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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 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED Financial Services 1,565.0 $804K 0.34% +231.0 +17.3% $513.62 +12.8%
42 VEA VANGUARD TAX-MANAGED FDS 11,134.0 $793K 0.34% -11K -48.6% $71.25 +3.5%
43 LLY ELI LILLY & CO Healthcare 660.0 $792K 0.34% +86.0 +15.0% $1199.47 -4.3%
44 RF REGIONS FINANCIAL CORP NEW Financial Services 26,178.0 $791K 0.34% +3K +13.1% $30.20 +0.7%
45 OAEM UNIFIED SER TR 15,556.0 $776K 0.33% -2K -9.2% $49.89 +0.5%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 2,754.0 $775K 0.33% +341.0 +14.1% $281.24 -16.5%
47 AFL AFLAC INC Financial Services 6,533.0 $766K 0.33% +222.0 +3.5% $117.26 -0.0%
48 LOW LOWES COS INC Consumer Cyclical 3,404.0 $751K 0.32% +372.0 +12.3% $220.52 -7.3%
49 SPEM SPDR INDEX SHS FDS 14,449.0 $748K 0.32% -8K -35.2% $51.78 +3.2%
50 CBOE CBOE GLOBAL MKTS INC Financial Services 2,935.0 $712K 0.30% +234.0 +8.7% $242.69 +22.9%
51 JPM JPMORGAN CHASE & CO Financial Services 2,166.0 $709K 0.30% -411.0 -15.9% $327.33 +9.6%
52 FNDX SCHWAB STRATEGIC TR 22,772.0 $708K 0.30% +3K +16.1% $31.10 +5.0%
53 JNJ JOHNSON & JOHNSON Healthcare 2,692.0 $684K 0.29% -37.0 -1.4% $253.97 +8.4%
54 BEPC BROOKFIELD RENEWABLE CORP Utilities 18,233.0 $677K 0.29% +1K +6.1% $37.12 -14.5%
55 IQVIA HLDGS INC 3,469.0 $670K 0.28% +712.0 +25.8% $193.22
56 ROP ROPER TECHNOLOGIES INC Industrials 1,980.0 $670K 0.28% +427.0 +27.5% $338.41 +20.4%
57 SHEL SHELL PLC Energy 8,619.0 $668K 0.28% +191.0 +2.3% $77.54 +19.9%
58 HMC HONDA MOTOR CO LTD Consumer Cyclical 24,460.0 $663K 0.28% +4K +21.2% $27.11 +20.5%
59 NEE NEXTERA ENERGY INC Utilities 7,274.0 $638K 0.27% +1K +16.1% $87.77 -4.9%
60 WFC WELLS FARGO & CO Financial Services 7,682.0 $635K 0.27% -329.0 -4.1% $82.64 +8.9%
Page 3 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%