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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACWX ISHARES TR 6,302.0 $423K 0.21% NEW $67.13 +12.2%
2 VSLU ETF OPPORTUNITIES TRUST 8,094.0 $358K 0.17% NEW $44.26 +5.0%
3 FENI FIDELITY COVINGTON TRUST 9,730.0 $356K 0.17% NEW $36.58 +9.5%
4 SCHB SCHWAB STRATEGIC TR 12,346.0 $324K 0.16% NEW $26.23 +9.0%
5 FNDA SCHWAB STRATEGIC TR 9,694.0 $305K 0.15% NEW $31.51 +12.4%
6 CGIC CAPITAL GROUP INTERNATIONAL 8,886.0 $289K 0.14% NEW $32.50 +11.3%
7 SJM SMUCKER J M CO Consumer Defensive 2,941.0 $288K 0.14% NEW $97.81 +2.7%
8 EPAM EPAM SYS INC Technology 1,330.0 $272K 0.13% NEW $204.88 -49.6%
9 AER AERCAP HOLDINGS NV Industrials 1,726.0 $248K 0.12% NEW $143.76 -2.9%
10 RIO RIO TINTO PLC Basic Materials 2,922.0 $234K 0.11% NEW $80.03 +29.1%
11 FCX FREEPORT-MCMORAN INC Basic Materials 4,461.0 $227K 0.11% NEW $50.79 +22.7%
12 ESLT ELBIT SYS LTD Industrials 378.0 $218K 0.11% NEW $577.71 +32.2%
13 ASTS AST SPACEMOBILE INC Technology 2,934.0 $213K 0.10% NEW $72.63 +32.5%
14 KLAC KLA CORP Technology 175.0 $213K 0.10% NEW $1215.08 +51.6%
15 E ENI S P A Energy 5,582.0 $212K 0.10% NEW $37.94 +45.3%
16 ACH OWENS & MINOR INC NEW Healthcare 15,680.0 $44K 0.02% NEW $2.80 -3.2%

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%