WealthPlan Investment Management, LLC
457 holdingsFiling period: 2026-03-31Current AUM: $2.00Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 422.3K | $107.2M | $130.5M | 6.53% | +40.1K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 125.2K | $81.8M | $93.9M | 4.70% | +56.2K | 2026-03-31 |
| 3 | BFLB | EA SERIES TRUST | 1.05M | $52.1M | $57.3M | 2.87% | +13.8K | 2026-03-31 |
| 4 | VTI | VANGUARD INDEX FDS | 156.3K | $50.1M | $57.5M | 2.88% | -19,853 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 275.7K | $48.1M | $55.3M | 2.77% | +68.9K | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 531.5K | $37.1M | $41.2M | 2.06% | +151.4K | 2026-03-31 |
| 7 | EPS | WISDOMTREE TR | 459.1K | $31.3M | $36.1M | 1.81% | +225.8K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 81.1K | $30.0M | $37.7M | 1.89% | +18.3K | 2026-03-31 |
| 9 | JIRE | J P MORGAN EXCHANGE TRADED F | 364.3K | $27.6M | $30.4M | 1.52% | +158.2K | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 92.9K | $26.7M | $33.1M | 1.66% | +27.3K | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 89.8K | $25.8M | $32.0M | 1.60% | -1,448 | 2026-03-31 |
| 12 | SCHF | SCHWAB STRATEGIC TR | 1.02M | $25.2M | $28.0M | 1.40% | -18,330 | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 51.9K | $24.9M | $24.9M | 1.24% | -298 | 2026-03-31 |
| 14 | SPAB | SPDR SERIES TRUST | 948.0K | $24.3M | $23.8M | 1.19% | +30.0K | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 42.0K | $24.0M | $23.4M | 1.17% | +11.1K | 2026-03-31 |
| 16 | JAVA | J P MORGAN EXCHANGE TRADED F | 325.9K | $23.4M | $26.6M | 1.33% | +147.2K | 2026-03-31 |
| 17 | AGG | ISHARES TR | 231.7K | $23.0M | $22.6M | 1.13% | +127.2K | 2026-03-31 |
| 18 | JGLO | J P MORGAN EXCHANGE TRADED F | 338.3K | $22.1M | $24.4M | 1.22% | +165.4K | 2026-03-31 |
| 19 | AGGY | WISDOMTREE TR | 507.6K | $22.1M | $21.6M | 1.08% | +267.3K | 2026-03-31 |
| 20 | IVE | ISHARES TR | 102.9K | $21.7M | $23.8M | 1.19% | +3.5K | 2026-03-31 |
| 21 | JGRO | J P MORGAN EXCHANGE TRADED F | 243.5K | $20.6M | $22.3M | 1.12% | +91.1K | 2026-03-31 |
| 22 | JCPB | J P MORGAN EXCHANGE TRADED F | 406.9K | $19.2M | $18.8M | 0.94% | +225.8K | 2026-03-31 |
| 23 | WMT | WALMART INC | 147.7K | $18.4M | $16.4M | 0.82% | +1.4K | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 105.1K | $17.8M | $16.3M | 0.82% | +7.8K | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 105.1K | $17.8M | $16.3M | 0.82% | +7.8K | 2026-03-31 |
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