EdgeMarket › What Wealthplan Investment Management, Llc reported owning
What Wealthplan Investment Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.8BPositions
458Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 107.2M | 6.0% | 422.3K | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 81.8M | 4.6% | 125.2K | 769.31 | +20.0% |
| BFLB BufferLABS US Equity Dynamic Buffer ETF | 52.1M | 2.9% | 1.0M | 55.34 | — |
| VTI Vanguard Morningstar Total Stock Market ETF | 50.1M | 2.8% | 156.3K | 378.24 | +20.5% |
| NVDA NVIDIA CORP | 48.1M | 2.7% | 275.7K | 214.72 | +22.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 37.1M | 2.1% | 531.5K | 81.57 | +31.9% |
| EPS WisdomTree U.S. LargeCap Fund | 31.3M | 1.7% | 459.1K | 80.50 | +21.5% |
| MSFT MICROSOFT CORP | 30.0M | 1.7% | 81.1K | 483.24 | -4.4% |
| JIRE JPMorgan International Research Enhanced Equit | 27.6M | 1.5% | 364.3K | 85.32 | +16.9% |
| GOOGL Alphabet Inc. | 26.7M | 1.5% | 92.9K | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 25.8M | 1.4% | 89.8K | 341.75 | +70.7% |
| SCHF Schwab International Equity ETF | 25.2M | 1.4% | 1.0M | 28.46 | +24.7% |
| unmapped CUSIP 084670702 | 24.9M | 1.4% | 51.9K | — | — |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 24.3M | 1.4% | 948.0K | 25.09 | -1.8% |
| META Meta Platforms, Inc. | 24.0M | 1.3% | 42.0K | 549.90 | -26.5% |
| JAVA JPMorgan Active Value ETF | 23.4M | 1.3% | 325.9K | 83.00 | +24.0% |
| AGG iShares Core U.S. Aggregate Bond ETF | 23.0M | 1.3% | 231.7K | 97.35 | -1.7% |
| JGLO JPMorgan Global Select Equity ETF | 22.1M | 1.2% | 338.3K | 73.49 | +10.7% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond | 22.1M | 1.2% | 507.6K | 42.70 | -2.4% |
| IVE iShares S&P 500 Value ETF | 21.7M | 1.2% | 102.9K | 237.24 | +17.6% |
| JGRO JPMorgan Active Growth ETF | 20.6M | 1.1% | 243.5K | 94.21 | +7.0% |
| JCPB JPMorgan Core Plus Bond ETF | 19.2M | 1.1% | 406.9K | 46.16 | -1.8% |
| WMT Walmart Inc. | 18.4M | 1.0% | 147.7K | 103.70 | +1.1% |
| XOM ExxonMobil Holdings Corp | 17.8M | 1.0% | 105.1K | 165.11 | +52.1% |
| IEFA iShares Core MSCI EAFE ETF | 17.3M | 1.0% | 191.4K | 100.85 | +16.8% |
| AVEM Avantis Emerging Markets Equity ETF | 17.1M | 1.0% | 212.2K | 94.24 | +33.1% |
| AMZN AMAZON COM INC | 16.8M | 0.9% | 80.9K | 258.63 | +15.6% |
| CVX CHEVRON CORP | 16.2M | 0.9% | 78.4K | 205.27 | +34.0% |
| PAAA PGIM AAA CLO ETF | 16.1M | 0.9% | 314.0K | 51.46 | +0.1% |
| CASY CASEYS GENERAL STORES INC | 15.5M | 0.9% | 21.2K | 835.74 | +62.8% |
| JNJ JOHNSON & JOHNSON | 14.7M | 0.8% | 60.0K | 270.24 | +51.1% |
| AGGH Simplify Aggregate Bond ETF | 14.6M | 0.8% | 718.6K | 19.85 | -3.5% |
| MTBA Simplify MBS ETF | 14.2M | 0.8% | 286.8K | 48.63 | -3.2% |
| COST COSTCO WHOLESALE CORP /NEW | 13.8M | 0.8% | 13.8K | 947.74 | -4.7% |
| JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | 13.2M | 0.7% | 197.1K | 77.85 | +27.6% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 12.9M | 0.7% | 201.8K | 69.41 | +8.7% |
| BUFR FT Vest Laddered Buffer ETF | 12.8M | 0.7% | 378.3K | 37.30 | +14.5% |
| BOXX Alpha Architect 1-3 Month Box ETF | 12.8M | 0.7% | 109.7K | 117.96 | +4.1% |
| DGRO iShares Core Dividend Growth ETF | 12.6M | 0.7% | 180.0K | 79.61 | +20.0% |
| ABBV AbbVie Inc. | 12.0M | 0.7% | 55.1K | 264.96 | +26.7% |
| HEQT Simplify Hedged Equity ETF | 11.7M | 0.7% | 371.9K | 34.30 | +12.0% |
| CLOI VanEck CLO ETF | 10.6M | 0.6% | 200.8K | 52.92 | -0.2% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 10.5M | 0.6% | 114.7K | 91.60 | -0.1% |
| QHY WisdomTree U.S. High Yield Corporate Bond Fund | 10.4M | 0.6% | 229.3K | 45.86 | -0.8% |
| AVGO Broadcom Inc. | 10.4M | 0.6% | 33.6K | 368.45 | +26.5% |
| VMI VALMONT INDUSTRIES INC | 9.8M | 0.5% | 24.6K | 485.83 | +33.4% |
| LLY ELI LILLY & Co | 9.8M | 0.5% | 10.7K | 1,255.40 | +78.0% |
| JFLX JPMorgan Flexible Debt ETF | 9.8M | 0.5% | 197.2K | 49.87 | — |
| CAT CATERPILLAR INC | 9.8M | 0.5% | 13.8K | 827.90 | +96.8% |
| FTLS First Trust Long/Short Equity | 9.4M | 0.5% | 133.0K | 75.94 | +12.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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