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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 4 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QCOM QUALCOMM INC Technology 3,421.0 $632K 0.27% +448.0 +15.1% $184.81 -8.7%
62 MRK MERCK & CO INC Healthcare 4,860.0 $625K 0.27% $128.50 +17.0%
63 ARTY ISHARES TR 7,993.0 $609K 0.26% -416.0 -5.0% $76.16 -0.0%
64 DE DEERE & CO Industrials 938.0 $595K 0.25% +155.0 +19.8% $634.37 +9.3%
65 TM TOYOTA MOTOR CORP Consumer Cyclical 3,510.0 $591K 0.25% +420.0 +13.6% $168.42 +17.0%
66 KHC KRAFT HEINZ CO Consumer Defensive 24,940.0 $589K 0.25% +2K +8.2% $23.62 +5.2%
67 SPDW SPDR INDEX SHS FDS 11,647.0 $587K 0.25% -5K -31.6% $50.39 +3.8%
68 RSP INVESCO EXCHANGE TRADED FD T 2,756.0 $586K 0.25% +105.0 +4.0% $212.78 +2.9%
69 MCK MCKESSON CORP Healthcare 771.0 $583K 0.25% +63.0 +8.9% $755.61 +20.2%
70 KLAC KLA CORP Technology 1,901.0 $574K 0.24% +2K +986.3% $301.71 -38.5%
71 AMZN AMAZON COM INC Consumer Cyclical 2,340.0 $558K 0.24% -831.0 -26.2% $238.34 +8.5%
72 VWO VANGUARD INTL EQUITY INDEX F 9,187.0 $548K 0.23% -7K -42.4% $59.69 +2.9%
73 DOLE DOLE PLC Consumer Defensive 39,618.0 $544K 0.23% +17K +75.0% $13.72 +2.1%
74 PEP PEPSICO INC Consumer Defensive 4,005.0 $542K 0.23% $135.40 +1.6%
75 LNG CHENIERE ENERGY INC Energy 2,208.0 $528K 0.22% +429.0 +24.1% $239.01 +22.2%
76 CAT CATERPILLAR INC Industrials 495.0 $527K 0.22% -93.0 -15.8% $1064.99 -23.6%
77 OASC UNIFIED SER TR 14,438.0 $519K 0.22% +2K +16.8% $35.94 -3.5%
78 AMGN AMGEN INC Healthcare 1,415.0 $512K 0.22% +191.0 +15.6% $362.19 +20.7%
79 STM STMICROELECTRONICS N V Technology 6,619.0 $496K 0.21% NEW $74.89 -30.2%
80 EW EDWARDS LIFESCIENCES CORP Healthcare 5,302.0 $480K 0.20% +752.0 +16.5% $90.46 -0.6%
Page 4 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%