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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 8 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XYL XYLEM INC Industrials 3,812.0 $456K 0.03% +338.0 +9.7% $119.50 -7.7%
142 HYGV FLEXSHARES TR 10,667.0 $427K 0.02% +4K +68.0% $40.06 +0.3%
143 IJT ISHARES TR 2,948.0 $427K 0.02% +1K +55.6% $144.71 +11.9%
144 IAU ISHARES GOLD TR Financial Services 4,682.0 $413K 0.02% +32.0 +0.7% $88.15 -3.8%
145 F FORD MTR CO Consumer Cyclical 33,776.0 $390K 0.02% +556.0 +1.7% $11.54 +29.4%
146 DHR DANAHER CORP DEL Healthcare 2,025.0 $384K 0.02% +143.0 +7.6% $189.58 -9.3%
147 VBK VANGUARD INDEX FDS 1,251.0 $378K 0.02% +22.0 +1.8% $302.20 +14.9%
148 TOPT ISHARES TR 12,611.0 $361K 0.02% +3K +28.4% $28.62 +18.0%
149 WM WASTE MGMT INC DEL Industrials 1,533.0 $352K 0.02% +267.0 +21.1% $229.76 -5.2%
150 GM GENERAL MTRS CO Consumer Cyclical 4,711.0 $351K 0.02% +525.0 +12.5% $74.50 +5.8%
151 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,267.0 $346K 0.02% +655.0 +40.6% $152.51 +8.6%
152 BNDC FLEXSHARES TR 15,126.0 $336K 0.02% +3K +21.8% $22.24 -1.3%
153 MPC MARATHON PETE CORP Energy 1,347.0 $329K 0.02% +31.0 +2.4% $244.10 +4.3%
154 SPOT SPOTIFY TECHNOLOGY S A Communication Services 618.0 $300K 0.02% +152.0 +32.6% $484.91 +7.2%
155 CINF CINCINNATI FINL CORP Financial Services 1,895.0 $298K 0.02% +13.0 +0.7% $157.36 +6.8%
156 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,044.0 $293K 0.02% +705.0 +21.1% $72.46 +19.8%
157 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,705.0 $288K 0.02% +12.0 +0.7% $169.02 +39.6%
158 CMCSA COMCAST CORP NEW Communication Services 9,869.0 $283K 0.02% +744.0 +8.2% $28.71 -12.2%
159 PCAR PACCAR INC Industrials 2,412.0 $279K 0.02% +114.0 +5.0% $115.49 -5.3%
160 USB US BANCORP Financial Services 4,831.0 $251K 0.01% +755.0 +18.5% $52.01 +5.4%
Page 8 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%