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 $200 Billions or more
