13F Filings History of WealthPlan Investment Management, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$1,569,387,438
Signature - Title
Kevin Zemann - Chief Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by WealthPlan Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthPlan Investment Management, LLC reported 376 stock holdings with total value $1,569,387,438 as of Q4 2025. Top holdings included AAPL, VTI, BFLB, IVV, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 376 $1,569,387,438 +$296,766,137 -$261,582,079 +$35,184,058 AAPL, VTI, BFLB, IVV, NVDA 13F-HR 05 Feb 2026, 13:32
Q3 2025 335 $1,507,923,996 +$192,122,537 -$150,684,226 +$41,438,311 AAPL, VTI, BRKB, NVDA, BIL 13F-HR 27 Oct 2025, 13:56
Q2 2025 344 $1,373,266,100 +$360,101,338 -$54,428,932 +$305,672,406 AAPL, VTI, BRKB, NVDA, SCHF 13F-HR 28 Jul 2025, 16:17
Q1 2025 268 $1,015,542,228 +$106,357,479 -$86,687,372 +$19,670,107 AAPL, VTI, BRKB, SPAB, SCHF 13F-HR 09 May 2025, 18:02
Q4 2024 262 $1,012,137,754 +$130,287,882 -$84,123,082 +$46,164,800 AAPL, VTI, BRKB, SCHF, GOOG 13F-HR 30 Jan 2025, 12:29
Q3 2024 247 $987,548,988 +$357,727,626 -$68,240,783 +$289,486,843 AAPL, VTI, BRKB, SCHF, SPAB 13F-HR 05 Nov 2024, 07:22
Q2 2024 184 $660,994,529 +$86,167,300 -$83,496,962 +$2,670,338 AAPL, HIGH, GOOG, BRKB, CASY 13F-HR 09 Aug 2024, 13:03
Q1 2024 181 $655,459,408 +$98,764,695 -$86,841,841 +$11,922,854 AAPL, HIGH, BRKB, PEP, ABBV 13F-HR 16 May 2024, 12:26
Q4 2023 190 $624,313,622 +$64,409,653 -$48,196,489 +$16,213,164 AAPL, NUE, MSM, BRKB, PEP 13F-HR 05 Jan 2024, 13:57
Q3 2023 167 $565,712,431 +$262,460,804 -$15,034,956 +$247,425,848 AAPL, FLTR, BRKB, MSM, PEP Restatement 15 Nov 2023, 11:00
Q2 2023 379 $334,944,298 +$8,292,492 -$279,868,924 -$271,576,432 AAPL, BUFR, FTLS, AMAX, PEP Restatement 14 Aug 2023, 12:11
Q1 2023 442 $580,905,335 +$6,905,600 -$805,555,699 -$798,650,099 AAPL, PEP, NUE, WPC, FLTR 13F-HR 08 May 2023, 16:30
Q4 2022 394 $1,359,266,592 +$103,307,698 -$72,125,878 +$31,181,820 AAPL, BRKB, VTI, COWZ, BUFR 13F-HR 15 Feb 2023, 13:15
Q3 2022 389 $1,163,393,000 +$219,060,272 -$267,078,379 -$48,018,107 AAPL, BRKB, VTI, BUFR, DGRO 13F-HR 12 Dec 2022, 09:44
Q1 2022 389 $1,413,094,000 $0 $0 $0 AAPL, VTI, BRKB, BUFR, DGRO 13F-HR 07 Sep 2022, 17:30