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Portfolio (Quarterly) Guide ↗

WealthPlan Investment Management, LLC

· CIK 0001929986
13F Portfolio $2.0B AUM 642 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 45 New 163 Added 210 Reduced 25 Exited
Page 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IOCT INNOVATOR ETFS TRUST 11,401.0 $422K 0.02% +368.0 +3.3% $36.99 +3.1%
142 IJAN INNOVATOR ETFS TRUST 10,872.0 $414K 0.02% +305.0 +2.9% $38.08 +2.7%
143 VLO VALERO ENERGY CORP Energy 1,529.0 $398K 0.02% +65.0 +4.4% $260.44 +33.6%
144 AMP AMERIPRISE FINL INC Financial Services 824.0 $378K 0.02% +21.0 +2.6% $458.86 +22.1%
145 CINF CINCINNATI FINL CORP Financial Services 2,029.0 $376K 0.02% +134.0 +7.1% $185.14 -6.9%
146 SCHI SCHWAB STRATEGIC TR 16,495.0 $373K 0.02% +257.0 +1.6% $22.64 -1.5%
147 GM GENERAL MTRS CO Consumer Cyclical 4,833.0 $373K 0.02% +122.0 +2.6% $77.08 +12.0%
148 MPC MARATHON PETE CORP Energy 1,449.0 $370K 0.02% +102.0 +7.6% $255.61 +41.7%
149 WM WASTE MGMT INC DEL Industrials 1,654.0 $369K 0.02% +121.0 +7.9% $222.85 -0.7%
150 GS GOLDMAN SACHS GROUP INC Financial Services 356.0 $360K 0.02% +52.0 +17.1% $1011.44 +2.9%
151 KKR KKR & CO INC 3,804.0 $349K 0.02% +2K +71.5% $91.78
152 HYD VANECK ETF TRUST 6,519.0 $336K 0.02% +696.0 +11.9% $51.51 -2.4%
153 STLD STEEL DYNAMICS INC Basic Materials 1,434.0 $329K 0.02% +50.0 +3.6% $229.46 +2.8%
154 SPOT SPOTIFY TECHNOLOGY S A Communication Services 713.0 $327K 0.02% +95.0 +15.4% $459.13 +19.8%
155 GUNR FLEXSHARES TR 6,642.0 $327K 0.02% +867.0 +15.0% $49.28 +14.4%
156 ALL ALLSTATE CORP Financial Services 1,360.0 $324K 0.02% +166.0 +13.9% $237.94 +10.0%
157 EJUL INNOVATOR ETFS TRUST 10,299.0 $322K 0.02% +310.0 +3.1% $31.24 +0.5%
158 EJAN INNOVATOR ETFS TRUST 8,934.0 $322K 0.02% +294.0 +3.4% $36.00 +2.5%
159 CAG CONAGRA BRANDS INC Consumer Defensive 23,038.0 $310K 0.01% +12K +104.8% $13.46 +20.4%
160 USB US BANCORP Financial Services 5,023.0 $303K 0.01% +192.0 +4.0% $60.40 +4.0%
Page 8 of 9  ·  163 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 42.3%
Healthcare 10.3%
Communication Services 8.9%
Financial Services 8.7%
Industrials 8.6%
Consumer Cyclical 7.7%
Consumer Defensive 6.0%
Energy 3.9%
Basic Materials 1.9%
Utilities 1.1%