Plan A Wealth LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $631.6K | 0.3% |
| Regions Financial Corp | $627.5K | 0.3% |
| UNIFIED SER TR | $627.5K | 0.3% |
| IQVIA HOLDINGS INC. | $621.5K | 0.3% |
| SHELL PLC | $619.3K | 0.3% |
| ELI LILLY & Co | $616.9K | 0.3% |
| BHP Group LtdBHP | $607.2K | 0.3% |
| GE Vernova Inc. | $597.4K | 0.3% |
| HONDA MOTOR CO LTDHMC | $594.9K | 0.3% |
| MCKESSON CORP | $580.8K | 0.3% |
| PEPSICO INC | $574.8K | 0.3% |
| SUN LIFE FINANCIAL INC. | $566.5K | 0.3% |
| JOHNSON & JOHNSON | $564.8K | 0.3% |
| Kraft Heinz Co | $558.8K | 0.3% |
| SCHWAB STRATEGIC TR | $533.9K | 0.3% |
| Merck & Co., Inc. | $513.1K | 0.3% |
| QUALCOMM INC/DE | $508.6K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $507.8K | 0.2% |
| NEXTERA ENERGY INC | $503.0K | 0.2% |
| ASML HOLDING N V | $498.6K | 0.2% |
| ADOBE INC. | $491.4K | 0.2% |
| SPDR SERIES TRUST | $487.5K | 0.2% |
| ORACLE CORP | $483.4K | 0.2% |
| CISCO SYSTEMS, INC. | $482.2K | 0.2% |
| Tesla Inc | $475.0K | 0.2% |
| Accenture plc | $472.5K | 0.2% |
| Medtronic plc | $468.6K | 0.2% |
| ISHARES TR | $459.8K | 0.2% |
| BROOKFIELD CORP | $459.1K | 0.2% |
| VANGUARD INDEX FDS | $458.6K | 0.2% |
| SPDR SERIES TRUST | $457.3K | 0.2% |
| Mettler-Toledo International Inc | $447.5K | 0.2% |
| VANECK ETF TRUST | $439.1K | 0.2% |
| TransMedics Group, Inc. | $435.0K | 0.2% |
| ISHARES TR | $423.1K | 0.2% |
| RELX PLC | $417.5K | 0.2% |
| STRYKER CORP | $416.5K | 0.2% |
| UNIFIED SER TR | $412.5K | 0.2% |
| ISHARES TR | $405.1K | 0.2% |
| Agilent Technologies Inc | $402.6K | 0.2% |
| AMGEN INC | $400.7K | 0.2% |
| Vertiv Holdings Co | $396.3K | 0.2% |
| ISHARES TR | $394.6K | 0.2% |
| Prologis Inc | $392.9K | 0.2% |
| ISHARES TR | $389.7K | 0.2% |
| Edwards Lifesciences Corp | $387.9K | 0.2% |
| Yum! Brands Inc | $375.2K | 0.2% |
| DEERE & CO | $364.6K | 0.2% |
| UNIFIED SER TR | $364.1K | 0.2% |
| ETF SER SOLUTIONS | $364.0K | 0.2% |