Wealthplan Investment Management, LLC - Q42025 Holdings

Wealthplan Investment Management, LLC holds 376 stocks with a total portfolio value of $ 1.57B as of Q42025. In Q42025, Wealthplan Investment Management, LLC added 57 new positions, increased stakes in 109 stocks, reduced 188 holdings, and fully exited 16 positions. The largest holding is Apple Inc (AAPL), representing 6.62% of the total portfolio.