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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	ABEV	AMBEV SA	Consumer Defensive	13,833	$34K	0.02%	SOLD

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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%