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Portfolio (Quarterly) Guide ↗

WealthPlan Investment Management, LLC

· CIK 0001929986
13F Portfolio $1.8B AUM 515 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New 170 Added 148 Reduced 21 Exited
Page 3 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTSM FIRST TR EXCHANGE-TRADED FD 112,706.0 $6.7M 0.38% +5K +5.1% $59.78 +0.3%
42 HD HOME DEPOT INC Consumer Cyclical 19,909.0 $6.5M 0.36% +6K +47.9% $328.89 -4.8%
43 AMAT APPLIED MATLS INC Technology 18,927.0 $6.5M 0.36% +15K +349.4% $341.79 +26.4%
44 SCHX SCHWAB STRATEGIC TR 246,185.0 $6.3M 0.35% +1K +0.6% $25.64 +14.4%
45 EMLC VANECK ETF TRUST 244,517.0 $6.1M 0.34% +154K +168.9% $25.11 +0.9%
46 HYIN WISDOMTREE TR 424,306.0 $6.1M 0.34% +287K +208.9% $14.42 -0.9%
47 ORCL ORACLE CORP Technology 40,857.0 $6.0M 0.34% +13K +45.0% $147.11 +30.6%
48 UNH UNITEDHEALTH GROUP INC Healthcare 21,798.0 $5.9M 0.33% +8K +53.4% $270.59 +43.6%
49 JEPQ J P MORGAN EXCHANGE TRADED F 95,696.0 $5.3M 0.30% +63K +192.0% $55.52 +8.4%
50 SCHD SCHWAB STRATEGIC TR 167,669.0 $5.1M 0.29% +26K +18.4% $30.68 +7.0%
51 MCD MCDONALDS CORP Consumer Cyclical 15,821.0 $4.9M 0.27% +4K +38.2% $310.80 -9.2%
52 NFLX NETFLIX INC. Communication Services 49,229.0 $4.7M 0.26% +22K +82.9% $96.15 -7.9%
53 PG PROCTER & GAMBLE CO Consumer Defensive 31,707.0 $4.6M 0.26% +10K +47.8% $144.44 -0.0%
54 INTC INTEL CORP Technology 100,947.0 $4.5M 0.25% +29K +40.4% $44.13 +171.6%
55 MRK MERCK & CO INC Healthcare 34,993.0 $4.2M 0.23% +12K +52.1% $120.29 +1.8%
56 MU MICRON TECHNOLOGY INC Technology 12,361.0 $4.2M 0.23% +8K +174.1% $337.84 +122.3%
57 TMUS T-MOBILE US INC Communication Services 18,628.0 $3.9M 0.22% +6K +46.8% $210.03 -8.8%
58 IVW ISHARES TR 32,642.0 $3.7M 0.21% +4K +14.2% $113.11 +20.8%
59 BTAL AGF INVTS TR 255,488.0 $3.6M 0.20% +175K +215.5% $13.96 -12.6%
60 ABT ABBOTT LABORATORIES Healthcare 34,098.0 $3.5M 0.20% +10K +43.8% $102.67 -14.9%
Page 3 of 9  ·  170 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 34.3%
Communication Services 12.6%
Healthcare 10.7%
Financial Services 9.3%
Industrials 8.7%
Consumer Cyclical 8.4%
Consumer Defensive 7.5%
Energy 4.8%
Basic Materials 2.1%
Utilities 0.9%