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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 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CIG CIA ENERGETICA DE MINAS GERA Utilities 121,174.0 $254K 0.11% NEW $2.10 +1.9%
22 CORPAY INC 747.0 $249K 0.11% NEW $333.27
23 EOG EOG RES INC Energy 1,916.0 $249K 0.11% NEW $129.71 +11.9%
24 PSA PUBLIC STORAGE Real Estate 772.0 $246K 0.10% NEW $318.44 -5.2%
25 EQR EQUITY RESIDENTIAL Real Estate 3,604.0 $245K 0.10% NEW $67.94 -6.3%
26 PCAR PACCAR INC Industrials 1,956.0 $235K 0.10% NEW $120.14 +3.8%
27 DXCM DEXCOM INC Healthcare 3,436.0 $231K 0.10% NEW $67.35 +30.5%
28 RSPT INVESCO EXCHANGE TRADED FD T 3,575.0 $231K 0.10% NEW $64.49 -0.5%
29 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,728.0 $227K 0.10% NEW $131.43 +4.3%
30 CNP CENTERPOINT ENERGY INC Utilities 5,084.0 $224K 0.10% NEW $44.04 -9.9%
31 SCHH SCHWAB STRATEGIC TR 9,310.0 $220K 0.09% NEW $23.68 -1.0%
32 VB VANGUARD INDEX FDS 722.0 $219K 0.09% NEW $303.12 -1.0%
33 CTAS CINTAS CORP Industrials 1,272.0 $216K 0.09% NEW $170.09 +17.9%
34 ATO ATMOS ENERGY CORP Utilities 1,231.0 $212K 0.09% NEW $172.31 -2.8%
35 DG DOLLAR GEN CORP Consumer Defensive 1,837.0 $211K 0.09% NEW $115.11 +15.7%
36 NICE NICE LTD Technology 2,299.0 $209K 0.09% NEW $90.85 +16.1%
37 XBI SPDR SERIES TRUST 1,292.0 $204K 0.09% NEW $158.28 +3.5%
38 IDXX IDEXX LABS INC Healthcare 385.0 $203K 0.09% NEW $526.44 +1.7%
39 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 13,932.0 $162K 0.07% NEW $11.60 -6.3%
40 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 13,497.0 $89K 0.04% NEW $6.60 -5.3%
Page 2 of 3  ·  42 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%