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Portfolio (Quarterly) Guide ↗

WealthPLAN Partners, LLC

· CIK 0001639943
13F Portfolio $523M AUM 787 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 79 Added 97 Reduced 23 Exited
Page 2 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 21,587.0 $3.0M 0.56% +4K +21.4% $136.72 +20.0%
22 ACWX ISHARES TR 36,814.0 $2.8M 0.54% +7K +23.2% $76.11 +1.8%
23 JGLO J P MORGAN EXCHANGE TRADED F 36,917.0 $2.6M 0.50% +5K +16.3% $71.22 +3.0%
24 XLV SELECT SECTOR SPDR TR 15,770.0 $2.5M 0.48% +277.0 +1.8% $158.66 +10.1%
25 MCK MCKESSON CORP Healthcare 3,178.0 $2.4M 0.46% +21.0 +0.7% $755.51 +15.7%
26 JMEE J P MORGAN EXCHANGE TRADED F 30,032.0 $2.3M 0.45% +14K +84.5% $78.03 -0.9%
27 XLF SELECT SECTOR SPDR TR 40,881.0 $2.2M 0.42% +299.0 +0.7% $53.61 +8.6%
28 MBB ISHARES TR 22,262.0 $2.1M 0.40% +1K +6.9% $94.52 -1.3%
29 CAT CATERPILLAR INC Industrials 1,869.0 $2.0M 0.38% +192.0 +11.4% $1065.18 -23.9%
30 AMAT APPLIED MATLS INC Technology 2,718.0 $2.0M 0.38% +495.0 +22.3% $723.05 -33.0%
31 GOVT ISHARES TR 81,231.0 $1.9M 0.35% +3K +3.4% $22.78 -1.3%
32 AVGO BROADCOM INC Technology 4,679.0 $1.8M 0.34% +769.0 +19.7% $377.71 -5.0%
33 HD HOME DEPOT INC Consumer Cyclical 4,787.0 $1.7M 0.32% +182.0 +4.0% $352.72 -4.3%
34 BLCR BLACKROCK ETF TRUST 29,412.0 $1.5M 0.28% +1K +3.6% $50.37 -3.0%
35 GLD SPDR GOLD TR Financial Services 3,920.0 $1.4M 0.28% +226.0 +6.1% $368.38 +15.8%
36 AMD ADVANCED MICRO DEVICES INC Technology 2,395.0 $1.4M 0.27% +304.0 +14.5% $580.91 -21.4%
37 SCHG SCHWAB STRATEGIC TR 40,871.0 $1.4M 0.26% +14K +53.4% $33.84 +3.9%
38 AGGY WISDOMTREE TR 30,997.0 $1.3M 0.26% +13K +68.9% $43.48 -1.6%
39 KO COCA COLA CO Consumer Defensive 15,784.0 $1.3M 0.24% +2K +11.2% $81.27 +13.2%
40 UNH UNITEDHEALTH GROUP INC Healthcare 2,594.0 $1.1M 0.21% +378.0 +17.1% $415.59 -4.1%
Page 2 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.7%
Financial Services 16.6%
Consumer Cyclical 9.9%
Industrials 8.9%
Consumer Defensive 7.2%
Healthcare 6.5%
Communication Services 5.5%
Energy 3.5%
Basic Materials 1.4%
Real Estate 1.1%