Fund manager · 13F holdings
WealthPlan Investment Management, LLC
CIK 1929986
Q2 2026$2.01B
473 positions · Filed Jul 28, 2026 · Current
Q1 2026$1.79B
455 positions · Filed Apr 29, 2026
Q4 2025$1.57B
376 positions · Filed Feb 5, 2026
Q3 2025$1.51B
335 positions · Filed Oct 27, 2025
Q2 2025$1.37B
344 positions · Filed Jul 28, 2025
Q1 2025$1.02B
268 positions · Filed May 12, 2025
Q4 2024$1.01B
262 positions · Filed Jan 30, 2025
Q3 2024$987.55M
247 positions · Filed Nov 5, 2024
Q2 2024$660.99M
184 positions · Filed Aug 9, 2024
Q1 2024$655.46M
181 positions · Filed May 16, 2024
Q4 2023$624.31M
190 positions · Filed Jan 5, 2024
Q3 2023 is outside the free window
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