Plan A Wealth LLC - Q42025 Holdings

Plan A Wealth LLC holds 173 stocks with a total portfolio value of $ 204.42M as of Q42025. In Q42025, Plan A Wealth LLC added 173 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 17.23% of the total portfolio.