Plan A Wealth LLC
Plan A Wealth LLC reported 194 positions worth $235.1M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: PTL (19.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PTL | SH | $45.5M | 19.36% | 159,100 | — | — | |
| ▸ 2 | OAIM | SH | $31.3M | 13.33% | 655,254 | — | — | |
| ▸ 3 | BRK-A | SH | $18.7M | 7.96% | 25 | — | — | |
| ▸ 4 | TPSC | SH | $8.8M | 3.73% | 182,718 | — | — | |
| ▸ 5 | IBD | SH | $7.7M | 3.26% | 322,041 | — | — | |
| ▸ 6 | SCHO | SH | $7.0M | 2.96% | 288,517 | — | — | |
| ▸ 7 | NVDA | SH | $5.9M | 2.49% | 29,312 | — | — | |
| ▸ 8 | VGIT | SH | $5.5M | 2.33% | 92,971 | — | — | |
| ▸ 9 | BCI | SH | $4.8M | 2.05% | 215,854 | — | — | |
| ▸ 10 | WWJD | SH | $3.1M | 1.33% | 81,787 | — | — |
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Frequently Asked Questions
What stocks does Plan A Wealth LLC hold as of Q2 2026?
Plan A Wealth LLC reported 194 positions worth $235.1M in its Q2 2026 13F filing. Largest positions: PTL (19.4%), OAIM (13.3%), BRK-A (8.0%), TPSC (3.7%) and IBD (3.3%).
What did Plan A Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Plan A Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.