account_balance
Investment manager · 13F filer · SEC CIK 2093645
Plan A Wealth LLC
Reported value$280Mas of Sep 30, 2026
Positions203 16 new, 7 sold out
Top 10 weight56.8%PTL alone is 16%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PTLNorthern LTS Fd Tr IV
16.3%Added +5%
OAIMUnified Ser Tr
11.6%Added +4%
AAPLApple Inc.
6.3%Added +412%
Berkshire Hathaway Inc
AMZNAmazon.com Inc
3.7%Added +1683%
IBDNorthern LTS Fd Tr IV
3.3%Added +23%
TPSCTimothy Plan
3.0%Added +3%
SCHOSchwab Strategic Tr
2.6%Added +8%
NVDANVIDIA Corp
2.5%+4%
VGITVanguard Scottsdale FDS
2.2%
ADIAnalog Devices Inc
2.1%
BCIAbrdn Etfs
2.0%
PTLNorthern LTS Fd Tr IV
16.3%Added +5%
OAIMUnified Ser Tr
11.6%Added +4%
AAPLApple Inc.
6.3%+412%
AMZN3.7%IBD3.3%
TPSCTimothy Plan
3.0%
SCHO2.6%
NVDA2.5%VGIT
ADI2.1%BCI2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PTL Northern LTS Fd Tr IV 16.3% Added +5%
OAIM Unified Ser Tr 11.6% Added +4%
AAPL Apple Inc. 6.3% Added +412%Berkshire Hathaway Inc 5.3% Trimmed −20%
AMZN Amazon.com Inc 3.7% Added +1683%IBD Northern LTS Fd Tr IV 3.3% Added +23%
TPSC Timothy Plan 3.0% Added +3%
SCHO Schwab Strategic Tr 2.6% Added +8%
NVDA NVIDIA Corp 2.5% Added +4%VGIT Vanguard Scottsdale FDS 2.2% Added +14%
ADI Analog Devices Inc 2.1% Added +1635%BCI Abrdn Etfs 2.0% Added +2%
What changed
Biggest moves since Jun 30, 2026
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