Plan A Wealth LLC 13F Holdings
CIK 0002093645 · LINCOLN, NE
As of Sep 30, 2025, Plan A Wealth LLC reported 175 positions worth
CIK 0002093645 · LINCOLN, NE
As of Sep 30, 2025, Plan A Wealth LLC reported 175 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INSPIRE 500 ETF | PTL | — | 135,954 | $33.9M | 17.24% |
| UNIFIED SER TR | — | — | 587,880 | $23.6M | 12.03% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 29 | $21.9M | 11.13% |
| TIMOTHY PLAN US SMALL CAP CORE ETF | TPSC | — | 168,208 | $7.0M | 3.56% |
| NORTHERN LTS FD TR IV | IBD | — | 238,168 | $5.8M | 2.93% |
| NVIDIA CORP | NVDA | Technology | 29,997 | $5.6M | 2.85% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 228,661 | $5.6M | 2.84% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 68,224 | $4.1M | 2.08% |
| ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | BCI | — | 189,001 | $4.1M | 2.07% |
| MICROSOFT CORP | MSFT | Technology | 6,900 | $3.6M | 1.82% |
| INSPIRE INTERNATIONAL ETF | WWJD | — | 94,928 | $3.3M | 1.70% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,111 | $2.6M | 1.31% |
| APPLE INC | AAPL | Technology | 9,948 | $2.5M | 1.29% |
| ISHARES CORE S&P 500 ETF | IVV | — | 2,598 | .7M | 0.88% |
| TEXAS PACIFIC LAND CORP | TPL | Energy | 1,725 | .6M | 0.82% |
| ALPHABET INC | GOOGL | Equity | 6,094 | .5M | 0.75% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 28,738 | .3M | 0.68% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 19,168 | .1M | 0.58% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 3,736 | .1M | 0.56% |
| GE AEROSPACE | GE | Industrials | 3,597 | .1M | 0.55% |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | — | 24,247 | .1M | 0.54% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3,311 | .0M | 0.53% |
| O REILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 9,374 | .0M | 0.51% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 10,544 | .0M | 0.51% |
| BROADCOM INC | AVGO | Technology | 2,972 | $980.5K | 0.50% |