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Portfolio (Quarterly) Guide ↗

Plan A Wealth LLC

· CIK 0002093645
13F Portfolio $204M AUM 173 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 16 New 90 Added 47 Reduced 18 Exited
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 15,058.0 $808K 0.40% +446.0 +3.0% $53.63 +19.7%
22 AXP AMERICAN EXPRESS CO Financial Services 2,111.0 $781K 0.38% +129.0 +6.5% $369.96 -16.3%
23 SCHZ SCHWAB STRATEGIC TR 33,113.0 $774K 0.38% +637.0 +2.0% $23.37 -1.6%
24 MA MASTERCARD INCORPORATED Financial Services 1,334.0 $762K 0.37% +90.0 +7.2% $570.89 -12.5%
25 FBND FIDELITY MERRIMACK STR TR 16,500.0 $760K 0.37% +7K +74.6% $46.04 -1.5%
26 LOW LOWES COS INC Consumer Cyclical 3,032.0 $731K 0.36% +157.0 +5.5% $241.18 -9.9%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 2,413.0 $715K 0.35% +74.0 +3.2% $296.23 -14.6%
28 IX ORIX CORP Financial Services 24,318.0 $711K 0.35% +1K +6.1% $29.22 +34.4%
29 AFL AFLAC INC Financial Services 6,311.0 $696K 0.34% +146.0 +2.4% $110.27 +6.8%
30 VOO VANGUARD INDEX FDS 1,103.0 $692K 0.34% +42.0 +4.0% $627.13 +8.9%
31 ROP ROPER TECHNOLOGIES INC Industrials 1,553.0 $691K 0.34% +168.0 +12.1% $445.14 -26.1%
32 CBOE CBOE GLOBAL MKTS INC Financial Services 2,701.0 $678K 0.33% +59.0 +2.2% $251.01 +40.2%
33 TM TOYOTA MOTOR CORP Consumer Cyclical 3,090.0 $661K 0.32% +74.0 +2.5% $214.06 -11.3%
34 BEPC BROOKFIELD RENEWABLE CORP Utilities 17,182.0 $659K 0.32% +576.0 +3.5% $38.34 -1.9%
35 NUE NUCOR CORP Basic Materials 3,905.0 $637K 0.31% +265.0 +7.3% $163.12 +38.8%
36 VTI VANGUARD INDEX FDS 1,884.0 $632K 0.31% +830.0 +78.8% $335.27 +8.9%
37 RF REGIONS FINANCIAL CORP NEW Financial Services 23,154.0 $627K 0.31% +1K +5.2% $27.10 +1.6%
38 IQVIA HLDGS INC 2,757.0 $621K 0.30% +32.0 +1.2% $225.41
39 LLY ELI LILLY & CO Healthcare 574.0 $617K 0.30% +18.0 +3.2% $1074.70 -3.1%
40 BHP BHP GROUP LTD Basic Materials 10,058.0 $607K 0.30% +456.0 +4.8% $60.37 +40.7%
Page 2 of 5  ·  90 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 17.5%
Healthcare 11.0%
Consumer Cyclical 8.5%
Industrials 8.0%
Energy 5.6%
Communication Services 4.6%
Consumer Defensive 4.5%
Basic Materials 4.3%
Utilities 3.1%