WealthPlan Investment Management, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$1.6B
Holdings
376
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (376 positions)
| Stock | Value |
|---|---|
VXUSVANGUARD STAR FDS | $350K |
EMBISHARES TR | $350K |
XUSPINNOVATOR ETFS TRUST | $349K |
GMGENERAL MTRS CO | $340K |
CMCCOMMERCIAL METALS CO | $332K |
XLESELECT SECTOR SPDR TR | $321K |
XLISELECT SECTOR SPDR TR | $318K |
TJXTJX COS INC NEW | $315K |
PAUGINNOVATOR ETFS TRUST | $314K |
AXSMAXSOME THERAPEUTICS INC | $309K |
CINFCINCINNATI FINL CORP | $307K |
BNDVANGUARD BD INDEX FDS | $306K |
AQLTISHARES TR | $306K |
RSPINVESCO EXCHANGE TRADED FD T | $301K |
IJHISHARES TR | $300K |
EJULINNOVATOR ETFS TRUST | $298K |
EJANINNOVATOR ETFS TRUST | $294K |
WMWASTE MGMT INC DEL | $278K |
BNDCFLEXSHARES TR | $277K |
SQQQPROSHARES TR | $277K |
QQLVINVESCO EXCH TRADED FD TR II | $276K |
VYMVANGUARD WHITEHALL FDS | $276K |
VEAVANGUARD TAX-MANAGED FDS | $273K |
CMCSACOMCAST CORP NEW | $272K |
SPOTSPOTIFY TECHNOLOGY S A | $270K |
IJTISHARES TR | $267K |
NJANINNOVATOR ETFS TRUST | $263K |
GNMAISHARES TR | $261K |
VLUEISHARES TR | $259K |
HYGVFLEXSHARES TR | $258K |
MNSTMONSTER BEVERAGE CORP NEW | $256K |
SDDPROSHARES TR | $255K |
MAGSLISTED FDS TR | $254K |
FDECFIRST TR EXCHNG TRADED FD VI | $252K |
UTRERBB FD INC | $252K |
PCARPACCAR INC | $251K |
OBILRBB FD INC | $250K |
BTCGRAYSCALE BITCOIN MINI TR ET | $249K |
CIENCIENA CORP | $249K |
DONWISDOMTREE TR | $248K |
IQDFFLEXSHARES TR | $246K |
DDECFIRST TR EXCHNG TRADED FD VI | $241K |
LWLAMB WESTON HLDGS INC | $240K |
IMAIMAX CORP | $233K |
MDLZMONDELEZ INTL INC | $232K |
ALSALLSTATE CORP | $232K |
MINOPIMCO ETF TR | $232K |
COFCAPITAL ONE FINL CORP | $232K |
STLDSTEEL DYNAMICS INC | $231K |
EMKTLAZARD ACTIVE ETF TR | $230K |
LYVLIVE NATION ENTERTAINMENT IN | $229K |
RODMLATTICE STRATEGIES TR | $229K |
PDECINNOVATOR ETFS TRUST | $222K |
PJUNINNOVATOR ETFS TRUST | $219K |
USBUS BANCORP DEL | $217K |
RPGINVESCO EXCHANGE TRADED FD T | $217K |
TLHISHARES TR | $215K |
DIALCOLUMBIA ETF TR I | $215K |
MPCMARATHON PETE CORP | $214K |
SMHVANECK ETF TRUST | $211K |
RYROYAL BK CDA | $210K |
ESGEISHARES INC | $208K |
DISDISNEY WALT CO | $204K |
NVRNVR INC | $204K |
LIFLIFE360 INC | $200K |
BPBP PLC | $199K |
NXPNUVEEN SELECT TAX-FREE INCOM | $195K |
CAGCONAGRA BRANDS INC | $189K |
VLYVALLEY NATL BANCORP | $185K |
DCTHDELCATH SYS INC | $176K |
MSIFMSC INCOME FUND INC | $159K |
RI4APOET TECHNOLOGIES INC | $137K |
PGXINVESCO EXCH TRADED FD TR II | $132K |
G3VGREEN PLAINS INC | $114K |
AGNCAGNC INVT CORP | $113K |
IBRXIMMUNITYBIO INC | $27K |
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