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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 2 of 23  ·  458 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JGRO J P MORGAN EXCHANGE TRADED F 243,522.0 $20.6M 1.15% +91K +59.8% $84.52 +15.0%
22 JCPB J P MORGAN EXCHANGE TRADED F 406,896.0 $19.2M 1.07% +226K +124.7% $47.08 -0.9%
23 WMT WALMART INC Consumer Defensive 147,746.0 $18.4M 1.02% +1K +1.0% $124.28 -3.2%
24 XOM EXXON MOBIL CORP Energy 105,133.0 $17.8M 0.99% +8K +8.0% $169.66 -8.7%
25 IEFA ISHARES TR 191,382.0 $17.3M 0.96% +85K +79.4% $90.53 +7.4%
26 AVEM AMERICAN CENTY ETF TR 212,186.0 $17.1M 0.95% -18K -7.7% $80.58 +15.5%
27 AMZN AMAZON COM INC Consumer Cyclical 80,859.0 $16.8M 0.94% +12K +17.6% $208.27 +27.9%
28 CVX CHEVRON CORPORATION Energy 78,379.0 $16.2M 0.90% -8K -9.2% $206.90 -7.5%
29 PAAA PGIM ETF TR 314,049.0 $16.1M 0.90% NEW $51.18 +0.6%
30 CASY CASEYS GEN STORES INC Consumer Cyclical 21,242.0 $15.5M 0.86% -6K -20.6% $727.86 +13.3%
31 JNJ JOHNSON & JOHNSON Healthcare 59,970.0 $14.7M 0.82% +6K +10.6% $244.44 -4.1%
32 AGGH SIMPLIFY EXCHANGE TRADED FUN 718,613.0 $14.6M 0.81% +460K +178.1% $20.35 -0.5%
33 MTBA SIMPLIFY EXCHANGE TRADED FUN 286,783.0 $14.2M 0.79% +170K +146.3% $49.46 -0.7%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 13,835.0 $13.8M 0.77% -639.0 -4.4% $996.45 +3.2%
35 JMEE J P MORGAN EXCHANGE TRADED F 197,056.0 $13.2M 0.73% +92K +88.3% $66.77 +10.0%
36 HELO J P MORGAN EXCHANGE TRADED F 201,764.0 $12.9M 0.72% -10K -4.6% $63.91 +6.0%
37 BUFR FIRST TR EXCHNG TRADED FD VI 378,290.0 $12.8M 0.71% -179K -32.1% $33.77 +7.4%
38 BOXX EA SERIES TRUST 109,680.0 $12.8M 0.71% +70K +175.2% $116.29 +0.5%
39 DGRO ISHARES TR 179,952.0 $12.6M 0.70% -76K -29.6% $70.18 +6.7%
40 ABBV ABBVIE INC Healthcare 55,150.0 $12.0M 0.67% -3K -4.7% $217.49 -0.8%
Page 2 of 23  ·  458 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%