SEC Form 13F

WealthPlan Investment Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$2,013,926,911
Positions478

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$111,810,097149,301
APPLE INCAAPLCOM$108,152,391373,764
VANGUARD INDEX FDSVTITOTAL STK MKT$56,345,281152,268
NVIDIA CORPORATIONNVDACOM$52,520,518262,484
EA SERIES TRUSTBFLBBUFF US BUFF ETF$51,447,627944,860
ISHARES INCIEMGCORE MSCI EMKT$47,734,789576,229
WISDOMTREE TREPSUS LARGECAP FUND$40,169,674516,386
J P MORGAN EXCHANGE TRADED FJIREINTRNL RES EQT$36,003,964436,465
MICROSOFT CORPMSFTCOM$33,811,15790,642
ALPHABET INCGOOGLCAP STK CL A$31,755,40788,859

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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