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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 21 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IXN ISHARES TR 2,050.0 $296K 0.01% $144.45 -4.2%
402 IAU ISHARES GOLD TR Financial Services 3,839.0 $290K 0.01% -843.0 -18.0% $75.50 +16.2%
403 J P MORGAN EXCHANGE TRADED F 4,807.0 $289K 0.01% -176.0 -3.5% $60.16
404 JMSI J P MORGAN EXCHANGE TRADED F 5,733.0 $289K 0.01% -3K -37.7% $50.44 -1.8%
405 APH AMPHENOL CORP Technology 1,631.0 $288K 0.01% -6K -78.5% $176.32 -9.9%
406 MDLZ MONDELEZ INTL INC Consumer Defensive 4,964.0 $287K 0.01% -4K -44.1% $57.84 +8.9%
407 PCAR PACCAR INC Industrials 2,333.0 $280K 0.01% -79.0 -3.3% $120.13 +7.6%
408 URI UNITED RENTALS INC Industrials 246.0 $278K 0.01% NEW $1131.69 -6.9%
409 MAGS LISTED FDS TR 4,240.0 $273K 0.01% $64.31 +5.1%
410 HONEYWELL INTL INC 1,187.0 $266K 0.01% NEW $223.99
411 TOL TOLL BROTHERS INC Consumer Cyclical 1,612.0 $266K 0.01% NEW $164.75 -8.4%
412 CRWV COREWEAVE INC Technology 2,650.0 $264K 0.01% -123.0 -4.4% $99.54 -11.6%
413 SCHZ SCHWAB STRATEGIC TR 11,396.0 $264K 0.01% -3K -19.8% $23.13 -1.0%
414 PFEB INNOVATOR ETFS TRUST 6,120.0 $264K 0.01% -3K -32.5% $43.06 +1.8%
415 ROK ROCKWELL AUTOMATION INC Industrials 530.0 $262K 0.01% NEW $495.08 -13.3%
416 HONEYWELL AEROSPACE INC 1,183.0 $262K 0.01% NEW $221.08
417 DAL DELTA AIR LINES INC Industrials 2,788.0 $261K 0.01% NEW $93.67 -10.7%
418 IRM IRON MTN INC DEL Real Estate 2,052.0 $259K 0.01% NEW $126.31 -4.3%
419 SHW SHERWIN WILLIAMS CO Basic Materials 751.0 $259K 0.01% NEW $344.32 +1.8%
420 GNMA ISHARES TR 5,774.0 $255K 0.01% -68.0 -1.2% $44.23 -0.8%
Page 21 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%