Wealth Plan Investment Management, LLC Portfolio Holdings

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

Wealth Plan Investment Management, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 292 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $98.4M, Vanguard Total Stock Market Et with a value of $60.1M, Berkshire Hathaway Inc Class B with a value of $30.4M, Nvidia Corp with a value of $29.1M, and Spdr Bloomberg 1 3 Month T Bil with a value of $28.7M.

Examining the 13F form we can see an increase of $110M in the current position value, from $1.27B to 1.38B.

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 $1.38 Billion
ETFs: $623 Million
Technology: $196 Million
Financial Services: $102 Million
Industrials: $92.9 Million
Consumer Cyclical: $71.8 Million
Consumer Defensive: $70 Million
Communication Services: $68.3 Million
Healthcare: $66.1 Million
Other: $67.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$98.4 Million 7.13% of portfolio
386,371
Q3 2025 Reduced 1.29%
$0
$60.1 Million 4.36% of portfolio
183,158
Q3 2025 Added 6.92%
$662B
$30.4 Million 2.21% of portfolio
60,563
Q3 2025 Added 3.29%
$465B
$29.1 Million 2.11% of portfolio
156,090
Q3 2025 Reduced 12.86%
$0
$28.7 Million 2.08% of portfolio
312,310
Q3 2025 New
$1.74T
$28 Million 2.03% of portfolio
115,019
Q3 2025 Reduced 6.26%
$0
$26.7 Million 1.93% of portfolio
39,849
Q3 2025 Added 284.53%
$0
$23.8 Million 1.73% of portfolio
1,023,727
Q3 2025 Added 3.46%
$0
$22.2 Million 1.61% of portfolio
857,845
Q3 2025 Added 5.53%
$0
$21.7 Million 1.57% of portfolio
649,043
Q3 2025 Reduced 0.23%
$20.1B
$21 Million 1.52% of portfolio
37,070
Q3 2025 Reduced 4.84%
$0
$20.4 Million 1.48% of portfolio
653,927
Q3 2025 Reduced 0.7%
$279B
$20 Million 1.45% of portfolio
193,887
Q3 2025 Reduced 1.84%
$0
$19.7 Million 1.42% of portfolio
95,197
Q3 2025 Reduced 12.02%
$0
$19.4 Million 1.41% of portfolio
285,278
Q3 2025 Reduced 15.99%
$0
$18 Million 1.31% of portfolio
750,272
Q3 2025 Added 1.99%
$3.78T
$17.7 Million 1.29% of portfolio
34,249
Q3 2025 Reduced 18.56%
$0
$17.4 Million 1.26% of portfolio
325,206
Q3 2025 Added 21.02%
$0
$17.2 Million 1.25% of portfolio
323,776
Q3 2025 Added 3.62%
$414B
$17.1 Million 1.24% of portfolio
73,927
Q3 2025 Reduced 4.98%
$0
$16.8 Million 1.22% of portfolio
223,528
Q3 2025 Added 22.91%
$1.37T
$16.9 Million 1.22% of portfolio
22,992
Q3 2025 Added 0.23%
$404B
$16.8 Million 1.22% of portfolio
18,148
Q3 2025 Reduced 8.09%
$0
$15.1 Million 1.1% of portfolio
216,405
Q3 2025 Added 0.2%
$303B
$14.8 Million 1.07% of portfolio
95,126
Q3 2025 Reduced 1.87%
$0
$14.2 Million 1.03% of portfolio
177,874
Q3 2025 Added 8.59%
$0
$12.8 Million 0.93% of portfolio
223,075
Q3 2025 Added 10.59%
$522B
$12.8 Million 0.93% of portfolio
69,166
Q3 2025 Reduced 1.29%
$4.09B
$12.5 Million 0.91% of portfolio
135,713
Q3 2025 Reduced 4.43%
$0
$12.6 Million 0.91% of portfolio
410,259
Q3 2025 Added 6.85%
$0
$12.5 Million 0.91% of portfolio
326,162
Q3 2025 Added 6.6%
$75.4B
$12 Million 0.87% of portfolio
91,586
Q3 2025 Reduced 5.04%
$204B
$11.9 Million 0.87% of portfolio
84,999
Q3 2025 Reduced 2.43%
$0
$11.9 Million 0.86% of portfolio
118,252
Q3 2025 New
$512B
$11.9 Million 0.86% of portfolio
20,922
Q3 2025 Reduced 3.65%
$266B
$11.6 Million 0.84% of portfolio
41,246
Q3 2025 Reduced 5.6%
$881B
$11.4 Million 0.83% of portfolio
36,118
Q3 2025 Reduced 3.93%
$0
$11.4 Million 0.83% of portfolio
292,553
Q3 2025 Added 24.93%
$0
$11.4 Million 0.82% of portfolio
154,755
Q3 2025 Added 359.87%
$18B
$10.9 Million 0.79% of portfolio
78,488
Q3 2025 Reduced 2.59%
$0
$10.7 Million 0.78% of portfolio
419,917
Q3 2025 Added 3.76%
$183B
$10.8 Million 0.78% of portfolio
38,131
Q3 2025 Reduced 5.4%
$0
$10.3 Million 0.75% of portfolio
149,980
Q3 2025 Added 425.56%
$13.1B
$10.3 Million 0.75% of portfolio
43,635
Q3 2025 Reduced 6.05%
$123B
$10.4 Million 0.75% of portfolio
20,774
Q3 2025 Added 2.48%
$13.5B
$10.4 Million 0.75% of portfolio
121,859
Q3 2025 Reduced 5.67%
$172B
$10.2 Million 0.74% of portfolio
231,082
Q3 2025 Reduced 2.26%
$15.6B
$10.3 Million 0.74% of portfolio
189,304
Q3 2025 Reduced 2.36%
$453B
$9.8 Million 0.71% of portfolio
13
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $1.38 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 166 stocks
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