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Home > Institutional Investor > Wealthplan Investment Management, Llc > Profile

Instuitional Investor - Wealthplan Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Wealthplan Investment Management, Llc
Portfolio Value $2,013,926,911
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 149,301 $111,810,097 5.55%
2.
Apple Inc.
 AAPL 373,764 $108,152,391 5.37%
3.
Vanguard Index Fds
 152,268 $56,345,281 2.8%
4.
Nvidia Corp
 NVDA 262,484 $52,520,518 2.61%
5.
Ea Series Trust - BUFF US BUFF ETF
 944,860 $51,447,627 2.55%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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