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Portfolio (Quarterly) Guide ↗

WealthPlan Investment Management, LLC

· CIK 0001929986
13F Portfolio $1.8B AUM 515 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New 170 Added 148 Reduced 21 Exited
Page 4 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QUAL ISHARES TR 9,564.0 $1.8M 0.10% -592.0 -5.8% $191.81 +11.8%
62 TLT ISHARES TR 20,514.0 $1.8M 0.10% -2K -8.5% $86.69 -2.3%
63 BRO BROWN & BROWN INC Financial Services 27,151.0 $1.8M 0.10% -19K -41.7% $65.21 -11.3%
64 EFG ISHARES TR 15,808.0 $1.8M 0.10% -1K -6.2% $111.37 +9.1%
65 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 24,241.0 $1.7M 0.10% -2K -6.5% $70.51 -20.3%
66 DGRW WISDOMTREE TR 19,319.0 $1.7M 0.10% -6K -22.2% $87.84 +9.7%
67 STZ CONSTELLATION BRANDS INC Consumer Defensive 10,793.0 $1.6M 0.09% -6K -34.6% $150.01 -0.3%
68 GAUG FIRST TR EXCHNG TRADED FD VI 40,862.0 $1.6M 0.09% -5K -10.0% $38.71 +6.1%
69 UMAR INNOVATOR ETFS TRUST 39,578.0 $1.6M 0.09% -4K -10.0% $39.74 +5.6%
70 SPGI S&P GLOBAL INC Financial Services 3,570.0 $1.5M 0.09% -2K -39.8% $425.32 -1.8%
71 NVS NOVARTIS AG Healthcare 9,594.0 $1.5M 0.08% -7K -40.9% $152.75 -0.5%
72 BDEC INNOVATOR ETFS TRUST 29,508.0 $1.4M 0.08% -3K -7.9% $48.00 +10.1%
73 ADBE ADOBE INC Technology 5,502.0 $1.3M 0.07% -3K -32.4% $243.08 +0.7%
74 DECT AIM ETF PRODUCTS TRUST 36,927.0 $1.3M 0.07% -6K -13.0% $35.55 +9.7%
75 CMF ISHARES TR 23,049.0 $1.3M 0.07% -2K -6.4% $56.86 -0.0%
76 NKE NIKE INC Consumer Cyclical 24,140.0 $1.3M 0.07% -17K -41.5% $52.82 -15.4%
77 OEF ISHARES TR 3,825.0 $1.2M 0.07% -182.0 -4.5% $318.10 +16.7%
78 EFV ISHARES TR 15,211.0 $1.1M 0.06% -3K -16.4% $74.35 +5.8%
79 SGVT SCHWAB STRATEGIC TR 11,167.0 $1.1M 0.06% -60K -84.3% $100.72 +0.0%
80 VLTO VERALTO CORP Industrials 12,242.0 $1.1M 0.06% -4K -23.9% $88.42 -1.8%
Page 4 of 8  ·  148 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 34.3%
Communication Services 12.6%
Healthcare 10.7%
Financial Services 9.3%
Industrials 8.7%
Consumer Cyclical 8.4%
Consumer Defensive 7.5%
Energy 4.8%
Basic Materials 2.1%
Utilities 0.9%