§ 13F · FUND PROFILE
Plan A Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $176.4T (13F)Positions · 157Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PTL | NORTHERN LTS FD TR IV | 142K | $35.2T | 17.2% | +4% |
| 2 | OAIM | UNIFIED SER TR | 612K | $25.3T | 12.4% | +4% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 29 | $21.9T | 10.7% | ±0% |
| 4 | TPSC | TIMOTHY PLAN | 173K | $7.2T | 3.5% | +3% |
| 5 | IBD | NORTHERN LTS FD TR IV | 282K | $6.8T | 3.3% | +19% |
| 6 | SCHO | SCHWAB STRATEGIC TR | 243K | $5.9T | 2.9% | +6% |
| 7 | NVDA | NVIDIA CORPORATION | 30K | $5.5T | 2.7% | −2% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 70K | $4.2T | 2.1% | +3% |
| 9 | BCI | ABRDN ETFS | 203K | $4.0T | 1.9% | +7% |
| 10 | MSFT | MICROSOFT CORP | 7K | $3.4T | 1.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLAN SIGNAL
AC read
Plan A Wealth LLC is a Other fund managing $176446.9 trillion in assets. The fund runs a portfolio of 157 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
6 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed