WealthPlan Investment Management, LLC
•CIK: 1929986•Filing: Q4 2025
**WealthPlan Investment Management, LLC** manages $1.6B across a diversified portfolio of 376 positions. The fund exhibits significant concentration in mega-cap technology and broad market indices, notably holding AAPL at $103.9M and VTI at $59.1M. Further allocations include substantial positions in BFLB ($52.7M), IVV ($47.2M), and NVDA ($38.6M). This structure suggests a core mandate focused on established growth leaders and broad market exposure.
Total AUM
$1.6B
QoQ Performance
+4.1%
Positions
231
Top 10 Concentration
29.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.6%
VTI3.8%
BFLB3.4%
IVV3.0%
NVDA2.5%
MSFT1.9%
GOOGL1.8%
BIL1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.5%
Technology18.4%
Consumer4.5%
Healthcare3.8%
ETF3.8%
Financial2.7%
Energy1.7%
Industrial1.1%
🚪 Exited Positionssold since Q3 2025
+149 more exited positions
Changes from Q3 2025
NEW19 new positions
↑72 increased
↓107 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022