Stock Taper 
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Goldman Sachs Group, Inc. | GS | 356 | $360.07K |
 United Rentals, Inc. | URI | 246 | $278.39K |
 ASML Holding N.V. | ASML | 102 | $202.92K |
 NVR, Inc. | NVR | 31 | $211.22K |
 Berkshire Hathaway Inc. | BRK-A | 9 | $6.74M |