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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MAS MASCO CORP Industrials 2,482.0 $202K 0.01% NEW $81.37 -10.1%
42 FLO FLOWERS FOODS INC Consumer Defensive 10,736.0 $85K 0.00% NEW $7.90 -8.9%
43 UPWK UPWORK INC Industrials 10,103.0 $84K 0.00% NEW $8.36 +2.7%
44 INTC CALL INTEL CORP Technology 100.0 $14K 0.00% NEW $139.63 -37.6%
45 USO PUT UNITED STS OIL FD LP Financial Services 100.0 $11K 0.00% NEW $106.44 +20.8%
Page 3 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%