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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 21 of 23  ·  458 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VYM VANGUARD WHITEHALL FDS 1,940.0 $287K 0.02% $148.10 +7.2%
402 CMCSA COMCAST CORP NEW Communication Services 9,869.0 $283K 0.02% +744.0 +8.2% $28.71 -12.2%
403 CSCO CISCO SYS INC Technology 3,603.0 $280K 0.02% NEW $77.59 +55.2%
404 PCAR PACCAR INC Industrials 2,412.0 $279K 0.02% +114.0 +5.0% $115.49 -5.3%
405 QTUM ETF SER SOLUTIONS 2,535.0 $272K 0.01% NEW $107.30 +43.0%
406 OSCR OSCAR HEALTH INC Healthcare 23,614.0 $271K 0.01% -9K -27.6% $11.47 +97.4%
407 VLUE ISHARES TR 1,897.0 $270K 0.01% $142.21 +31.7%
408 TDTT FLEXSHARES TR 11,065.0 $268K 0.01% NEW $24.24 -0.0%
409 EYLD CAMBRIA ETF TR 6,415.0 $266K 0.01% -3K -33.7% $41.41 +9.9%
410 J P MORGAN EXCHANGE TRADED F 4,983.0 $261K 0.01% NEW $52.43
411 GNMA ISHARES TR 5,842.0 $259K 0.01% -35.0 -0.6% $44.33 -1.0%
412 EMB ISHARES TR 2,738.0 $257K 0.01% -900.0 -24.7% $93.93 +1.3%
413 GS GOLDMAN SACHS GROUP INC Financial Services 304.0 $257K 0.01% -1K -83.1% $844.88 +18.0%
414 NJAN INNOVATOR ETFS TRUST 4,805.0 $256K 0.01% $53.37 +9.7%
415 BSV VANGUARD BD INDEX FDS 3,244.0 $254K 0.01% NEW $78.41 -0.7%
416 USB US BANCORP Financial Services 4,831.0 $251K 0.01% +755.0 +18.5% $52.01 +5.4%
417 UTRE RBB FD INC 5,060.0 $250K 0.01% $49.48 -0.7%
418 STLD STEEL DYNAMICS INC Basic Materials 1,384.0 $249K 0.01% +16.0 +1.2% $180.00 +33.4%
419 LW LAMB WESTON HLDGS INC Consumer Defensive 5,870.0 $248K 0.01% +125.0 +2.2% $42.26 +3.5%
420 ALL ALLSTATE CORP Financial Services 1,194.0 $248K 0.01% +75.0 +6.7% $207.34 +4.5%
Page 21 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%