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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 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RIO RIO TINTO PLC Basic Materials 2,586.0 $245K 0.10% -336.0 -11.5% $94.92 +8.8%
42 IJK ISHARES TR 2,069.0 $243K 0.10% -22.0 -1.1% $117.50 -3.4%
43 SLB SLB LIMITED Energy 4,989.0 $232K 0.10% -1K -22.8% $46.49 +23.7%
44 FCX FREEPORT MCMORAN INC Basic Materials 3,648.0 $229K 0.10% -813.0 -18.2% $62.88 +15.6%
45 ASTS AST SPACEMOBILE INC Technology 2,483.0 $221K 0.09% -451.0 -15.4% $88.86 -29.9%
46 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 4,178.0 $216K 0.09% -1K -19.8% $51.60 +3.5%
47 E ENI SPA Energy 4,501.0 $211K 0.09% -1K -19.4% $46.86 +14.3%
48 ESLT ELBIT SYS LTD Industrials 264.0 $200K 0.09% -114.0 -30.2% $758.72 -7.3%
49 GGB GERDAU SA Basic Materials 17,793.0 $72K 0.03% -151.0 -0.8% $4.04 +23.0%
50 UGP ULTRAPAR PARTICIPACOES SA Energy 12,570.0 $63K 0.03% -1K -10.2% $5.02 +45.0%
Page 3 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%