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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 9 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,749.0 $513K 0.10% -4K -70.1% $293.17 +3.5%
162 BX BLACKSTONE INC Financial Services 4,355.0 $512K 0.10% -4K -44.8% $117.68 +23.1%
163 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 698.0 $491K 0.09% +15.0 +2.2% $703.34 -1.4%
164 T AT&T INC Communication Services 23,531.0 $487K 0.09% +1K +6.2% $20.70 +24.0%
165 TMO THERMO FISHER SCIENTIFIC INC Healthcare 959.0 $481K 0.09% -2K -63.9% $501.47 +23.7%
166 QCOM QUALCOMM INC Technology 2,563.0 $474K 0.09% NEW $184.81 -15.3%
167 ROK ROCKWELL AUTOMATION INC Industrials 953.0 $472K 0.09% $495.08 -13.6%
168 CRWD CROWDSTRIKE HLDGS INC Technology 610.0 $466K 0.09% +56.0 +10.1% $190.78 +0.4%
169 SUN SUNOCO LP/SUNOCO FIN CORP Energy 6,883.0 $465K 0.09% $67.50 +12.1%
170 JEPQ J P MORGAN EXCHANGE TRADED F 7,298.0 $449K 0.09% +3K +55.1% $61.46 -3.5%
171 HYIN WISDOMTREE TR 31,344.0 $448K 0.09% +12K +62.1% $14.30 +0.3%
172 EMLC VANECK ETF TRUST 16,959.0 $433K 0.08% +7K +64.9% $25.56 +1.1%
173 XLK SELECT SECTOR SPDR TR 2,230.0 $425K 0.08% +62.0 +2.9% $190.49 -5.7%
174 GLDM WORLD GOLD TR Financial Services 5,345.0 $424K 0.08% +485.0 +10.0% $79.42 +16.4%
175 TMUS T-MOBILE US INC Communication Services 2,397.0 $402K 0.08% +475.0 +24.7% $167.75 +9.2%
176 BRO BROWN & BROWN INC Financial Services 6,035.0 $387K 0.07% -14K -69.8% $64.15 +15.9%
177 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 24,590.0 $381K 0.07% -2K -6.9% $15.50 -3.4%
178 HAL HALLIBURTON CO Energy 11,212.0 $381K 0.07% NEW $33.95 +1.2%
179 NSC NORFOLK SOUTHN CORP Industrials 1,193.0 $375K 0.07% $314.59 +11.6%
180 PANW PALO ALTO NETWORKS INC Technology 1,087.0 $371K 0.07% NEW $341.02 +2.9%
Page 9 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%