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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 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPAB SPDR SERIES TRUST 17,759.0 $457K 0.22% -1K -7.2% $25.75 -1.6%
22 BBH VANECK ETF TRUST 2,320.0 $439K 0.21% -767.0 -24.9% $189.27 -2.8%
23 ARTY ISHARES TR 8,409.0 $405K 0.20% -4K -30.2% $48.18 +41.4%
24 IWM ISHARES TR 1,583.0 $390K 0.19% -100.0 -5.9% $246.16 +14.8%
25 YUM YUM BRANDS INC Consumer Cyclical 2,480.0 $375K 0.18% -36.0 -1.4% $151.28 +0.9%
26 VBND ETF SER SOLUTIONS 8,241.0 $364K 0.18% -4K -32.8% $44.17 -2.1%
27 PICB INVESCO EXCH TRADED FD TR II 15,141.0 $362K 0.18% -3K -15.0% $23.88 -2.0%
28 SPSM SPDR SERIES TRUST 7,707.0 $361K 0.18% -3K -30.7% $46.86 +13.1%
29 BIBL NORTHERN LTS FD TR IV 7,832.0 $353K 0.17% -3K -29.1% $45.13 +17.2%
30 BND VANGUARD BD INDEX FDS 4,733.0 $351K 0.17% -4K -42.9% $74.07 -1.5%
31 CAT CATERPILLAR INC Industrials 588.0 $337K 0.17% -46.0 -7.3% $572.90 +51.2%
32 TPLC TIMOTHY PLAN 6,786.0 $308K 0.15% -3K -28.0% $45.45 +6.4%
33 BAC BANK AMERICA CORP Financial Services 5,439.0 $299K 0.15% -598.0 -9.9% $55.00 -6.4%
34 OALC UNIFIED SER TR 7,896.0 $280K 0.14% -206.0 -2.5% $35.45 +12.3%
35 BKNG BOOKING HOLDINGS INC Consumer Cyclical 50.0 $268K 0.13% -2.0 -3.9% $5355.34 -97.0%
36 PFE PFIZER INC Healthcare 10,257.0 $255K 0.12% -775.0 -7.0% $24.90 +4.2%
37 MKL MARKEL GROUP INC Financial Services 118.0 $254K 0.12% -3.0 -2.5% $2149.65 -13.8%
38 VFLO VICTORY PORTFOLIOS II 6,384.0 $251K 0.12% -143.0 -2.2% $39.38 +10.0%
39 TECHNIPFMC PLC 5,297.0 $236K 0.12% -209.0 -3.8% $44.56
40 ADI ANALOG DEVICES INC Technology 856.0 $232K 0.11% -27.0 -3.1% $271.20 +41.7%
Page 2 of 3  ·  47 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%