Institutional Fund
Plan A Wealth LLC
Lincoln, NECIK 20936456 filings on record
Portfolio Value
$208.74M
Q1 2026
Holdings
178
Reported positions
New Buys
19
Opened this quarter
QoQ Change
+2.1%
from $204.42M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Northern Lts Fd Tr IV18.2%
- Unified Ser Tr13.1%
- Berkshire Hathaway Inc Del8.6%
- Timothy Plan3.6%
- Northern Lts Fd Tr IV3.4%
- Schwab Strategic Tr3.1%
- Other50.0%
Portfolio Holdings
178 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Northern Lts Fd Tr IV | 152.0K | $38.08M | 18.2% | +10.1K | Added |
| 2 | Unified Ser Tr | 634.2K | $27.31M | 13.1% | +22.2K | Added |
| 3 | Berkshire Hathaway Inc Del | 25 | $17.95M | 8.6% | −4 | Reduced |
| 4 | Timothy Plan | 176.5K | $7.49M | 3.6% | +3.6K | Added |
| 5 | Northern Lts Fd Tr IV | 297.4K | $7.09M | 3.4% | +15.0K | Added |
| 6 | Schwab Strategic Tr | 268.5K | $6.52M | 3.1% | +25.1K | Added |
| 7 | Abrdn Etfs | 214.1K | $5.20M | 2.5% | +11.5K | Added |
| 8 | Nvidia Corporation | 29.3K | $5.11M | 2.5% | −223 | Reduced |
| 9 | Vanguard Scottsdale Fds | 82.1K | $4.89M | 2.3% | +11.7K | Added |
| 10 | Northern Lts Fd Tr IV | 80.5K | $3.01M | 1.4% | −9.9K | Reduced |
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