WealthPlan Investment Management, LLC
CIK 1929986
13F filing for Q2 2026・No. 1,635
- Holdings
- US$2.01B
- Quarter change
- +US$219.02M
- Entries
- 642
- Net bought (estimate)
- +US$21.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 43
- Sold out 25
- Cut 227
- Added 178
- Corporate actions 2
- Unchanged 25
Largest holdings
473 stocks worth US$2.01B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 149,301 | US$111.81M | 5.56% |
| AAPLAppleCOM | Cut | 373,764 | US$108.15M | 5.37% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 152,268 | US$56.35M | 2.80% |
| NVDANvidiaCOM | Cut | 262,484 | US$52.52M | 2.61% |
| EA SERIES TRUSTBUFF US BUFF ETF | Cut | 944,860 | US$51.45M | 2.56% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 576,229 | US$47.73M | 2.37% |
| WISDOMTREE TRUS LARGECAP FUND | Added | 516,386 | US$40.17M | 2.00% |
| J P MORGAN EXCHANGE TRADED FINTRNL RES EQT | Added | 436,465 | US$36M | 1.79% |
| MSFTMicrosoftCOM | Added | 90,642 | US$33.81M | 1.68% |
| GOOGLAlphabetCAP STK CL A | Cut | 88,859 | US$31.76M | 1.58% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.