Wealth Plan Investment Management, LLC Portfolio Holdings

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025

Wealth Plan Investment Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.27 Billion distributed in 405 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $80.3M, Vanguard Total Stock Market Et with a value of $52.1M, Berkshire Hathaway Inc Class B with a value of $28.5M, Nvidia Corp with a value of $28.3M, and Schwab Strategic Tr Intl Eqty with a value of $21.9M.

Examining the 13F form we can see an increase of $326M in the current position value, from $944M to 1.27B.

Wealth Plan Investment Management, LLC is based out at Omaha, NE

Below you can find more details about Wealth Plan Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.27 Billion
ETFs: $544 Million
Technology: $180 Million
Financial Services: $101 Million
Industrials: $90.8 Million
Consumer Defensive: $74.1 Million
Consumer Cyclical: $68.6 Million
Healthcare: $63.5 Million
Communication Services: $60.3 Million
Other: $67.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.08B
$12.1 Million 0.95% of portfolio
142,009
Q2 2025 Added 12.72%
$8.01B
$8.11 Million 0.64% of portfolio
63,071
Q2 2025 Added 14.34%
$8.12B
$8.01 Million 0.63% of portfolio
24,542
Q2 2025 Added 0.23%
$9.13B
$4.3 Million 0.34% of portfolio
68,565
Q2 2025 Added 36.24%
$9.05B
$2.95 Million 0.23% of portfolio
44,918
Q2 2025 Added 21.48%
$2.68B
$2.41 Million 0.19% of portfolio
51,658
Q2 2025 New
$8.71B
$1.68 Million 0.13% of portfolio
36,087
Q2 2025 Reduced 0.54%
$3.36B
$1.29 Million 0.1% of portfolio
36,761
Q2 2025 Reduced 6.68%
$5.43B
$1.11 Million 0.09% of portfolio
15,296
Q2 2025 Added 0.32%
$2.65B
$708,000 0.06% of portfolio
33,053
Q2 2025 Added 69.29%
$9.53B
$817,000 0.06% of portfolio
16,404
Q2 2025 Added 2.56%
$2.79B
$638,000 0.05% of portfolio
14,073
Q2 2025 Added 22.93%
$5.53B
$536,000 0.04% of portfolio
5,097
Q2 2025 Added 15.81%
$6.5B
$234,000 0.02% of portfolio
4,800
Q1 2025 New
$3.68B
$276,000 0.02% of portfolio
685
Q2 2025 New
$7.62B
$286,000 0.02% of portfolio
5,525
Q2 2025 Added 0.29%
$4.94B
$141,000 0.01% of portfolio
15,846
Q1 2024 Reduced 31.0%

Summary

  • Portfolio
  • No. of Stocks 405
  • Current Value $1.27 Billion
  • Prior Value $944 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 87 stocks
  • Additional Purchases 187 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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