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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 3 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD INDEX FDS 37,744.0 $3.3M 0.62% NEW $86.14 +1.3%
42 IEFA ISHARES TR 32,730.0 $3.2M 0.60% +16K +92.7% $96.58 +4.2%
43 JFLX J P MORGAN EXCHANGE TRADED F 62,682.0 $3.2M 0.60% +40K +181.9% $50.40 -1.0%
44 XOM EXXON MOBIL CORP Energy 21,587.0 $3.0M 0.56% +4K +21.4% $136.72 +18.8%
45 AGOX STARBOARD INVT TR 84,406.0 $2.9M 0.56% -49K -36.8% $34.66 -3.5%
46 TCAF T ROWE PRICE EXCHANGE-TRADED 71,062.0 $2.9M 0.56% -8K -9.8% $41.10 +3.3%
47 ACWX ISHARES TR 36,814.0 $2.8M 0.54% +7K +23.2% $76.11 +1.8%
48 CASY CASEYS GEN STORES INC Consumer Cyclical 3,459.0 $2.7M 0.53% -3K -48.3% $794.70 +7.4%
49 META META PLATFORMS INC Communication Services 4,859.0 $2.7M 0.52% -466.0 -8.8% $563.34 -1.4%
50 JNJ JOHNSON & JOHNSON Healthcare 10,435.0 $2.7M 0.51% -7K -40.0% $253.97 +7.7%
51 JGLO J P MORGAN EXCHANGE TRADED F 36,917.0 $2.6M 0.50% +5K +16.3% $71.22 +3.2%
52 BLACKROCK ETF TRUST 68,489.0 $2.5M 0.48% $36.60
53 XLV SELECT SECTOR SPDR TR 15,770.0 $2.5M 0.48% +277.0 +1.8% $158.66 +10.0%
54 MCK MCKESSON CORP Healthcare 3,178.0 $2.4M 0.46% +21.0 +0.7% $755.51 +15.5%
55 ABBV ABBVIE INC Healthcare 9,387.0 $2.4M 0.45% -8K -44.8% $251.63 +5.3%
56 JMEE J P MORGAN EXCHANGE TRADED F 30,032.0 $2.3M 0.45% +14K +84.5% $78.03 -0.9%
57 WMT WALMART INC Consumer Defensive 20,085.0 $2.3M 0.43% -20K -50.0% $113.26 -7.3%
58 CVX CHEVRON CORPORATION Energy 13,362.0 $2.2M 0.42% -9K -39.0% $165.76 +21.9%
59 BAI BLACKROCK ETF TRUST 41,910.0 $2.2M 0.42% -9K -17.9% $52.72 -18.0%
60 XLF SELECT SECTOR SPDR TR 40,881.0 $2.2M 0.42% +299.0 +0.7% $53.61 +8.5%
Page 3 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%