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WealthPlan Investment Management, LLC

Q2 2026 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    478

  • Value ($000)

    $2,013,927

  • Date Filed
    07/28/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$111.81M
6 %

149,301

A
AAPL

APPLE INC

COM
037833100
$108.15M
5 %

373,764

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$56.35M
3 %

152,268

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$52.52M
3 %

262,484

---

EA SERIES TRUST

BUFF US BUFF ETF
02072Q341
$51.45M
3 %

944,860

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$47.73M
2 %

576,229

E
EPS

WISDOMTREE TR

US LARGECAP FUND
97717W588
$40.17M
2 %

516,386

J
JIRE

J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT
46641Q134
$36M
2 %

436,465

M
MSFT

MICROSOFT CORP

COM
594918104
$33.81M
2 %

90,642

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$31.76M
2 %

88,859

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