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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 3 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JFLX J P MORGAN EXCHANGE TRADED F 260,215.0 $13.1M 0.65% +63K +32.0% $50.40 -0.9%
42 CAT CATERPILLAR INC Industrials 12,152.0 $12.9M 0.64% -2K -11.8% $1064.94 -23.9%
43 LLY ELI LILLY & CO Healthcare 10,779.0 $12.9M 0.64% +112.0 +1.1% $1199.40 +3.2%
44 SCHD SCHWAB STRATEGIC TR 380,233.0 $12.1M 0.60% +213K +126.8% $31.71 +10.8%
45 ABBV ABBVIE INC Healthcare 47,636.0 $12.0M 0.59% -8K -13.6% $251.64 +5.8%
46 CVX CHEVRON CORPORATION Energy 72,170.0 $12.0M 0.59% -6K -7.9% $165.76 +21.2%
47 BOXX EA SERIES TRUST 100,315.0 $11.7M 0.58% -9K -8.5% $117.09 +0.7%
48 MU MICRON TECHNOLOGY INC Technology 9,983.0 $11.5M 0.57% -2K -19.2% $1154.29 -19.5%
49 QHY WISDOMTREE TR 248,058.0 $11.4M 0.56% +19K +8.2% $45.81 +0.3%
50 BUFR FIRST TR EXCHNG TRADED FD VI 310,495.0 $11.3M 0.56% -68K -17.9% $36.53 +2.1%
51 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 12,072.0 $11.3M 0.56% -2K -12.7% $935.47 +2.9%
52 AMD ADVANCED MICRO DEVICES INC Technology 18,847.0 $10.9M 0.54% +3K +21.8% $580.91 -17.3%
53 HEQT SIMPLIFY EXCHANGE TRADED FUN 300,206.0 $10.1M 0.50% -72K -19.3% $33.54 +2.3%
54 CLOI VANECK ETF TRUST 183,109.0 $9.7M 0.48% -18K -8.8% $52.95 -0.0%
55 JPM JPMORGAN CHASE & CO Financial Services 29,282.0 $9.6M 0.48% -885.0 -2.9% $327.33 +9.0%
56 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,687.0 $8.7M 0.43% -734.0 -5.9% $746.77 +2.5%
57 RSP INVESCO EXCHANGE TRADED FD T 39,613.0 $8.4M 0.42% -3K -7.1% $212.77 +4.3%
58 IBM INTERNATIONAL BUSINESS MACHS Technology 29,394.0 $8.3M 0.41% +9K +41.8% $281.21 -17.0%
59 AZN ASTRAZENECA PLC Healthcare 42,598.0 $8.1M 0.40% +2K +5.4% $189.62 -10.8%
60 MA MASTERCARD INCORPORATED Financial Services 15,591.0 $8.0M 0.40% -1K -8.7% $513.59 +16.4%
Page 3 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%