WealthPlan Investment Management, LLC: 13F holdings
CIK 19299862026Q2
| Positions | 473 |
|---|
| Reported value | $2.0bn |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 473 (+18 vs prior quarter) |
|---|
| Reported value | $2.0bn (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 149,301 | $111.8m | 5.6% |
| AAPL APPLE INC | 373,764 | $108.2m | 5.4% |
| VTI VANGUARD INDEX FDS | 152,268 | $56.3m | 2.8% |
| NVDA NVIDIA CORPORATION | 262,484 | $52.5m | 2.6% |
| EA SERIES TRUST | 944,860 | $51.4m | 2.6% |
| IEMG ISHARES INC | 576,229 | $47.7m | 2.4% |
| EPS WISDOMTREE TR | 516,386 | $40.2m | 2.0% |
| JIRE J P MORGAN EXCHANGE TRADED F | 436,465 | $36.0m | 1.8% |
| MSFT MICROSOFT CORP | 90,642 | $33.8m | 1.7% |
| GOOGL ALPHABET INC | 88,859 | $31.8m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1929986")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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