Fund HoldingsWealthPlan Investment Management, LLC

Total Portfolio Value
$2.01B
Total Bought
$460.24M
Total Sold
$332.54M
Net Transaction
+$127.70M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
EA SERIES TRUST
BUFF US BUFF ETF
0944,860+944,860051,4482.55%+51,448
ISHARES TR125,181149,301+24,12081,769111,8105.55%+30,041
SPDR SERIES TRUST
ST STR AGGRE ETF
0990,074+990,074025,2671.25%+25,267
PIMCO ETF TR
ENHAN SHRT MA AC
0260,708+260,708026,2821.31%+26,282
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
0677,311+677,311013,6610.68%+13,661
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
0195,672+195,672013,2230.66%+13,223
J P MORGAN EXCHANGE TRADED F
FLEXI DEBT ETF
0260,215+260,215013,1150.65%+13,115
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0310,495+310,495011,3420.56%+11,342
ISHARES INC
CORE MSCI EMKT
531,492576,229+44,73737,07247,7352.37%+10,663
INTEL CORP(INTC)100,947102,069+1,1224,45514,2520.71%+9,797
WISDOMTREE TR(WT)459,137516,386+57,24931,27240,1701.99%+8,898
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
364,349436,465+72,11627,59636,0041.79%+8,408
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
406,896581,531+174,63519,15727,2971.36%+8,140
APPLIED MATLS INC18,92719,855+9286,46914,3550.71%+7,886
ADVANCED MICRO DEVICES INC(AMD)15,47618,847+3,3713,14810,9480.54%+7,800
ISHARES TR
CORE DIV GRWTH
0265,749+265,749020,1411.00%+20,141
MICRON TECHNOLOGY INC(MU)12,3619,983-2,3784,17611,5230.57%+7,347
ISHARES TR231,674305,978+74,30422,99830,2861.50%+7,287
EA SERIES TRUST
STRI 1000 VA ETF
0191,968+191,96807,2780.36%+7,278
SCHWAB STRATEGIC TR167,669380,233+212,5645,14412,0570.60%+6,913
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
325,895380,934+55,03923,38330,2501.50%+6,867
SPDR SERIES TRUST
ST STR BLO 1 ETF
071,155+71,15506,5210.32%+6,521
VANGUARD INDEX FDS0152,268+152,268056,3452.80%+56,345
SPDR SERIES TRUST
ST STR P500GRW
049,175+49,17505,8510.29%+5,851
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
243,522265,976+22,45420,58226,2231.30%+5,640
ALPHABET INC(GOOG)92,91388,859-4,05426,71831,7551.58%+5,037
ISHARES TR
CORE MSCI EAFE
191,382227,669+36,28717,32621,9881.09%+4,662
NVIDIA CORPORATION(NVDA)275,706262,484-13,22248,08352,5212.61%+4,437
VALMONT INDS INC(VMI)024,716+24,716014,2760.71%+14,276
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
197,056224,405+27,34913,15717,5100.87%+4,353
VANGUARD BD INDEX FDS054,344+54,34404,1680.21%+4,168
VANECK ETF TRUST
TECHN TRUSE ETF
0130,281+130,28104,0900.20%+4,090
SPDR SERIES TRUST
ST STR SP500DIV
079,795+79,79503,8070.19%+3,807
MICROSOFT CORP(MSFT)090,642+90,642033,8111.68%+33,811
GLOBAL X FDS
PURE MSC SVC ETF
0126,659+126,65903,7730.19%+3,773
AMAZON COM INC(AMZN)80,85986,348+5,48916,84120,5801.02%+3,740
INTERNATIONAL BUSINESS MACHS(IBM)029,394+29,39408,2660.41%+8,266
CATERPILLAR INC(CAT)13,77012,152-1,6189,75612,9410.64%+3,186
MARVELL TECHNOLOGY INC(MRVL)010,564+10,56403,1470.16%+3,147
BROADCOM INC(AVGO)33,58835,818+2,23010,39613,5300.67%+3,135
ELI LILLY & CO(LLY)10,66710,779+1129,81112,9280.64%+3,117
VANGUARD INDEX FDS3,5287,540+4,0122,1085,1790.26%+3,071
SCHWAB STRATEGIC TR01,021,329+1,021,329028,2911.40%+28,291
DELL TECHNOLOGIES INC(DELL)011,481+11,48104,9540.25%+4,954
VANGUARD SPECIALIZED FUNDS015,696+15,69603,7140.18%+3,714
SELECT SECTOR SPDR TR
ST STR TECHN ETF
014,971+14,97102,8520.14%+2,852
SPACE EXPLORATION TECHN CORP016,258+16,25802,7780.14%+2,778
QUALCOMM INC(QCOM)016,873+16,87303,1180.15%+3,118
AMERICAN CENTY ETF TR0205,128+205,128019,7930.98%+19,793
ALPHABET INC(GOOG)080,454+80,454028,4271.41%+28,427
CISCO SYS INC(CSCO)024,753+24,75302,9070.14%+2,907
VANECK ETF TRUST
REAL ASSETS ETF
074,149+74,14902,9410.15%+2,941
PACER FDS TR
ARIST HIGH ETF
053,240+53,24002,4830.12%+2,483
SPDR SERIES TRUST
ST STR PR SP1500
026,170+26,17002,3760.12%+2,376
HALLIBURTON CO(HAL)068,227+68,22702,3160.12%+2,316
EA SERIES TRUST
STRI TOTA BD ETF
0117,523+117,52302,3060.11%+2,306
VANECK ETF TRUST
IG FLOA RATE ETF
088,177+88,17702,2580.11%+2,258
CROWDSTRIKE HLDGS INC(CRWD)05,226+5,22603,9880.20%+3,988
PALO ALTO NETWORKS INC(PANW)09,315+9,31503,1770.16%+3,177
LAM RESEARCH CORP(LRCX)7,6968,736+1,0401,6443,7850.19%+2,141
ISHARES TR0104,898+104,898023,8181.18%+23,818
GE VERNOVA INC(GEV)5,2515,531+2804,5846,4980.32%+1,914
SELECT SECTOR SPDR TR
ST STR ENERG ETF
035,605+35,60501,8910.09%+1,891
UNITEDHEALTH GROUP INC(UNH)21,79818,649-3,1495,8987,7510.38%+1,853
PGIM ETF TR
AAA CLO ETF
314,049348,921+34,87216,07317,8890.89%+1,816
SPDR SERIES TRUST
ST STR P500VAL
028,746+28,74601,7470.09%+1,747
SPDR SERIES TRUST
ST STR P500ETF
018,358+18,35801,6130.08%+1,613
KLA CORP(KLAC)8979,493+8,5961,3212,8640.14%+1,543
ARISTA NETWORKS INC(ANET)027,556+27,55604,6810.23%+4,681
ISHARES U S ETF TR
SHOR DURA BD ETF
028,447+28,44701,4410.07%+1,441
INNOVATOR ETFS TRUST
INDE AUT INC ETF
053,731+53,73101,3670.07%+1,367
EA SERIES TRUST
STRIVE 1000 GRWT
140,954143,562+2,6086,6117,9330.39%+1,322
INNOVATOR ETFS TRUST
EQUI AUTO IN ETF
056,183+56,18301,3000.06%+1,300
TEXAS INSTRS INC(TXN)017,878+17,87805,3290.26%+5,329
ARM HOLDINGS PLC5,9686,134+1669032,1750.11%+1,272
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
016,946+16,94601,5270.08%+1,527
SPDR SERIES TRUST
ST STR P400MID
017,272+17,27201,1670.06%+1,167
INVESCO EXCH TRADED FD TR II019,669+19,66901,4730.07%+1,473
AMPLIFY ETF TR017,310+17,31001,0840.05%+1,084
PROSHARES TR
PSHS ULTSH 20YRS
030,000+30,00001,0480.05%+1,048
GE AEROSPACE(GE)8,6119,246+6352,4443,4560.17%+1,012
APPLE INC(AAPL)422,306373,764-48,542107,177108,1525.37%+976
JOHN HANCOCK EXCHANGE TRADED
INTL HIGH ETF
022,109+22,10909250.05%+925
WISDOMTREE TR(WT)229,310248,058+18,74810,44311,3640.56%+921
SCHWAB STRATEGIC TR0245,235+245,23507,2170.36%+7,217
SCHWAB STRATEGIC TR08,872+8,87208940.04%+894
TIDAL TRUST II
ROUNDHILL GENER
16,36719,248+2,8811,0121,8990.09%+887
ISHARES TR
MSCI USA MIN ETF
09,142+9,14208820.04%+882
DBX ETF TR95,314118,148+22,8343,4474,3150.21%+868
AMERICAN CENTY ETF TR06,926+6,92608640.04%+864
WISDOMTREE TR(WT)013,397+13,39707910.04%+791
VISA INC(V)22,96422,517-4476,9417,7250.38%+784
NUCOR CORP(NUE)030,052+30,05206,6940.33%+6,694
INVESCO QQQ TR04,194+4,19403,0880.15%+3,088
JPMORGAN CHASE & CO(JPM)029,282+29,28209,5850.48%+9,585
ORACLE CORP(ORCL)045,841+45,84106,7180.33%+6,718
VERTIV HOLDINGS CO(VRT)07,849+7,84902,6280.13%+2,628
WISDOMTREE TR(WT)15,09221,014+5,9221,3482,0240.10%+676
WISDOMTREE TR(WT)014,521+14,52106710.03%+671
STATE STR SPDR S&P 500 ETF T(SPY)011,687+11,68708,7270.43%+8,727
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