WealthPlan Investment Management, LLC

Q3 2025 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    335

  • Value ($000)

    $1,507,924

  • Date Filed
    10/27/2025
  • Form type
    13F-HR
  • CIK
    0001929986
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$98.38M
7 %

386,371

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$60.11M
4 %

183,158

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$30.45M
2 %

60,563

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$29.12M
2 %

156,090

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$28.65M
2 %

312,310

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$28.01M
2 %

115,019

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$26.67M
2 %

39,849

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$23.83M
2 %

1,023,727

K
KRE

SPDR SERIES TRUST

PORTFOLIO AGRGTE
78464A649
$22.18M
2 %

857,845

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
33740F755
$21.69M
1 %

649,043

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 335