WealthPlan Investment Management, LLC
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$1.8B
Holdings
458
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Held since at least Q1 2024
6.0%
02
$IVV
ISHARES TR
Held since at least Q1 2024
4.6%
03
$SMH
VANECK ETF TRUST
Held since at least Q1 2024
3.9%
04
$BFLB
EA SERIES TRUST
Held since at least Q1 2024
2.9%
05
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
2.8%
06
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
2.7%
07
$IEMG
ISHARES INC
Held since at least Q1 2024
2.1%
08
$EPS
WISDOMTREE TR
Held since at least Q1 2024
1.7%
09
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
1.7%
10
$JIRE
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:02 UTC.