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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 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IYW ISHARES TR 5,824.0 $1.1M 0.06% -559.0 -8.8% $181.42 +33.3%
82 IWM ISHARES TR 4,045.0 $1.0M 0.06% -6K -59.0% $248.03 +15.0%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 5,840.0 $966K 0.05% -1K -18.0% $165.33 +14.3%
84 IUSB ISHARES TR 20,666.0 $955K 0.05% -3K -12.6% $46.19 -0.7%
85 REGL PROSHARES TR 10,548.0 $911K 0.05% -2K -13.3% $86.41 +2.9%
86 JHID JOHN HANCOCK EXCHANGE TRADED 22,437.0 $909K 0.05% -14K -38.1% $40.52 +7.0%
87 AOS SMITH A O CORP Industrials 13,614.0 $898K 0.05% -8K -36.9% $65.94 -13.1%
88 MKL MARKEL GROUP INC Financial Services 443.0 $848K 0.05% -25.0 -5.3% $1914.07 -2.9%
89 NOC NORTHROP GRUMMAN CORP Industrials 1,186.0 $809K 0.04% -979.0 -45.2% $682.29 -18.6%
90 VIG VANGUARD SPECIALIZED FUNDS 3,737.0 $804K 0.04% -912.0 -19.6% $215.07 +8.4%
91 IEV ISHARES TR 11,769.0 $800K 0.04% -422.0 -3.5% $67.94 +7.0%
92 NTSX WISDOMTREE TR 14,807.0 $772K 0.04% -4K -19.2% $52.15 +12.6%
93 SCHA SCHWAB STRATEGIC TR 25,898.0 $753K 0.04% -182.0 -0.7% $29.08 +14.6%
94 DYNF BLACKROCK ETF TRUST 12,197.0 $710K 0.04% -3K -17.1% $58.18 +14.6%
95 FS SPECIALTY LENDING FD 56,706.0 $709K 0.04% -30K -34.6% $12.51
96 ROP ROPER TECHNOLOGIES INC Industrials 1,936.0 $685K 0.04% -2K -47.5% $353.84 -7.6%
97 SUSL ISHARES TR 5,759.0 $654K 0.04% -522.0 -8.3% $113.60 +15.9%
98 XSOE WISDOMTREE TR 15,688.0 $629K 0.04% -2K -12.5% $40.10 +17.1%
99 JEPI J P MORGAN EXCHANGE TRADED F 10,843.0 $615K 0.03% -7K -40.9% $56.68 -0.6%
100 DNL WISDOMTREE TR 15,049.0 $608K 0.03% -9K -36.5% $40.37 +9.7%
Page 5 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%