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Kevin Zemann

Wealthplan Investment Management, Llc

Assets Managed
$1.795B
Holdings
455
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
14.38%(2Q avg: 9.23%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthplan Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 455 positions.

Assets under management

The assets under management (AUM) of Wealthplan Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.795B in assets, with a quarterly growth rate of 14.38% and a 2-quarter average growth rate of 9.23%. The portfolio is managed by Kevin Zemann, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 10.51%
5.98%
$107.177M
422,306 shares@ $253.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 81.59%
4.56%
$81.769M
125,181 shares@ $653.21 avg price
BFLB
Bufferlabs Us Eq Dyn Buf Etf
Recent Activity
Increased 1.34%
2.91%
$52.08M
1.046M shares@ $49.79 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -11.27%
2.8%
$50.134M
156,274 shares@ $320.82 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 33.35%
2.68%
$48.083M
275,706 shares@ $174.41 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 39.82%
2.07%
$37.072M
531,492 shares@ $69.75 avg price
EPS
Wisdomtree Us Large Cap Fund
Recent Activity
Increased 96.81%
1.75%
$31.272M
459,137 shares@ $68.11 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 29.1%
1.68%
$30.017M
81,091 shares@ $370.17 avg price
JIRE
Jpmorgan Int Res Enh Eqty
Recent Activity
Increased 76.75%
1.54%
$27.596M
364,349 shares@ $75.74 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 41.66%
1.49%
$26.718M
92,913 shares@ $287.57 avg price

1-10 of 455