Plan A Wealth LLC - Q32026 Holdings

Plan A Wealth LLC holds 203 stocks with a total portfolio value of $ 280.11M as of Q32026. In Q32026, Plan A Wealth LLC added 203 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Northern Lts Fd Tr Iv (PTL), representing 16.27% of the total portfolio.