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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 19 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VLO VALERO ENERGY CORP Energy 1,529.0 $398K 0.02% +65.0 +4.4% $260.44 +33.6%
362 CIEN CIENA CORP Technology 793.0 $389K 0.02% -44.0 -5.3% $490.56 -17.6%
363 RSPG INVESCO EXCHANGE TRADED FD T 3,971.0 $389K 0.02% -23.0 -0.6% $97.95 +14.5%
364 SPSM SPDR SERIES TRUST 6,653.0 $384K 0.02% -2K -22.6% $57.67 -1.0%
365 XLI SELECT SECTOR SPDR TR 2,051.0 $380K 0.02% $185.23 -2.6%
366 VLUE ISHARES TR 1,897.0 $379K 0.02% $199.76 +1.0%
367 AMP AMERIPRISE FINL INC Financial Services 824.0 $378K 0.02% +21.0 +2.6% $458.86 +22.1%
368 CINF CINCINNATI FINL CORP Financial Services 2,029.0 $376K 0.02% +134.0 +7.1% $185.14 -6.9%
369 SCHI SCHWAB STRATEGIC TR 16,495.0 $373K 0.02% +257.0 +1.6% $22.64 -1.5%
370 GM GENERAL MTRS CO Consumer Cyclical 4,833.0 $373K 0.02% +122.0 +2.6% $77.08 +12.0%
371 MPC MARATHON PETE CORP Energy 1,449.0 $370K 0.02% +102.0 +7.6% $255.61 +41.7%
372 RDVY FIRST TR EXCHANGE TRADED FD 4,567.0 $370K 0.02% $81.05 +1.7%
373 WM WASTE MGMT INC DEL Industrials 1,654.0 $369K 0.02% +121.0 +7.9% $222.85 -0.7%
374 DHR DANAHER CORP DEL Healthcare 1,902.0 $362K 0.02% -123.0 -6.1% $190.44 +13.1%
375 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 375.0 $362K 0.02% NEW $965.00 -12.3%
376 GS GOLDMAN SACHS GROUP INC Financial Services 356.0 $360K 0.02% +52.0 +17.1% $1011.44 +2.9%
377 FLEX FLEX LTD Technology 2,196.0 $356K 0.02% NEW $162.07 -31.0%
378 KKR KKR & CO INC 3,804.0 $349K 0.02% +2K +71.5% $91.78
379 HYD VANECK ETF TRUST 6,519.0 $336K 0.02% +696.0 +11.9% $51.51 -2.4%
380 PAUG INNOVATOR ETFS TRUST 7,272.0 $332K 0.02% $45.64 +2.2%
Page 19 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%