Stock Taper 
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ares Capital Corporation | ARCC | 25.32K | $469.19K |
 The Charles Schwab Corporation | SCHW | 25.88K | $2.39M |
 Arista Networks, Inc. | ANET | 27.56K | $4.68M |
 The Procter & Gamble Company | PG | 28.08K | $4.12M |
 FS Credit Opportunities Corp. | FSCO | 28.41K | $141.77K |
 Oscar Health, Inc. | OSCR | 28.72K | $819.18K |
 Emerson Electric Co. | EMR | 29.18K | $4.18M |
 JPMorgan Chase & Co. | JPM | 29.28K | $9.58M |
 International Business Machines Corporation | IBM | 29.39K | $8.27M |
 Nucor Corporation | NUE | 30.05K | $6.69M |
 Merck & Co., Inc. | MRK | 33.17K | $4.26M |
 Broadcom Inc. | AVGO | 35.82K | $13.53M |
 Voyager Technologies, Inc. | VOYG | 35.89K | $1.16M |
 Ford Motor Company | F | 36.05K | $501.03K |
 Graco Inc. | GGG | 36.17K | $2.73M |
 Hims & Hers Health, Inc. | HIMS | 38.88K | $1.35M |
 MSC Industrial Direct Co., Inc. | MSM | 40.6K | $4.83M |
 Bank of America Corporation | BAC | 40.91K | $2.33M |
 Meta Platforms, Inc. | META | 40.97K | $23.08M |
 Tyson Foods, Inc. | TSN | 42.12K | $2.41M |