Wealth Plan Investment Management, LLC Portfolio Holdings
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 292
- Current Value $1.38 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 25 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 166 stocks