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Portfolio (Quarterly) Guide ↗

WealthPlan Investment Management, LLC

· CIK 0001929986
13F Portfolio $1.6B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 376 New
Page 10 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IYW ISHARES TR 6,383.0 $1.3M 0.08% NEW $199.68 +23.5%
182 NOC NORTHROP GRUMMAN CORP Industrials 2,165.0 $1.2M 0.08% NEW $570.10 -2.5%
183 FS SPECIALTY LENDING FD 86,673.0 $1.2M 0.08% NEW $14.14
184 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 14,752.0 $1.2M 0.07% NEW $79.82 +11.5%
185 BTAL AGF INVTS TR 80,982.0 $1.2M 0.07% NEW $14.39 -17.4%
186 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,794.0 $1.2M 0.07% NEW $303.90 +35.4%
187 CRWD CROWDSTRIKE HLDGS INC Technology 2,438.0 $1.1M 0.07% NEW $468.76 +43.6%
188 PM PHILIP MORRIS INTL INC Consumer Defensive 7,121.0 $1.1M 0.07% NEW $160.39 +13.4%
189 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 404,071.0 $1.1M 0.07% NEW $2.75 +50.0%
190 IUSB ISHARES TR 23,642.0 $1.1M 0.07% NEW $46.54 -1.2%
191 PJUL INNOVATOR ETFS TRUST 23,581.0 $1.1M 0.07% NEW $46.43 +4.4%
192 PRF INVESCO EXCHANGE TRADED FD T 23,070.0 $1.1M 0.07% NEW $46.92 +13.9%
193 AMAT APPLIED MATLS INC Technology 4,212.0 $1.1M 0.07% NEW $256.99 +76.1%
194 SPYM SPDR SERIES TRUST 13,384.0 $1.1M 0.07% NEW $80.22 +9.9%
195 WFC WELLS FARGO CO NEW Financial Services 11,349.0 $1.1M 0.07% NEW $93.20 -17.2%
196 PAPR INNOVATOR ETFS TRUST 27,007.0 $1.1M 0.07% NEW $39.12 +7.4%
197 JEPI J P MORGAN EXCHANGE TRADED F 18,332.0 $1.0M 0.07% NEW $57.24 -1.8%
198 SNPS SYNOPSYS INC Technology 2,212.0 $1.0M 0.07% NEW $469.72 +13.7%
199 POCT INNOVATOR ETFS TRUST 23,409.0 $1.0M 0.07% NEW $43.92 +5.0%
200 REGL PROSHARES TR 12,173.0 $1.0M 0.07% NEW $84.22 +5.9%
Page 10 of 19  ·  376 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 33.0%
Communication Services 11.9%
Financial Services 10.8%
Industrials 10.4%
Healthcare 9.4%
Consumer Cyclical 8.6%
Consumer Defensive 7.5%
Energy 3.9%
Basic Materials 2.9%
Real Estate 0.8%