Plan A Wealth
Latest statistics and disclosures from Plan A Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PTL, OAIM, BRK.A, TPSC, IBD, and represent 47.64% of Plan A Wealth's stock portfolio.
- Added to shares of these 10 stocks: PTL, OAIM, VGIT, IBD, VO, KLAC, SCHO, DDOG, FBND, NXPI.
- Started 31 new stock positions in SBS, RYAAY, DECK, CIG, EQR, XBI, IDXX, WMT, CPAY, DXCM.
- Reduced shares in these 10 stocks: BRK.B, IVV, VEA, , BN, , EQNR, TPL, VTI, PFE.
- Sold out of its positions in ABEV, BN, CARR, EIX, EQNR, IVW, IVE, MPC, MKL, NEOG. NEM, PFE, PLD, SU, LYB.
- Plan A Wealth was a net buyer of stock by $9.9M.
- Plan A Wealth has $235M in assets under management (AUM), dropping by 12.62%.
- Central Index Key (CIK): 0002093645
Tip: Access up to 7 years of quarterly data
Positions held by Plan A Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Plan A Wealth
Plan A Wealth holds 194 positions in its portfolio as reported in the June 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) | 19.4 | $46M | +4% | 159k | 286.09 |
|
| Unified Ser Tr Oneascent Intl (OAIM) | 13.3 | $31M | +3% | 655k | 47.83 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 8.0 | $19M | 25.00 | 748850.00 |
|
|
| Timothy Plan U S Sm Cp Core (TPSC) | 3.7 | $8.8M | +3% | 183k | 47.98 |
|
| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 3.3 | $7.7M | +8% | 322k | 23.77 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.0 | $7.0M | +7% | 289k | 24.14 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $5.9M | 29k | 200.09 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.3 | $5.5M | +13% | 93k | 58.98 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 2.1 | $4.8M | 216k | 22.34 |
|
|
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 1.3 | $3.1M | 82k | 38.13 |
|
|
| Apple (AAPL) | 1.3 | $3.0M | 10k | 289.37 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $2.6M | +2% | 7.1k | 373.03 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $2.5M | -21% | 3.3k | 748.93 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.3M | 6.6k | 357.38 |
|
|
| Texas Pacific Land Corp (TPL) | 0.8 | $2.0M | -13% | 4.5k | 437.64 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.6M | -31% | 3.2k | 500.39 |
|
| Broadcom (AVGO) | 0.6 | $1.5M | +8% | 4.0k | 377.77 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $1.5M | +9% | 2.0k | 746.77 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $1.3M | -15% | 48k | 27.70 |
|
| Ge Aerospace Com New (GE) | 0.6 | $1.3M | 3.5k | 373.73 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $1.3M | +7% | 2.7k | 477.57 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $1.2M | +53% | 25k | 45.49 |
|
| Ametek (AME) | 0.5 | $1.1M | +6% | 4.7k | 241.95 |
|
| O'reilly Automotive (ORLY) | 0.5 | $1.1M | +12% | 12k | 92.09 |
|
| Ge Vernova (GEV) | 0.5 | $1.1M | 907.00 | 1174.86 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.1M | +8% | 1.1k | 935.49 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $1.1M | +9% | 528.00 | 1989.44 |
|
| Orix Corp Sponsored Adr (IX) | 0.4 | $1.0M | +8% | 27k | 38.04 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $981k | +5% | 42k | 23.13 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.4 | $968k | +2% | 15k | 63.25 |
|
| Totalenergies Se Act (TTE) | 0.4 | $955k | +4% | 12k | 77.76 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $920k | +2% | 31k | 29.43 |
|
| Nucor Corporation (NUE) | 0.4 | $900k | +3% | 4.0k | 222.78 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.4 | $878k | +2% | 11k | 83.31 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $869k | +4% | 2.6k | 334.82 |
|
| American Express Company (AXP) | 0.4 | $832k | +10% | 2.5k | 338.27 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $830k | +234% | 10k | 80.57 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $825k | +5% | 1.2k | 686.81 |
|
| Sun Life Financial (SLF) | 0.3 | $818k | +8% | 10k | 78.42 |
|
| Cisco Systems (CSCO) | 0.3 | $805k | +2% | 6.9k | 117.46 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $804k | +11% | 1.6k | 513.62 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $793k | -39% | 11k | 71.25 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $792k | +7% | 660.00 | 1199.47 |
|
| Regions Financial Corporation (RF) | 0.3 | $791k | +9% | 26k | 30.20 |
|
| Unified Ser Tr Oneascent Emgrg (OAEM) | 0.3 | $776k | 16k | 49.89 |
|
|
| International Business Machines (IBM) | 0.3 | $775k | +10% | 2.8k | 281.24 |
|
| AFLAC Incorporated (AFL) | 0.3 | $766k | +3% | 6.5k | 117.26 |
|
| Lowe's Companies (LOW) | 0.3 | $751k | +10% | 3.4k | 220.52 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.3 | $748k | -15% | 14k | 51.78 |
|
| CBOE Holdings (CBOE) | 0.3 | $712k | +4% | 2.9k | 242.69 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $709k | -13% | 2.2k | 327.33 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.3 | $708k | 23k | 31.10 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $684k | 2.7k | 253.97 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.3 | $677k | +5% | 18k | 37.12 |
|
| Iqvia Holdings (IQV) | 0.3 | $670k | +18% | 3.5k | 193.22 |
|
| Roper Industries (ROP) | 0.3 | $670k | +10% | 2.0k | 338.41 |
|
| Shell Spon Ads (SHEL) | 0.3 | $668k | 8.6k | 77.54 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.3 | $663k | +12% | 25k | 27.11 |
|
| Nextera Energy (NEE) | 0.3 | $638k | +9% | 7.3k | 87.77 |
|
| Wells Fargo & Company (WFC) | 0.3 | $635k | -3% | 7.7k | 82.64 |
|
| Qualcomm (QCOM) | 0.3 | $632k | +4% | 3.4k | 184.81 |
|
| Merck & Co (MRK) | 0.3 | $625k | 4.9k | 128.50 |
|
|
| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.3 | $609k | 8.0k | 76.16 |
|
|
| Deere & Company (DE) | 0.3 | $595k | +14% | 938.00 | 634.37 |
|
| Toyota Motor Corp Ads (TM) | 0.3 | $591k | +11% | 3.5k | 168.42 |
|
| Kraft Heinz (KHC) | 0.3 | $589k | +2% | 25k | 23.62 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $587k | -15% | 12k | 50.39 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $586k | +4% | 2.8k | 212.78 |
|
| McKesson Corporation (MCK) | 0.2 | $583k | +11% | 771.00 | 755.61 |
|
| Kla Corp Com New (KLAC) | 0.2 | $574k | +980% | 1.9k | 301.71 |
|
| Amazon (AMZN) | 0.2 | $558k | -18% | 2.3k | 238.34 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $548k | -33% | 9.2k | 59.69 |
|
| Dole Ord Shs (DOLE) | 0.2 | $544k | +28% | 40k | 13.72 |
|
| Pepsi (PEP) | 0.2 | $542k | -2% | 4.0k | 135.40 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $528k | +20% | 2.2k | 239.01 |
|
| Caterpillar (CAT) | 0.2 | $527k | -3% | 495.00 | 1064.99 |
|
| Unified Ser Tr Onea Enh Sma Etf (OASC) | 0.2 | $519k | +14% | 14k | 35.94 |
|
| Amgen (AMGN) | 0.2 | $513k | +10% | 1.4k | 362.19 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.2 | $496k | -15% | 6.6k | 74.89 |
|
| Edwards Lifesciences (EW) | 0.2 | $480k | +11% | 5.3k | 90.46 |
|
| Mettler-Toledo International (MTD) | 0.2 | $468k | +10% | 366.00 | 1277.51 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $465k | +12% | 3.5k | 132.84 |
|
| Stryker Corporation (SYK) | 0.2 | $454k | +16% | 1.4k | 314.86 |
|
| Medtronic SHS (MDT) | 0.2 | $453k | +10% | 5.8k | 78.23 |
|
| Smucker J M Com New (SJM) | 0.2 | $449k | +16% | 4.0k | 112.50 |
|
| Relx Sponsored Adr (RELX) | 0.2 | $449k | +19% | 14k | 31.67 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $447k | -5% | 5.9k | 76.11 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $442k | 2.3k | 190.52 |
|
|
| Datadog Cl A Com (DDOG) | 0.2 | $442k | NEW | 1.7k | 260.36 |
|
| Tesla Motors (TSLA) | 0.2 | $440k | 1.0k | 420.71 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $425k | -4% | 4.4k | 96.43 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $424k | 13k | 33.84 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $412k | +10% | 2.8k | 146.56 |
|
| Unified Ser Tr Onea Core Bd Etf (OACP) | 0.2 | $409k | -5% | 18k | 22.71 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $407k | -3% | 7.7k | 52.76 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.2 | $406k | -8% | 16k | 25.52 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $403k | -18% | 4.2k | 96.58 |
|
| Peoples Ban (PEBO) | 0.2 | $399k | +8% | 10k | 38.41 |
|
| Yum! Brands (YUM) | 0.2 | $397k | 2.5k | 159.86 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.2 | $394k | +2% | 10k | 38.06 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $390k | -43% | 1.1k | 370.04 |
|
| Alexandria Real Estate Equities (ARE) | 0.2 | $380k | +25% | 7.2k | 52.85 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $373k | +13% | 1.8k | 205.02 |
|
| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.2 | $367k | 7.9k | 46.25 |
|
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.2 | $367k | -3% | 9.1k | 40.13 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $364k | -12% | 4.1k | 87.88 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $346k | NEW | 1.2k | 281.03 |
|
| Analog Devices (ADI) | 0.1 | $346k | 870.00 | 397.17 |
|
|
| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.1 | $345k | +13% | 7.5k | 45.75 |
|
| Transmedics Group (TMDX) | 0.1 | $343k | +33% | 5.2k | 66.42 |
|
| Expedia Group Com New (EXPE) | 0.1 | $338k | NEW | 1.3k | 255.88 |
|
| Unified Ser Tr Oneascent Large (OALC) | 0.1 | $336k | 8.2k | 41.03 |
|
|
| Penguin Solutions (PENG) | 0.1 | $335k | NEW | 4.4k | 76.01 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $333k | -30% | 1.1k | 300.45 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $331k | -16% | 8.0k | 41.43 |
|
| Mosaic (MOS) | 0.1 | $328k | +18% | 16k | 21.19 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $328k | -6% | 5.7k | 57.67 |
|
| Union Pacific Corporation (UNP) | 0.1 | $325k | 1.2k | 272.00 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $322k | 2.9k | 110.32 |
|
|
| Fiserv (FISV) | 0.1 | $322k | +14% | 6.6k | 49.05 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $314k | +21% | 2.5k | 124.44 |
|
| West Pharmaceutical Services (WST) | 0.1 | $313k | NEW | 871.00 | 359.01 |
|
| Phillips 66 (PSX) | 0.1 | $308k | -31% | 1.8k | 169.05 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $307k | NEW | 595.00 | 515.23 |
|
| Capital Group International SHS (CGIC) | 0.1 | $302k | -6% | 8.3k | 36.39 |
|
| Park National Corporation (PRK) | 0.1 | $297k | 1.6k | 182.99 |
|
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $290k | NEW | 4.5k | 64.75 |
|
| Zoetis Cl A (ZTS) | 0.1 | $289k | +59% | 4.0k | 71.87 |
|
| Bank of America Corporation (BAC) | 0.1 | $284k | -6% | 5.0k | 56.97 |
|
| Nutanix Cl A (NTNX) | 0.1 | $281k | NEW | 5.5k | 50.96 |
|
| Garmin SHS (GRMN) | 0.1 | $277k | +7% | 1.2k | 237.58 |
|
| Vaneck Etf Trust Biotech Etf (BBH) | 0.1 | $276k | -4% | 1.4k | 203.25 |
|
| Wal-Mart Stores (WMT) | 0.1 | $275k | NEW | 2.4k | 113.26 |
|
| Genuine Parts Company (GPC) | 0.1 | $275k | +22% | 2.3k | 118.00 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $271k | NEW | 3.1k | 87.04 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $270k | +14% | 1.9k | 145.78 |
|
| D.R. Horton (DHI) | 0.1 | $269k | NEW | 1.6k | 162.90 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.1 | $268k | 6.4k | 41.62 |
|
|
| Lennox International (LII) | 0.1 | $268k | NEW | 467.00 | 573.00 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $262k | NEW | 400.00 | 655.89 |
|
| Steel Dynamics (STLD) | 0.1 | $262k | +2% | 1.1k | 229.46 |
|
| Inmode SHS (INMD) | 0.1 | $259k | +20% | 18k | 14.62 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $258k | -36% | 3.1k | 82.84 |
|
| Simon Property (SPG) | 0.1 | $257k | NEW | 1.1k | 223.56 |
|
| Technipfmc (FTI) | 0.1 | $255k | -20% | 3.8k | 66.30 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $255k | -7% | 3.3k | 76.41 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $255k | NEW | 2.6k | 99.29 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $255k | NEW | 121k | 2.10 |
|
| Strategy Even High Di Etf (ELCV) | 0.1 | $249k | -6% | 7.6k | 32.87 |
|
| Corpay Com Shs (CPAY) | 0.1 | $249k | NEW | 747.00 | 333.27 |
|
| EOG Resources (EOG) | 0.1 | $249k | -11% | 1.9k | 129.71 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.1 | $248k | +16% | 8.6k | 28.81 |
|
| Public Storage (PSA) | 0.1 | $246k | NEW | 772.00 | 318.44 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $246k | 4.5k | 54.69 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $246k | 2.6k | 94.92 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $245k | NEW | 3.6k | 67.94 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $243k | 2.1k | 117.50 |
|
|
| Walt Disney Company (DIS) | 0.1 | $236k | 2.5k | 96.24 |
|
|
| Paccar (PCAR) | 0.1 | $235k | +8% | 2.0k | 120.14 |
|
| Pentair SHS (PNR) | 0.1 | $234k | NEW | 3.1k | 76.67 |
|
| SLB Com Stk (SLB) | 0.1 | $232k | -14% | 5.0k | 46.49 |
|
| Dex (DXCM) | 0.1 | $231k | NEW | 3.4k | 67.35 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $231k | NEW | 3.6k | 64.49 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $231k | +344% | 8.4k | 27.41 |
|
| Icl Group SHS (ICL) | 0.1 | $230k | +20% | 46k | 4.98 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $229k | -2% | 3.6k | 62.88 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $227k | NEW | 1.7k | 131.43 |
|
| CenterPoint Energy (CNP) | 0.1 | $224k | 5.1k | 44.04 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $221k | 2.5k | 88.86 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $221k | NEW | 9.3k | 23.68 |
|
| Booking Holdings (BKNG) | 0.1 | $219k | -3% | 1.2k | 178.24 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $219k | NEW | 722.00 | 303.12 |
|
| Cintas Corporation (CTAS) | 0.1 | $216k | NEW | 1.3k | 170.09 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $216k | 4.2k | 51.60 |
|
|
| Atmos Energy Corporation (ATO) | 0.1 | $212k | +4% | 1.2k | 172.31 |
|
| Dollar General (DG) | 0.1 | $212k | NEW | 1.8k | 115.11 |
|
| Eni Spa Sponsored Adr (E) | 0.1 | $211k | -21% | 4.5k | 46.86 |
|
| Nice Sponsored Adr (NICE) | 0.1 | $209k | +14% | 2.3k | 90.85 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $205k | +20% | 1.8k | 116.67 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $205k | NEW | 1.3k | 158.28 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $203k | NEW | 385.00 | 526.44 |
|
| Elbit Sys Ord (ESLT) | 0.1 | $200k | -23% | 264.00 | 758.72 |
|
| Blackrock Muniyield Quality Fund (MQY) | 0.1 | $162k | 14k | 11.60 |
|
|
| Dws Municipal Income Cf non-tax cef (KTF) | 0.1 | $159k | 17k | 9.20 |
|
|
| Goodyear Tire & Rubber Company (GT) | 0.0 | $89k | NEW | 14k | 6.60 |
|
| Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) | 0.0 | $82k | +7% | 16k | 5.03 |
|
| Enel Chile Sa Sponsored Adr (ENIC) | 0.0 | $82k | +8% | 18k | 4.50 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $72k | +8% | 18k | 4.04 |
|
| Turkcell Iletisim Spon Adr New (TKC) | 0.0 | $69k | +10% | 12k | 5.88 |
|
| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.0 | $68k | NEW | 12k | 5.78 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $66k | +2% | 19k | 3.47 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $64k | +10% | 16k | 3.89 |
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $63k | -19% | 13k | 5.02 |
|
| Companhia Siderurgica Nacion Sponsored Adr (SID) | 0.0 | $51k | +46% | 56k | 0.92 |
|
Past Filings by Plan A Wealth
SEC 13F filings are viewable for Plan A Wealth going back to 2025
- 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