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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 4 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 28,084.0 $4.1M 0.20% -4K -11.4% $146.64 -1.1%
62 TRUT VANECK ETF TRUST 130,281.0 $4.1M 0.20% -11K -7.6% $31.39 -0.6%
63 TDV PROSHARES TR 38,127.0 $4.0M 0.20% -10K -20.7% $103.96 -1.8%
64 SPYD SPDR SERIES TRUST 79,795.0 $3.8M 0.19% -961.0 -1.2% $47.71 +5.7%
65 MCD MCDONALDS CORP Consumer Cyclical 14,061.0 $3.8M 0.19% -2K -11.1% $270.32 -1.5%
66 TDIV FIRST TR EXCHANGE TRADED FD 31,130.0 $3.6M 0.18% -709.0 -2.2% $114.88 -0.6%
67 LECO LINCOLN ELEC HLDGS INC Industrials 13,133.0 $3.5M 0.17% -4K -23.6% $265.51 +9.5%
68 FLBL FRANKLIN TEMPLETON ETF TR 148,764.0 $3.4M 0.17% -33K -18.1% $22.92 +1.0%
69 CFR CULLEN FROST BANKERS INC Financial Services 21,502.0 $3.3M 0.17% -4K -15.6% $154.52 +6.7%
70 PEP PEPSICO INC Consumer Defensive 23,894.0 $3.2M 0.16% -9K -28.0% $135.40 +5.1%
71 ICOW PACER FDS TR 75,319.0 $3.1M 0.16% -21K -21.4% $41.63 +9.5%
72 O REALTY INCOME CORP Real Estate 50,513.0 $3.1M 0.15% -10K -17.1% $61.96 +0.8%
73 SEMI COLUMBIA ETF TR I 70,799.0 $2.9M 0.14% -21K -22.8% $40.58 -7.3%
74 XLK SELECT SECTOR SPDR TR 14,971.0 $2.9M 0.14% -86.0 -0.6% $190.52 -4.3%
75 GPC GENUINE PARTS CO Consumer Cyclical 23,974.0 $2.8M 0.14% -4K -14.3% $117.98 +17.2%
76 TMUS T-MOBILE US INC Communication Services 16,313.0 $2.7M 0.14% -2K -12.4% $167.73 +7.7%
77 GGG GRACO INC Industrials 36,172.0 $2.7M 0.14% -9K -20.7% $75.61 +4.7%
78 MBSF VALUED ADVISERS TR 98,427.0 $2.5M 0.12% -25K -20.5% $25.68 +0.3%
79 RPM RPM INTL INC Basic Materials 22,017.0 $2.4M 0.12% -4K -16.4% $111.15 -3.3%
80 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,863.0 $2.4M 0.12% -2K -31.2% $501.32 +26.4%
Page 4 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%