Wealthplan Investment Management, LLC - Q12026 Holdings

Wealthplan Investment Management, LLC holds 455 stocks with a total portfolio value of $ 1.79B as of Q12026. In Q12026, Wealthplan Investment Management, LLC added 100 new positions, increased stakes in 179 stocks, reduced 152 holdings, and fully exited 21 positions. The largest holding is Apple Inc (AAPL), representing 5.97% of the total portfolio.