Wealth Plan Investment Management, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 292 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $98.4M, Vanguard Total Stock Market Et with a value of $60.1M, Berkshire Hathaway Inc Class B with a value of $30.4M, Nvidia Corp with a value of $29.1M, and Spdr Bloomberg 1 3 Month T Bil with a value of $28.7M.
Examining the 13F form we can see an increase of $110M in the current position value, from $1.27B to 1.38B.
Wealth Plan Investment Management, LLC is based out at Omaha, NE
Below you can find more details about Wealth Plan Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.38 Billion
ETFs: $623 Million
Technology: $196 Million
Financial Services: $102 Million
Industrials: $92.9 Million
Consumer Cyclical: $71.8 Million
Consumer Defensive: $70 Million
Communication Services: $68.3 Million
Healthcare: $66.1 Million
Other: $67.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
