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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$80.3 Million 6.32% of portfolio
391,440
Q2 2025 Added 9.0%
$0
$52.1 Million 4.1% of portfolio
171,307
Q2 2025 Added 17.14%
$621B
$28.5 Million 2.24% of portfolio
58,632
Q2 2025 Added 9.53%
$456B
$28.3 Million 2.23% of portfolio
179,124
Q2 2025 Added 62.71%
$0
$21.9 Million 1.72% of portfolio
989,497
Q2 2025 Added 0.47%
$1.24T
$21.8 Million 1.71% of portfolio
122,705
Q2 2025 Added 13.58%
$0
$21.7 Million 1.71% of portfolio
339,572
Q2 2025 Added 14.5%
$0
$21.1 Million 1.67% of portfolio
108,201
Q2 2025 Added 29.36%
$3.95T
$20.9 Million 1.65% of portfolio
42,056
Q2 2025 Added 53.84%
$0
$20.8 Million 1.64% of portfolio
812,905
Q2 2025 Added 5.47%
$0
$20.7 Million 1.63% of portfolio
650,529
Q2 2025 Added 51.86%
$19.4B
$19.9 Million 1.57% of portfolio
38,957
Q2 2025 Added 1.71%
$0
$19.8 Million 1.56% of portfolio
658,530
Q2 2025 Added 42.32%
$439B
$19.5 Million 1.54% of portfolio
19,746
Q2 2025 Added 17.21%
$281B
$19.3 Million 1.52% of portfolio
197,518
Q2 2025 Added 13.04%
$2.26T
$18.1 Million 1.42% of portfolio
82,352
Q2 2025 Added 22.21%
$1.78T
$16.9 Million 1.33% of portfolio
22,939
Q2 2025 Added 6.5%
$0
$16.5 Million 1.3% of portfolio
312,471
Q2 2025 Added 20.98%
$351B
$14.4 Million 1.14% of portfolio
77,803
Q2 2025 Added 9.84%
$0
$14.4 Million 1.14% of portfolio
268,726
Q2 2025 Added 2.76%
$0
$14.3 Million 1.13% of portfolio
215,979
Q2 2025 Added 47.3%
$302B
$13.9 Million 1.09% of portfolio
96,934
Q2 2025 Added 18.78%
$0
$12.9 Million 1.02% of portfolio
163,807
Q2 2025 Added 56.49%
$78.6B
$12.9 Million 1.01% of portfolio
96,443
Q2 2025 Added 36.86%
$210B
$12.9 Million 1.01% of portfolio
43,691
Q2 2025 Added 5.21%
$0
$12.5 Million 0.98% of portfolio
181,867
Q2 2025 Added 61.25%
$548B
$12.2 Million 0.96% of portfolio
21,714
Q2 2025 Added 13.4%
$4.08B
$12.1 Million 0.95% of portfolio
142,009
Q2 2025 Added 12.72%
$202B
$11.5 Million 0.91% of portfolio
87,112
Q2 2025 Added 13.72%
$152B
$11.3 Million 0.89% of portfolio
40,307
Q2 2025 Added 12.5%
$0
$11.4 Million 0.89% of portfolio
383,944
Q2 2025 Added 54.93%
$26.8B
$11.2 Million 0.88% of portfolio
100,908
Q2 2025 Added 8.51%
$0
$11.1 Million 0.88% of portfolio
201,721
Q2 2025 Added 57.75%
$0
$11.1 Million 0.88% of portfolio
305,957
Q2 2025 Added 22.98%
$14.4B
$11.1 Million 0.87% of portfolio
129,189
Q2 2025 Added 10.57%
$859B
$10.9 Million 0.86% of portfolio
37,597
Q2 2025 Added 15.88%
$0
$10.9 Million 0.86% of portfolio
236,764
Q2 2025 New
$16.3B
$10.8 Million 0.85% of portfolio
193,885
Q2 2025 Added 1,583.18%
$452B
$10.7 Million 0.84% of portfolio
70,070
Q2 2025 Added 20.17%
$0
$10.6 Million 0.84% of portfolio
145,934
Q2 2025 New
$177B
$10.4 Million 0.82% of portfolio
53,328
Q2 2025 Added 9.94%
$0
$10.3 Million 0.81% of portfolio
404,710
Q2 2025 Added 17.2%
$182B
$10.2 Million 0.81% of portfolio
236,417
Q2 2025 Added 12.1%
$19B
$9.77 Million 0.77% of portfolio
80,575
Q2 2025 Added 14.03%
$14B
$9.63 Million 0.76% of portfolio
46,444
Q2 2025 Added 12.83%
$423B
$9.47 Million 0.75% of portfolio
13
Q1 2025 New
$113B
$9.39 Million 0.74% of portfolio
20,272
Q2 2025 Added 11.73%
$15.7B
$9.11 Million 0.72% of portfolio
82,942
Q2 2025 Added 2.6%
$64.2B
$9.12 Million 0.72% of portfolio
32,349
Q2 2025 Added 12.63%

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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