WealthPlan Investment Management, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,066,000
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 519 | 2,066,000 | 13F-HR | WealthPlan Investment Management, LLC |
| Q2 2026 | 7/28/2026 | 478 | 2,013,927 | 13F-HR | WealthPlan Investment Management, LLC |
| Q1 2026 | 4/29/2026 | 458 | 1,794,911 | 13F-HR | WealthPlan Investment Management, LLC |
| Q4 2025 | 2/5/2026 | 376 | 1,569,387 | 13F-HR | WealthPlan Investment Management, LLC |
| Q3 2025 | 10/27/2025 | 335 | 1,507,924 | 13F-HR | WealthPlan Investment Management, LLC |
| Q2 2025 | 7/28/2025 | 344 | 1,373,266 | 13F-HR | WealthPlan Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.291 K
(0.2% of total reported value)
· QoQ Δ:
+1.906 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.049 M | 50.9% | 20.85 K | 0 | 20.85 K |
| ETFs | 993.3 K | 48.2% | 26.42 K | 0 | 26.42 K |
| Debt | 20.15 K | 1.0% | 2.902 K | 0 | 2.902 K |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
2,066,000
Holdings
519
QoQ value change ($000)
52,073
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.