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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 11 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VCSH VANGUARD SCOTTSDALE FDS 2,937.0 $232K 0.04% NEW $79.03 -0.6%
202 BND VANGUARD BD INDEX FDS 3,125.0 $229K 0.04% NEW $73.41 -1.6%
203 VV VANGUARD INDEX FDS 666.0 $229K 0.04% NEW $343.91 +2.5%
204 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,645.0 $229K 0.04% -4K -70.6% $139.11 -2.5%
205 SPOT SPOTIFY TECHNOLOGY S A Communication Services 486.0 $223K 0.04% -70.0 -12.6% $459.13 +16.2%
206 LNG CHENIERE ENERGY INC Energy 929.0 $222K 0.04% -1K -59.4% $238.90 +16.2%
207 IAU ISHARES GOLD TR Financial Services 2,919.0 $220K 0.04% -172.0 -5.6% $75.51 +14.9%
208 BTAL AGF INVTS TR 19,532.0 $218K 0.04% +8K +76.8% $11.15 +7.6%
209 ISRG INTUITIVE SURGICAL INC Healthcare 540.0 $215K 0.04% +36.0 +7.1% $397.68 -4.7%
210 GLW CORNING INC Technology 840.0 $215K 0.04% NEW $255.43 -41.4%
211 DELL DELL TECHNOLOGIES INC Technology 479.0 $207K 0.04% NEW $431.46 +2.4%
212 SCHA SCHWAB STRATEGIC TR 5,682.0 $205K 0.04% NEW $36.13 -3.6%
213 VIG VANGUARD SPECIALIZED FUNDS 865.0 $205K 0.04% NEW $236.57 +3.1%
214 CMI CUMMINS INC Industrials 286.0 $204K 0.04% NEW $713.40 -17.6%
215 ITOT ISHARES TR 1,241.0 $204K 0.04% NEW $164.27 +2.3%
216 GHC GRAHAM HLDGS CO Consumer Defensive 178.0 $203K 0.04% NEW $1141.42 +2.2%
217 NKE NIKE INC Consumer Cyclical 4,940.0 $203K 0.04% -13K -72.9% $41.05 -0.7%
218 XLI SELECT SECTOR SPDR TR 1,084.0 $201K 0.04% NEW $185.18 -2.7%
219 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 327.0 $156K 0.03% -1K -77.7% $477.57 -12.3%
220 AGNC AGNC INVT CORP Real Estate 12,847.0 $140K 0.03% $10.90 -0.1%
Page 11 of 12  ·  227 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%