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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 8 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 STLD STEEL DYNAMICS INC Basic Materials 1,140.0 $262K 0.11% NEW $229.46 +5.5%
142 INMD INMODE LTD Healthcare 17,720.0 $259K 0.11% +5K +37.6% $14.62 +2.0%
143 IEMG ISHARES INC 3,108.0 $257K 0.11% -2K -37.4% $82.84 +1.0%
144 SPG SIMON PPTY GROUP INC NEW Real Estate 1,149.0 $257K 0.11% NEW $223.56 -6.3%
145 TECHNIPFMC PLC 3,846.0 $255K 0.11% -1K -27.4% $66.30
146 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,335.0 $255K 0.11% NEW $76.41 +10.7%
147 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,563.0 $254K 0.11% NEW $99.29 -13.6%
148 CIG CIA ENERGETICA DE MINAS GERA Utilities 121,174.0 $254K 0.11% NEW $2.10 +1.9%
149 ELCV STRATEGY SHS 7,583.0 $249K 0.11% -303.0 -3.8% $32.87 -3.0%
150 CORPAY INC 747.0 $249K 0.11% NEW $333.27
151 EOG EOG RES INC Energy 1,916.0 $249K 0.11% NEW $129.71 +11.9%
152 SNN SMITH & NEPHEW PLC Healthcare 8,607.0 $248K 0.10% +2K +35.3% $28.81 +0.2%
153 PSA PUBLIC STORAGE Real Estate 772.0 $246K 0.10% NEW $318.44 -5.2%
154 ESGE ISHARES INC 4,489.0 $246K 0.10% -13K -74.5% $54.69 +1.6%
155 RIO RIO TINTO PLC Basic Materials 2,586.0 $245K 0.10% -336.0 -11.5% $94.92 +8.8%
156 EQR EQUITY RESIDENTIAL Real Estate 3,604.0 $245K 0.10% NEW $67.94 -6.3%
157 IJK ISHARES TR 2,069.0 $243K 0.10% -22.0 -1.1% $117.50 -3.4%
158 DIS DISNEY WALT CO Communication Services 2,455.0 $236K 0.10% +259.0 +11.8% $96.24 +9.4%
159 PCAR PACCAR INC Industrials 1,956.0 $235K 0.10% NEW $120.14 +3.8%
160 PNR PENTAIR PLC Industrials 3,052.0 $234K 0.10% +1K +51.9% $76.67 -21.5%
Page 8 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%