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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.49B
$9.54 Million 0.69% of portfolio
24,602
Q3 2025 Added 0.24%
$177B
$9.52 Million 0.69% of portfolio
48,901
Q3 2025 Reduced 8.3%
$13.8B
$9.43 Million 0.68% of portfolio
80,029
Q3 2025 Reduced 3.51%
$22.8B
$9.3 Million 0.67% of portfolio
99,139
Q3 2025 Reduced 1.75%
$38B
$9.08 Million 0.66% of portfolio
67,062
Q3 2025 Reduced 2.57%
$0
$9.1 Million 0.66% of portfolio
105,200
Q3 2025 Added 5.68%
$35.1B
$8.95 Million 0.65% of portfolio
147,244
Q3 2025 Reduced 1.39%
$0
$8.67 Million 0.63% of portfolio
101,042
Q3 2025 Added 3.61%
$57.5B
$8.58 Million 0.62% of portfolio
31,467
Q3 2025 Reduced 2.73%
$0
$8.61 Million 0.62% of portfolio
124,843
Q3 2025 Added 481.67%
$0
$8.29 Million 0.6% of portfolio
79,290
Q3 2025 Added 3.16%
$7.87B
$7.86 Million 0.57% of portfolio
61,989
Q3 2025 Reduced 1.72%
$0
$7.56 Million 0.55% of portfolio
158,892
Q3 2025 Added 239.22%
$222B
$7.52 Million 0.54% of portfolio
15,503
Q3 2025 Reduced 4.74%
$0
$6.85 Million 0.5% of portfolio
188,055
Q3 2025 Added 3.4%
$277B
$6.6 Million 0.48% of portfolio
86,013
Q3 2025 Added 0.12%
$0
$6.5 Million 0.47% of portfolio
246,825
Q3 2025 Reduced 1.3%
$0
$6.43 Million 0.47% of portfolio
64,115
Q3 2025 Added 1,333.38%
$79.2B
$6.38 Million 0.46% of portfolio
91,483
Q3 2025 Reduced 2.18%
$25.7B
$6.36 Million 0.46% of portfolio
38,116
Q3 2025 Reduced 3.43%
$0
$6.35 Million 0.46% of portfolio
9,539
Q3 2025 Reduced 4.85%
$0
$6.13 Million 0.44% of portfolio
102,371
Q3 2025 Added 5.27%
$98.1B
$5.86 Million 0.42% of portfolio
34,277
Q3 2025 Reduced 4.0%
$1.29T
$5.86 Million 0.42% of portfolio
13,185
Q3 2025 Reduced 3.51%
$0
$5.73 Million 0.42% of portfolio
183,253
Q3 2025 Reduced 1.82%
$342B
$5.8 Million 0.42% of portfolio
31,780
Q3 2025 Reduced 16.77%
$13.5B
$5.47 Million 0.4% of portfolio
67,499
Q3 2025 Reduced 1.55%
$0
$5.32 Million 0.39% of portfolio
60,985
Q3 2025 Added 397.43%
$159B
$4.87 Million 0.35% of portfolio
10,006
Q3 2025 Reduced 2.83%
$20.8B
$4.71 Million 0.34% of portfolio
34,946
Q3 2025 Reduced 5.36%
$53.8B
$4.37 Million 0.32% of portfolio
18,596
Q3 2025 Reduced 20.24%
$151B
$4.31 Million 0.31% of portfolio
12,216
Q3 2025 Added 7.23%
$0
$4.24 Million 0.31% of portfolio
155,354
Q3 2025 Reduced 40.95%
$0
$4.33 Million 0.31% of portfolio
98,417
Q3 2025 Reduced 34.17%
$0
$4.13 Million 0.3% of portfolio
6,875
Q3 2025 Reduced 0.09%
$139B
$4.2 Million 0.3% of portfolio
12,718
Q3 2025 Reduced 24.1%
$0
$4.18 Million 0.3% of portfolio
65,926
Q3 2025 Added 455.12%
$490B
$3.92 Million 0.28% of portfolio
34,782
Q3 2025 Added 2.31%
$0
$3.75 Million 0.27% of portfolio
25,768
Q3 2025 Reduced 1.28%
$0
$3.63 Million 0.26% of portfolio
30,059
Q3 2025 Added 0.62%
$47.7B
$3.41 Million 0.25% of portfolio
6,845
Q3 2025 Reduced 3.65%
$8.21B
$3.25 Million 0.24% of portfolio
44,274
Q3 2025 Reduced 1.43%
$0
$3.05 Million 0.22% of portfolio
25,282
Q3 2025 Reduced 26.87%
$51.1B
$2.89 Million 0.21% of portfolio
32,144
Q3 2025 Reduced 0.75%
$136B
$2.79 Million 0.2% of portfolio
11,783
Q3 2025 Reduced 6.48%
$0
$2.82 Million 0.2% of portfolio
63,664
Q3 2025 Added 2.29%
$291B
$2.61 Million 0.19% of portfolio
5,463
Q3 2025 Reduced 8.83%
$3.34B
$2.58 Million 0.19% of portfolio
52,627
Q3 2025 Added 1.88%
$593B
$2.49 Million 0.18% of portfolio
8,845
Q3 2025 Reduced 33.7%

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
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