Institutional Fund
Wealthplan Investment Management, LLC
Omaha, NECIK 19299865 filings on record
Portfolio Value
$1.79B
Q1 2026
Holdings
455
Reported positions
New Buys
100
Opened this quarter
QoQ Change
+14.3%
from $1.57B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.0%
- Ishares Tr4.6%
- Ea Series Trust2.9%
- Vanguard Index Fds2.8%
- Nvidia Corporation2.7%
- Ishares Inc2.1%
- Other79.0%
Portfolio Holdings
455 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 422.3K | $107.18M | 6.0% | +40.1K | Added |
| 2 | Ishares Tr | 125.2K | $81.77M | 4.6% | +56.2K | Added |
| 3 | Ea Series Trust | 1.05M | $52.08M | 2.9% | +13.8K | Added |
| 4 | Vanguard Index Fds | 156.3K | $50.13M | 2.8% | −19.9K | Reduced |
| 5 | Nvidia Corporation | 275.7K | $48.08M | 2.7% | +68.9K | Added |
| 6 | Ishares Inc | 531.5K | $37.07M | 2.1% | +151.4K | Added |
| 7 | Wisdomtree Tr | 459.1K | $31.27M | 1.7% | +225.8K | Added |
| 8 | Microsoft Corp | 81.1K | $30.02M | 1.7% | +18.3K | Added |
| 9 | J P Morgan Exchange Traded F | 364.3K | $27.60M | 1.5% | +158.2K | Added |
| 10 | Alphabet Inc | 92.9K | $26.72M | 1.5% | +27.3K | Added |
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