.92	View chart
Lowe's Companies (LOW)	0.1	$2.2M		8.6k	251.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.1M	-52%	18k	116.90	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$2.1M	+294%	56k	37.11	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.1M	-8%	23k	89.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.0M	-72%	11k	194.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$2.0M		44k	45.79	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$2.0M	-4%	41k	49.15	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$2.0M	+35%	20k	99.81	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$2.0M	-2%	35k	56.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.9M		33k	57.10	View chart
Uber Technologies (UBER)	0.1	$1.8M		18k	97.97	View chart
Goldman Sachs (GS)	0.1	$1.8M	+3%	2.2k	796.35	View chart
Lululemon Athletica (LULU)	0.1	$1.7M	-2%	9.7k	177.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.7M		4.8k	355.47	View chart
Pfizer (PFE)	0.1	$1.7M		67k	25.48	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.6M	+145%	16k	102.99	View chart
Philip Morris International (PM)	0.1	$1.6M	+7%	10k	162.20	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.6M	+5%	9.2k	176.81	View chart
Eaton Corp SHS (ETN)	0.1	$1.6M	+369%	4.3k	374.25	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$1.6M		19k	85.34	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$1.6M	-2%	35k	44.80	View chart
Eli Lilly & Co. (LLY)	0.1	$1.6M	-38%	2.1k	763.07	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.5M	NEW	4.6k	337.49	View chart
Visa Com Cl A (V)	0.1	$1.5M	+5%	4.5k	341.36	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$1.5M	NEW	33k	46.41	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.5M		33k	45.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.5M	+11%	2.5k	612.32	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$1.5M		37k	40.49	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$1.5M	-4%	29k	51.28	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$1.5M	-20%	26k	57.04	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$1.4M	+5%	34k	42.08	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.4M	+63%	2.3k	609.38	View chart
Perspective Therapeutics Com New (CATX)	0.1	$1.4M		404k	3.43	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.4M	-53%	4.2k	332.86	View chart
Dell Technologies CL C (DELL)	0.1	$1.4M	-8%	9.8k	141.77	View chart
Procter & Gamble Company (PG)	0.1	$1.4M	-9%	8.9k	153.66	View chart
Home Depot (HD)	0.1	$1.3M	+5%	3.3k	405.17	View chart
McDonald's Corporation (MCD)	0.1	$1.3M	-14%	4.4k	303.92	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.3M	-71%	19k	67.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.3M	-64%	6.5k	195.86	View chart
Ares Capital Corporation (ARCC)	0.1	$1.3M		61k	20.41	View chart
Zai Lab Adr (ZLAB)	0.1	$1.2M		37k	33.89	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.2M		8.3k	150.85	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.2M		9.4k	128.24	View chart
Acushnet Holdings Corp (GOLF)	0.1	$1.2M		15k	78.49	View chart
Merck & Co (MRK)	0.1	$1.2M		14k	83.93	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.2M	-89%	25k	46.71	View chart
Markel Corporation (MKL)	0.1	$1.1M	+5%	597.00	1911.36	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.1M	NEW	22k	50.47	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.1M		3.9k	279.30	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$1.1M	-90%	14k	78.34	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.1M	+11%	3.8k	281.83	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.0M		23k	45.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.0M	-7%	4.7k	215.78	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$993k	-28%	26k	38.02	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.1	$977k	+53%	18k	53.92	View chart
Wells Fargo & Company (WFC)	0.1	$966k		12k	83.82	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$925k	-84%	16k	59.20	View chart
Pgim Rock Etf Tr S&p 500 Buffer (MRCP)	0.1	$914k	+2%	29k	31.18	View chart
Abbott Laboratories (ABT)	0.1	$885k		6.6k	133.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$870k		6.0k	145.65	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$869k	-4%	15k	56.39	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$856k	NEW	16k	53.02	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$849k	-8%	15k	56.72	View chart
Intuitive Surgical Com New (ISRG)	0.1	$839k		1.9k	447.33	View chart
Ishares Tr Europe Etf (IEV)	0.1	$813k		12k	65.48	View chart
Citigroup Com New (C)	0.1	$806k	+7%	7.9k	101.50	View chart
Buckle (BKE)	0.1	$789k	-4%	14k	58.66	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$777k		2.1k	365.48	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$773k	-72%	21k	37.32	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$770k	+3%	1.7k	463.74	View chart
Automatic Data Processing (ADP)	0.1	$760k	-19%	2.6k	293.53	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$748k		6.4k	117.04	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$744k	-7%	108k	6.91	View chart
Wp Carey (WPC)	0.0	$732k	-6%	11k	67.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$727k	-2%	26k	27.90	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$710k	-2%	12k	57.19	View chart
Bank of America Corporation (BAC)	0.0	$702k		14k	51.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$685k	NEW	14k	49.24	View chart
Coca-Cola Company (KO)	0.0	$682k	-2%	10k	66.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$679k	-2%	1.4k	490.38	View chart
Oscar Health Cl A (OSCR)	0.0	$670k	+7%	35k	18.93	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$663k	-39%	4.7k	142.41	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.0	$642k		13k	50.42	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$626k	+10%	5.4k	116.82	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$623k	+22%	17k	36.81	View chart
Duke Energy Corp Com New (DUK)	0.0	$620k		5.0k	123.75	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$614k		24k	25.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$590k	-90%	19k	31.91	View chart
UMB Financial Corporation (UMBF)	0.0	$583k	-3%	4.9k	118.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$582k		1.2k	479.44	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$575k	-6%	17k	33.37	View chart
American Electric Power Company (AEP)	0.0	$555k		4.9k	112.51	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.0	$555k	-33%	23k	23.94	View chart
Richtech Robotics CL B (RR)	0.0	$550k	-11%	128k	4.29	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$549k	+13%	10k	53.19	View chart
Honeywell International (HON)	0.0	$548k	-24%	2.6k	210.48	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$538k	-73%	8.0k	67.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$530k		20k	26.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$516k	-15%	691.00	746.63	View chart
Charles Schwab Corporation (SCHW)	0.0	$512k	+5%	5.4k	95.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$504k	-2%	11k	46.53	View chart
Altria (MO)	0.0	$500k	+2%	7.6k	66.06	View chart
Constellation Energy (CEG)	0.0	$489k		1.5k	329.07	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$487k		4.9k	99.38	View chart
Deere & Company (DE)	0.0	$484k		1.1k	457.44	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.0	$478k		9.6k	49.53	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$472k		10k	46.81	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$465k	-18%	13k	36.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$454k		2.4k	186.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$454k	-6%	4.8k	95.14	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$453k	-21%	19k	23.92	View chart
Metropcs Communications (TMUS)	0.0	$448k		1.9k	239.36	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$443k	-7%	19k	23.47	View chart
Danaher Corporation (DHR)	0.0	$443k	-3%	2.2k	198.28	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$440k		1.4k	307.75	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$437k		10k	42.79	View chart
Ford Motor Company (F)	0.0	$432k		36k	11.96	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.0	$428k		8.9k	48.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$423k		11k	39.69	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$400k	NEW	7.8k	50.90	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$395k	-2%	17k	23.08	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$393k		3.1k	125.95	View chart
Travelers Companies (TRV)	0.0	$389k		1.4k	279.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$382k		9.8k	38.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$370k		1.2k	297.54	View chart
Bristol Myers Squibb (BMY)	0.0	$360k	-27%	8.0k	45.10	View chart
Gilead Sciences (GILD)	0.0	$359k	+4%	3.2k	111.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$359k	-80%	4.9k	72.77	View chart
Spotify Technology S A SHS (SPOT)	0.0	$358k	+5%	513.00	698.00	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$355k	-34%	2.4k	148.61	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.0	$351k	-2%	9.4k	37.20	View chart
Blackrock (BLK)	0.0	$350k	+13%	300.00	1165.82	View chart
Comcast Corp Cl A (CMCSA)	0.0	$350k	+8%	11k	31.42	View chart
At&t (T)	0.0	$347k	+2%	12k	28.24	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$347k		2.6k	132.39	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$345k		4.8k	71.40	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$344k	-60%	3.6k	95.19	View chart
FedEx Corporation (FDX)	0.0	$343k		1.5k	235.85	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.0	$342k		7.4k	46.48	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.0	$340k	-13%	5.2k	64.87	View chart
Life360 (LIF)	0.0	$339k	-69%	3.2k	106.30	View chart
Cincinnati Financial Corporation (CINF)	0.0	$335k		2.1k	158.07	View chart
Super Micro Computer Com New (SMCI)	0.0	$330k	+4%	6.9k	47.94	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$329k		6.5k	50.63	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$325k	NEW	3.7k	87.02	View chart
Lamb Weston Hldgs (LW)	0.0	$322k		5.5k	58.08	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$319k		5.8k	55.33	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$319k	-9%	2.1k	154.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$314k	NEW	4.3k	73.46	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$309k		7.3k	42.37	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$309k	NEW	7.3k	42.47	View chart
Ge Aerospace Com New (GE)	0.0	$306k	-11%	1.0k	300.86	View chart
NVR (NVR)	0.0	$305k		38.00	8034.66	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$291k		4.7k	62.47	View chart
General Motors Company (GM)	0.0	$280k		4.6k	60.96	View chart
Live Nation Entertainment (LYV)	0.0	$277k	NEW	1.7k	163.40	View chart
Strategy Cl A New (MSTR)	0.0	$277k	+25%	858.00	322.21	View chart
Commercial Metals Company (CMC)	0.0	$275k		4.8k	57.28	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.0	$274k	-3%	6.1k	45.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$272k	+2%	3.7k	74.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$271k	-2%	1.9k	140.91	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$268k		1.9k	141.50	View chart
UnitedHealth (UNH)	0.0	$262k	-34%	757.00	345.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$261k		4.0k	65.27	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$261k		5.9k	44.35	View chart
Waste Management (WM)	0.0	$259k		1.2k	220.83	View chart
Marathon Petroleum Corp (MPC)	0.0	$253k		1.3k	192.70	View chart
Servicenow (NOW)	0.0	$253k	+18%	275.00	920.28	View chart
RBB Us Treas 3 Yr Nt (UTRE)	0.0	$252k		5.1k	49.84	View chart
RBB Us Treasry 12 Mt (OBIL)	0.0	$251k		5.0k	50.30	View chart
Walt Disney Company (DIS)	0.0	$244k	-13%	2.1k	114.51	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$243k	-2%	3.1k	78.20	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$243k	NEW	4.9k	49.39	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.0	$238k		6.7k	35.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$238k	-5%	5.4k	43.77	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$237k	-2%	1.9k	125.03	View chart
Allstate Corporation (ALL)	0.0	$237k		1.1k	214.65	View chart
Advanced Micro Devices (AMD)	0.0	$227k	-20%	1.4k	161.79	View chart
Boston Scientific Corporation (BSX)	0.0	$224k		2.3k	97.63	View chart
Paccar (PCAR)	0.0	$224k		2.3k	98.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$224k		5.4k	41.15	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$223k	-28%	2.5k	89.33	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$222k		4.7k	47.72	View chart
Monster Beverage Corp (MNST)	0.0	$221k	NEW	3.3k	67.31	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.0	$220k	NEW	4.3k	50.88	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$220k	NEW	3.8k	57.51	View chart
SYSCO Corporation (SYY)	0.0	$220k	-15%	2.7k	82.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$218k	-87%	851.00	256.39	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$218k		2.3k	96.46	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.0	$217k		12k	18.45	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$216k		5.1k	42.02	View chart
TJX Companies (TJX)	0.0	$215k	NEW	1.5k	144.53	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$215k	NEW	660.00	326.21	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$215k	-59%	2.3k	93.37	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$210k	-5%	4.8k	43.42	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$207k	-71%	2.0k	103.05	View chart
Axsome Therapeutics (AXSM)	0.0	$206k	NEW	1.7k	121.45	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.0	$202k	-90%	4.3k	46.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$202k	NEW	4.6k	43.91	View chart
ConAgra Foods (CAG)	0.0	$190k	NEW	10k	18.31	View chart
Delcath Sys Com New (DCTH)	0.0	$188k		17k	10.75	View chart
Valley National Ban (VLY)	0.0	$168k		16k	10.60	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$164k	-13%	14k	11.60	View chart
Proshares Tr Ultrapro Sht Qqq (SQQQ)	0.0	$156k		10k	15.23	View chart
Pimco Income Strategy Fund (PFL)	0.0	$155k	+2%	18k	8.52	View chart
Proshares Tr Ultsht Smlcp600 (SDD)	0.0	$137k		11k	13.12	View chart
Poet Technologies Com New (POET)	0.0	$115k	NEW	21k	5.54	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$104k		11k	9.79	View chart
Green Plains Renewable Energy (GPRE)	0.0	$103k		12k	8.79	View chart
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)	0.0	$103k	-4%	13k	8.20	View chart

Past Filings by WealthPlan Investment Management

SEC 13F filings are viewable for WealthPlan Investment Management going back to 2022

WealthPlan Investment Management 2025 Q3 filed Oct. 27, 2025
WealthPlan Investment Management 2025 Q2 filed July 28, 2025
WealthPlan Investment Management 2025 Q1 filed May 12, 2025
WealthPlan Investment Management 2024 Q4 filed Jan. 30, 2025
WealthPlan Investment Management 2024 Q3 filed Nov. 5, 2024
WealthPlan Investment Management 2024 Q2 filed Aug. 9, 2024
WealthPlan Investment Management 2024 Q1 filed May 16, 2024
WealthPlan Investment Management 2023 Q4 filed Jan. 5, 2024
WealthPlan Investment Management 2023 Q3 restated filed Nov. 15, 2023
WealthPlan Investment Management 2023 Q3 filed Nov. 9, 2023
WealthPlan Investment Management 2023 Q2 restated filed Aug. 14, 2023
WealthPlan Investment Management 2023 Q2 filed July 25, 2023
WealthPlan Investment Management 2023 Q1 filed May 8, 2023
WealthPlan Investment Management 2022 Q4 filed Feb. 15, 2023
WealthPlan Investment Management 2022 Q3 filed Dec. 12, 2022
WealthPlan Investment Management 2022 Q1 filed Sept. 7, 2022

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