13F Filings History of Plan A Wealth LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$204,419,419
Signature - Title
Becky Wiegand - Financial Advisor & Chief Compliance Officer
Location
Lincoln, NE
Summary
This page shows a list of all the recent 13F filings made by Plan A Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Plan A Wealth LLC reported 173 stock holdings with total value $204,419,419 as of Q4 2025. Top holdings included PTL, OAIM, BRKA, TPSC, and IBD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 173 $204,419,419 +$15,292,286 -$7,915,761 +$7,376,525 PTL, OAIM, BRKA, TPSC, IBD 13F-HR 06 Feb 2026, 14:50
Q3 2025 175 $196,522,311 +$24,005,967 -$14,022,034 +$9,983,933 PTL, OAIM, BRKA, TPSC, IBD 13F-HR 06 Nov 2025, 13:04
Q2 2025 157 $176,446,933 +$60,656,649 -$19,381,872 +$41,274,777 PTL, BRKA, OAIM, TPSC, NVDA 13F-HR 06 Nov 2025, 13:02
Q1 2025 120 $129,009,736 +$31,651,378 -$15,147,202 +$16,504,176 BRKA, PTL, OAIM, SPEM, SPDW 13F-HR 06 Nov 2025, 13:00
Q4 2024 95 $109,335,847 $0 $0 $0 BRKA, SPEM, SPDW, ESGE, VO 13F-HR 06 Nov 2025, 12:23