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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$80.3 Million 6.32% of portfolio
391,440
Q2 2025 Added 9.0%
$654B
$28.5 Million 2.24% of portfolio
58,632
Q2 2025 Added 9.53%
$465B
$28.3 Million 2.23% of portfolio
179,124
Q2 2025 Added 62.71%
$1.48T
$21.8 Million 1.71% of portfolio
122,705
Q2 2025 Added 13.58%
$3.86T
$20.9 Million 1.65% of portfolio
42,056
Q2 2025 Added 53.84%
$21.1B
$19.9 Million 1.57% of portfolio
38,957
Q2 2025 Added 1.71%
$410B
$19.5 Million 1.54% of portfolio
19,746
Q2 2025 Added 17.21%
$280B
$19.3 Million 1.52% of portfolio
197,518
Q2 2025 Added 13.04%
$2.24T
$18.1 Million 1.42% of portfolio
82,352
Q2 2025 Added 22.21%
$1.65T
$16.9 Million 1.33% of portfolio
22,939
Q2 2025 Added 6.5%
$409B
$14.4 Million 1.14% of portfolio
77,803
Q2 2025 Added 9.84%
$304B
$13.9 Million 1.09% of portfolio
96,934
Q2 2025 Added 18.78%
$77.6B
$12.9 Million 1.01% of portfolio
96,443
Q2 2025 Added 36.86%
$253B
$12.9 Million 1.01% of portfolio
43,691
Q2 2025 Added 5.21%
$543B
$12.2 Million 0.96% of portfolio
21,714
Q2 2025 Added 13.4%
$4.35B
$12.1 Million 0.95% of portfolio
142,009
Q2 2025 Added 12.72%
$151B
$11.3 Million 0.89% of portfolio
40,307
Q2 2025 Added 12.5%
$26.5B
$11.2 Million 0.88% of portfolio
100,908
Q2 2025 Added 8.51%
$14.3B
$11.1 Million 0.87% of portfolio
129,189
Q2 2025 Added 10.57%
$925B
$10.9 Million 0.86% of portfolio
37,597
Q2 2025 Added 15.88%
$15.7B
$10.8 Million 0.85% of portfolio
193,885
Q2 2025 Added 1,583.18%
$485B
$10.7 Million 0.84% of portfolio
70,070
Q2 2025 Added 20.17%
$177B
$10.4 Million 0.82% of portfolio
53,328
Q2 2025 Added 9.94%
$185B
$10.2 Million 0.81% of portfolio
236,417
Q2 2025 Added 12.1%
$19.6B
$9.77 Million 0.77% of portfolio
80,575
Q2 2025 Added 14.03%
$13.7B
$9.63 Million 0.76% of portfolio
46,444
Q2 2025 Added 12.83%
$452B
$9.47 Million 0.75% of portfolio
13
Q1 2025 New
$131B
$9.39 Million 0.74% of portfolio
20,272
Q2 2025 Added 11.73%
$15.2B
$9.11 Million 0.72% of portfolio
82,942
Q2 2025 Added 2.6%
$60.5B
$9.12 Million 0.72% of portfolio
32,349
Q2 2025 Added 12.63%
$34.8B
$8.92 Million 0.7% of portfolio
68,834
Q2 2025 Added 14.32%
$37.5B
$8.6 Million 0.68% of portfolio
149,322
Q2 2025 Added 7.48%
$8.13B
$8.11 Million 0.64% of portfolio
63,071
Q2 2025 Added 14.34%
$8.28B
$8.01 Million 0.63% of portfolio
24,542
Q2 2025 Added 0.23%
$23.4B
$7.23 Million 0.57% of portfolio
39,468
Q2 2025 Added 13.61%
$190B
$6.6 Million 0.52% of portfolio
16,275
Q2 2025 Added 153.23%
$87.8B
$6.64 Million 0.52% of portfolio
93,525
Q2 2025 Added 19.92%
$21.7B
$6.01 Million 0.47% of portfolio
36,927
Q2 2025 Added 4.67%
$238B
$6 Million 0.47% of portfolio
85,912
Q2 2025 Reduced 2.84%
$58.7B
$5.68 Million 0.45% of portfolio
23,314
Q2 2025 Added 15.02%
$159B
$5.43 Million 0.43% of portfolio
10,297
Q2 2025 Added 24.87%
$121B
$5.34 Million 0.42% of portfolio
35,705
Q2 2025 Added 24.75%
$358B
$5.21 Million 0.41% of portfolio
38,184
Q2 2025 Reduced 1.36%
$1.45T
$4.7 Million 0.37% of portfolio
26,652
Q2 2025 Added 28.29%
$134B
$4.62 Million 0.36% of portfolio
16,757
Q2 2025 Added 28.36%
$164B
$4.41 Million 0.35% of portfolio
11,392
Q2 2025 Added 20.22%
$9.5B
$4.3 Million 0.34% of portfolio
68,565
Q2 2025 Added 36.24%
$1.4T
$4.34 Million 0.34% of portfolio
13,664
Q2 2025 Added 57.11%
$52.9B
$4.03 Million 0.32% of portfolio
7,104
Q2 2025 Added 22.04%

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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