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WealthPlan Investment Management, LLC

Q4 2025 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    376

  • Value ($000)

    $1,569,387

  • Date Filed
    02/05/2026
  • Form type
    13F-HR
  • CIK
    0001929986
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$103.9M
7 %

382,164

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$59.05M
4 %

176,127

---

EA SERIES TRUST

BUFFERLABS US EQ
02072Q341
$52.68M
3 %

1,032,349

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$47.22M
3 %

68,939

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$38.56M
3 %

206,761

M
MSFT

MICROSOFT CORP

COM
594918104
$30.38M
2 %

62,813

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$28.64M
2 %

91,253

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$27.69M
2 %

302,987

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$26.22M
2 %

52,171

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$25.55M
2 %

380,128

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