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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 6 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTI VANGUARD INDEX FDS 1,054.0 $390K 0.17% -830.0 -44.1% $370.04 +2.6%
102 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 7,197.0 $380K 0.16% +3K +67.1% $52.85 -0.4%
103 ADBE ADOBE INC Technology 1,818.0 $373K 0.16% +414.0 +29.5% $205.02 +30.0%
104 VSLU ETF OPPORTUNITIES TRUST 7,936.0 $367K 0.16% -158.0 -1.9% $46.25 +6.1%
105 FENI FIDELITY COVINGTON TRUST 9,134.0 $367K 0.16% -596.0 -6.1% $40.13 +3.8%
106 SPYM SPDR SERIES TRUST 4,145.0 $364K 0.15% -2K -31.8% $87.88 +3.2%
107 NXPI NXP SEMICONDUCTORS N V Technology 1,230.0 $346K 0.15% NEW $281.03 -18.9%
108 ADI ANALOG DEVICES INC Technology 870.0 $346K 0.15% +14.0 +1.6% $397.17 -8.8%
109 VFLO VICTORY PORTFOLIOS II 7,536.0 $345K 0.15% +1K +18.1% $45.75 +20.9%
110 TMDX TRANSMEDICS GROUP INC Healthcare 5,167.0 $343K 0.15% +2K +44.5% $66.42 +35.5%
111 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,319.0 $338K 0.14% NEW $255.88 +16.5%
112 OALC UNIFIED SER TR 8,180.0 $336K 0.14% +284.0 +3.6% $41.03 +1.8%
113 PENG PENGUIN SOLUTIONS INC Technology 4,402.0 $335K 0.14% NEW $76.01 -31.9%
114 IWM ISHARES TR 1,107.0 $333K 0.14% -476.0 -30.1% $300.45 -1.5%
115 IDV ISHARES TR 7,990.0 $331K 0.14% -2K -20.1% $41.43 +9.2%
116 MOS MOSAIC CO Basic Materials 15,485.0 $328K 0.14% +4K +30.6% $21.19 +22.0%
117 SPSM SPDR SERIES TRUST 5,688.0 $328K 0.14% -2K -26.2% $57.67 -2.0%
118 UNP UNION PAC CORP Industrials 1,193.0 $324K 0.14% $272.00 +6.5%
119 IWR ISHARES TR 2,915.0 $322K 0.14% $110.32 +1.4%
120 FISV FISERV INC Technology 6,555.0 $322K 0.14% +2K +37.3% $49.05 +8.1%
Page 6 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%