Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Plan A Wealth LLC (CIK 2093645) reported $208.7M across 178 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PTL ($38.1M, 18.24%), OAIM ($27.3M, 13.08%), BRK/A ($18.0M, 8.60%), TPSC ($7.5M, 3.59%), IBD ($7.1M, 3.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PTL | NORTHERN LTS FD TR IV | $38.1M | 18.24% | 151,974 | Added |
| 2 | OAIM | UNIFIED SER TR | $27.3M | 13.08% | 634,179 | Added |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $18.0M | 8.60% | 25 | Trimmed |
| 4 | TPSC | TIMOTHY PLAN | $7.5M | 3.59% | 176,510 | Added |
| 5 | IBD | NORTHERN LTS FD TR IV | $7.1M | 3.40% | 297,360 | Added |
| 6 | SCHO | SCHWAB STRATEGIC TR | $6.5M | 3.12% | 268,472 | Added |
| 7 | BCI | ABRDN ETFS | $5.2M | 2.49% | 214,064 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $5.1M | 2.45% | 29,324 | Trimmed |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $4.9M | 2.34% | 82,102 | Added |
| 10 | WWJD | NORTHERN LTS FD TR IV | $3.0M | 1.44% | 80,466 | Trimmed |
| 11 | IVV | ISHARES TR | $2.8M | 1.32% | 4,230 | Added |
| 12 | AAPL | APPLE INC | $2.6M | 1.25% | 10,258 | Added |
| 13 | MSFT | MICROSOFT CORP | $2.5M | 1.22% | 6,864 | Trimmed |
| 14 | TPL | TEXAS PACIFIC LAND CORPORATI | $2.5M | 1.18% | 5,175 | Hold |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.06% | 4,627 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $1.9M | 0.91% | 6,625 | Added |
| 17 | SCHF | SCHWAB STRATEGIC TR | $1.4M | 0.68% | 57,481 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $1.2M | 0.57% | 18,511 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.57% | 1,837 | Trimmed |
| 20 | AVGO | BROADCOM INC | $1.1M | 0.54% | 3,675 | Added |
| 21 | TTFNF | TOTALENERGIES SE | $1.1M | 0.51% | 11,735 | New |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $1.0M | 0.50% | 1,053 | Added |
| 23 | GE | GE AEROSPACE | $1.0M | 0.48% | 3,535 | Trimmed |
| 24 | ORLY | OREILLY AUTOMOTIVE INC | $962,886 | 0.46% | 10,431 | Added |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $933,142 | 0.45% | 40,187 | Added |
Source: SEC Form 13F filings · as of 2026-03-31