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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 7 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ACN ACCENTURE PLC IRELAND Technology 2,519.0 $313K 0.13% +758.0 +43.0% $124.44 +50.0%
122 WST WEST PHARMACEUTICAL SVSC INC Healthcare 871.0 $313K 0.13% NEW $359.01 -5.3%
123 PSX PHILLIPS 66 Energy 1,823.0 $308K 0.13% -842.0 -31.6% $169.05 +50.9%
124 APP APPLOVIN CORP Technology 595.0 $307K 0.13% NEW $515.23 -37.8%
125 CGIC CAPITAL GROUP INTERNATIONAL 8,294.0 $302K 0.13% -592.0 -6.7% $36.39 +2.5%
126 PRK PARK NATL CORP Financial Services 1,625.0 $297K 0.13% $182.99 +6.4%
127 RYANAIR HOLDINGS PLC 4,478.0 $290K 0.12% +715.0 +19.0% $64.75
128 ZTS ZOETIS INC Healthcare 4,027.0 $289K 0.12% +2K +97.1% $71.87 +5.5%
129 BAC BANK OF AMER CORP Financial Services 4,987.0 $284K 0.12% -452.0 -8.3% $56.97 +10.0%
130 NTNX NUTANIX INC Technology 5,504.0 $280K 0.12% NEW $50.96 +33.6%
131 GRMN GARMIN LTD Technology 1,164.0 $277K 0.12% NEW $237.58 +16.6%
132 BBH VANECK ETF TRUST 1,360.0 $276K 0.12% -960.0 -41.4% $203.25 +18.6%
133 WMT WALMART INC Consumer Defensive 2,426.0 $275K 0.12% NEW $113.26 -5.4%
134 GPC GENUINE PARTS CO Consumer Cyclical 2,327.0 $275K 0.12% NEW $118.00 +17.0%
135 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,111.0 $271K 0.12% NEW $87.04 +6.4%
136 AER AERCAP HOLDINGS NV Industrials 1,855.0 $270K 0.12% +129.0 +7.5% $145.78 -0.3%
137 DHI D R HORTON INC Consumer Cyclical 1,649.0 $269K 0.11% NEW $162.90 -12.4%
138 PECO PHILLIPS EDISON & CO INC Real Estate 6,442.0 $268K 0.11% +110.0 +1.7% $41.62 -6.4%
139 LII LENNOX INTL INC Industrials 467.0 $268K 0.11% NEW $573.00 -31.8%
140 SMH VANECK ETF TRUST 400.0 $262K 0.11% NEW $655.89 -13.6%
Page 7 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%