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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 13 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SGVT SCHWAB STRATEGIC TR 8,872.0 $894K 0.04% -2K -20.6% $100.74 -0.0%
242 QDF FLEXSHARES TR 9,858.0 $886K 0.04% +1K +17.2% $89.92 +2.7%
243 MKL MARKEL GROUP INC Financial Services 452.0 $883K 0.04% +9.0 +2.0% $1953.01 -7.2%
244 USMV ISHARES TR 9,142.0 $882K 0.04% -53.0 -0.6% $96.46 +5.2%
245 NKE NIKE INC Consumer Cyclical 21,277.0 $873K 0.04% -3K -11.9% $41.05 -6.0%
246 AVUV AMERICAN CENTY ETF TR 6,926.0 $864K 0.04% NEW $124.76 +0.8%
247 OMFL INVESCO EXCH TRD SLF IDX FD 12,472.0 $855K 0.04% -413.0 -3.2% $68.54 +3.3%
248 WPC WP CAREY INC Real Estate 11,903.0 $851K 0.04% +126.0 +1.1% $71.50 +0.0%
249 IEV ISHARES TR 11,639.0 $848K 0.04% -130.0 -1.1% $72.85 +4.1%
250 NOW SERVICENOW INC Technology 8,540.0 $848K 0.04% +3K +55.4% $99.28 +25.8%
251 GLD PUT SPDR GOLD TR Financial Services 2,300.0 $847K 0.04% $368.38 +14.3%
252 CVNA CARVANA CO Consumer Cyclical 12,683.0 $835K 0.04% +10K +432.2% $65.82 +12.0%
253 PULS PGIM ETF TR 16,607.0 $823K 0.04% +3K +24.5% $49.55 +0.3%
254 OSCR OSCAR HEALTH INC Healthcare 28,723.0 $819K 0.04% +5K +21.6% $28.52 +9.4%
255 VLTO VERALTO CORP Industrials 9,117.0 $809K 0.04% -3K -25.5% $88.68 +11.4%
256 SCUS SCHWAB STRATEGIC TR 32,022.0 $806K 0.04% +7K +26.8% $25.18 +0.0%
257 NTSX WISDOMTREE TR 13,397.0 $791K 0.04% -1K -9.5% $59.05 +1.4%
258 DE DEERE & CO Industrials 1,231.0 $781K 0.04% +82.0 +7.1% $634.57 +0.4%
259 QQQM INVESCO EXCH TRADED FD TR II 2,551.0 $773K 0.04% -53.0 -2.0% $303.01 -3.6%
260 VEA VANGUARD TAX-MANAGED FDS 10,807.0 $770K 0.04% +588.0 +5.8% $71.25 +3.1%
Page 13 of 24  ·  478 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%