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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 6 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STRV EA SERIES TRUST 85,488.0 $4.1M 0.20% -470.0 -0.6% $48.30 -1.4%
102 PG PROCTER & GAMBLE CO Consumer Defensive 28,084.0 $4.1M 0.20% -4K -11.4% $146.64 -0.8%
103 TRUT VANECK ETF TRUST 130,281.0 $4.1M 0.20% -11K -7.6% $31.39 -0.6%
104 NFLX NETFLIX INC. Communication Services 56,171.0 $4.0M 0.20% +7K +14.1% $71.40 +15.2%
105 CRWD CROWDSTRIKE HLDGS INC Technology 5,226.0 $4.0M 0.20% +702.0 +15.5% $190.79 -2.8%
106 TDV PROSHARES TR 38,127.0 $4.0M 0.20% -10K -20.7% $103.96 -1.8%
107 SPYD SPDR SERIES TRUST 79,795.0 $3.8M 0.19% -961.0 -1.2% $47.71 +5.7%
108 MCD MCDONALDS CORP Consumer Cyclical 14,061.0 $3.8M 0.19% -2K -11.1% $270.32 -0.8%
109 LRCX LAM RESEARCH CORP Technology 8,736.0 $3.8M 0.19% +1K +13.5% $433.31 -27.4%
110 GLOBAL X FDS 126,659.0 $3.8M 0.19% $29.79
111 VIG VANGUARD SPECIALIZED FUNDS 15,696.0 $3.7M 0.18% +12K +320.0% $236.62 +3.2%
112 STXK EA SERIES TRUST 94,033.0 $3.6M 0.18% +1K +1.2% $38.81 -0.3%
113 TDIV FIRST TR EXCHANGE TRADED FD 31,130.0 $3.6M 0.18% -709.0 -2.2% $114.88 -0.6%
114 LECO LINCOLN ELEC HLDGS INC Industrials 13,133.0 $3.5M 0.17% -4K -23.6% $265.51 +5.5%
115 GE GE AEROSPACE Industrials 9,246.0 $3.5M 0.17% +635.0 +7.4% $373.75 -6.5%
116 FLBL FRANKLIN TEMPLETON ETF TR 148,764.0 $3.4M 0.17% -33K -18.1% $22.92 +1.0%
117 CFR CULLEN FROST BANKERS INC Financial Services 21,502.0 $3.3M 0.17% -4K -15.6% $154.52 +5.7%
118 UNP UNION PAC CORP Industrials 12,099.0 $3.3M 0.16% $272.00 +13.8%
119 PEP PEPSICO INC Consumer Defensive 23,894.0 $3.2M 0.16% -9K -28.0% $135.40 +5.1%
120 PANW PALO ALTO NETWORKS INC Technology 9,315.0 $3.2M 0.16% +3K +46.9% $341.02 -0.3%
Page 6 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%