WealthPlan Investment Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 714 equity securities held by the firm.
The report identifies Kevin Zemann as the Compliance Consultant for the firm, located in Bellevue, Nebraska. The filing was submitted on October 15, 2026.
The portfolio includes a diverse mix of large-cap technology, healthcare, and consumer companies. Notable positions include Apple Inc., with 98,334,895 shares; Microsoft, with 26,917,000 shares; and Amazon.com Inc., with 22,323,644 shares. The portfolio also holds significant stakes in Alphabet Inc. Class A and Class C shares, Berkshire Hathaway Inc., and Eli Lilly & Co.
Healthcare holdings include AbbVie Inc., Amgen Inc., Bristol-Myers Squibb Co., and Edwards Lifesciences Corp. Other major holdings listed in the filing include Visa Inc., Mastercard Inc., JPMorgan Chase & Co., and UnitedHealth Group Inc.
The filing includes a variety of exchange-traded funds (ETFs) within the portfolio, such as the iShares Core S&P 500 ETF, the Invesco QQQ Trust, and the Fidelity Wise Origin Bitcoin Shares. The report lists the ownership as sole voting and dispositive rights for all securities listed.
