StockDriftsStockDriftsTop 50 Plan A Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PTL | NORTHERN LTS FD TR IV | 16.27% | 167.5K | $45.6M | +5.26%(+8.36K) | $226.81(+18.71%) | 2026-09-30 | |
| OAIM | UNIFIED SER TR | 11.6% | 680.1K | $32.5M | +3.79%(+24.85K) | $36.54(+26.63%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.34% | 53.4K | $17.8M | +412.30%(+42.94K) | $295.00(+16.25%) | 2026-09-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5.33% | 20 | $14.9M | -20.00%(-5) | $686050.00(+16.42%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.71% | 41.7K | $10.4M | +1683.38%(+39.39K) | $241.45(+8.70%) | 2026-09-30 | |
| IBD | NORTHERN LTS FD TR IV | 3.25% | 395.8K | $9.1M | +22.91%(+73.78K) | $23.78(-3.06%) | 2026-09-30 | |
| TPSC | TIMOTHY PLAN | 3.01% | 188.4K | $8.4M | +3.14%(+5.73K) | $38.92(+16.09%) | 2026-09-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.65% | 310.7K | $7.4M | +7.69%(+22.18K) | $24.29(-1.62%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.48% | 30.4K | $6.9M | +3.76%(+1.10K) | $131.94(+64.53%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.15% | 106.4K | $6.0M | +14.43%(+13.42K) | $59.22(-3.76%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.32% |
Plan A Wealth LLC reports $280.11M in US-listed equity holdings across 203 positions in its most recent 13F filing. Its largest disclosed positions are PTL (16.3%), OAIM (11.6%) and AAPL (6.3%). The top 20 holdings account for 69.49% of reported assets. Its disclosed equity book has returned +26.00% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Plan A Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2093645). View Plan A Wealth LLC’s 13F filings on SEC