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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 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 25.0 $18.7M 7.96% -4.0 -13.8% $748850.00
2 NVDA NVIDIA CORPORATION Technology 29,312.0 $5.9M 2.50% -235.0 -0.8% $200.09 +15.1%
3 WWJD NORTHERN LTS FD TR IV 81,787.0 $3.1M 1.33% -9K -9.5% $38.13 +7.9%
4 IVV ISHARES TR 3,335.0 $2.5M 1.06% -869.0 -20.7% $748.93 +3.3%
5 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,470.0 $2.0M 0.83% -705.0 -13.6% $437.64 -17.2%
6 BERKSHIRE HATHAWAY INC DEL 3,185.0 $1.6M 0.68% -2K -34.1% $500.39
7 SCHF SCHWAB STRATEGIC TR 48,425.0 $1.3M 0.57% -7K -12.0% $27.70 +3.2%
8 GE GE AEROSPACE Industrials 3,541.0 $1.3M 0.56% -68.0 -1.9% $373.73 -9.8%
9 GEV GE VERNOVA INC Utilities 907.0 $1.1M 0.45% -7.0 -0.8% $1174.86 -19.8%
10 VEA VANGUARD TAX-MANAGED FDS 11,134.0 $793K 0.34% -11K -48.6% $71.25 +3.5%
11 OAEM UNIFIED SER TR 15,556.0 $776K 0.33% -2K -9.2% $49.89 +0.5%
12 SPEM SPDR INDEX SHS FDS 14,449.0 $748K 0.32% -8K -35.2% $51.78 +3.2%
13 JPM JPMORGAN CHASE & CO Financial Services 2,166.0 $709K 0.30% -411.0 -15.9% $327.33 +9.6%
14 JNJ JOHNSON & JOHNSON Healthcare 2,692.0 $684K 0.29% -37.0 -1.4% $253.97 +8.4%
15 WFC WELLS FARGO & CO Financial Services 7,682.0 $635K 0.27% -329.0 -4.1% $82.64 +8.9%
16 ARTY ISHARES TR 7,993.0 $609K 0.26% -416.0 -5.0% $76.16 -0.0%
17 SPDW SPDR INDEX SHS FDS 11,647.0 $587K 0.25% -5K -31.6% $50.39 +3.8%
18 AMZN AMAZON COM INC Consumer Cyclical 2,340.0 $558K 0.24% -831.0 -26.2% $238.34 +8.5%
19 VWO VANGUARD INTL EQUITY INDEX F 9,187.0 $548K 0.23% -7K -42.4% $59.69 +2.9%
20 CAT CATERPILLAR INC Industrials 495.0 $527K 0.22% -93.0 -15.8% $1064.99 -23.6%
Page 1 of 3  ·  50 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%