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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 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHEL SHELL PLC Energy 8,619.0 $668K 0.28% +191.0 +2.3% $77.54 +19.9%
42 HMC HONDA MOTOR CO LTD Consumer Cyclical 24,460.0 $663K 0.28% +4K +21.2% $27.11 +20.5%
43 NEE NEXTERA ENERGY INC Utilities 7,274.0 $638K 0.27% +1K +16.1% $87.77 -4.9%
44 QCOM QUALCOMM INC Technology 3,421.0 $632K 0.27% +448.0 +15.1% $184.81 -8.7%
45 DE DEERE & CO Industrials 938.0 $595K 0.25% +155.0 +19.8% $634.37 +9.3%
46 TM TOYOTA MOTOR CORP Consumer Cyclical 3,510.0 $591K 0.25% +420.0 +13.6% $168.42 +17.0%
47 KHC KRAFT HEINZ CO Consumer Defensive 24,940.0 $589K 0.25% +2K +8.2% $23.62 +5.2%
48 RSP INVESCO EXCHANGE TRADED FD T 2,756.0 $586K 0.25% +105.0 +4.0% $212.78 +2.9%
49 MCK MCKESSON CORP Healthcare 771.0 $583K 0.25% +63.0 +8.9% $755.61 +20.2%
50 KLAC KLA CORP Technology 1,901.0 $574K 0.24% +2K +986.3% $301.71 -38.5%
51 DOLE DOLE PLC Consumer Defensive 39,618.0 $544K 0.23% +17K +75.0% $13.72 +2.1%
52 LNG CHENIERE ENERGY INC Energy 2,208.0 $528K 0.22% +429.0 +24.1% $239.01 +22.2%
53 OASC UNIFIED SER TR 14,438.0 $519K 0.22% +2K +16.8% $35.94 -3.5%
54 AMGN AMGEN INC Healthcare 1,415.0 $512K 0.22% +191.0 +15.6% $362.19 +20.7%
55 EW EDWARDS LIFESCIENCES CORP Healthcare 5,302.0 $480K 0.20% +752.0 +16.5% $90.46 -0.6%
56 MTD METTLER TOLEDO INTERNATIONAL Healthcare 366.0 $468K 0.20% +45.0 +14.0% $1277.51 +5.3%
57 A AGILENT TECHNOLOGIES INC Healthcare 3,499.0 $465K 0.20% +540.0 +18.2% $132.84 +13.6%
58 SYK STRYKER CORPORATION Healthcare 1,441.0 $454K 0.19% +256.0 +21.6% $314.86 -3.7%
59 MDT MEDTRONIC PLC Healthcare 5,788.0 $453K 0.19% +910.0 +18.7% $78.23 +20.4%
60 SJM SMUCKER J M CO Consumer Defensive 3,990.0 $449K 0.19% +1K +35.7% $112.50 +12.1%
Page 3 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%