Plan A Wealth LLC
All 13F Filings
- Location
- Lincoln, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 235,074
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 194 | 235,074 | 13F-HR | Plan A Wealth LLC |
| Q1 2026 | 5/15/2026 | 178 | 208,736 | 13F-HR | Plan A Wealth LLC |
| Q4 2025 | 2/6/2026 | 173 | 204,419 | 13F-HR | Plan A Wealth LLC |
| Q3 2025 | 11/6/2025 | 175 | 196,522 | 13F-HR | Plan A Wealth LLC |
| Q2 2025 | 11/6/2025 | 157 | 176,447 | 13F-HR | Plan A Wealth LLC |
| Q1 2025 | 11/6/2025 | 120 | 129,010 | 13F-HR | Plan A Wealth LLC |
| Q4 2024 | 11/6/2025 | 95 | 109,336 | 13F-HR | Plan A Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 149.7 K | 63.7% | 15.29 K | 0 | 15.29 K |
| ETFs | 85.4 K | 36.3% | 11.05 K | 0 | 11.05 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
235,074
Holdings
194
QoQ value change ($000)
26,338
(12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.