Plan A Wealth LLC: 13F holdings
CIK 20936452026Q2
| Positions | 194 |
|---|
| Reported value | $235.1m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 194 (+16 vs prior quarter) |
|---|
| Reported value | $235.1m (+9.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PTL NORTHERN LTS FD TR IV | 159,100 | $45.5m | 19.4% |
| OAIM UNIFIED SER TR | 655,254 | $31.3m | 13.3% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 25 | $18.7m | 8.0% |
| TPSC TIMOTHY PLAN | 182,718 | $8.8m | 3.7% |
| IBD NORTHERN LTS FD TR IV | 322,041 | $7.7m | 3.3% |
| SCHO SCHWAB STRATEGIC TR | 288,517 | $7.0m | 3.0% |
| NVDA NVIDIA CORPORATION | 29,312 | $5.9m | 2.5% |
| VGIT VANGUARD SCOTTSDALE FDS | 92,971 | $5.5m | 2.3% |
| BCI ABRDN ETFS | 215,854 | $4.8m | 2.1% |
| WWJD NORTHERN LTS FD TR IV | 81,787 | $3.1m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2093645")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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