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 $235.1M across 194 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PTL ($45.5M, 19.36%), OAIM ($31.3M, 13.33%), BRK/A ($18.7M, 7.96%), TPSC ($8.8M, 3.73%), IBD ($7.7M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PTL | NORTHERN LTS FD TR IV | $45.5M | 19.36% | 159,100 | Added |
| 2 | OAIM | UNIFIED SER TR | $31.3M | 13.33% | 655,254 | Added |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $18.7M | 7.96% | 25 | Hold |
| 4 | TPSC | TIMOTHY PLAN | $8.8M | 3.73% | 182,718 | Added |
| 5 | IBD | NORTHERN LTS FD TR IV | $7.7M | 3.26% | 322,041 | Added |
| 6 | SCHO | SCHWAB STRATEGIC TR | $7.0M | 2.96% | 288,517 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $5.9M | 2.49% | 29,312 | Trimmed |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $5.5M | 2.33% | 92,971 | Added |
| 9 | BCI | ABRDN ETFS | $4.8M | 2.05% | 215,854 | Added |
| 10 | WWJD | NORTHERN LTS FD TR IV | $3.1M | 1.33% | 81,787 | Added |
| 11 | AAPL | APPLE INC | $3.0M | 1.28% | 10,415 | Added |
| 12 | MSFT | MICROSOFT CORP | $2.6M | 1.12% | 7,066 | Added |
| 13 | IVV | ISHARES TR | $2.5M | 1.06% | 3,335 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $2.3M | 1.00% | 6,565 | Trimmed |
| 15 | TPL | TEXAS PACIFIC LAND CORPORATI | $2.0M | 0.83% | 4,470 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.68% | 3,185 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $1.5M | 0.64% | 2,005 | Added |
| 18 | AVGO | BROADCOM INC | $1.5M | 0.64% | 3,975 | Added |
| 19 | SCHF | SCHWAB STRATEGIC TR | $1.3M | 0.57% | 48,425 | Trimmed |
| 20 | GE | GE AEROSPACE | $1.3M | 0.56% | 3,541 | Added |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.3M | 0.55% | 2,711 | Added |
| 22 | FBND | FIDELITY MERRIMACK STR TR | $1.2M | 0.49% | 25,391 | Added |
| 23 | AME | AMETEK INC | $1.1M | 0.48% | 4,706 | Added |
| 24 | ORLY | OREILLY AUTOMOTIVE INC | $1.1M | 0.46% | 11,688 | Added |
| 25 | ASML | ASML HLDG NV | $1.1M | 0.45% | 528 | Added |
Source: SEC Form 13F filings · as of 2026-06-30