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Plan A Wealth LLC

All holdings · as of Dec 31, 2025

173 positions

CompanyClassValueShares% of portfolio
INVESCO EXCH TRADED FD TR II$361.6K15,1410.2%
SPDR SERIES TRUST$361.1K7,7070.2%
ETF OPPORTUNITIES TRUST$358.2K8,0940.2%
FIDELITY COVINGTON TRUST$355.9K9,7300.2%
NORTHERN LTS FD TR IV$353.5K7,8320.2%
VANGUARD BD INDEX FDS$350.6K4,7330.2%
Cheniere Energy, Inc.$345.8K1,7790.2%
Phillips 66$343.9K2,6650.2%
DOLE PLC$339.3K22,6330.2%
CATERPILLAR INC$336.9K5880.2%
SELECT SECTOR SPDR TR$333.7K2,3180.2%
ISHARES INC$333.5K4,9620.2%
VANGUARD INDEX FDS$325.9K6680.2%
GILDAN ACTIVEWEAR INC$325.5K5,2110.2%
SCHWAB STRATEGIC TR$323.8K12,3460.2%
SCHWAB STRATEGIC TR$321.0K7,1000.2%
SCHWAB STRATEGIC TR$320.9K9,8380.2%
FISERV INC$320.6K4,7730.2%
TIMOTHY PLAN$308.4K6,7860.2%
SCHWAB STRATEGIC TR$305.5K9,6940.1%
BANK OF AMERICA CORP /DE$299.2K5,4390.1%
CAPITAL GROUP INTERNATIONAL$288.8K8,8860.1%
PEOPLES BANCORP INC$288.0K9,5920.1%
J M SMUCKER Co$287.7K2,9410.1%
Mosaic Co/The$285.6K11,8540.1%
ISHARES TR$280.6K2,9150.1%
UNIFIED SER TR$279.9K7,8960.1%
Union Pacific Corp$276.0K1,1930.1%
EPAM Systems, Inc.$272.5K1,3300.1%
Ryanair Holdings PLC$271.7K3,7630.1%
Booking Holdings Inc$267.8K500.1%
Zoetis Inc.$257.1K2,0430.1%
PFIZER INC$255.4K10,2570.1%
Markel Group Inc$253.7K1180.1%
VICTORY PORTFOLIOS II$251.4K6,3840.1%
Walt Disney Co$249.9K2,1960.1%
AerCap Holdings N.V.$248.1K1,7260.1%
SLB LIMITED/NV$247.8K6,4580.1%
PARK NATIONAL CORP /OH$247.3K1,6250.1%
ISHARES TR$247.1K1,1650.1%
ISHARES TR$236.8K1,9210.1%
TechnipFMC plc$236.0K5,2970.1%
RIO TINTO PLC$233.8K2,9220.1%
ANALOG DEVICES INC$232.1K8560.1%
ISHARES TR$230.2K1,8930.1%
FREEPORT-MCMORAN INC$226.6K4,4610.1%
Phillips Edison & Company, Inc.$225.2K6,3320.1%
AbbVie Inc.$220.0K9630.1%
ELBIT SYS LTD$218.4K3780.1%
Newmont Corp$218.2K2,1850.1%
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