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Portfolio (Quarterly) Guide ↗

Plan A Wealth LLC

· CIK 0002093645
13F Portfolio $197M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 175 New
Page 2 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ESGE ISHARES INC 24,247.0 $1.1M 0.54% NEW $43.42 +21.3%
22 JPM JPMORGAN CHASE & CO. Financial Services 3,311.0 $1.0M 0.53% NEW $315.43 -3.9%
23 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,374.0 $1.0M 0.51% NEW $107.81 -14.3%
24 EMB ISHARES TR 10,544.0 $1.0M 0.51% NEW $95.19 -0.2%
25 AVGO BROADCOM INC Technology 2,972.0 $981K 0.50% NEW $329.92 +25.7%
26 SPDW SPDR INDEX SHS FDS 22,156.0 $948K 0.48% NEW $42.79 +17.6%
27 COST COSTCO WHSL CORP NEW Consumer Defensive 940.0 $870K 0.44% NEW $925.64 +13.5%
28 VWO VANGUARD INTL EQUITY INDEX F 15,431.0 $836K 0.42% NEW $54.18 +8.3%
29 SPY SPDR S&P 500 ETF TR Financial Services 1,237.0 $824K 0.42% NEW $666.18 +11.5%
30 AME AMETEK INC Industrials 4,189.0 $788K 0.40% NEW $188.00 +18.7%
31 SCHZ SCHWAB STRATEGIC TR 32,476.0 $762K 0.39% NEW $23.47 -2.0%
32 SCHF SCHWAB STRATEGIC TR 32,375.0 $754K 0.38% NEW $23.28 +17.5%
33 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,657.0 $742K 0.38% NEW $279.29 +43.8%
34 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 14,612.0 $736K 0.38% NEW $50.37 +27.5%
35 LOW LOWES COS INC Consumer Cyclical 2,875.0 $723K 0.37% NEW $251.32 -13.5%
36 AMZN AMAZON COM INC Consumer Cyclical 3,250.0 $714K 0.36% NEW $219.57 +22.3%
37 ORCL ORACLE CORP Technology 2,527.0 $711K 0.36% NEW $281.24 -32.5%
38 MA MASTERCARD INCORPORATED Financial Services 1,244.0 $708K 0.36% NEW $568.82 -12.2%
39 TTE TOTALENERGIES SE Energy 11,628.0 $694K 0.35% NEW $59.69 +55.0%
40 ROP ROPER TECHNOLOGIES INC Industrials 1,385.0 $691K 0.35% NEW $498.70 -34.0%
Page 2 of 9  ·  175 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 31.4%
Financial Services 17.9%
Healthcare 10.1%
Consumer Cyclical 9.1%
Industrials 7.8%
Energy 7.2%
Consumer Defensive 4.6%
Communication Services 4.2%
Basic Materials 3.5%
Utilities 2.8%