Institutions / Plan A Wealth LLC

Plan A Wealth LLC

CIK 2093645 · Institution · as of Dec 31, 2025

Portfolio value

$204.42M

Positions

173

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 173 →

Company	Class	Value	Shares	% of portfolio
Northern Lts Fd Tr IV	—	$35.22M	141,890	17.2%
Unified Ser Tr	—	$25.33M	611,968	12.4%
Berkshire Hathaway Inc Del	—	$21.89M	29	10.7%
Timothy Plan	—	$7.17M	172,937	3.5%
Northern Lts Fd Tr IV	—	$6.83M	282,343	3.3%
Schwab Strategic Tr	—	$5.93M	243,374	2.9%
NVIDIA Corp	—	$5.51M	29,547	2.7%
Vanguard Scottsdale Fds	—	$4.22M	70,389	2.1%
Abrdn Etfs	—	$3.96M	202,564	1.9%
Microsoft Corp	—	$3.40M	7,027	1.7%
Northern Lts Fd Tr IV	—	$3.30M	90,396	1.6%
iShares Tr	—	$2.88M	4,204	1.4%
Apple Inc.	—	$2.73M	10,058	1.3%
Warren E. Buffett	—	$2.43M	4,830	1.2%
Alphabet Inc.	—	$2.06M	6,588	1.0%
Texas Pacific Land Corp	—	$1.49M	5,175	0.7%
Vanguard Tax-Managed Fds	—	$1.35M	21,673	0.7%
Schwab Strategic Tr	—	$1.32M	55,055	0.6%
SPDR S&P 500 ETF Tr	—	$1.26M	1,845	0.6%
General Electric Co	—	$1.11M	3,609	0.5%
Broadcom Inc.	—	$1.06M	3,050	0.5%
SPDR Index Shs Fds	—	$1.04M	22,301	0.5%
Vanguard Index Fds	—	$971.8K	3,348	0.5%
AMETEK Inc	—	$893.9K	4,354	0.4%
O Reilly Automotive Inc	—	$888.2K	9,738	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.