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Manager record

Plan A Wealth LLC

Lincoln, NE · CIK 2093645 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$280.11MReported 13F valueQ3 2026 · as filed
203Holdings listed
+19.2%vs prior quartervalue change includes market moves
5Quarters on record
Oct 08Latest filed
Reported 13F value by quarter, Q3 2025 to Q3 2026Q3 2025: $611.3M$611.3MQ3 2025547 holdingsQ4 2025: $204.4M$204.4MQ4 2025173 holdingsQ1 2026: $208.7M$208.7MQ1 2026178 holdingsQ2 2026: $235.1M$235.1MQ2 2026194 holdingsQ3 2026: $280.1M$280.1MQ3 2026203 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 08 2026 13F-HR · period Q3 2026

$280.11M · 203 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$235.07M · 194 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$208.74M · 178 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$204.42M · 173 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$109.34M · 95 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$176.45M · 157 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$196.52M · 175 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$129.01M · 120 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 08, 2026 · Change methodology