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Portfolio (Quarterly) Guide ↗

WealthPlan Investment Management, LLC

· CIK 0001929986
13F Portfolio $1.6B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 376 New
Page 11 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VIG VANGUARD SPECIALIZED FUNDS 4,649.0 $1.0M 0.07% NEW $219.81 +6.0%
202 MKL MARKEL GROUP INC Financial Services 468.0 $1.0M 0.06% NEW $2149.65 -13.5%
203 NTSX WISDOMTREE TR 18,318.0 $1.0M 0.06% NEW $54.81 +7.4%
204 SDVY FIRST TR EXCHANGE-TRADED FD 25,638.0 $982K 0.06% NEW $38.32 +9.3%
205 DNL WISDOMTREE TR 23,689.0 $976K 0.06% NEW $41.22 +8.3%
206 DYNF BLACKROCK ETF TRUST 14,718.0 $895K 0.06% NEW $60.81 +10.3%
207 COIN COINBASE GLOBAL INC Financial Services 3,910.0 $884K 0.06% NEW $226.14 -19.2%
208 ITOT ISHARES TR 5,749.0 $855K 0.05% NEW $148.69 +10.1%
209 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,041.0 $840K 0.05% NEW $207.81 -39.0%
210 NTSI WISDOMTREE TR 19,019.0 $839K 0.05% NEW $44.09 +6.7%
211 ARCC ARES CAPITAL CORP Financial Services 41,443.0 $838K 0.05% NEW $20.23 -7.2%
212 IEV ISHARES TR 12,191.0 $836K 0.05% NEW $68.60 +6.9%
213 DJD INVESCO EXCHANGE TRADED FD T 14,039.0 $802K 0.05% NEW $57.14 +8.9%
214 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,664.0 $800K 0.05% NEW $480.66 +4.9%
215 IWB ISHARES TR 2,088.0 $780K 0.05% NEW $373.44 +9.4%
216 LRCX LAM RESEARCH CORP Technology 4,478.0 $767K 0.05% NEW $171.18 +87.3%
217 SUSL ISHARES TR 6,281.0 $762K 0.05% NEW $121.27 +8.9%
218 SCHA SCHWAB STRATEGIC TR 26,080.0 $743K 0.05% NEW $28.48 +19.0%
219 BKE BUCKLE INC Consumer Cyclical 13,451.0 $719K 0.05% NEW $53.42 -9.6%
220 SPMD SPDR SERIES TRUST 12,216.0 $707K 0.04% NEW $57.91 +12.6%
Page 11 of 19  ·  376 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 33.0%
Communication Services 11.9%
Financial Services 10.8%
Industrials 10.4%
Healthcare 9.4%
Consumer Cyclical 8.6%
Consumer Defensive 7.5%
Energy 3.9%
Basic Materials 2.9%
Real Estate 0.8%