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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RELX RELX PLC Communication Services 14,168.0 $449K 0.19% +4K +37.2% $31.67 +12.1%
62 SCHG SCHWAB STRATEGIC TR 12,535.0 $424K 0.18% +3K +27.4% $33.84 +5.0%
63 ORCL ORACLE CORP Technology 2,810.0 $412K 0.17% +330.0 +13.3% $146.56 +8.4%
64 OACP UNIFIED SER TR 18,015.0 $409K 0.17% +108.0 +0.6% $22.71 -1.8%
65 FNDF SCHWAB STRATEGIC TR 7,709.0 $407K 0.17% +609.0 +8.6% $52.76 +6.7%
66 PEBO PEOPLES BANCORP INC Financial Services 10,389.0 $399K 0.17% +797.0 +8.3% $38.41 +4.1%
67 FNDA SCHWAB STRATEGIC TR 10,358.0 $394K 0.17% +664.0 +6.8% $38.06 -2.3%
68 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 7,197.0 $380K 0.16% +3K +67.1% $52.85 -0.4%
69 ADBE ADOBE INC Technology 1,818.0 $373K 0.16% +414.0 +29.5% $205.02 +30.0%
70 ADI ANALOG DEVICES INC Technology 870.0 $346K 0.15% +14.0 +1.6% $397.17 -8.8%
71 VFLO VICTORY PORTFOLIOS II 7,536.0 $345K 0.15% +1K +18.1% $45.75 +20.9%
72 TMDX TRANSMEDICS GROUP INC Healthcare 5,167.0 $343K 0.15% +2K +44.5% $66.42 +35.5%
73 OALC UNIFIED SER TR 8,180.0 $336K 0.14% +284.0 +3.6% $41.03 +1.8%
74 MOS MOSAIC CO Basic Materials 15,485.0 $328K 0.14% +4K +30.6% $21.19 +22.0%
75 FISV FISERV INC Technology 6,555.0 $322K 0.14% +2K +37.3% $49.05 +8.1%
76 ACN ACCENTURE PLC IRELAND Technology 2,519.0 $313K 0.13% +758.0 +43.0% $124.44 +50.0%
77 RYANAIR HOLDINGS PLC 4,478.0 $290K 0.12% +715.0 +19.0% $64.75
78 ZTS ZOETIS INC Healthcare 4,027.0 $289K 0.12% +2K +97.1% $71.87 +5.5%
79 AER AERCAP HOLDINGS NV Industrials 1,855.0 $270K 0.12% +129.0 +7.5% $145.78 -0.3%
80 PECO PHILLIPS EDISON & CO INC Real Estate 6,442.0 $268K 0.11% +110.0 +1.7% $41.62 -6.4%
Page 4 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%