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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 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BIL SPDR SERIES TRUST 71,155.0 $6.5M 0.32% -44K -38.0% $91.64 -0.0%
42 HD HOME DEPOT INC Consumer Cyclical 16,946.0 $6.0M 0.30% -3K -14.9% $352.68 -4.2%
43 HYIN WISDOMTREE TR 411,948.0 $5.9M 0.29% -12K -2.9% $14.30 +0.5%
44 SPYG SPDR SERIES TRUST 49,175.0 $5.9M 0.29% -9K -16.1% $118.99 +1.0%
45 EMLC VANECK ETF TRUST 228,279.0 $5.8M 0.29% -16K -6.6% $25.56 +1.4%
46 JEPQ J P MORGAN EXCHANGE TRADED F 94,561.0 $5.8M 0.29% -1K -1.2% $61.46 -2.8%
47 COWZ PACER FDS TR 92,925.0 $5.8M 0.29% -24K -20.4% $62.20 +15.9%
48 TXN TEXAS INSTRS INC Technology 17,878.0 $5.3M 0.27% -3K -13.9% $298.06 -12.8%
49 VZ VERIZON COMMUNICATIONS INC Communication Services 121,780.0 $5.2M 0.26% -26K -17.5% $42.34 +18.7%
50 AGOX STARBOARD INVT TR 143,079.0 $5.0M 0.25% -41K -22.4% $34.66 -2.5%
51 DELL DELL TECHNOLOGIES INC Technology 11,481.0 $5.0M 0.25% -416.0 -3.5% $431.48 +4.5%
52 AMGN AMGEN INC Healthcare 13,358.0 $4.8M 0.24% -3K -19.2% $362.11 +22.1%
53 MSM MSC INDL DIRECT INC Industrials 40,599.0 $4.8M 0.24% -11K -20.6% $118.95 -0.5%
54 MOAT VANECK ETF TRUST 43,032.0 $4.5M 0.22% -12K -22.5% $103.96 +9.7%
55 ASTS AST SPACEMOBILE INC Technology 49,219.0 $4.4M 0.22% -3K -5.2% $88.86 -30.2%
56 IVW ISHARES TR 31,298.0 $4.3M 0.21% -1K -4.1% $137.53 +0.9%
57 MRK MERCK & CO INC Healthcare 33,167.0 $4.3M 0.21% -2K -5.2% $128.50 +21.7%
58 LMT LOCKHEED MARTIN CORP Industrials 8,338.0 $4.2M 0.21% -2K -16.0% $509.47 +9.2%
59 EMR EMERSON ELEC CO Industrials 29,179.0 $4.2M 0.21% -8K -22.2% $143.15 +8.2%
60 STRV EA SERIES TRUST 85,488.0 $4.1M 0.20% -470.0 -0.6% $48.30 -1.4%
Page 3 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%