Plan A Wealth LLC Reduced Holdings in Q3 2025

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-35.1K
- 59.11%
$39.06 - $43.42 $1.37M - $1.52M
24.2K $1.05B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-30.7K
- 51.69%
$42.67 - $46.91 $1.31M - $1.44M
28.7K $1.35B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-28.3K
- 56.13%
$39.8 - $42.86 $1.13M - $1.21M
22.2K $948M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-10K
- 56.87%
$72.65 - $78.68 $726K - $786K
7.58K $594M
VO
Vanguard Mid Cap ETF

ETFs
-2.42K
- 39.27%
$279.83 - $293.74 $676K - $710K
3.74K $1.1B
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-13.7K
- 59.24%
$44.8 - $46.43 $614K - $636K
9.43K $437M
BIBL
Northern Lts Fd Tr Iv

ETFs
-15.3K
- 58.12%
$41.43 - $44.43 $635K - $681K
11K $491M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-19.4K
- 16.98%
$33.76 - $35.55 $655K - $690K
94.9K $3.35B
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-3.96K
- 56.21%
$154.79 - $169.41 $613K - $671K
3.09K $511M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13.5K
- 54.78%
$42.26 - $47.16 $569K - $636K
11.1K $515M
EMB
Ishares Tr

ETFs
-4.97K
- 32.05%
$91.52 - $95.59 $455K - $475K
10.5K $1B
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
-11.8K
- 39.93%
$23.38 - $24.24 $277K - $287K
17.8K $425M
VIDI
Vident Intl Equity Fd

ETFs
-10.6K
- 54.38%
$29.52 - $32.46 $313K - $344K
8.9K $286M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-6.34K
- 40.96%
N/A
9.14K $408M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-7.86K
- 29.11%
$25.21 - $25.99 $198K - $204K
19.1K $495M
WFC
Wells Fargo & Company

Financial Services
-2.62K
- 24.14%
$77.05 - $85.16 $202K - $223K
8.23K $690M
Victory Portfolios Ii
-4.83K
- 42.54%
N/A
6.53K $245M
IRBO
Ishares Robotics & Artificial

ETFs
-4.68K
- 27.96%
N/A
12K $551M
AMZN
Amazon Com Inc

Consumer Cyclical
-485
- 12.99%
$211.65 - $238.24 $103K - $116K
3.25K $714M
OALC
Unified Ser Tr Oneascent Large
-3.14K
- 27.92%
N/A
8.1K $282M
Strategy Shs
-2.44K
- 18.71%
N/A
10.6K $284M
CMCSA
Comcast Corp

Communication Services
-369
- 5.27%
$31.41 - $36.33 $11.6K - $13.4K
6.64K $209M
JPM
Jpmorgan Chase & CO

Financial Services
-432
- 11.54%
$282.78 - $316.06 $122K - $137K
3.31K $1.04B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 5.45%
$5364.25 - $5815.92 $16.1K - $17.4K
52 $281M
VUG
Vanguard Growth ETF

ETFs
-133
- 19.0%
$433.97 - $484.08 $57.7K - $64.4K
567 $272M
WRB
Berkley W R Corp

Financial Services
-397
- 13.19%
$67.78 - $76.62 $26.9K - $30.4K
2.61K $200M
IWR
Ishares Russell Mid Cap ETF

ETFs
-200
- 6.42%
$92.26 - $97.51 $18.5K - $19.5K
2.92K $281M
IEFA
Ishares Tr

ETFs
-258
- 4.78%
$81.7 - $87.53 $21.1K - $22.6K
5.14K $449M
YUM
Yum Brands Inc

Consumer Cyclical
-62
- 2.4%
$139.5 - $153.94 $8.65K - $9.54K
2.52K $382M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-36
- 0.43%
$72.57 - $74.72 $2.61K - $2.69K
8.29K $617M
IEMG
Ishares Inc

ETFs
-304
- 7.1%
N/A
3.98K $262M
VTV
Vanguard Value ETF

ETFs
-36
- 2.16%
$175.51 - $186.57 $6.32K - $6.72K
1.63K $305M
PFE
Pfizer Inc

Healthcare
-103
- 0.93%
$23.29 - $25.88 $2.4K - $2.67K
11K $281M
BAC
Bank Of America Corp

Financial Services
-253
- 4.02%
$44.92 - $52.42 $11.4K - $13.3K
6.04K $311M
IDV
Ishares Tr

ETFs
-174
- 1.71%
$34.54 - $37.28 $6.01K - $6.49K
10K $366M
MKL
Markel Corp

Financial Services
-3
- 2.42%
$1898.34 - $2031.8 $5.7K - $6.1K
121 $231M
CX
Cemex Sab De Cv

Basic Materials
-438
- 3.93%
$7.1 - $9.55 $3.11K - $4.18K
10.7K $96.3M
PEP
Pepsico Inc

Consumer Defensive
-59
- 1.45%
$133.81 - $152.16 $7.89K - $8.98K
4.01K $562M
IWM
Ishares Russell 2000 ETF

ETFs
-76
- 4.32%
$214.92 - $244.84 $16.3K - $18.6K
1.68K $407M
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.09%
$303.93 - $329.86 $304 - $330
1.05K $346M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-49
- 0.95%
$459.11 - $506.91 $22.5K - $24.8K
5.11K $2.57B
JNJ
Johnson & Johnson

Healthcare
-66
- 2.35%
$155.17 - $185.42 $10.2K - $12.2K
2.75K $509M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-104
- 3.77%
$224.68 - $282.71 $23.4K - $29.4K
2.66K $742M
GE
General Electric CO

Industrials
-3
- 0.08%
$244.75 - $305.63 $734 - $917
3.6K $1.08B
Ge Vernova Inc
-5
- 0.55%
N/A
904 $556M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 3.33%
$692600.0 - $759798.0 $693K - $760K
29 $21.9B
Activity Summary
Buys All Purchases 111 New Holdings 21 Increased Positions 90 Sells All Sells 51 Reductions 47 Sold out 4 Options Calls 0 Puts 0
Track This Portfolio

Track Plan A Wealth LLC Portfolio

Follow Plan A Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan A Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan A Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email