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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 24 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DOW DOW HLDGS INC Basic Materials 7,460.0 $204K 0.01% -178.0 -2.3% $27.36 +10.2%
462 CVS CVS HEALTH CORP Healthcare 1,972.0 $204K 0.01% NEW $103.45 -10.2%
463 COF CAPITAL ONE FINL CORP Financial Services 1,016.0 $204K 0.01% NEW $200.57 +7.8%
464 ASML ASML HLDG NV Technology 102.0 $203K 0.01% NEW $1989.44 -12.3%
465 MAS MASCO CORP Industrials 2,482.0 $202K 0.01% NEW $81.37 -10.4%
466 IMAX IMAX CORP Communication Services 5,059.0 $202K 0.01% -1K -20.4% $39.86 +35.2%
467 GPRE GREEN PLAINS INC Basic Materials 12,706.0 $195K 0.01% $15.38 -4.7%
468 FS SPECIALTY LENDING FD 16,252.0 $181K 0.01% -40K -71.3% $11.15
469 SDD PROSHARES TR 20,467.0 $164K 0.01% $8.00 +3.1%
470 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 28,411.0 $142K 0.01% -62K -68.5% $4.99 +1.6%
471 AGNC AGNC INVT CORP Real Estate 11,310.0 $123K 0.01% -392.0 -3.4% $10.90 +0.1%
472 IMMUNITYBIO INC 13,650.0 $120K 0.01% $8.76
473 FLO FLOWERS FOODS INC Consumer Defensive 10,736.0 $85K 0.00% NEW $7.90 -10.0%
474 UPWK UPWORK INC Industrials 10,103.0 $84K 0.00% NEW $8.36 +4.5%
475 RR RICHTECH ROBOTICS INC Industrials 20,828.0 $44K 0.00% $2.11 -6.6%
476 INTC CALL INTEL CORP Technology 100.0 $14K 0.00% NEW $139.63 -37.3%
477 USO PUT UNITED STS OIL FD LP Financial Services 100.0 $11K 0.00% NEW $106.44 +18.5%
478 CALL IMMUNITYBIO INC 1,000.0 $9K $8.76
Page 24 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%