StockDriftsStockDriftsTop 50 Wealthplan Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.67% | 152.8K | $117.0M | +2.37%(+3.53K) | $663.76(+16.01%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.61% | 347.3K | $115.6M | -7.09%(-26.50K) | $192.05(+78.57%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.03% | 273.6K | $62.5M | +4.23%(+11.10K) | $145.73(+48.96%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.78% | 153.0K | $57.2M | +0.45%(+683) | $280.00(+34.12%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.41% | 96.9K | $49.7M | +6.85%(+6.21K) | $426.19(+25.18%) | 2026-09-30 | |
| IEMG | ISHARES INC | 2.39% | 608.0K | $49.3M | +5.51%(+31.75K) | $62.82(+23.11%) | 2026-09-30 | |
| EPS | WISDOMTREE TR | 2.19% | 564.3K | $45.1M | +9.27%(+47.86K) | $68.29(+17.68%) | 2026-09-30 | |
| BFLB | EA SERIES TRUST | 2.07% | 771.3K | $42.8M | -18.37%(-173.59K) | $51.02(+9.03%) | 2026-09-30 | |
| JUSA | J P MORGAN EXCHANGE TRADED F | 1.64% | 493.1K | $33.8M | new | $67.83(+1.28%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.58% | 94.6K | $32.6M | +6.46%(+5.74K) | $252.69(+36.20%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.95% | +47.94% | — | — | +63.11% |
| Top 20 Holdings Unweighted | +11.91% | +40.15% | — | — | +48.70% |
Wealthplan Investment Management LLC reports $2.07B in US-listed equity holdings across 510 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.7%), AAPL (5.6%) and NVDA (3.0%). The top 20 holdings account for 43.2% of reported assets. Its disclosed equity book has returned +47.94% on a three-year cumulative basis. Figures reflect the Q3 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