Plan A Wealth LLC - Portfolio Stock Holdings
Plan A Wealth LLC disclosed 210 stock positions in a recent SEC 13F filing. $235,105,872 of stock holdings were filed, with the largest holdings including PTL, OAIM, and BRK.A. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $433,790,573 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
210Est. Stock Holding Value:
$235,105,872Top Stock Holdings By Sector
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Portfolio Stock Holdings - Plan A Wealth LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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