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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 6 of 23  ·  458 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TMUS T-MOBILE US INC Communication Services 18,628.0 $3.9M 0.22% +6K +46.8% $210.03 -8.8%
102 GGG GRACO INC Industrials 45,623.0 $3.9M 0.21% -23K -33.8% $84.65 -10.7%
103 ALB ALBEMARLE CORP Basic Materials 20,974.0 $3.8M 0.21% -12K -36.5% $179.53 -4.4%
104 O REALTY INCOME CORP Real Estate 60,936.0 $3.7M 0.21% -32K -34.5% $61.18 +1.4%
105 IVW ISHARES TR 32,642.0 $3.7M 0.21% +4K +14.2% $113.11 +20.8%
106 SPYD SPDR SERIES TRUST 80,756.0 $3.7M 0.20% -16K -16.2% $45.52 +4.8%
107 TSN TYSON FOODS INC Consumer Defensive 57,318.0 $3.7M 0.20% -32K -35.8% $64.07 +1.5%
108 ESGU ISHARES TR 25,775.0 $3.6M 0.20% $141.42 +15.1%
109 STRV EA SERIES TRUST 85,958.0 $3.6M 0.20% NEW $41.97 +14.6%
110 BTAL AGF INVTS TR 255,488.0 $3.6M 0.20% +175K +215.5% $13.96 -12.6%
111 ABT ABBOTT LABORATORIES Healthcare 34,098.0 $3.5M 0.20% +10K +43.8% $102.67 -14.9%
112 CFR CULLEN FROST BANKERS INC Financial Services 25,464.0 $3.5M 0.19% -15K -36.6% $137.08 +1.7%
113 GLOBAL X FDS 126,631.0 $3.5M 0.19% NEW $27.54
114 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,070.0 $3.5M 0.19% -2K -23.0% $491.54 -8.8%
115 HYLB DBX ETF TR 95,314.0 $3.4M 0.19% +22K +30.6% $36.16 +0.9%
116 TRUT VANECK ETF TRUST 140,954.0 $3.4M 0.19% NEW $23.93 +30.0%
117 ANET ARISTA NETWORKS INC Technology 26,250.0 $3.2M 0.18% -400.0 -1.5% $122.78 +25.5%
118 MBSF VALUED ADVISERS TR 123,803.0 $3.2M 0.18% -250K -66.9% $25.51 +0.3%
119 AMD ADVANCED MICRO DEVICES INC Technology 15,476.0 $3.1M 0.17% +9K +151.4% $203.43 +129.8%
120 STXK EA SERIES TRUST 92,929.0 $3.1M 0.17% NEW $33.36 +9.3%
Page 6 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%