13F Filings History of Plan A Wealth LLC
- Latest 13F filing
- Q2 2026 - 14 Jul 2026
- Latest reported 13F value
- $235,074,407
- Largest 13F holdings
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PTL OAIM BRKA TPSC IBD SCHO NVDA VGIT BCI WWJD AAPL MSFT
+8 more
IVV GOOGL TPL BRKB AVGO SPY SCHF GE - Form 13F summary
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- Plan A Wealth LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Plan A Wealth LLC reported 194 equity holdings with a total reported market value of $235,074,407 for Q2 2026. Top reported holdings included PTL, OAIM, BRKA, TPSC, and IBD.
- Manager signature
- Deb Galindo - Manager of Operations & Compliance
- Manager location
- Lincoln, NE
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$235,074,407
Quarter delta
+$26,552,873
Accepted
14 Jul 2026, 14:59
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 194 | $235,074,407 | +$18,711,063 | -$8,763,476 | +$9,947,587 | PTL, OAIM, BRKA, TPSC, IBD | 13F-HR | 14 Jul 2026, 14:59 |
| Q1 2026 | 178 | $208,521,534 | +$13,579,521 | -$10,083,564 | +$3,495,957 | PTL, OAIM, BRKA, TPSC, IBD | 13F-HR | 15 May 2026, 14:41 |
| 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 |