Plan A Wealth LLC Portfolio Holdings

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

Plan A Wealth LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $197 Billion distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Northern Lts Fd Tr Iv with a value of $33.9B, Unified Ser Tr Oneascent Intl with a value of $23.6B, Berkshire Hathaway Inc with a value of $21.9B, Timothy Plan U S Sm Cap Core E with a value of $6.99B, and Northern Lts Fd Tr Iv Inspire with a value of $5.75B.

Examining the 13F form we can see an increase of $20.1B in the current position value, from $176B to 197B. Also it can be appreciated an additional of 21 stocks purchases and 4 closed positions.

Plan A Wealth LLC is based out at Lincoln, NE

Below you can find more details about Plan A Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $197 Billion
ETFs: $54.9 Billion
Financial Services: $33.3 Billion
Technology: $18.1 Billion
Healthcare: $6.37 Billion
Consumer Cyclical: $5.3 Billion
Industrials: $4.72 Billion
Energy: $4.35 Billion
Communication Services: $2.4 Billion
Other: $5.67 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Northern Lts Fd Tr Iv
-
$33.9 Billion 17.24% of portfolio
-
Q3 2025 Added 24.17%
-
$23.6 Billion 12.03% of portfolio
-
Q3 2025 Added 21.22%
$439B
$21.9 Billion 11.13% of portfolio
29
Q3 2025 Reduced 3.33%
$0
$6.99 Billion 3.56% of portfolio
168,208
Q3 2025 Added 7.81%
$0
$5.75 Billion 2.93% of portfolio
238,168
Q3 2025 Added 24.7%
$495B
$5.6 Billion 2.85% of portfolio
29,997
Q3 2025 Added 1.86%
$0
$5.58 Billion 2.84% of portfolio
228,661
Q3 2025 Added 22.45%
$0
$4.1 Billion 2.08% of portfolio
68,224
Q3 2025 Added 25.85%
$0
$4.07 Billion 2.07% of portfolio
189,001
Q3 2025 Added 19.04%
$3.83T
$3.57 Billion 1.82% of portfolio
6,900
Q3 2025 Added 7.43%
$0
$3.35 Billion 1.7% of portfolio
94,928
Q3 2025 Reduced 16.98%
$635B
$2.57 Billion 1.31% of portfolio
5,111
Q3 2025 Reduced 0.95%
$4.34T
$2.53 Billion 1.29% of portfolio
9,948
Q3 2025 Added 2.61%
$0
$1.74 Billion 0.88% of portfolio
2,598
Q3 2025 Added 8.34%
$7.05B
$1.61 Billion 0.82% of portfolio
1,725
Q4 2024 New
$1.66T
$1.48 Billion 0.75% of portfolio
6,094
Q3 2025 Added 4.92%
$0
$1.15 Billion 0.58% of portfolio
19,168
Q3 2025 Added 6.81%
$0
$1.1 Billion 0.56% of portfolio
3,736
Q3 2025 Reduced 39.27%
$332B
$1.08 Billion 0.55% of portfolio
3,597
Q3 2025 Reduced 0.08%
$0
$1.05 Billion 0.54% of portfolio
24,247
Q3 2025 Reduced 59.11%
$907B
$1.04 Billion 0.53% of portfolio
3,311
Q3 2025 Reduced 11.54%
$5.89B
$1.01 Billion 0.51% of portfolio
9,374
Q3 2025 Added 14.6%
$0
$1 Billion 0.51% of portfolio
10,544
Q3 2025 Reduced 32.05%
$143B
$981 Million 0.5% of portfolio
2,972
Q3 2025 Added 5.5%
$0
$948 Million 0.48% of portfolio
22,156
Q3 2025 Reduced 56.13%
$416B
$870 Million 0.44% of portfolio
940
Q3 2025 Added 6.21%
$0
$836 Million 0.43% of portfolio
15,431
Q3 2025 Added 4.65%
$0
$824 Million 0.42% of portfolio
1,237
Q3 2025 Added 53.66%
$45.5B
$788 Million 0.4% of portfolio
4,189
Q3 2025 Added 7.69%
$0
$762 Million 0.39% of portfolio
32,476
Q3 2025 Added 10.88%
$0
$754 Million 0.38% of portfolio
32,375
Q3 2025 Added 39.66%
$1.52T
$742 Million 0.38% of portfolio
2,657
Q3 2025 Reduced 3.77%
$17.8B
$736 Million 0.37% of portfolio
14,612
Q3 2025 Added 7.13%
$148B
$723 Million 0.37% of portfolio
2,875
Q3 2025 Added 7.08%
$527B
$708 Million 0.36% of portfolio
1,244
Q3 2025 Added 5.78%
$2.54T
$714 Million 0.36% of portfolio
3,250
Q3 2025 Reduced 12.99%
$669B
$711 Million 0.36% of portfolio
2,527
Q3 2025 Added 5.2%
$68.8B
$689 Million 0.35% of portfolio
6,165
Q3 2025 Added 7.67%
$173B
$694 Million 0.35% of portfolio
11,628
Q3 2025 Added 7.69%
$47.6B
$691 Million 0.35% of portfolio
1,385
Q3 2025 Added 14.46%
$331B
$690 Million 0.35% of portfolio
8,228
Q3 2025 Reduced 24.14%
$269B
$658 Million 0.34% of portfolio
1,982
Q3 2025 Added 7.83%
$270B
$660 Million 0.34% of portfolio
2,339
Q3 2025 Added 6.95%
$0
$667 Million 0.34% of portfolio
25,336
Q3 2025 Added 8.13%
$26.5B
$648 Million 0.33% of portfolio
2,642
Q3 2025 Added 6.88%
$0
$650 Million 0.33% of portfolio
1,061
Q3 2025 Added 3.82%
$0
$617 Million 0.31% of portfolio
8,293
Q3 2025 Reduced 0.43%
$266B
$603 Million 0.31% of portfolio
8,423
Q3 2025 Added 10.51%
-
$612 Million 0.31% of portfolio
-
Q3 2025 Added 12.27%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $197 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 90 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 47 stocks
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