WealthPlan Investment Management, LLC ETF holdings
Omaha, NE
Reported $1.2B in 264 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
264
Change from prior quarter
+15.7%
With price moves
ETFs as a share of its 13F
58.4%
of $2.0B
Top 10 of 264 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $111.8M | 149,301 | +24,120 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $56.3M | 152,268 | −4,006 shares |
| BFLB | BufferLABS US Equity Dynamic Buffer ETF | $51.4M | 944,860 | −101,241 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $47.7M | 576,229 | +44,737 shares |
| EPS | WisdomTree U.S. LargeCap Fund | $40.2M | 516,386 | +57,249 shares |
| JIRE | JPMorgan International Research Enhanced Equity ETF | $36.0M | 436,465 | +72,116 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $30.3M | 305,978 | +74,304 shares |
| JAVA | JPMorgan Active Value ETF | $30.2M | 380,934 | +55,039 shares |
| SCHF | Schwab International Equity ETF | $28.3M | 1,021,329 | +1,882 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $27.3M | 581,531 | +174,635 shares |
254 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001929986. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does WealthPlan Investment Management, LLC own?
WealthPlan Investment Management, LLC reported 264 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was IVV, at $111.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.