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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 7 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRVL MARVELL TECHNOLOGY INC Technology 10,564.0 $3.1M 0.16% NEW $297.88 -19.5%
122 ICOW PACER FDS TR 75,319.0 $3.1M 0.16% -21K -21.4% $41.63 +9.6%
123 O REALTY INCOME CORP Real Estate 50,513.0 $3.1M 0.15% -10K -17.1% $61.96 +1.1%
124 QCOM QUALCOMM INC Technology 16,873.0 $3.1M 0.15% +14K +481.4% $184.79 -12.9%
125 QQQ INVESCO QQQ TR Financial Services 4,194.0 $3.1M 0.15% +180.0 +4.5% $736.32 -3.5%
126 PNC PNC FINL SVCS GROUP INC Financial Services 12,380.0 $3.0M 0.15% +102.0 +0.8% $246.22 -0.2%
127 RAAX VANECK ETF TRUST 74,149.0 $2.9M 0.15% +64K +651.0% $39.67 +5.1%
128 CSCO CISCO SYS INC Technology 24,753.0 $2.9M 0.14% +21K +587.0% $117.46 -4.8%
129 IWN ISHARES TR 13,073.0 $2.9M 0.14% +156.0 +1.2% $221.20 +1.4%
130 BTAL AGF INVTS TR 257,710.0 $2.9M 0.14% +2K +0.9% $11.15 +8.1%
131 SEMI COLUMBIA ETF TR I 70,799.0 $2.9M 0.14% -21K -22.8% $40.58 -7.4%
132 KLAC KLA CORP Technology 9,493.0 $2.9M 0.14% +9K +958.3% $301.72 -39.7%
133 XLK SELECT SECTOR SPDR TR 14,971.0 $2.9M 0.14% -86.0 -0.6% $190.52 -4.4%
134 GPC GENUINE PARTS CO Consumer Cyclical 23,974.0 $2.8M 0.14% -4K -14.3% $117.98 +17.3%
135 SPACE EXPLORATION TECHN CORP 16,258.0 $2.8M 0.14% NEW $170.86
136 TMUS T-MOBILE US INC Communication Services 16,313.0 $2.7M 0.14% -2K -12.4% $167.73 +8.2%
137 GGG GRACO INC Industrials 36,172.0 $2.7M 0.14% -9K -20.7% $75.61 +5.2%
138 IVLU ISHARES TR 63,280.0 $2.6M 0.13% $41.82 +6.3%
139 VRT VERTIV HOLDINGS CO Industrials 7,849.0 $2.6M 0.13% +152.0 +2.0% $334.83 -21.8%
140 JPIE J P MORGAN EXCHANGE TRADED F 55,742.0 $2.6M 0.13% +12K +28.1% $46.05 -0.3%
Page 7 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%