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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 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 373,764.0 $108.2M 5.37% -49K -11.5% $289.36 +7.1%
2 VTI VANGUARD INDEX FDS 152,268.0 $56.3M 2.80% -4K -2.6% $370.04 +2.2%
3 NVDA NVIDIA CORPORATION Technology 262,484.0 $52.5M 2.61% -13K -4.8% $200.09 +6.5%
4 EA SERIES TRUST 944,860.0 $51.4M 2.56% -101K -9.7% $54.45
5 GOOGL ALPHABET INC Communication Services 88,859.0 $31.8M 1.58% -4K -4.4% $357.37 -2.9%
6 GOOG ALPHABET INC 80,454.0 $28.4M 1.41% -9K -10.4% $353.33
7 BERKSHIRE HATHAWAY INC DEL 48,597.0 $24.3M 1.21% -3K -6.3% $500.39
8 META META PLATFORMS INC Communication Services 40,971.0 $23.1M 1.15% -983.0 -2.3% $563.29 +1.2%
9 AGGY WISDOMTREE TR 487,680.0 $21.2M 1.05% -20K -3.9% $43.48 -1.1%
10 AVEM AMERICAN CENTY ETF TR 205,128.0 $19.8M 0.98% -7K -3.3% $96.49 -1.8%
11 JGLO J P MORGAN EXCHANGE TRADED F 242,169.0 $17.2M 0.86% -96K -28.4% $71.22 +3.6%
12 WMT WALMART INC Consumer Defensive 137,070.0 $15.5M 0.77% -11K -7.2% $113.26 -7.0%
13 CASY CASEYS GEN STORES INC Consumer Cyclical 17,990.0 $14.3M 0.71% -3K -15.3% $794.77 +3.8%
14 JNJ JOHNSON & JOHNSON Healthcare 55,333.0 $14.1M 0.70% -5K -7.7% $253.97 +7.5%
15 XOM EXXON MOBIL CORP Energy 102,298.0 $14.0M 0.69% -3K -2.7% $136.72 +17.5%
16 AGGH SIMPLIFY EXCHANGE TRADED FUN 677,311.0 $13.7M 0.68% -41K -5.8% $20.17 -0.9%
17 MTBA SIMPLIFY EXCHANGE TRADED FUN 273,112.0 $13.4M 0.67% -14K -4.8% $49.07 -0.4%
18 HELO J P MORGAN EXCHANGE TRADED F 195,672.0 $13.2M 0.66% -6K -3.0% $67.58 +2.8%
19 CAT CATERPILLAR INC Industrials 12,152.0 $12.9M 0.64% -2K -11.8% $1064.94 -23.8%
20 ABBV ABBVIE INC Healthcare 47,636.0 $12.0M 0.59% -8K -13.6% $251.64 +5.6%
Page 1 of 11  ·  210 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%