Plan A Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NORTHERN LTS FD TR IV | $35.22M | 17.2% |
| UNIFIED SER TR | $25.33M | 12.4% |
| BERKSHIRE HATHAWAY INC DEL | $21.89M | 10.7% |
| TIMOTHY PLAN | $7.17M | 3.5% |
| NORTHERN LTS FD TR IV | $6.83M | 3.3% |
| SCHWAB STRATEGIC TR | $5.93M | 2.9% |
| NVIDIA Corp | $5.51M | 2.7% |
| VANGUARD SCOTTSDALE FDS | $4.22M | 2.1% |
| ABRDN ETFS | $3.96M | 1.9% |
| MICROSOFT CORP | $3.40M | 1.7% |
| NORTHERN LTS FD TR IV | $3.30M | 1.6% |
| ISHARES TR | $2.88M | 1.4% |
| Apple Inc. | $2.73M | 1.3% |
| Warren E. Buffett | $2.43M | 1.2% |
| Alphabet Inc. | $2.06M | 1.0% |
| Texas Pacific Land Corp | $1.49M | 0.7% |
| VANGUARD TAX-MANAGED FDS | $1.35M | 0.7% |
| SCHWAB STRATEGIC TR | $1.32M | 0.6% |
| SPDR S&P 500 ETF TR | $1.26M | 0.6% |
| GENERAL ELECTRIC CO | $1.11M | 0.5% |
| Broadcom Inc. | $1.06M | 0.5% |
| SPDR INDEX SHS FDS | $1.04M | 0.5% |
| VANGUARD INDEX FDS | $971.8K | 0.5% |
| AMETEK Inc | $893.9K | 0.4% |
| O REILLY AUTOMOTIVE INC | $888.2K | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $861.5K | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $856.8K | 0.4% |
| JPMORGAN CHASE & CO | $830.4K | 0.4% |
| SHINHAN FINANCIAL GROUP CO L | $807.6K | 0.4% |
| AMERICAN EXPRESS CO | $781.0K | 0.4% |
| ISHARES INC | $777.7K | 0.4% |
| SCHWAB STRATEGIC TR | $773.9K | 0.4% |
| Mastercard Inc | $761.6K | 0.4% |
| FIDELITY MERRIMACK STR TR | $759.7K | 0.4% |
| SPDR INDEX SHS FDS | $755.9K | 0.4% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $755.2K | 0.4% |
| WELLS FARGO & COMPANY/MN | $746.6K | 0.4% |
| ISHARES TR | $746.5K | 0.4% |
| Amazon.com Inc | $731.9K | 0.4% |
| LOWES COMPANIES INC | $731.3K | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $714.8K | 0.3% |
| ORIX CORPIX | $710.6K | 0.3% |
| AFLAC INC | $695.9K | 0.3% |
| VANGUARD INDEX FDS | $691.7K | 0.3% |
| ROPER TECHNOLOGIES INC | $691.3K | 0.3% |
| Cboe Global Markets Inc | $678.0K | 0.3% |
| SCHWAB STRATEGIC TR | $673.6K | 0.3% |
| Toyota Motor CorporationTM | $661.4K | 0.3% |
| BROOKFIELD RENEWABLE CORP | $658.8K | 0.3% |
| NUCOR CORP | $637.0K | 0.3% |