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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 5 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MTD METTLER TOLEDO INTERNATIONAL Healthcare 366.0 $468K 0.20% +45.0 +14.0% $1277.51 +5.3%
82 A AGILENT TECHNOLOGIES INC Healthcare 3,499.0 $465K 0.20% +540.0 +18.2% $132.84 +13.6%
83 SYK STRYKER CORPORATION Healthcare 1,441.0 $454K 0.19% +256.0 +21.6% $314.86 -3.7%
84 MDT MEDTRONIC PLC Healthcare 5,788.0 $453K 0.19% +910.0 +18.7% $78.23 +20.4%
85 SJM SMUCKER J M CO Consumer Defensive 3,990.0 $449K 0.19% +1K +35.7% $112.50 +12.1%
86 RELX RELX PLC Communication Services 14,168.0 $449K 0.19% +4K +37.2% $31.67 +12.1%
87 ACWX ISHARES TR 5,866.0 $446K 0.19% -436.0 -6.9% $76.11 +3.1%
88 XLK SELECT SECTOR SPDR TR 2,318.0 $442K 0.19% $190.52 -1.7%
89 DDOG DATADOG INC Technology 1,696.0 $442K 0.19% NEW $260.36 -18.2%
90 TSLA TESLA INC Consumer Cyclical 1,046.0 $440K 0.19% -10.0 -0.9% $420.71 -15.8%
91 EMB ISHARES TR 4,410.0 $425K 0.18% -3K -43.1% $96.43 -2.0%
92 SCHG SCHWAB STRATEGIC TR 12,535.0 $424K 0.18% +3K +27.4% $33.84 +5.0%
93 ORCL ORACLE CORP Technology 2,810.0 $412K 0.17% +330.0 +13.3% $146.56 +8.4%
94 OACP UNIFIED SER TR 18,015.0 $409K 0.17% +108.0 +0.6% $22.71 -1.8%
95 FNDF SCHWAB STRATEGIC TR 7,709.0 $407K 0.17% +609.0 +8.6% $52.76 +6.7%
96 SPAB SPDR SERIES TRUST 15,917.0 $406K 0.17% -2K -10.4% $25.52 -2.1%
97 IEFA ISHARES TR 4,171.0 $403K 0.17% -969.0 -18.9% $96.58 +4.7%
98 PEBO PEOPLES BANCORP INC Financial Services 10,389.0 $399K 0.17% +797.0 +8.3% $38.41 +4.1%
99 YUM YUM BRANDS INC Consumer Cyclical 2,480.0 $396K 0.17% $159.86 -5.7%
100 FNDA SCHWAB STRATEGIC TR 10,358.0 $394K 0.17% +664.0 +6.8% $38.06 -2.3%
Page 5 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%