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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 2 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 146,303.0 $16.3M 1.04% NEW $111.41 +8.0%
22 AMZN AMAZON COM INC Consumer Cyclical 68,761.0 $15.9M 1.01% NEW $230.82 +15.4%
23 JIRE J P MORGAN EXCHANGE TRADED F 206,140.0 $15.4M 0.98% NEW $74.88 +7.8%
24 CLOI VANECK ETF TRUST 282,187.0 $14.9M 0.95% NEW $52.81 +0.2%
25 CASY CASEYS GEN STORES INC Consumer Cyclical 26,751.0 $14.8M 0.94% NEW $552.72 +49.3%
26 MINT PIMCO ETF TR 142,478.0 $14.3M 0.91% NEW $100.34 +0.3%
27 JGRO J P MORGAN EXCHANGE TRADED F 152,376.0 $14.1M 0.90% NEW $92.80 +4.7%
28 HELO J P MORGAN EXCHANGE TRADED F 211,500.0 $14.0M 0.90% NEW $66.43 +2.0%
29 IGRO ISHARES TR 167,647.0 $13.9M 0.88% NEW $82.77 +6.8%
30 ABBV ABBVIE INC Healthcare 57,860.0 $13.2M 0.84% NEW $228.49 -5.6%
31 CVX CHEVRON CORP NEW Energy 86,332.0 $13.2M 0.84% NEW $152.41 +25.6%
32 FIRST TR EXCH TRADED FD III 185,142.0 $13.1M 0.84% NEW $70.99
33 JAVA J P MORGAN EXCHANGE TRADED F 178,725.0 $12.8M 0.82% NEW $71.72 +6.9%
34 COWZ PACER FDS TR 208,408.0 $12.5M 0.80% NEW $60.17 +6.9%
35 COST COSTCO WHSL CORP NEW Consumer Defensive 14,474.0 $12.5M 0.80% NEW $862.33 +19.2%
36 JPM JPMORGAN CHASE & CO. Financial Services 38,360.0 $12.4M 0.79% NEW $322.22 -4.9%
37 XOM EXXON MOBIL CORP Energy 97,326.0 $11.7M 0.75% NEW $120.34 +28.7%
38 JGLO J P MORGAN EXCHANGE TRADED F 172,944.0 $11.7M 0.75% NEW $67.67 +4.7%
39 JNJ JOHNSON & JOHNSON Healthcare 54,215.0 $11.2M 0.71% NEW $206.95 +13.2%
40 FLBL FRANKLIN TEMPLETON ETF TR 476,378.0 $11.2M 0.71% NEW $23.42 -1.5%
Page 2 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%