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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 11 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TDTT FLEXSHARES TR 9,401.0 $225K 0.01% -2K -15.0% $23.91 -1.2%
202 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,929.0 $220K 0.01% -348.0 -15.3% $114.18 +3.6%
203 EMKT LAZARD ACTIVE ETF TR 6,685.0 $215K 0.01% -2K -21.6% $32.21 -2.4%
204 NVR NVR INC Consumer Cyclical 31.0 $211K 0.01% -2.0 -6.1% $6813.39 -5.6%
205 SCHG SCHWAB STRATEGIC TR 6,231.0 $211K 0.01% -7K -53.2% $33.84 +4.4%
206 DOW DOW HLDGS INC Basic Materials 7,460.0 $204K 0.01% -178.0 -2.3% $27.36 +10.2%
207 IMAX IMAX CORP Communication Services 5,059.0 $202K 0.01% -1K -20.4% $39.86 +35.2%
208 FS SPECIALTY LENDING FD 16,252.0 $181K 0.01% -40K -71.3% $11.15
209 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 28,411.0 $142K 0.01% -62K -68.5% $4.99 +1.6%
210 AGNC AGNC INVT CORP Real Estate 11,310.0 $123K 0.01% -392.0 -3.4% $10.90 +0.1%
Page 11 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%