Plan A Wealth LLC - Portfolio overview

Plan A Wealth LLC has 206 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. PTL - NORTHERN LTS FD TR IV, 17.57%
2. OAIM - UNIFIED SER TR, 12.60%
3. BRKA - BERKSHIRE HATHAWAY INC DEL, 8.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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