WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 422K | $107.18M |
 | NVDA | 276K | $48.08M |
 | WMT | 148K | $18.36M |
 | VZ | 148K | $7.41M |
 | VOYG | 124K | $2.91M |
 | XOM | 105K | $17.84M |
 | INTC | 101K | $4.45M |
 | T | 98K | $2.85M |
 | KO | 94K | $7.18M |
 | GOOGL | 93K | $26.72M |
 | FSCO | 90K | $459.70K |
 | GOOG | 90K | $25.76M |
 | MSFT | 81K | $30.02M |
 | AMZN | 81K | $16.84M |
 | RGTI | 78K | $1.10M |
 | CVX | 78K | $16.22M |
 | PFE | 67K | $1.88M |
 | O | 61K | $3.73M |
 | JNJ | 60K | $14.66M |
 | TSN | 57K | $3.67M |
Apple Inc.
AAPL
Shares Held
422K
Value
$107.18M
NVIDIA Corporation
NVDA
Shares Held
276K
Value
$48.08M
Walmart Inc.
WMT
Shares Held
148K
Value
$18.36M
Verizon Communications Inc.
VZ
Shares Held
148K
Value
$7.41M
Voyager Technologies, Inc.
VOYG
Shares Held
124K
Value
$2.91M
Exxon Mobil Corporation
XOM
Shares Held
105K
Value
$17.84M
Intel Corp.
INTC
Shares Held
101K
Value
$4.45M
AT&T Inc.
T
Shares Held
98K
Value
$2.85M
The Coca-Cola Company
KO
Shares Held
94K
Value
$7.18M
Alphabet Inc.
GOOGL
Shares Held
93K
Value
$26.72M
FS Credit Opportunities Corp.
FSCO
Shares Held
90K
Value
$459.70K
Alphabet Inc.
GOOG
Shares Held
90K
Value
$25.76M
Microsoft Corporation
MSFT
Shares Held
81K
Value
$30.02M
Amazon.com, Inc.
AMZN
Shares Held
81K
Value
$16.84M
Rigetti Computing, Inc.
RGTI
Shares Held
78K
Value
$1.10M
Chevron Corporation
CVX
Shares Held
78K
Value
$16.22M
Pfizer Inc.
PFE
Shares Held
67K
Value
$1.88M
Realty Income Corporation
O
Shares Held
61K
Value
$3.73M
Johnson & Johnson
JNJ
Shares Held
60K
Value
$14.66M
Tyson Foods, Inc.
TSN
Shares Held
57K
Value
$3.67M