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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 3 of 23  ·  458 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HEQT SIMPLIFY EXCHANGE TRADED FUN 371,916.0 $11.7M 0.65% -186K -33.4% $31.50 +5.7%
42 CLOI VANECK ETF TRUST 200,819.0 $10.6M 0.59% -81K -28.8% $52.70 +0.4%
43 BIL SPDR SERIES TRUST 114,666.0 $10.5M 0.58% -188K -62.1% $91.64 -0.1%
44 QHY WISDOMTREE TR 229,310.0 $10.4M 0.58% +173K +305.3% $45.54 +1.0%
45 AVGO BROADCOM INC Technology 33,588.0 $10.4M 0.58% +11K +49.5% $309.51 +33.8%
46 VMI VALMONT INDS INC Industrials 24,641.0 $9.8M 0.55% $399.57 +28.5%
47 LLY ELI LILLY & CO Healthcare 10,667.0 $9.8M 0.55% +5K +79.1% $919.76 +15.8%
48 JFLX J P MORGAN EXCHANGE TRADED F 197,158.0 $9.8M 0.55% +102K +107.8% $49.67 +0.6%
49 CAT CATERPILLAR INC Industrials 13,770.0 $9.8M 0.54% +4K +38.8% $708.46 +24.2%
50 FIRST TR EXCH TRADED FD III 133,010.0 $9.4M 0.52% -52K -28.2% $70.36
51 BERKSHIRE HATHAWAY INC DEL 13.0 $9.3M 0.52% $718140.00
52 JPM JPMORGAN CHASE & CO Financial Services 30,167.0 $8.9M 0.49% -8K -21.4% $294.16 +4.2%
53 TSLA TESLA INC Consumer Cyclical 23,499.0 $8.7M 0.49% +6K +38.2% $371.75 +14.6%
54 MA MASTERCARD INCORPORATED Financial Services 17,067.0 $8.5M 0.47% +1K +8.0% $499.65 -0.2%
55 RSP INVESCO EXCHANGE TRADED FD T 42,648.0 $8.2M 0.46% +41K +2609.5% $191.92 +7.6%
56 SPY STATE STR SPDR S&P 500 ETF T Financial Services 12,421.0 $8.1M 0.45% +359.0 +3.0% $650.34 +14.7%
57 AZN ASTRAZENECA PLC Healthcare 40,405.0 $8.0M 0.44% NEW $197.22 -5.2%
58 IGRO ISHARES TR 93,611.0 $7.8M 0.44% -74K -44.2% $83.77 +5.5%
59 WTPI WISDOMTREE TR 244,805.0 $7.8M 0.43% +156K +177.2% $31.91 +4.6%
60 PLTR PALANTIR TECHNOLOGIES INC Technology 50,852.0 $7.4M 0.41% +13K +35.4% $146.28 -6.4%
Page 3 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%