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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 8 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MBSF VALUED ADVISERS TR 98,427.0 $2.5M 0.12% -25K -20.5% $25.68 +0.2%
142 FLRT PACER FDS TR 53,240.0 $2.5M 0.12% +671.0 +1.3% $46.63 +0.7%
143 RPM RPM INTL INC Basic Materials 22,017.0 $2.4M 0.12% -4K -16.4% $111.15 -3.9%
144 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,863.0 $2.4M 0.12% -2K -31.2% $501.32 +25.3%
145 TSN TYSON FOODS INC Consumer Defensive 42,120.0 $2.4M 0.12% -15K -26.5% $57.25 -0.1%
146 SCHW SCHWAB CHARLES CORP Financial Services 25,881.0 $2.4M 0.12% -3K -10.3% $92.27 +21.7%
147 SPTM SPDR SERIES TRUST 26,170.0 $2.4M 0.12% +346.0 +1.3% $90.79 +2.4%
148 GILD GILEAD SCIENCES INC Healthcare 18,742.0 $2.4M 0.12% -950.0 -4.8% $126.34 +17.8%
149 BAC BANK OF AMER CORP Financial Services 40,909.0 $2.3M 0.12% -14K -26.1% $56.98 +9.6%
150 HAL HALLIBURTON CO Energy 68,227.0 $2.3M 0.12% NEW $33.95 -0.4%
151 ALB ALBEMARLE CORP Basic Materials 17,117.0 $2.3M 0.12% -4K -18.4% $135.03 -1.4%
152 STXT EA SERIES TRUST 117,523.0 $2.3M 0.12% -1K -1.1% $19.63 +0.4%
153 PJAN INNOVATOR ETFS TRUST 46,195.0 $2.3M 0.11% -7K -13.1% $49.49 +2.0%
154 XLG INVESCO EXCHANGE TRADED FD T 37,000.0 $2.3M 0.11% -4K -9.9% $61.23 +1.4%
155 FLTR VANECK ETF TRUST 88,177.0 $2.3M 0.11% -26K -23.0% $25.61 -0.2%
156 DOV DOVER CORP Industrials 9,833.0 $2.2M 0.11% -2K -18.5% $224.29 -9.9%
157 ARM ARM HOLDINGS PLC Technology 6,134.0 $2.2M 0.11% +166.0 +2.8% $354.57 -31.9%
158 HIGH SIMPLIFY EXCHANGE TRADED FUN 99,386.0 $2.1M 0.11% -20K -16.7% $21.63 +0.1%
159 DEM WISDOMTREE TR 39,870.0 $2.1M 0.11% +2K +4.4% $53.79 +3.2%
160 BX BLACKSTONE INC Financial Services 17,762.0 $2.1M 0.10% -9K -32.6% $117.67 +21.9%
Page 8 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%