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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 IVV, AAPL, NVDA, VTI, MSFT, and represent 19.48% of WealthPlan Investment Management's stock portfolio.
Added to shares of these 10 stocks: JUSA (+$34M), XOM (+$18M), BBJP (+$8.4M), JCPB (+$5.6M), JFLX (+$5.5M), SPCX, CRWD, EPS, HYLB, MSFT.
Started 66 new stock positions in BNY, SYF, ATO, EMNT, WDAY, NDSN, ZBH, ACN, PCTY, ZS.
Reduced shares in these 10 stocks: JGLO (-$16M), , BFLB (-$9.6M), AAPL (-$8.3M), VMI (-$6.6M), JIRE, JAVA, CVX, DGRO, GOOG.
Sold out of its positions in OKLO, AVIG, COF, ECHO, ETR, Exxon Mobil Corporation, FDEC, FLO, GPRE, HONA.
WealthPlan Investment Management was a net buyer of stock by $37M.
WealthPlan Investment Management has $2.1B in assets under management (AUM), dropping by 2.60%.
Central Index Key (CIK): 0001929986

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Portfolio Holdings for WealthPlan Investment Management

WealthPlan Investment Management holds 510 positions in its portfolio as reported in the September 2026 quarterly 13F filing

WealthPlan Investment Management has 510 total positions. Only the first 250 positions are shown.

Sign up to view all of the WealthPlan Investment Management Sept. 30, 2026 positions
Download the WealthPlan Investment Management September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.7	$117M	+2%	153k	765.85	View chart
Apple (AAPL)	5.6	$116M	-6%	349k	333.02	View chart
NVIDIA Corporation (NVDA)	3.0	$63M	+4%	274k	228.38	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.8	$57M		153k	374.24	View chart
Microsoft Corporation (MSFT)	2.4	$50M	+6%	97k	512.90	View chart
Ishares Core Msci Emkt (IEMG)	2.4	$49M	+5%	608k	81.16	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	2.2	$45M	+9%	564k	79.95	View chart
Ea Series Trust Buff Us Buff Etf (BFLB)	2.1	$43M	-18%	771k	55.49	View chart
J P Morgan Exchange Traded F Us Research Enhn (JUSA)	1.6	$34M	NEW	493k	68.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$33M	+6%	95k	344.08	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.6	$33M	-9%	396k	82.16	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.5	$32M	+21%	708k	44.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$31M	+8%	331k	94.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$29M	+2%	1.0M	27.47	View chart
Meta Platforms Cl A (META)	1.4	$28M	-5%	39k	725.18	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.3	$28M	-9%	346k	79.72	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.3	$27M	+4%	278k	96.58	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.3	$27M	+2%	267k	100.55	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	1.2	$26M	+6%	1.1M	24.36	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$25M	-7%	74k	340.74	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$25M	+3%	109k	228.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$24M	+9%	249k	96.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$24M		48k	497.95	View chart
Amazon (AMZN)	1.1	$22M	+3%	90k	249.15	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	1.1	$22M	+10%	537k	41.17	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$21M	+8%	223k	94.02	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	1.0	$21M	+15%	402k	51.29	View chart
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX)	0.9	$18M	+43%	373k	48.85	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.9	$18M	NEW	112k	162.75	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$18M	-10%	237k	76.67	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.9	$18M	+7%	241k	73.58	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.8	$16M	+16%	229k	69.17	View chart
Johnson & Johnson (JNJ)	0.7	$14M	-3%	54k	264.74	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.7	$14M	+9%	299k	46.76	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.7	$14M	+26%	313k	44.23	View chart
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)	0.7	$14M	+6%	718k	18.93	View chart
Wal-Mart Stores (WMT)	0.6	$13M	-7%	127k	103.57	View chart
Eli Lilly & Co. (LLY)	0.6	$13M	+4%	11k	1157.09	View chart
Broadcom (AVGO)	0.6	$13M		36k	351.19	View chart
Chevron Corporation (CVX)	0.6	$12M	-16%	60k	204.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$12M		377k	32.53	View chart
Intel Corporation (INTC)	0.6	$12M		102k	120.23	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.6	$12M		99k	118.39	View chart
Abbvie (ABBV)	0.6	$12M	-6%	45k	261.59	View chart
Applied Materials (AMAT)	0.6	$12M	+14%	23k	511.37	View chart
Micron Technology (MU)	0.5	$11M		10k	1065.11	View chart
Caterpillar (CAT)	0.5	$10M	+5%	13k	810.80	View chart
Advanced Micro Devices (AMD)	0.5	$10M	-10%	17k	611.75	View chart
Costco Wholesale Corporation (COST)	0.5	$10M	-8%	11k	910.33	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.5	$10M	-14%	266k	37.47	View chart
Casey's General Stores (CASY)	0.5	$9.8M	-10%	16k	608.46	View chart
Palantir Technologies Cl A (PLTR)	0.5	$9.8M		52k	187.05	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.4	$9.2M	+15%	279k	32.81	View chart
Visa Com Cl A (V)	0.4	$8.9M	+10%	25k	359.33	View chart
JPMorgan Chase & Co. (JPM)	0.4	$8.9M	-8%	27k	330.82	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.4	$8.8M	-9%	166k	52.97	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.4	$8.5M	-17%	249k	34.32	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.4	$8.4M	NEW	107k	78.50	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.4	$8.2M		144k	56.57	View chart
Mastercard Incorporated Cl A (MA)	0.4	$8.1M	-5%	15k	551.47	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$7.9M	-11%	10k	762.61	View chart
UnitedHealth (UNH)	0.4	$7.7M	+12%	21k	367.08	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.4	$7.7M	+84%	218k	35.22	View chart
Coca-Cola Company (KO)	0.4	$7.7M	+9%	89k	86.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$7.5M		249k	30.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$7.3M	+26%	119k	61.26	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$7.3M	+5%	122k	59.51	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.4	$7.2M	-12%	94k	76.69	View chart
Ea Series Trust Stri 1000 Va Etf (STXV)	0.3	$7.2M		192k	37.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$7.1M	-13%	34k	208.02	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$6.9M	+182%	46k	150.86	View chart
Astrazeneca Ord (AZN)	0.3	$6.9M		43k	161.47	View chart
Tesla Motors Put Option (TSLA)	0.3	$6.8M		19k	354.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$6.7M		9.00	747005.00	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$6.6M		72k	91.64	View chart
International Business Machines (IBM)	0.3	$6.5M		29k	219.93	View chart
Oracle Corporation (ORCL)	0.3	$6.2M		46k	137.30	View chart
Wisdomtree Tr Private Credit (HYIN)	0.3	$6.2M	+18%	488k	12.76	View chart
Nucor Corporation (NUE)	0.3	$6.2M	-11%	27k	233.75	View chart
Dell Technologies CL C (DELL)	0.3	$6.2M		12k	537.95	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$5.9M	+4%	239k	24.83	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$5.8M	-14%	66k	88.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$5.7M	+7%	8.1k	700.86	View chart
Home Depot (HD)	0.3	$5.6M	+16%	20k	284.49	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$5.5M	+299%	21k	264.75	View chart
Arista Networks Com Shs (ANET)	0.3	$5.5M		27k	203.59	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$5.2M	-15%	79k	66.76	View chart
Procter & Gamble Company (PG)	0.2	$5.1M	+25%	35k	145.35	View chart
Verizon Communications (VZ)	0.2	$5.1M	-9%	111k	45.87	View chart
Merck & Co (MRK)	0.2	$5.1M	+5%	35k	145.31	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$5.0M	-16%	41k	123.08	View chart
Ge Vernova (GEV)	0.2	$5.0M	-4%	5.3k	950.42	View chart
Vaneck Etf Trust Techn Truse Etf (TRUT)	0.2	$4.9M	+11%	146k	33.52	View chart
Valmont Industries (VMI)	0.2	$4.8M	-58%	10k	462.97	View chart
Global X Fds Pure Msc Svc Etf (GXPC)	0.2	$4.8M	+22%	155k	30.78	View chart
Texas Instruments Incorporated (TXN)	0.2	$4.4M	-11%	16k	280.08	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$4.3M	+112%	45k	97.20	View chart
Amgen (AMGN)	0.2	$4.3M	-22%	10k	421.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$4.3M	-2%	31k	142.26	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.2	$4.3M		87k	49.30	View chart
Msc Indl Direct Cl A (MSM)	0.2	$4.0M	-19%	33k	123.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$3.9M		54k	72.86	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$3.9M	-13%	37k	105.71	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.2	$3.9M	-17%	118k	33.36	View chart
Palo Alto Networks (PANW)	0.2	$3.9M	+5%	9.8k	397.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$3.8M	-12%	23k	166.80	View chart
Netflix (NFLX)	0.2	$3.7M	-4%	54k	69.58	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.2	$3.7M	+18%	305k	12.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$3.5M	+13%	4.8k	739.77	View chart
Emerson Electric (EMR)	0.2	$3.5M	-23%	22k	155.10	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.2	$3.5M	-4%	76k	45.37	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.4M	-21%	6.6k	509.25	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.2	$3.3M		93k	35.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.3M	-8%	14k	233.31	View chart
Union Pacific Corporation (UNP)	0.2	$3.3M		12k	272.13	View chart
Marvell Technology (MRVL)	0.2	$3.2M	+14%	12k	264.20	View chart
McDonald's Corporation (MCD)	0.2	$3.2M	-2%	14k	230.94	View chart
Cisco Systems (CSCO)	0.2	$3.1M	+17%	29k	107.63	View chart
Ge Aerospace Com New (GE)	0.2	$3.1M	+8%	10k	312.31	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$3.1M	-11%	28k	112.82	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$3.0M	+20%	67k	44.89	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$3.0M	+179%	62k	47.58	View chart
Gilead Sciences (GILD)	0.1	$3.0M	+5%	20k	149.06	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$2.9M		49k	58.86	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.1	$2.9M	-23%	29k	99.38	View chart
Qualcomm (QCOM)	0.1	$2.9M	-6%	16k	184.04	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$2.8M	+26%	51k	55.31	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$2.8M		13k	209.44	View chart
PNC Financial Services (PNC)	0.1	$2.8M		13k	222.26	View chart
Lincoln Electric Holdings (LECO)	0.1	$2.8M	-20%	10k	264.58	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.7M	+7%	28k	97.74	View chart
Metropcs Communications (TMUS)	0.1	$2.7M	+2%	17k	163.08	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$2.7M	+41%	6.0k	456.19	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$2.7M	-7%	68k	39.83	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$2.7M		63k	42.89	View chart
Cullen/Frost Bankers (CFR)	0.1	$2.7M	-18%	18k	152.67	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.1	$2.7M		7.0k	380.84	View chart
Halliburton Company (HAL)	0.1	$2.6M	+21%	83k	31.80	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.6M	-21%	3.8k	675.08	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$2.6M	-18%	61k	42.06	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.6M	-10%	7.8k	328.51	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.1	$2.5M		54k	46.44	View chart
Bank of America Corporation (BAC)	0.1	$2.5M	+10%	45k	54.43	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$2.4M	-17%	12k	195.75	View chart
At&t (T)	0.1	$2.4M	+7%	99k	24.40	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$2.4M	+150%	44k	53.95	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.4M		37k	63.61	View chart
Columbia Etf Tr I Select Technolo (SEMI)	0.1	$2.3M	-19%	57k	40.11	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$2.3M	-6%	25k	92.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$2.2M	-5%	44k	50.72	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$2.2M	-3%	34k	64.59	View chart
Kla Corp Com New (KLAC)	0.1	$2.2M	+18%	11k	194.93	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.1M	+4%	5.1k	406.67	View chart
Genuine Parts Company (GPC)	0.1	$2.0M	-32%	16k	125.74	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$2.0M	-6%	35k	55.81	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.9M	-9%	27k	72.64	View chart
Gra (GGG)	0.1	$1.9M	-30%	25k	76.84	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$1.9M	-89%	26k	72.50	View chart
Pfizer (PFE)	0.1	$1.9M		66k	28.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.9M		15k	125.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.8M		8.3k	222.25	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.8M	-4%	7.5k	241.32	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$1.8M		20k	91.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.8M	-10%	16k	112.09	View chart
Pepsi (PEP)	0.1	$1.7M	-42%	14k	126.72	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$1.7M	-49%	76k	23.00	View chart
Uber Technologies (UBER)	0.1	$1.7M	+3%	25k	68.51	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$1.7M	-19%	40k	42.82	View chart
Realty Income (O)	0.1	$1.7M	-39%	31k	54.30	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$1.7M	-5%	27k	61.13	View chart
Cheniere Energy Com New (LNG)	0.1	$1.6M	-9%	6.1k	269.03	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$1.6M		18k	89.76	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$1.6M	-9%	5.6k	289.66	View chart
Sherwin-Williams Company (SHW)	0.1	$1.6M	+557%	4.9k	323.27	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.6M	-5%	14k	114.45	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.5M		15k	103.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.5M	+4%	18k	84.96	View chart
Proshares Tr Pshs Ultsh 20yrs (TBT)	0.1	$1.5M	+16%	35k	42.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.5M	-18%	15k	97.24	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.5M	+3%	18k	84.08	View chart
Ea Series Trust Strive Emerging (STXE)	0.1	$1.5M		30k	49.40	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$1.4M		29k	49.86	View chart
RPM International (RPM)	0.1	$1.4M	-34%	14k	98.67	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.4M		3.4k	416.13	View chart
Servicenow (NOW)	0.1	$1.4M	+23%	11k	134.02	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.4M		5.3k	264.91	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.4M		20k	70.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.4M	-3%	28k	49.68	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$1.4M	-12%	32k	43.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.1	$1.4M	-13%	33k	42.10	View chart
Proshares Tr Ultrapro Short (SQQQ)	0.1	$1.4M	+99%	40k	34.41	View chart
Innovator Etfs Trust Inde Aut Inc Etf (ACII)	0.1	$1.4M		54k	25.40	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.4M		9.5k	142.57	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.4M		3.6k	382.12	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$1.4M	+2%	86k	15.74	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$1.4M		15k	90.11	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$1.3M	-13%	25k	54.64	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$1.3M	-7%	33k	40.30	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$1.3M		7.9k	163.99	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.3M	-6%	5.4k	239.94	View chart
Cybin Com New (HELP)	0.1	$1.3M	NEW	104k	12.29	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.1	$1.3M	-43%	50k	25.59	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.3M	+2%	4.2k	300.06	View chart
Albemarle Corporation (ALB)	0.1	$1.2M	-31%	12k	105.78	View chart
Valued Advisers Tr Regan Fltg Rate (MBSF)	0.1	$1.2M	-51%	48k	25.41	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$1.2M	-8%	25k	48.80	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$1.2M	+140%	15k	79.63	View chart
J P Morgan Exchange Traded F California Tax F (JCAL)	0.1	$1.2M	NEW	25k	47.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.2M	-6%	22k	54.43	View chart
Air Products & Chemicals (APD)	0.1	$1.2M	-38%	4.3k	278.22	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$1.2M	+142%	26k	45.63	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.2M	-12%	7.6k	154.63	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$1.2M	-2%	3.3k	351.81	View chart
Philip Morris International (PM)	0.1	$1.2M	+3%	6.1k	190.82	View chart
Tyson Foods Cl A (TSN)	0.1	$1.2M	-45%	23k	50.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.2M	-4%	24k	47.89	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$1.2M		39k	29.79	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$1.1M	-5%	27k	43.18	View chart
Flexshares Tr Northern Tr Us Q (QLC)	0.1	$1.1M	-13%	13k	90.97	View chart
Perspective Therapeutics Com New (CATX)	0.1	$1.1M		404k	2.75	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$1.1M	+51%	19k	57.92	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.1	$1.1M	+2%	18k	61.23	View chart
Voyager Technologies Com Cl A (VOYG)	0.1	$1.1M		36k	30.25	View chart
Flexshares Tr Northern Tr Mor (TILT)	0.1	$1.1M	-13%	3.9k	277.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.1M	-2%	3.9k	277.86	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$1.0M	-4%	16k	63.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.0M	-7%	6.2k	166.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$1.0M		13k	79.14	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$1.0M	NEW	27k	36.95	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.0	$1.0M	-52%	48k	21.15	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$996k	-17%	18k	54.10	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.0	$987k		18k	54.90	View chart
Dover Corporation (DOV)	0.0	$980k	-46%	5.2k	187.04	View chart
Zai Lab Adr (ZLAB)	0.0	$969k		37k	26.34	View chart
Valero Energy Corporation (VLO)	0.0	$969k	+63%	2.5k	387.61	View chart
Flexshares Tr Nrtrn Tr Intl Ql (IQDF)	0.0	$961k		28k	34.40	View chart
Lowe's Companies (LOW)	0.0	$959k	-7%	5.2k	184.28	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$958k		7.0k	137.67	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$945k	-56%	15k	61.50	View chart
Innovator Etfs Trust Equi Auto In Etf (ACEI)	0.0	$929k	-29%	39k	23.55	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$927k		4.3k	216.09	View chart
Wells Fargo & Company (WFC)	0.0	$927k		12k	80.05	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$909k		2.5k	356.90	View chart
Flexshares Tr Nrtrn Tr Qlt Div (QDF)	0.0	$898k		10k	90.24	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$892k	+9%	7.6k	117.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$892k	+193%	13k	70.15	View chart
Flexshares Tr NRTHRN TR MRNGST (TLTD)	0.0	$890k	-10%	8.8k	101.03	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$889k	-9%	6.9k	128.68	View chart
Schwab Strategic Tr Ultra Short Incm (SCUS)	0.0	$885k	+10%	35k	25.11	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$875k		9.0k	97.44	View chart

Past Filings by WealthPlan Investment Management

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

WealthPlan Investment Management 2026 Q3 filed Oct. 15, 2026
WealthPlan Investment Management 2026 Q2 filed July 28, 2026
WealthPlan Investment Management 2026 Q1 filed April 29, 2026
WealthPlan Investment Management 2025 Q4 filed Feb. 5, 2026
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

View all past filings

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