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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 2 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORPORATION Energy 72,170.0 $12.0M 0.59% -6K -7.9% $165.76 +20.6%
22 BOXX EA SERIES TRUST 100,315.0 $11.7M 0.58% -9K -8.5% $117.09 +0.7%
23 MU MICRON TECHNOLOGY INC Technology 9,983.0 $11.5M 0.57% -2K -19.2% $1154.29 -19.2%
24 BUFR FIRST TR EXCHNG TRADED FD VI 310,495.0 $11.3M 0.56% -68K -17.9% $36.53 +2.1%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 12,072.0 $11.3M 0.56% -2K -12.7% $935.47 +2.6%
26 HEQT SIMPLIFY EXCHANGE TRADED FUN 300,206.0 $10.1M 0.50% -72K -19.3% $33.54 +2.2%
27 CLOI VANECK ETF TRUST 183,109.0 $9.7M 0.48% -18K -8.8% $52.95 +0.0%
28 JPM JPMORGAN CHASE & CO Financial Services 29,282.0 $9.6M 0.48% -885.0 -2.9% $327.33 +9.0%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,687.0 $8.7M 0.43% -734.0 -5.9% $746.77 +2.6%
30 RSP INVESCO EXCHANGE TRADED FD T 39,613.0 $8.4M 0.42% -3K -7.1% $212.77 +4.2%
31 MA MASTERCARD INCORPORATED Financial Services 15,591.0 $8.0M 0.40% -1K -8.7% $513.59 +16.7%
32 FIRST TR EXCH TRADED FD III 108,101.0 $8.0M 0.40% -25K -18.7% $73.80
33 WTPI WISDOMTREE TR 242,352.0 $7.9M 0.40% -2K -1.0% $32.79 +1.9%
34 UNH UNITEDHEALTH GROUP INC Healthcare 18,649.0 $7.8M 0.39% -3K -14.4% $415.62 -4.6%
35 V VISA INC Financial Services 22,517.0 $7.7M 0.38% -447.0 -1.9% $343.08 +12.0%
36 TSLA TESLA INC Consumer Cyclical 18,054.0 $7.6M 0.38% -5K -23.2% $420.60 -16.7%
37 IGRO ISHARES TR 77,215.0 $6.8M 0.34% -16K -17.5% $87.93 +6.1%
38 BERKSHIRE HATHAWAY INC DEL 9.0 $6.7M 0.34% -4.0 -30.8% $748850.00
39 NUE NUCOR CORP Basic Materials 30,052.0 $6.7M 0.33% -5K -14.1% $222.75 +11.1%
40 KO COCA COLA CO Consumer Defensive 81,499.0 $6.6M 0.33% -13K -13.7% $81.27 +12.8%
Page 2 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%