StockDriftsStockDriftsTop 50 WealthPlan Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.56% | 149.3K | $111.8M | +19.27%(+24.12K) | $661.54(+17.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.37% | 373.8K | $108.2M | -11.49%(-48.54K) | $192.05(+59.01%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.8% | 152.3K | $56.3M | -2.56%(-4.01K) | $279.36(+37.23%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.61% | 262.5K | $52.5M | -4.80%(-13.22K) | $142.84(+58.27%) | 2026-06-30 | |
| BFLB | EA SERIES TRUST | 2.56% | 944.9K | $51.4M | -9.68%(-101.24K) | $51.02(+9.15%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.37% | 576.2K | $47.7M | +8.42%(+44.74K) | $61.78(+33.75%) | 2026-06-30 | |
| EPS | WISDOMTREE TR | 2% | 516.4K | $40.2M | +12.47%(+57.25K) | $66.66(+22.50%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 1.79% | 436.5K | $36.0M | +19.79%(+72.12K) | $74.14(+15.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.68% | 90.6K | $33.8M | +11.78%(+9.55K) | $425.04(+14.36%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.58% | 88.9K | $31.8M | -4.36%(-4.05K) | $246.36(+39.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.43% | +38.38% | — | — | +56.78% |
| Top 20 Holdings Unweighted | +8.99% | +29.48% | — | — | +45.16% |
WealthPlan Investment Management, LLC reports $2.01B in US-listed equity holdings across 473 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.6%), AAPL (5.4%) and VTI (2.8%). The top 20 holdings account for 41.76% of reported assets. Its disclosed equity book has returned +38.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from WealthPlan Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1929986). View WealthPlan Investment Management, LLC’s 13F filings on SEC