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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 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIV VANGUARD BD INDEX FDS 54,344.0 $4.2M 0.21% NEW $76.70 -1.3%
2 MRVL MARVELL TECHNOLOGY INC Technology 10,564.0 $3.1M 0.16% NEW $297.88 -19.0%
3 SPACE EXPLORATION TECHN CORP 16,258.0 $2.8M 0.14% NEW $170.86
4 HAL HALLIBURTON CO Energy 68,227.0 $2.3M 0.12% NEW $33.95 -0.6%
5 TBT PROSHARES TR 30,000.0 $1.0M 0.05% NEW $34.94 +7.2%
6 AVUV AMERICAN CENTY ETF TR 6,926.0 $864K 0.04% NEW $124.76 +1.1%
7 USO UNITED STS OIL FD LP Financial Services 5,250.0 $559K 0.03% NEW $106.44 +19.1%
8 HYGW ISHARES TR 15,898.0 $463K 0.02% NEW $29.10 -0.4%
9 CSHI NEOS ETF TRUST 8,362.0 $417K 0.02% NEW $49.81 -0.2%
10 SATS ECHOSTAR CORP Technology 4,089.0 $415K 0.02% NEW $101.50 -14.3%
11 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 375.0 $362K 0.02% NEW $965.00 -13.6%
12 FLEX FLEX LTD Technology 2,196.0 $356K 0.02% NEW $162.07 -31.3%
13 BND VANGUARD BD INDEX FDS 4,335.0 $318K 0.02% NEW $73.41 -1.2%
14 GLW CORNING INC Technology 1,173.0 $300K 0.01% NEW $255.43 -41.7%
15 URI UNITED RENTALS INC Industrials 246.0 $278K 0.01% NEW $1131.69 -5.5%
16 HONEYWELL INTL INC 1,187.0 $266K 0.01% NEW $223.99
17 TOL TOLL BROTHERS INC Consumer Cyclical 1,612.0 $266K 0.01% NEW $164.75 -8.2%
18 ROK ROCKWELL AUTOMATION INC Industrials 530.0 $262K 0.01% NEW $495.08 -12.4%
19 HONEYWELL AEROSPACE INC 1,183.0 $262K 0.01% NEW $221.08
20 DAL DELTA AIR LINES INC Industrials 2,788.0 $261K 0.01% NEW $93.67 -9.7%
Page 1 of 3  ·  45 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%