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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 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 4,005.0 $575K 0.28% $143.52 +3.7%
62 SLF SUN LIFE FINANCIAL INC. Financial Services 9,079.0 $567K 0.28% +572.0 +6.7% $62.40 +17.0%
63 JNJ JOHNSON & JOHNSON Healthcare 2,729.0 $565K 0.28% -18.0 -0.7% $206.95 +12.0%
64 KHC KRAFT HEINZ CO Consumer Defensive 23,043.0 $559K 0.27% +1K +4.8% $24.25 -2.9%
65 FNDX SCHWAB STRATEGIC TR 19,623.0 $534K 0.26% -158.0 -0.8% $27.21 +12.4%
66 MRK MERCK & CO INC Healthcare 4,875.0 $513K 0.25% -44.0 -0.9% $105.26 +10.1%
67 QCOM QUALCOMM INC Technology 2,973.0 $509K 0.25% +150.0 +5.3% $171.06 +18.4%
68 RSP INVESCO EXCHANGE TRADED FD T 2,651.0 $508K 0.25% +1K +92.4% $191.56 +6.9%
69 NEE NEXTERA ENERGY INC Utilities 6,266.0 $503K 0.25% +192.0 +3.2% $80.27 +11.7%
70 ASML ASML HOLDING N V Technology 466.0 $499K 0.24% +3.0 +0.7% $1069.86 +48.8%
71 ADBE ADOBE INC Technology 1,404.0 $491K 0.24% +107.0 +8.2% $349.99 -30.3%
72 SPYM SPDR SERIES TRUST 6,077.0 $487K 0.24% -2K -19.8% $80.22 +9.0%
73 ORCL ORACLE CORP Technology 2,480.0 $483K 0.24% -47.0 -1.9% $194.91 -2.6%
74 CSCO CISCO SYS INC Technology 6,260.0 $482K 0.24% +224.0 +3.7% $77.04 +53.4%
75 TSLA TESLA INC Consumer Cyclical 1,056.0 $475K 0.23% -11.0 -1.0% $449.84 -7.2%
76 ACN ACCENTURE PLC IRELAND Technology 1,761.0 $472K 0.23% +60.0 +3.5% $268.30 -33.7%
77 MDT MEDTRONIC PLC Healthcare 4,878.0 $469K 0.23% +172.0 +3.6% $96.06 -18.6%
78 IEFA ISHARES TR 5,140.0 $460K 0.23% $89.46 +8.8%
79 BN BROOKFIELD CORP Financial Services 10,004.0 $459K 0.23% +3K +50.0% $45.89 -1.0%
80 VTV VANGUARD INDEX FDS 2,401.0 $459K 0.22% +768.0 +47.0% $190.99 +9.4%
Page 4 of 9  ·  173 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%