Plan A Wealth
Latest statistics and disclosures from Plan A Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PTL, OAIM, AAPL, BRK.A, AMZN, and represent 43.26% of Plan A Wealth's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$14M), AMZN (+$9.8M), ADI (+$5.6M), JNJ, IJK, PTL, IBD, OAIM, FBND, VGIT.
- Started 16 new stock positions in LDUR, COHR, IGV, VGT, EQNR, ALB, TYL, RMD, ICE, TTD. NEOG, QQQ, SCHJ, LYB, SU, MPC.
- Reduced shares in these 10 stocks: BRK.A, PENG, APP, LII, RSPT, ASTS, BKNG, GIL, DDOG, BRK.B.
- Sold out of its positions in ASTS, APP, BKNG, GIL, RSPT, LII, PENG.
- Plan A Wealth was a net buyer of stock by $47M.
- Plan A Wealth has $280M in assets under management (AUM), dropping by 19.16%.
- Central Index Key (CIK): 0002093645
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Portfolio Holdings for Plan A Wealth
Plan A Wealth holds 203 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 16.3 | $46M | +5% | 168k | 272.14 |
|
| Unified Ser Tr Oneascent Intl (OAIM) | 11.6 | $33M | +3% | 680k | 47.79 |
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| Apple (AAPL) | 6.3 | $18M | +412% | 53k | 333.02 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.3 | $15M | -20% | 20.00 | 747005.00 |
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| Amazon (AMZN) | 3.7 | $10M | +1683% | 42k | 249.15 |
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| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 3.3 | $9.1M | +22% | 396k | 23.00 |
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| Timothy Plan U S Sm Cp Core (TPSC) | 3.0 | $8.4M | +3% | 188k | 44.70 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.6 | $7.4M | +7% | 311k | 23.86 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $6.9M | +3% | 30k | 228.38 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.2 | $6.0M | +14% | 106k | 56.66 |
|
| Analog Devices (ADI) | 2.1 | $6.0M | +1635% | 15k | 396.73 |
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| Abrdn Etfs Bbrg All Comd K1 (BCI) | 2.0 | $5.7M | +2% | 220k | 25.87 |
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| Johnson & Johnson (JNJ) | 1.5 | $4.2M | +495% | 16k | 264.75 |
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| Microsoft Corporation (MSFT) | 1.3 | $3.7M | 7.2k | 512.94 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.3 | $3.5M | +1455% | 32k | 109.61 |
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| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 1.1 | $3.2M | 82k | 38.77 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $2.8M | +9% | 3.6k | 765.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.3M | 6.7k | 344.09 |
|
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $2.2M | +40% | 2.8k | 762.85 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $1.9M | +75% | 45k | 43.30 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $1.7M | +27% | 62k | 27.47 |
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| Texas Pacific Land Corp (TPL) | 0.5 | $1.5M | 4.5k | 325.83 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.4M | -9% | 2.9k | 497.99 |
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| Broadcom (AVGO) | 0.5 | $1.4M | 4.0k | 351.21 |
|
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $1.2M | 2.7k | 456.19 |
|
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.4 | $1.2M | 16k | 77.67 |
|
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| Ametek (AME) | 0.4 | $1.2M | 4.8k | 247.74 |
|
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| Ge Aerospace Com New (GE) | 0.4 | $1.1M | -2% | 3.5k | 312.29 |
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| Totalenergies Se Act (TTE) | 0.4 | $1.1M | 13k | 85.50 |
|
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| O'reilly Automotive (ORLY) | 0.4 | $1.1M | +5% | 12k | 85.41 |
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| Orix Corp Sponsored Adr (IX) | 0.4 | $1.0M | 28k | 37.71 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.0M | 1.2k | 910.37 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $978k | +2% | 540.00 | 1811.67 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $953k | 43k | 22.10 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $938k | 31k | 30.00 |
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| Nucor Corporation (NUE) | 0.3 | $931k | 4.0k | 233.78 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.3 | $927k | +3% | 11k | 84.85 |
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| Wal-Mart Stores (WMT) | 0.3 | $925k | +266% | 8.9k | 103.92 |
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| Iqvia Holdings (IQV) | 0.3 | $902k | -3% | 3.4k | 268.85 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $879k | 1.6k | 551.49 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $842k | 1.2k | 700.86 |
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| CBOE Holdings (CBOE) | 0.3 | $832k | +2% | 3.0k | 275.32 |
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| Sun Life Financial (SLF) | 0.3 | $827k | 11k | 77.97 |
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| Shell Spon Ads (SHEL) | 0.3 | $824k | 8.7k | 95.06 |
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| Ge Vernova (GEV) | 0.3 | $807k | -6% | 849.00 | 950.49 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.3 | $786k | 25k | 31.60 |
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| Eli Lilly & Co. (LLY) | 0.3 | $779k | 673.00 | 1157.12 |
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| Unified Ser Tr Oneascent Emgrg (OAEM) | 0.3 | $772k | 16k | 49.21 |
|
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.3 | $767k | -5% | 9.8k | 78.43 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $767k | -2% | 11k | 70.61 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $763k | +33% | 3.7k | 208.05 |
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| American Express Company (AXP) | 0.3 | $758k | 2.5k | 304.12 |
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| Roper Industries (ROP) | 0.3 | $731k | +5% | 2.1k | 349.43 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.3 | $724k | 23k | 31.47 |
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| AFLAC Incorporated (AFL) | 0.3 | $722k | 6.5k | 111.79 |
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| Regions Financial Corporation (RF) | 0.3 | $715k | 27k | 26.88 |
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| Cisco Systems (CSCO) | 0.3 | $708k | -3% | 6.6k | 107.63 |
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| Merck & Co (MRK) | 0.2 | $687k | -2% | 4.7k | 145.31 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $679k | -5% | 2.1k | 330.83 |
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| McKesson Corporation (MCK) | 0.2 | $667k | 781.00 | 853.83 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $665k | +3% | 3.6k | 183.10 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.2 | $663k | -11% | 13k | 51.76 |
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| Deere & Company (DE) | 0.2 | $645k | +2% | 960.00 | 671.60 |
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| Lowe's Companies (LOW) | 0.2 | $642k | +2% | 3.5k | 184.32 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $632k | 2.6k | 241.31 |
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| Qualcomm (QCOM) | 0.2 | $631k | 3.4k | 184.07 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.2 | $626k | 8.0k | 78.32 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $625k | NEW | 845.00 | 739.77 |
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| International Business Machines (IBM) | 0.2 | $620k | +2% | 2.8k | 219.96 |
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| Wells Fargo & Company (WFC) | 0.2 | $615k | 7.7k | 80.05 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $615k | 3.6k | 172.32 |
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| Cheniere Energy Com New (LNG) | 0.2 | $612k | +2% | 2.3k | 269.03 |
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| Amgen (AMGN) | 0.2 | $603k | 1.4k | 421.61 |
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| Kraft Heinz (KHC) | 0.2 | $569k | 25k | 22.72 |
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| Mettler-Toledo International (MTD) | 0.2 | $564k | 373.00 | 1510.95 |
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| Nextera Energy (NEE) | 0.2 | $557k | 7.4k | 75.74 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $545k | 9.2k | 59.31 |
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| Dole Ord Shs (DOLE) | 0.2 | $534k | +5% | 42k | 12.71 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.2 | $529k | +2% | 19k | 28.22 |
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| Union Pacific Corporation (UNP) | 0.2 | $523k | +61% | 1.9k | 272.13 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $512k | +13% | 14k | 35.93 |
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| Medtronic SHS (MDT) | 0.2 | $511k | +2% | 5.9k | 86.29 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $510k | +15% | 6.7k | 75.63 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $509k | -12% | 10k | 50.21 |
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| Pepsi (PEP) | 0.2 | $500k | 3.9k | 126.72 |
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| Unified Ser Tr Onea Enh Sma Etf (OASC) | 0.2 | $487k | 14k | 33.89 |
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| Relx Sponsored Adr (RELX) | 0.2 | $486k | +3% | 15k | 33.18 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $480k | +3% | 2.6k | 183.37 |
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| Smucker J M Com New (SJM) | 0.2 | $479k | 4.0k | 118.91 |
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| Edwards Lifesciences (EW) | 0.2 | $471k | +2% | 5.5k | 86.32 |
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| Phillips 66 (PSX) | 0.2 | $460k | 1.8k | 255.31 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $454k | 2.3k | 195.75 |
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| Transmedics Group (TMDX) | 0.2 | $448k | +3% | 5.4k | 83.45 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.2 | $447k | +23% | 13k | 35.00 |
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| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.2 | $443k | +15% | 9.1k | 48.53 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $442k | 1.8k | 239.94 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $415k | 7.7k | 53.75 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $414k | +13% | 10k | 39.91 |
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| Stryker Corporation (SYK) | 0.1 | $410k | +3% | 1.5k | 275.41 |
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| Unified Ser Tr Onea Core Bd Etf (OACP) | 0.1 | $408k | +4% | 19k | 21.63 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $404k | 4.2k | 96.88 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $394k | 1.1k | 374.24 |
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| Oracle Corporation (ORCL) | 0.1 | $385k | 2.8k | 137.31 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $385k | -3% | 4.2k | 90.86 |
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| Peoples Ban (PEBO) | 0.1 | $380k | 10k | 36.59 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.1 | $373k | -3% | 15k | 24.36 |
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| Kla Corp Com New (KLAC) | 0.1 | $362k | -2% | 1.9k | 194.93 |
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| Caterpillar (CAT) | 0.1 | $358k | -10% | 442.00 | 810.87 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $357k | NEW | 8.6k | 41.60 |
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| Expedia Group Com New (EXPE) | 0.1 | $356k | +2% | 1.4k | 263.36 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $356k | +8% | 1.9k | 187.05 |
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| Alexandria Real Estate Equities (ARE) | 0.1 | $356k | +4% | 7.5k | 47.46 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $350k | NEW | 2.8k | 125.68 |
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| Mosaic (MOS) | 0.1 | $349k | +4% | 16k | 21.65 |
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| Garmin SHS (GRMN) | 0.1 | $348k | +4% | 1.2k | 286.90 |
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| Capital Group International SHS (CGIC) | 0.1 | $340k | +13% | 9.4k | 35.98 |
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| Intercontinental Exchange (ICE) | 0.1 | $339k | NEW | 2.2k | 152.05 |
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| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.1 | $339k | -12% | 6.6k | 51.19 |
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| Yum! Brands (YUM) | 0.1 | $338k | 2.5k | 136.34 |
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| Unified Ser Tr Oneascent Large (OALC) | 0.1 | $334k | 8.1k | 41.13 |
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| Eni Spa Sponsored Adr (E) | 0.1 | $325k | +33% | 6.0k | 54.30 |
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| Nice Sponsored Adr (NICE) | 0.1 | $324k | +26% | 2.9k | 111.27 |
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| Nutanix Cl A (NTNX) | 0.1 | $324k | -16% | 4.6k | 70.41 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $321k | -13% | 3.6k | 89.76 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $311k | 2.9k | 106.71 |
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| EOG Resources (EOG) | 0.1 | $311k | +17% | 2.3k | 137.81 |
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| Fiserv (FISV) | 0.1 | $309k | +4% | 6.8k | 45.18 |
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| Zoetis Cl A (ZTS) | 0.1 | $308k | +9% | 4.4k | 69.84 |
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| Technipfmc (FTI) | 0.1 | $308k | +17% | 4.5k | 67.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $308k | 1.1k | 277.89 |
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| Tesla Motors (TSLA) | 0.1 | $305k | -17% | 860.00 | 354.81 |
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| Dex (DXCM) | 0.1 | $305k | +2% | 3.5k | 86.29 |
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| Suncor Energy (SU) | 0.1 | $304k | NEW | 4.5k | 67.87 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $303k | -10% | 7.2k | 42.20 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $301k | NEW | 5.2k | 57.47 |
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| SLB Com Stk (SLB) | 0.1 | $297k | +22% | 6.1k | 48.72 |
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| Genuine Parts Company (GPC) | 0.1 | $294k | 2.3k | 125.78 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $294k | +10% | 2.0k | 143.52 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.1 | $293k | -11% | 1.2k | 244.66 |
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| Smith & Nephew Spdn Adr New (SNN) | 0.1 | $290k | +25% | 11k | 26.96 |
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| Park National Corporation (PRK) | 0.1 | $290k | 1.6k | 178.66 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $287k | +12% | 4.1k | 70.01 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $281k | +6% | 3.5k | 79.39 |
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| Corpay Com Shs (CPAY) | 0.1 | $280k | -3% | 721.00 | 388.60 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $279k | +14% | 3.0k | 94.19 |
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| Icl Group SHS (ICL) | 0.1 | $279k | +20% | 56k | 5.02 |
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| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $278k | +9% | 132k | 2.10 |
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| Inmode SHS (INMD) | 0.1 | $272k | +8% | 19k | 14.17 |
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| Bank of America Corporation (BAC) | 0.1 | $269k | 4.9k | 54.43 |
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| ResMed (RMD) | 0.1 | $269k | NEW | 1.2k | 221.12 |
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| Cintas Corporation (CTAS) | 0.1 | $268k | +8% | 1.4k | 195.08 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $266k | +20% | 2.1k | 128.35 |
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| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 0.1 | $265k | NEW | 11k | 24.10 |
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| West Pharmaceutical Services (WST) | 0.1 | $263k | -18% | 708.00 | 370.78 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $259k | -13% | 4.9k | 52.86 |
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| Tyler Technologies (TYL) | 0.1 | $258k | NEW | 811.00 | 318.60 |
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| Datadog Cl A Com (DDOG) | 0.1 | $257k | -44% | 937.00 | 273.85 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $256k | -12% | 1.1k | 237.53 |
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| Dollar General (DG) | 0.1 | $256k | +16% | 2.1k | 119.58 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $252k | 3.1k | 81.16 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $252k | +2% | 4.6k | 55.01 |
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| Walt Disney Company (DIS) | 0.1 | $250k | -3% | 2.4k | 104.93 |
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| Steel Dynamics (STLD) | 0.1 | $246k | -2% | 1.1k | 221.61 |
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| Elbit Sys Ord (ESLT) | 0.1 | $246k | +36% | 360.00 | 682.01 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $245k | NEW | 2.6k | 94.11 |
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| IDEXX Laboratories (IDXX) | 0.1 | $244k | +21% | 468.00 | 522.19 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $244k | 400.00 | 609.00 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $243k | 6.5k | 37.34 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $236k | -11% | 2.8k | 85.43 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $235k | 8.4k | 27.96 |
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| Atmos Energy Corporation (ATO) | 0.1 | $233k | +20% | 1.5k | 156.48 |
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| Strategy Even High Di Etf (ELCV) | 0.1 | $231k | 7.6k | 30.31 |
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| Paccar (PCAR) | 0.1 | $229k | +6% | 2.1k | 109.83 |
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| D.R. Horton (DHI) | 0.1 | $228k | 1.7k | 136.67 |
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| Simon Property (SPG) | 0.1 | $228k | 1.1k | 200.88 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $225k | NEW | 570.00 | 395.42 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $225k | -36% | 4.2k | 53.36 |
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| Vivmark Residential Sh Ben Int (VMRK) | 0.1 | $223k | 3.7k | 60.77 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $220k | +9% | 2.8k | 78.14 |
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| Public Storage (PSA) | 0.1 | $219k | 775.00 | 282.96 |
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| Coherent Corp (COHR) | 0.1 | $215k | NEW | 747.00 | 287.81 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $214k | +5% | 1.4k | 157.71 |
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| CenterPoint Energy (CNP) | 0.1 | $214k | +14% | 5.8k | 36.80 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $210k | +2% | 9.5k | 22.04 |
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| Pentair SHS (PNR) | 0.1 | $207k | +27% | 3.9k | 53.00 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $205k | 722.00 | 284.49 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $205k | NEW | 1.9k | 106.48 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $202k | -16% | 3.7k | 54.16 |
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| Albemarle Corporation (ALB) | 0.1 | $201k | NEW | 1.9k | 105.78 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $168k | NEW | 14k | 12.17 |
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| Dws Municipal Income Cf non-tax cef (KTF) | 0.0 | $140k | 17k | 8.10 |
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| Neogen Corporation (NEOG) | 0.0 | $133k | NEW | 10k | 12.80 |
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| Blackrock Muniyield Quality Fund (MQY) | 0.0 | $127k | -8% | 13k | 9.93 |
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| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $114k | +24% | 16k | 7.32 |
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| Companhia Siderurgica Nacion Sponsored Adr (SID) | 0.0 | $93k | +56% | 87k | 1.06 |
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| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $91k | +8% | 19k | 4.72 |
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| Goodyear Tire & Rubber Company (GT) | 0.0 | $82k | +22% | 17k | 4.97 |
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| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $82k | +22% | 23k | 3.52 |
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| Enel Chile Sa Sponsored Adr (ENIC) | 0.0 | $81k | +5% | 19k | 4.23 |
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| Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) | 0.0 | $77k | -2% | 16k | 4.82 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $77k | +22% | 14k | 5.31 |
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| Turkcell Iletisim Spon Adr New (TKC) | 0.0 | $68k | +16% | 14k | 4.94 |
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| Lg Display Spons Adr Rep (LPL) | 0.0 | $68k | +40% | 23k | 2.95 |
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Past Filings by Plan A Wealth
SEC 13F filings are viewable for Plan A Wealth going back to 2025
- Plan A Wealth 2026 Q3 filed Oct. 8, 2026
- Plan A Wealth 2026 Q2 filed July 14, 2026
- Plan A Wealth 2026 Q1 filed May 15, 2026
- Plan A Wealth 2025 Q4 filed Feb. 6, 2026
- Plan A Wealth 2024 Q4 filed Nov. 6, 2025
- Plan A Wealth 2025 Q1 filed Nov. 6, 2025
- Plan A Wealth 2025 Q2 filed Nov. 6, 2025
- Plan A Wealth 2025 Q3 filed Nov. 6, 2025