Plan A Wealth LLC - Q12026 Holdings

Plan A Wealth LLC holds 178 stocks with a total portfolio value of $ 208.74M as of Q12026. In Q12026, Plan A Wealth LLC added 19 new positions, increased stakes in 90 stocks, reduced 51 holdings, and fully exited 14 positions. The largest holding is Northern Lts Fd Tr Iv (PTL), representing 18.24% of the total portfolio.