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Home > Institutional Investor > Wealthplan Investment Management, Llc > Profile

Instuitional Investor - Wealthplan Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Wealthplan Investment Management, Llc
Portfolio Value $1,569,387,438
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 382,164 $103,895,112 6.62%
2.
Vanguard Index Fds
 176,127 $59,050,331 3.76%
3.
Ea Series Trust
 1,032,349 $52,681,389 3.36%
4.
Ishares Trust
 IEF 68,939 $47,219,140 3.01%
5.
Nvidia Corp
 NVDA 206,761 $38,560,906 2.46%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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