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

Quick Takeaways

  • Plan A Wealth LLC reports institutional holdings through Form 13F filings.
  • Latest reported quarter: Q4 2025.
  • Latest reported holdings value: $204,419,419.

What Changed

  • Most recent filing was accepted on 06 Feb 2026, 14:50.
  • Reported value moved from $196,522,311 to $204,419,419.

Why This Matters

  • This gives a plain-language read of holdings direction before you open full quarter tables.
  • Use the filing links below to verify the exact SEC source document.

Source Evidence

Backed by Form 13F

Portfolio holdings and changes are grounded in SEC Form 13F filings.

See Original Filing
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
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