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Portfolio (Quarterly) Guide ↗

Plan A Wealth LLC

· CIK 0002093645
13F Portfolio $235M AUM 194 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 42 New 92 Added 50 Reduced 21 Exited
Page 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHX SCHWAB STRATEGIC TR 31,264.0 $920K 0.39% +6K +24.9% $29.43 +3.2%
22 NUE NUCOR CORP Basic Materials 4,040.0 $900K 0.38% +135.0 +3.5% $222.78 +17.2%
23 BHP BHP BILLITON LIMITED Basic Materials 10,541.0 $878K 0.37% +483.0 +4.8% $83.31 +8.5%
24 VRT VERTIV HOLDINGS CO Industrials 2,594.0 $869K 0.37% +148.0 +6.0% $334.82 -16.2%
25 AXP AMERICAN EXPRESS CO Financial Services 2,460.0 $832K 0.35% +349.0 +16.5% $338.27 -3.6%
26 VO VANGUARD INDEX FDS 10,303.0 $830K 0.35% +7K +207.7% $80.57 +2.1%
27 VOO VANGUARD INDEX FDS 1,201.0 $825K 0.35% +98.0 +8.9% $686.81 +3.1%
28 SLF SUN LIFE FINANCIAL INC. Financial Services 10,431.0 $818K 0.35% +1K +14.9% $78.42 +3.3%
29 CSCO CISCO SYS INC Technology 6,852.0 $805K 0.34% +592.0 +9.5% $117.46 -7.0%
30 MA MASTERCARD INCORPORATED Financial Services 1,565.0 $804K 0.34% +231.0 +17.3% $513.62 +12.8%
31 LLY ELI LILLY & CO Healthcare 660.0 $792K 0.34% +86.0 +15.0% $1199.47 -4.3%
32 RF REGIONS FINANCIAL CORP NEW Financial Services 26,178.0 $791K 0.34% +3K +13.1% $30.20 +0.7%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 2,754.0 $775K 0.33% +341.0 +14.1% $281.24 -16.5%
34 AFL AFLAC INC Financial Services 6,533.0 $766K 0.33% +222.0 +3.5% $117.26 -0.0%
35 LOW LOWES COS INC Consumer Cyclical 3,404.0 $751K 0.32% +372.0 +12.3% $220.52 -7.3%
36 CBOE CBOE GLOBAL MKTS INC Financial Services 2,935.0 $712K 0.30% +234.0 +8.7% $242.69 +22.9%
37 FNDX SCHWAB STRATEGIC TR 22,772.0 $708K 0.30% +3K +16.1% $31.10 +5.0%
38 BEPC BROOKFIELD RENEWABLE CORP Utilities 18,233.0 $677K 0.29% +1K +6.1% $37.12 -14.5%
39 IQVIA HLDGS INC 3,469.0 $670K 0.28% +712.0 +25.8% $193.22
40 ROP ROPER TECHNOLOGIES INC Industrials 1,980.0 $670K 0.28% +427.0 +27.5% $338.41 +20.4%
Page 2 of 5  ·  92 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 15.2%
Healthcare 10.0%
Industrials 9.3%
Consumer Cyclical 8.3%
Energy 5.7%
Consumer Defensive 5.3%
Utilities 4.3%
Basic Materials 4.3%
Communication Services 4.2%