What does Plan A Wealth LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Plan A Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

NORTHERN LTS FD TR IV

$38M152K18.2%

UNIFIED SER TR

$27M634K13.1%

BERKSHIRE HATHAWAY INC DEL

$18M258.6%

TIMOTHY PLAN

$7M177K3.6%

NORTHERN LTS FD TR IV

$7M297K3.4%

SCHWAB STRATEGIC TR

$7M268K3.1%

ABRDN ETFS

$5M214K2.5%

NVIDIA CORPORATION

$5M29K2.5%

VANGUARD SCOTTSDALE FDS

$5M82K2.3%

NORTHERN LTS FD TR IV

$3M80K1.4%

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