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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 10 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IDXX IDEXX LABS INC Healthcare 385.0 $203K 0.09% NEW $526.44 +1.7%
182 ESLT ELBIT SYS LTD Industrials 264.0 $200K 0.09% -114.0 -30.2% $758.72 -7.3%
183 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 13,932.0 $162K 0.07% NEW $11.60 -6.3%
184 KTF DWS MUN INCOME TR Financial Services 17,253.0 $159K 0.07% $9.20 -5.7%
185 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 13,497.0 $89K 0.04% NEW $6.60 -5.3%
186 AVAL GRUPO AVAL ACCIONES Y VALORE Financial Services 16,335.0 $82K 0.04% $5.03 +6.2%
187 ENIC ENEL CHILE SA Utilities 18,192.0 $82K 0.04% +3K +17.8% $4.50 -1.1%
188 GGB GERDAU SA Basic Materials 17,793.0 $72K 0.03% -151.0 -0.8% $4.04 +23.0%
189 TKC TURKCELL ILETISIM Communication Services 11,798.0 $69K 0.03% NEW $5.88 -13.3%
190 SBS COMPANHIA DE SANEAMENTO BASI Utilities 11,732.0 $68K 0.03% NEW $5.78 -10.9%
191 BBD BANCO BRADESCO S A Financial Services 19,103.0 $66K 0.03% +2K +10.5% $3.47 +0.0%
192 LPL LG DISPLAY CO LTD Technology 16,337.0 $64K 0.03% +6K +53.6% $3.89 -15.2%
193 UGP ULTRAPAR PARTICIPACOES SA Energy 12,570.0 $63K 0.03% -1K -10.2% $5.02 +45.0%
194 SID COMPANHIA SIDERURGICA NACION Basic Materials 55,929.0 $51K 0.02% +19K +51.3% $0.92 +33.3%
Page 10 of 10  ·  194 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%