WealthPlan Investment Management, LLC
Top Portfolio Positions
196 positions ·
$765,598,575 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
422,306 | $107,177,039 | 14.00% | |
| NVDA |
Nvidia Corp
Technology
|
275,706 | $48,083,126 | 6.28% | |
| MSFT |
Microsoft Corp
Technology
|
81,091 | $30,017,455 | 3.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
92,913 | $26,718,062 | 3.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
51,873 | $24,857,540 | 3.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
41,954 | $24,003,141 | 3.14% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
147,746 | $18,361,872 | 2.40% | |
| XOM |
Exxon Mobil Corp
Energy
|
105,133 | $17,836,864 | 2.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
80,859 | $16,840,503 | 2.20% | |
| CVX |
Chevron Corp
Energy
|
78,379 | $16,216,615 | 2.12% |
Portfolio Trend
16 quarters · across all stocks
Holdings in FETH
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,479 | 14,295 | Shares | Sole | 2026-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||