WI

WealthPlan Investment Management, LLC

13F
WealthPlan Investment Management, LLC
Last update 2025-05-12 268 Stocks (23 new)
Value $1.02 Bil Turnover 10 %
Countries:
Top Holdings: AAPL(7.86%)VTI(3.96%)BRK.B(2.81%)SPAB(1.94%)SCHF(1.92%)
Summary Stock Picks Current Portfolio
WealthPlan Investment Manageme... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
359,120
79,771.2
-0.78%
7.860
-0.07%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
VTI 		Vanguard Total Stock Market ETF
146,241
40,192.9
+21.84%
3.960
+0.71%
0.010
+5.02%
+2.19%
450,908.3
 
BRK.B 		Berkshire Hathaway Inc
53,531
28,509.4
-1.76%
2.810
-0.04%
0.000
-0.87%
+8.88%
1,064,764.2
Insurance
SPAB 		SPDR Portfolio Aggregate Bond ETF
770,717
19,684.1
+2.80%
1.940
+0.05%
0.230
-0.23%
+2.12%
8,699.7
 
SCHF 		Schwab International Equity ETF
984,903
19,481.4
-11.11%
1.920
-0.23%
0.040
+8.27%
+18.16%
48,179.4
 
DGRO 		iShares Core Dividend Growth ETF
296,559
18,321.4
-6.59%
1.800
-0.13%
0.060
+0.87%
+2.94%
31,381.2
 
GOOG 		Alphabet Inc
108,031
16,877.6
+4.01%
1.660
+0.06%
0.000
+0.52%
-8.04%
2,114,332.8
Interactive Media
CASY 		Casey's General Stores Inc
38,303
16,624.8
+1.69%
1.640
+0.03%
0.110
+12.45%
+12.32%
16,164.7
Retail - Cyclical
IVE 		iShares S&P 500 Value ETF
83,643
15,940.7
-1.59%
1.570
-0.03%
0.040
-0.26%
+0.63%
38,163.4
 
COST 		Costco Wholesale Corp
16,846
15,932.5
-1.10%
1.570
-0.02%
0.000
-1.01%
+11.04%
450,102.6
Retail - Defensive

WealthPlan Investment Management, LLC's Historical Top Holdings Breakdowns

WealthPlan Investment Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+1.02%
●
663000 ($729331) 801950
$740,395.50
1.52%
New holding
13
13
UDEC 		Innovator U.S. Equity Ultra Buffer ETF - December2025-03-31New Buy
+0.84%
●
34.08 ($35.19) 35.99
$35.67
1.36%
New holding
248,790
248,790
FNOV 		FT Vest U.S. Equity Buffer ETF - November2025-03-31Sold Out
-0.83%
●
46.06 ($48.03) 49.32
$48.98
1.98%
Sold Out
0
-174,540
DECT 		AllianzIM U.S. Large Cap Buffer10 Dec ETF2025-03-31New Buy
+0.79%
●
30.69 ($32) 32.9
$32.56
1.74%
New holding
257,352
257,352
AZAL 		AZAL2025-03-31New Buy
+0.79%
●
37.83 ($39.6) 40.73
$27.75
-29.91%
New holding
209,504
209,504
BJUL 		Innovator U.S. Equity Buffer ETF - July2025-03-31New Buy
+0.79%
●
42.65 ($44.73) 46.09
$45.54
1.81%
New holding
186,105
186,105
BFEB 		Innovator U.S. Equity Buffer ETF - February2025-03-31New Buy
+0.79%
●
41.03 ($42.88) 44
$43.63
1.76%
New holding
193,357
193,357
CLIP 		Global X 1-3 Month T-Bill ETF2025-03-31Sold Out
-0.78%
●
100.08 ($100.26) 100.45
$100.16
-0.10%
Sold Out
0
-78,336
VTI 		Vanguard Total Stock Market ETF2025-03-31Add
+0.71%
●
271.18 ($290.53) 303.12
$295.12
1.58%
Add 21.84%
146,241
26,209
FOCT 		FT Vest U.S. Equity Buffer ETF - October2025-03-31Sold Out
-0.66%
●
41.06 ($42.84) 44.04
$43.63
1.85%
Sold Out
0
-156,445

WealthPlan Investment Management, LLC Total Holding History ($B)

To

WealthPlan Investment Management, LLC's Asset Allocation

To

WealthPlan Investment Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WealthPlan Investment Management, LLC's Hypothetical Growth since 2025-03-31

WealthPlan Investment Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WealthPlan Investment Management, LLC's Holdings Heat Map

Size field:

WealthPlan Investment Management, LLC's Holdings Bubble Chart

WealthPlan Investment Management, LLC News

  • 1

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