StockDriftsStockDriftsTop 50 Plan A Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PTL | NORTHERN LTS FD TR IV | 19.36% | 159.1K | $45.5M | +4.69%(+7.13K) | $224.06(+29.16%) | 2026-06-30 | |
| OAIM | UNIFIED SER TR | 13.33% | 655.3K | $31.3M | +3.32%(+21.07K) | $36.11(+30.97%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 7.96% | 25 | $18.7M | +0.00%(+0) | $686050.00(+14.53%) | 2026-06-30 | |
| TPSC | TIMOTHY PLAN | 3.73% | 182.7K | $8.8M | +3.52%(+6.21K) | $38.69(+26.07%) | 2026-06-30 | |
| IBD | NORTHERN LTS FD TR IV | 3.26% | 322.0K | $7.7M | +8.30%(+24.68K) | $23.87(-0.88%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.96% | 288.5K | $7.0M | +7.47%(+20.05K) | $24.32(-1.05%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.49% | 29.3K | $5.9M | -0.04%(-12) | $128.85(+71.10%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.33% | 93.0K | $5.5M | +13.24%(+10.87K) | $59.42(-1.77%) | 2026-06-30 | |
| BCI | ABRDN ETFS | 2.05% | 215.9K | $4.8M | +0.84%(+1.79K) | $20.96(+16.40%) | 2026-06-30 | |
| WWJD | NORTHERN LTS FD TR IV | 1.33% | 81.8K | $3.1M | +1.64%(+1.32K) | $30.92(+31.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.42% |
Plan A Wealth LLC reports $235.07M in US-listed equity holdings across 194 positions in its most recent 13F filing. Its largest disclosed positions are PTL (19.4%), OAIM (13.3%) and BRK.A (8.0%). The top 20 holdings account for 67.18% of reported assets. Its disclosed equity book has returned +26.95% cumulatively over 6 quarters. Figures reflect the Q2 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