Plan A Wealth LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PA Plan A Wealth LLC | Institutional Filer | ▲ 2.11% | $208.7M | 178 |
Current Portfolio Holdings
Showing all 178 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PTL | NORTHERN LTS FD TR IV | — | 152K | $38.1M | 18.24% |
| 2 | OAIM | UNIFIED SER TR | — | 634K | $27.3M | 13.08% |
| 3 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 25 | $18.0M | 8.60% |
| 4 | TPSC | TIMOTHY PLAN | — | 177K | $7.5M | 3.59% |
| 5 | IBD | NORTHERN LTS FD TR IV | — | 297K | $7.1M | 3.40% |
| 6 | SCHO | SCHWAB STRATEGIC TR | — | 268K | $6.5M | 3.12% |
| 7 | BCI | ABRDN ETFS | — | 214K | $5.2M | 2.49% |
| 8 | NVDA | NVIDIA Corporation | Technology | 29K | $5.1M | 2.45% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | — | 82K | $4.9M | 2.34% |
| 10 | WWJD | NORTHERN LTS FD TR IV | — | 80K | $3.0M | 1.44% |
| 11 | IVV | ISHARES TR | — | 4K | $2.8M | 1.32% |
| 12 | AAPL | Apple Inc. | Technology | 10K | $2.6M | 1.25% |
| 13 | MSFT | Microsoft Corporation | Technology | 7K | $2.5M | 1.22% |
| 14 | TPL | Texas Pacific Land Corporation | Energy | 5K | $2.5M | 1.18% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 5K | $2.2M | 1.06% |
Showing 1 to 15 of 178 holdings