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Portfolio (Quarterly) Guide ↗

Plan A Wealth LLC

· CIK 0002093645
13F Portfolio $204M AUM 173 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 16 New 90 Added 47 Reduced 18 Exited
Page 3 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 2,413.0 $715K 0.35% +74.0 +3.2% $296.23 -14.6%
42 IX ORIX CORP Financial Services 24,318.0 $711K 0.35% +1K +6.1% $29.22 +34.4%
43 AFL AFLAC INC Financial Services 6,311.0 $696K 0.34% +146.0 +2.4% $110.27 +6.8%
44 VOO VANGUARD INDEX FDS 1,103.0 $692K 0.34% +42.0 +4.0% $627.13 +8.9%
45 ROP ROPER TECHNOLOGIES INC Industrials 1,553.0 $691K 0.34% +168.0 +12.1% $445.14 -26.1%
46 CBOE CBOE GLOBAL MKTS INC Financial Services 2,701.0 $678K 0.33% +59.0 +2.2% $251.01 +40.2%
47 SCHX SCHWAB STRATEGIC TR 25,030.0 $674K 0.33% -306.0 -1.2% $26.91 +8.5%
48 TM TOYOTA MOTOR CORP Consumer Cyclical 3,090.0 $661K 0.32% +74.0 +2.5% $214.06 -11.3%
49 BEPC BROOKFIELD RENEWABLE CORP Utilities 17,182.0 $659K 0.32% +576.0 +3.5% $38.34 -1.9%
50 NUE NUCOR CORP Basic Materials 3,905.0 $637K 0.31% +265.0 +7.3% $163.12 +38.8%
51 VTI VANGUARD INDEX FDS 1,884.0 $632K 0.31% +830.0 +78.8% $335.27 +8.9%
52 RF REGIONS FINANCIAL CORP NEW Financial Services 23,154.0 $627K 0.31% +1K +5.2% $27.10 +1.6%
53 OAEM UNIFIED SER TR 17,130.0 $627K 0.31% -663.0 -3.7% $36.63 +30.2%
54 IQVIA HLDGS INC 2,757.0 $621K 0.30% +32.0 +1.2% $225.41
55 SHEL SHELL PLC Energy 8,428.0 $619K 0.30% $73.48 +18.0%
56 LLY ELI LILLY & CO Healthcare 574.0 $617K 0.30% +18.0 +3.2% $1074.70 -3.1%
57 BHP BHP GROUP LTD Basic Materials 10,058.0 $607K 0.30% +456.0 +4.8% $60.37 +40.7%
58 GEV GE VERNOVA INC Utilities 914.0 $597K 0.29% +10.0 +1.1% $653.57 +59.7%
59 HMC HONDA MOTOR LTD Consumer Cyclical 20,179.0 $595K 0.29% +1K +5.3% $29.48 -10.9%
60 MCK MCKESSON CORP Healthcare 708.0 $581K 0.28% +20.0 +2.9% $820.30 -6.6%
Page 3 of 9  ·  173 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 17.5%
Healthcare 11.0%
Consumer Cyclical 8.5%
Industrials 8.0%
Energy 5.6%
Communication Services 4.6%
Consumer Defensive 4.5%
Basic Materials 4.3%
Utilities 3.1%