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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 22 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LW LAMB WESTON HLDGS INC Consumer Defensive 5,882.0 $254K 0.01% $43.18 +28.0%
422 BSV VANGUARD BD INDEX FDS 3,189.0 $248K 0.01% -55.0 -1.7% $77.91 -0.3%
423 CMCSA COMCAST CORP NEW Communication Services 10,030.0 $246K 0.01% +161.0 +1.6% $24.55 +10.7%
424 JNK SPDR SERIES TRUST 2,530.0 $244K 0.01% $96.37 -0.2%
425 IJS ISHARES TR 1,777.0 $243K 0.01% $136.68 +0.9%
426 FVAL FIDELITY COVINGTON TRUST 3,103.0 $242K 0.01% -186.0 -5.7% $77.93 +5.7%
427 EEM ISHARES TR 3,528.0 $241K 0.01% $68.41 -1.8%
428 OKLO OKLO INC Utilities 4,580.0 $240K 0.01% -184.0 -3.9% $52.33 -20.4%
429 AVIG AMERICAN CENTY ETF TR 5,776.0 $239K 0.01% -2K -28.9% $41.41 -1.2%
430 NJAN INNOVATOR ETFS TRUST 4,051.0 $239K 0.01% -754.0 -15.7% $59.02 +1.1%
431 XLU SELECT SECTOR SPDR TR 5,219.0 $237K 0.01% -1K -21.1% $45.34 -4.1%
432 QUBT QUANTUM COMPUTING INC Technology 24,376.0 $236K 0.01% -3K -10.5% $9.70 -13.9%
433 FDEC FIRST TR EXCHNG TRADED FD VI 4,337.0 $236K 0.01% -188.0 -4.2% $54.47 +2.1%
434 ROKU ROKU INC Communication Services 1,706.0 $236K 0.01% NEW $138.14 +14.8%
435 GLOF ISHARES TR 3,965.0 $233K 0.01% -290.0 -6.8% $58.81 +4.1%
436 SLV ISHARES SILVER TR Financial Services 4,350.0 $233K 0.01% -30.0 -0.7% $53.47 +15.2%
437 VLYPN VALLEY NATL BANCORP 15,846.0 $232K 0.01% $14.65
438 WST WEST PHARMACEUTICAL SVSC INC Healthcare 643.0 $231K 0.01% NEW $359.00 -2.5%
439 ILCG ISHARES TR 1,962.0 $230K 0.01% NEW $117.02 -2.3%
440 PJUN INNOVATOR ETFS TRUST 5,249.0 $227K 0.01% $43.23 +1.6%
Page 22 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%