WealthPlan Investment Management, LLC
Q2 2025 13F Holdings
- Locationomaha, NE
- Num holdings
344
- Value ($000)
$1,373,266
- Date Filed07/28/2025
- Form type13F-HR
- CIK0001929986
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $80.31M | 6 % | 391,440 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $52.07M | 4 % | 171,307 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $28.48M | 2 % | 58,632 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $28.30M | 2 % | 179,124 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $21.87M | 2 % | 989,497 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $21.77M | 2 % | 122,705 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $21.71M | 2 % | 339,572 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $21.14M | 2 % | 108,201 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.92M | 2 % | 42,056 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $20.81M | 2 % | 812,905 |
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