Plan A Wealth LLC
CIK: 0002093645SEC EDGAR →
Portfolio Value
$204.4M
Holdings
173
As of
Q4 2025
New Positions
173
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NORTHERN LTS FD TR IV | 141,890 | $35.2M | 17.23% |
| 2 | UNIFIED SER TR | 611,968 | $25.3M | 12.39% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 29 | $21.9M | 10.71% |
| 4 | TIMOTHY PLAN | 172,937 | $7.2M | 3.51% |
| 5 | NORTHERN LTS FD TR IV | 282,343 | $6.8M | 3.34% |
| 6 | SCHWAB STRATEGIC TR | 243,374 | $5.9M | 2.90% |
| 7 | NVIDIA CORPORATION | 29,547 | $5.5M | 2.70% |
| 8 | VANGUARD SCOTTSDALE FDS | 70,389 | $4.2M | 2.06% |
| 9 | ABRDN ETFS | 202,564 | $4.0M | 1.94% |
| 10 | MICROSOFT CORP | 7,027 | $3.4M | 1.66% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (173)
$35.2M · 142K shares
$25.3M · 612K shares
$21.9M · 29 shares
$7.2M · 173K shares
$6.8M · 282K shares
$5.9M · 243K shares
$5.5M · 30K shares
$4.2M · 70K shares
$4.0M · 203K shares
$3.4M · 7K shares
$3.3M · 90K shares
$2.9M · 4K shares
$2.7M · 10K shares
$2.4M · 5K shares
$2.1M · 7K shares
$1.5M · 5K shares
$1.4M · 22K shares
$1.3M · 55K shares
$1.3M · 2K shares
$1.1M · 4K shares
$1.1M · 3K shares
$1.0M · 22K shares
$971K · 3K shares
$893K · 4K shares
$888K · 10K shares
$861K · 999 shares
$856K · 16K shares
$830K · 3K shares
$807K · 15K shares
$780K · 2K shares
$777K · 18K shares
$773K · 33K shares
$761K · 1K shares
$759K · 17K shares
$755K · 17K shares
$755K · 2K shares
$746K · 8K shares
$746K · 8K shares
$731K · 3K shares
$731K · 3K shares
$714K · 2K shares
$710K · 24K shares
$695K · 6K shares
$691K · 2K shares
$691K · 1K shares
$677K · 3K shares
$673K · 25K shares
$661K · 3K shares
$658K · 17K shares
$636K · 4K shares
$631K · 2K shares
$627K · 23K shares
$627K · 17K shares
$621K · 3K shares
$619K · 8K shares
$616K · 574 shares
$607K · 10K shares
$597K · 914 shares
$594K · 20K shares
$580K · 708 shares
$574K · 4K shares
$566K · 9K shares
$564K · 3K shares
$558K · 23K shares
$533K · 20K shares
$513K · 5K shares
$508K · 3K shares
$507K · 3K shares
$503K · 6K shares
$498K · 466 shares
$491K · 1K shares
$487K · 6K shares
$483K · 2K shares
$482K · 6K shares
$475K · 1K shares
$472K · 2K shares
$468K · 5K shares
$459K · 10K shares
$459K · 5K shares
$458K · 2K shares
$457K · 18K shares
$447K · 321 shares
$439K · 2K shares
$435K · 4K shares
$423K · 6K shares
$417K · 10K shares
$416K · 1K shares
$412K · 18K shares
$405K · 8K shares
$402K · 3K shares
$400K · 1K shares
$396K · 2K shares
$394K · 10K shares
$392K · 3K shares
$389K · 2K shares
$387K · 5K shares
$375K · 2K shares
$364K · 12K shares
$364K · 8K shares
$364K · 783 shares
$361K · 8K shares
$361K · 15K shares
$358K · 8K shares
$355K · 10K shares
$353K · 8K shares
$350K · 5K shares
$345K · 2K shares
$343K · 3K shares
$339K · 23K shares
$336K · 588 shares
$333K · 2K shares
$333K · 5K shares
$325K · 668 shares
$325K · 5K shares
$323K · 12K shares
$320K · 5K shares
$320K · 10K shares
$320K · 7K shares
$308K · 7K shares
$305K · 10K shares
$299K · 5K shares
$288K · 10K shares
$288K · 9K shares
$287K · 3K shares
$285K · 12K shares
$280K · 3K shares
$279K · 8K shares
$275K · 1K shares
$272K · 1K shares
$271K · 4K shares
$267K · 50 shares
$257K · 2K shares
$255K · 10K shares
$253K · 118 shares
$251K · 6K shares
$249K · 2K shares
$248K · 2K shares
$247K · 1K shares
$247K · 6K shares
$247K · 2K shares
$236K · 5K shares
$236K · 2K shares
$233K · 3K shares
$232K · 856 shares
$230K · 2K shares
$226K · 4K shares
$225K · 6K shares
$220K · 963 shares
$218K · 2K shares
$218K · 378 shares
$214K · 1K shares
$213K · 3K shares
$212K · 175 shares
$211K · 6K shares
$210K · 4K shares
$209K · 2K shares
$209K · 8K shares
$208K · 6K shares
$202K · 2K shares
$189K · 13K shares
$179K · 31K shares
$156K · 17K shares
$84K · 12K shares
$66K · 16K shares
$66K · 18K shares
$64K · 11K shares
$62K · 15K shares
$59K · 37K shares
$57K · 17K shares
$52K · 14K shares
$44K · 11K shares
$43K · 16K shares
$34K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 76 | $128.7M | 63.0% |
| Unknown | 7 | $26.2M | 12.8% |
| Technology | 20 | $18.7M | 9.1% |
| Healthcare | 18 | $6.7M | 3.3% |
| Consumer Cyclical | 9 | $5.0M | 2.5% |
| Industrials | 11 | $5.0M | 2.5% |
| Energy | 7 | $3.5M | 1.7% |
| Communication Services | 3 | $2.7M | 1.3% |
| Consumer Defensive | 6 | $2.7M | 1.3% |
| Basic Materials | 9 | $2.5M | 1.2% |
| Utilities | 4 | $1.8M | 0.9% |
| Real Estate | 3 | $827K | 0.4% |