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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 23 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TDTT FLEXSHARES TR 9,401.0 $225K 0.01% -2K -15.0% $23.91 -1.2%
442 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,929.0 $220K 0.01% -348.0 -15.3% $114.18 +3.6%
443 DIS DISNEY WALT CO Communication Services 2,286.0 $220K 0.01% NEW $96.23 +15.6%
444 DCTH DELCATH SYS INC Healthcare 17,443.0 $220K 0.01% $12.59 +34.4%
445 QQQI NEOS ETF TRUST 3,858.0 $219K 0.01% NEW $56.79 -4.7%
446 INTU INTUIT Technology 838.0 $219K 0.01% NEW $261.00 +37.0%
447 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 864.0 $216K 0.01% NEW $249.98 -6.8%
448 IBDU ISHARES TR 9,325.0 $216K 0.01% $23.16 -0.3%
449 SDVY FIRST TR EXCHANGE TRADED FD 5,003.0 $216K 0.01% NEW $43.14 +1.6%
450 EMKT LAZARD ACTIVE ETF TR 6,685.0 $215K 0.01% -2K -21.6% $32.21 -2.4%
451 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,468.0 $215K 0.01% NEW $87.04 +12.8%
452 SNA SNAP ON INC Industrials 530.0 $213K 0.01% NEW $402.40 -1.9%
453 NVR NVR INC Consumer Cyclical 31.0 $211K 0.01% -2.0 -6.1% $6813.39 -5.6%
454 SCHG SCHWAB STRATEGIC TR 6,231.0 $211K 0.01% -7K -53.2% $33.84 +4.4%
455 VO VANGUARD INDEX FDS 2,603.0 $210K 0.01% +2K +210.6% $80.58 +2.7%
456 GD GENERAL DYNAMICS CORP Industrials 592.0 $210K 0.01% NEW $354.24 +6.3%
457 RTX RTX CORPORATION Industrials 1,101.0 $209K 0.01% NEW $189.78 +10.8%
458 CL COLGATE PALMOLIVE CO Consumer Defensive 2,278.0 $209K 0.01% NEW $91.68 -0.4%
459 ENTERGY CORP NEW 1,801.0 $207K 0.01% NEW $114.88
460 IAUI NEOS ETF TRUST 4,248.0 $206K 0.01% NEW $48.45 +9.4%
Page 23 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%