Wealthplan Investment Management LLC is an SEC-registered investment adviser based in Omaha, NE that reports managing 1 hedge fund on Form ADV. It reports $2.2 billion in regulatory assets under management. Its disclosed U.S. stock holdings returned an estimated +10.0% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +29.6% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $2.2 billionForm ADV Item 5.F
- Gross assets of private funds
- $0All private fund types, Form ADV
- Hedge funds managed
- 12 private funds in total
- Employees
- 34Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 311364
- Latest Form ADV
- 08/24/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +10.8% | +14.8% |
| Q1 2026 | -0.8% | -4.6% |
| Q4 2025 | +1.9% | +2.4% |
| Q3 2025 | +7.0% | +7.8% |
| Q2 2025 | +5.2% | +10.4% |
| Q1 2025 | -1.7% | -4.5% |
| Q4 2024 | -1.1% | +2.1% |
| Q3 2024 | +5.8% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Ishares Core S&P 500 ETF$111.8 million
- Apple Inc Com$108.2 million
- Vanguard Total Stock Market ETF$56.3 million
- Nvidia Corp$52.5 million
- 02072q341$51.4 million
- Ishares Inc Core MSCI Emerging$47.7 million
- Wisdomtree TR Earnings 500 FD$40.2 million
- J P Morgan Exchange Traded F$36.0 million
- Microsoft Corp Com$33.8 million
- Alphabet, Inc Voting Class$31.8 million
As of 2026-06-30, from 13F filing by WealthPlan Investment Management, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures