You're signed outSign in or to get full access.
Wealthplan Investment Management, LLC
WealthPlan Investment Management, LLC is a registered investment adviser headquartered in Omaha, Nebraska, United States. The firm manages diversified investment portfolios with a focus on both institutional and high net worth investors. WealthPlan Investment Management, LLC was founded in the early 2020s and employs a team of financial professionals specializing in customized portfolio management. Their operations include significant US equity investments as disclosed in regular SEC 13F filings. The employee count is approximately 20-50 based on the size and scope of their regulatory filings.
Investment Strategy
WealthPlan Investment Management, LLC takes a diversified, multi-asset approach focusing on US equities, ETFs, and mutual funds. Their holdings show significant allocations to large-cap technology, broad market indices, and international funds, with regular portfolio rebalancing based on market trends and risk assessments. The strategy emphasizes risk management, growth, and income by combining fundamental analysis with tactical shifts among sectors and asset classes. The firm is active in adding new positions and adjusting existing exposures depending on macroeconomic conditions and client objectives.
Latest 13F Filing Activity
Wealthplan Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 337 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Vanguard Index FDS, Ishares TR among other positions. Wealthplan Investment Management, LLC reduced exposure to Hormel Foods Corp., Innovator Etfs Trust, Aim Etf Products Trust among others.
Top Holdings
Equity Positions (337)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.85% | $80.3M | 391,440 | $175.75 | $205.17 | +$540.5K |
V VTI | VANGUARD INDEX FDS | 3.79% | $52.1M | 171,307 | $269.55 | $303.93 | +$11.9M |
| BERKSHIRE HATHAWAY INC DEL | 2.07% | $28.5M | 58,632 | $376.62 | $485.77 | -$27.7K | |
N NVDA | NVIDIA CORPORATION | 2.06% | $28.3M | 179,124 | $118.67 | $157.99 | +$16.4M |
S SCHF | SCHWAB STRATEGIC TR | 1.59% | $21.9M | 989,497 | $20.36 | $22.10 | +$2.4M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Sioux City, IA , United States | |
R Robert Taylor | Managing Partner | Allendale, NJ , United States | |
N Nick Codola | Sr. Research Analyst | United States | |
 | Research Analyst | Omaha, NE , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more