WealthPlan Investment Management, LLC
Q3 2025 13F Holdings
- Locationomaha, NE
- Num holdings
335
- Value ($000)
$1,507,924
- Date Filed10/27/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $98.38M | 7 % | 386,371 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $60.11M | 4 % | 183,158 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $30.45M | 2 % | 60,563 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $29.12M | 2 % | 156,090 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $28.65M | 2 % | 312,310 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $28.01M | 2 % | 115,019 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $26.67M | 2 % | 39,849 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $23.83M | 2 % | 1,023,727 | ||
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 |
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