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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.1 Million 4.1% of portfolio
171,307
Q2 2025 Added 17.14%
$0
$21.9 Million 1.72% of portfolio
989,497
Q2 2025 Added 0.47%
$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%
$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%
$0
$19.8 Million 1.56% of portfolio
658,530
Q2 2025 Added 42.32%
$0
$17.8 Million 1.4% of portfolio
735,647
Q2 2025 Added 24.54%
$0
$16.5 Million 1.3% of portfolio
312,471
Q2 2025 Added 20.98%
$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%
$0
$12.9 Million 1.02% of portfolio
163,807
Q2 2025 Added 56.49%
$0
$12.5 Million 0.98% of portfolio
181,867
Q2 2025 Added 61.25%
$0
$11.4 Million 0.89% of portfolio
383,944
Q2 2025 Added 54.93%
$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%
$0
$10.6 Million 0.84% of portfolio
145,934
Q2 2025 New
$0
$10.3 Million 0.81% of portfolio
404,710
Q2 2025 Added 17.2%
$0
$8.81 Million 0.69% of portfolio
234,182
Q2 2025 New
$0
$8.37 Million 0.66% of portfolio
97,525
Q2 2025 Added 51.06%
$0
$8.28 Million 0.65% of portfolio
99,544
Q2 2025 Added 55.13%
$0
$7.33 Million 0.58% of portfolio
76,864
Q2 2025 Added 58.3%
$0
$7.04 Million 0.55% of portfolio
38,502
Q2 2025 New
$0
$6.97 Million 0.55% of portfolio
263,090
Q2 2025 Added 6.6%
$0
$6.43 Million 0.51% of portfolio
10,363
Q2 2025 Added 12.46%
$0
$6.34 Million 0.5% of portfolio
149,494
Q2 2025 Reduced 12.26%
$0
$6.19 Million 0.49% of portfolio
10,025
Q2 2025 Added 70.58%
$0
$6.19 Million 0.49% of portfolio
181,869
Q2 2025 Added 56.86%
$0
$6.11 Million 0.48% of portfolio
250,064
Q2 2025 Added 328.45%
$0
$5.96 Million 0.47% of portfolio
203,981
Q2 2025 New
$0
$5.82 Million 0.46% of portfolio
97,246
Q2 2025 Added 2.23%
$0
$5.42 Million 0.43% of portfolio
99,595
Q2 2025 New
$0
$5.18 Million 0.41% of portfolio
186,644
Q2 2025 Added 41.97%
$0
$4.43 Million 0.35% of portfolio
20,533
Q2 2025 Reduced 11.02%
$0
$4.27 Million 0.34% of portfolio
38,140
Q2 2025 Added 626.2%
$0
$4.27 Million 0.34% of portfolio
67,277
Q2 2025 New
$0
$3.87 Million 0.3% of portfolio
34,573
Q2 2025 New
$0
$3.8 Million 0.3% of portfolio
6,881
Q2 2025 Reduced 1.92%
$0
$3.53 Million 0.28% of portfolio
26,103
Q2 2025 Added 691.48%
$0
$3.29 Million 0.26% of portfolio
29,875
Q2 2025 Added 53.99%
$0
$3.14 Million 0.25% of portfolio
18,113
Q2 2025 New
$0
$2.72 Million 0.21% of portfolio
62,237
Q2 2025 Reduced 0.65%
$0
$2.51 Million 0.2% of portfolio
29,924
Q2 2025 Added 28.48%
$0
$2.57 Million 0.2% of portfolio
74,634
Q2 2025 Added 604.89%
$0
$2.38 Million 0.19% of portfolio
33,652
Q2 2025 New
$0
$2.36 Million 0.19% of portfolio
8,884
Q2 2025 New
$0
$2.29 Million 0.18% of portfolio
24,342
Q2 2025 New
$0
$2.23 Million 0.18% of portfolio
25,229
Q2 2025 Added 20.86%
$0
$2.24 Million 0.18% of portfolio
24,846
Q2 2025 Added 2.63%

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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