WealthPlan Investment Management, LLC - Portfolio overview

WealthPlan Investment Management, LLC has 486 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.03%
2. IVV - ISHARES TR, 5.24%
3. BFLB - EA SERIES TRUST, 3.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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