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CIK: 0002093645
Total reported value
$235.1M
$235.1M
95 檔
15.9%
As reported in its official Q4 2024 Form 13F filing, Plan A Wealth LLC's tracked investment portfolio stood at $235.1M with 95 total positions.
During Q4 2024, Plan A Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, SPEM, SPDW) accounted for 15.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 18.68% | -0.64% | — | |
| 2 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 5.44% | -0.06% | — | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.92% | -0.05% | — | |
| 4 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.21% | — | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.03% | -0.07% | — | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | -0.01% | — | |
| 7 | WWJD | Inspire International ETF | ETF-Other | 2.74% | -0.11% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.60% | -0.38% | — | |
| 9 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.57% | +0.10% | NEW | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.46% | — | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.05% | — | |
| 12 | VBND | Vident US Bond Strat ETF | ETF-Other | 2.23% | — | — | |
| 13 | BBH | Vaneck Biotech ETF | ETF-Tech | 2.17% | -0.01% | — | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.16% | -0.03% | — | |
| 15 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 2.00% | +0.08% | — | |
| 16 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 1.91% | -0.14% | — | |
| 17 | VIDI | Vident Intl Eqty Strat ETF | ETF-Other | 1.87% | — | — | |
| 18 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.74% | -0.35% | — | |
| 19 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 1.69% | +0.14% | — | |
| 20 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 1.68% | — | — | |
| 21 | BIBL | Inspire 100 ETF | ETF-Other | 1.64% | — | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.10% | — | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.30% | -0.04% | — | |
| 24 | PICB | Invesco International Corpor | ETF-Other | 1.11% | — | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.08% | -0.23% | — | |
| 26 | OAIM | Oneascent Intl Eqty ETF | ETF-Other | 1.06% | +0.25% | — | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.03% | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | -0.26% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.05% | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.86% | -0.13% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.05% | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | — | — | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.72% | -0.03% | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.67% | — | — | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.65% | — | — | |
| 36 | OAEM | Oneascent Emrg Markets ETF | ETF-Other | 0.62% | +0.04% | — | |
| 37 | GE | General Electric | Stock-Industrials | 0.61% | +0.08% | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | -0.05% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.58% | -0.05% | — | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.07% | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | — | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | — | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.50% | — | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.01% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.02% | — | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.45% | — | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.04% | — | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.38% | -0.03% | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.03% | — | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.36% | — | — |
According to official SEC Form 13F filings, Plan A Wealth LLC reported a total U.S. public equity portfolio value of $235.1M across 95 disclosed positions in Q4 2024.
During Q4 2024, Plan A Wealth LLC's top holdings by market value included BRK-A (18.7%)、SPEM (5.4%)、SPDW (3.9%). The largest single position, BRK-A, represented 18.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, Plan A Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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