Plan A Wealth LLC

Q4 2024 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
12/31/2024
Date filed
11/6/2025
Form type
13F-HR
Num holdings
95
Total value ($000)
$109,336
Net value change ($000)
—
New positions
94
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 11/6/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 20,428 —
SPEM 5,947 —
SPDW 4,287 —
ESGE 3,509 —
VO 3,310 —
SPYM 3,030 —
WWJD 2,993 —
BRK-B 2,843 —
RSPT 2,809 —
SPSM 2,688 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type