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Plan A Wealth LLC

Q2 2025 · 13F-HR

Plan A Wealth LLCholdings as filed

Filed 2025-11-06 · accession 0001172661-25-004608

$176.4M
Reported value
157
Positions
2025-06-30
Period end
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The Brief · Plan A Wealth LLC · Q2 2025

AI · grounded in 13F

Plan A Wealth LLC established a new position in PTL valued at $25.1M. The fund also initiated new stakes in BRK/A for $21.9M and OAIM for $18.5M. Additional new positions include TPSC, NVDA, and IBD.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
66537J796PTLNORTHERN LTS FD TR IV$25.1M14.2%109,491CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$21.9M12.4%30CommonSOLE
90470L444OAIMUNIFIED SER TR$18.5M10.5%484,954CommonSOLE
887432342TPSCTIMOTHY PLAN$6.0M3.42%156,022CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.7M2.64%29,449CommonSOLE
66538H633IBDNORTHERN LTS FD TR IV$4.6M2.60%190,994CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$4.6M2.58%186,741CommonSOLE
66538H419WWJDNORTHERN LTS FD TR IV$3.9M2.22%114,339CommonSOLE
003261104BCIABRDN ETFS$3.3M1.87%158,769CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$3.2M1.84%54,212CommonSOLE
594918104MSFTMICROSOFT CORP$3.2M1.81%6,423CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$2.5M1.44%59,482CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.5M1.42%5,160CommonSOLE
46434G863ESGEISHARES INC$2.3M1.32%59,300CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$2.0M1.16%50,500CommonSOLE
037833100AAPLAPPLE INC$2.0M1.13%9,695CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$1.8M1.03%1,725CommonSOLE
922908629VOVANGUARD INDEX FDS$1.7M0.98%6,152CommonSOLE
464287200IVVISHARES TR$1.5M0.84%2,398CommonSOLE
464288281EMBISHARES TR$1.4M0.81%15,518CommonSOLE
78464A854SPYMSPDR SERIES TRUST$1.3M0.72%17,576CommonSOLE
66538H534BIBLNORTHERN LTS FD TR IV$1.1M0.62%26,359CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.1M0.62%3,743CommonSOLE
92189F726BBHVANECK ETF TRUST$1.1M0.61%7,049CommonSOLE
78468R853SPSMSPDR SERIES TRUST$1.0M0.59%24,601CommonSOLE
887432359TPLCTIMOTHY PLAN$1.0M0.59%23,138CommonSOLE
02079K305GOOGLALPHABET INC$1.0M0.58%5,808CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.0M0.58%17,946CommonSOLE
26922A602VBNDETF SER SOLUTIONS$1.0M0.57%23,092CommonSOLE
369604301GEGE AEROSPACE$926,6040.53%3,600CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$876,0970.50%885CommonSOLE
949746101WMT2WELLS FARGO CO NEW$868,9820.49%10,846CommonSOLE
023135106AMZNAMAZON COM INC$819,4220.46%3,735CommonSOLE
11135F101AVGOBROADCOM INC$776,5170.44%2,817CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$737,2630.42%8,180CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$729,2880.41%14,745CommonSOLE
46138E636PICBINVESCO EXCH TRADED FD TR II$717,1930.41%29,661CommonSOLE
031100100AMEAMETEK INC$703,9340.40%3,890CommonSOLE
78464A649SPABSPDR SERIES TRUST$691,1410.39%26,998CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$685,8760.39%1,210CommonSOLE
46435U556ARTYISHARES TR$685,5670.39%16,721CommonSOLE
337738108FISVFISERV INC$682,3990.39%3,958CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$680,7000.39%29,290CommonSOLE
89151E109TTENTOTALENERGIES SE$662,9070.38%10,798CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$660,8410.37%1,176CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$644,6840.37%2,187CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$631,4960.36%15,485CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$625,3390.35%2,761CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$616,2550.35%13,640CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$613,2640.35%8,329CommonSOLE
001055102AFLAFLAC INC$603,8640.34%5,726CommonSOLE
548661107LOWLOWES COS INC$595,7210.34%2,685CommonSOLE
025816109AXPAMERICAN EXPRESS CO$586,2850.33%1,838CommonSOLE
922908363VOOVANGUARD INDEX FDS$580,5270.33%1,022CommonSOLE
26922A404VIDIETF SER SOLUTIONS$576,8310.33%19,511CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$576,4950.33%2,472CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$572,6290.32%23,430CommonSOLE
780259305SHELSHELL PLC$536,6930.30%7,622CommonSOLE
713448108PEPPEPSICO INC$536,6110.30%4,064CommonSOLE
68389X105ORCLORACLE CORP$525,1490.30%2,402CommonSOLE
500754106KHCKRAFT HEINZ CO$515,5740.29%19,968CommonSOLE
438128308HMCHONDA MOTOR LTD$514,0100.29%17,829CommonSOLE
90470L469OAEMUNIFIED SER TR$512,8410.29%15,848CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$512,3000.29%23,181CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$509,4060.29%7,666CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$504,2220.29%15,382CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$497,3690.28%805CommonSOLE
58155Q103MCKMCKESSON CORP$481,4360.27%657CommonSOLE
36828A101GEVGE VERNOVA INC$480,9970.27%909CommonSOLE
686330101IXORIX CORP$473,9110.27%21,044CommonSOLE
892331307TMTOYOTA MOTOR CORP$472,8540.27%2,745CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$469,0590.27%19,943CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$457,8990.26%1,532CommonSOLE
759530108RELXRELX PLC$456,6190.26%8,403CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$454,2350.26%18,510CommonSOLE
46432F842IEFAISHARES TR$450,6250.26%5,398CommonSOLE
00724F101ADBEADOBE INC$440,6560.25%1,139CommonSOLE
49177J102KVUEKENVUE INC$433,7740.25%20,725CommonSOLE
478160104JNJJOHNSON & JOHNSON$429,6860.24%2,813CommonSOLE
G29183103ETNEATON CORP PLC$419,1060.24%1,174CommonSOLE
747525103QCOMQUALCOMM INC$418,3760.24%2,627CommonSOLE
670346105NUENUCOR CORP$412,8440.23%3,187CommonSOLE
11271J107BNBROOKFIELD CORP$412,5400.23%6,670CommonSOLE
65339F101NEENEXTERA ENERGY INC$410,4110.23%5,912CommonSOLE
863667101SYKSTRYKER CORPORATION$402,7510.23%1,018CommonSOLE
92647X830VFLOVICTORY PORTFOLIOS II$401,5410.23%11,359CommonSOLE
90470L519OACPUNIFIED SER TR$395,0690.22%17,339CommonSOLE
89377M109TMDXTRANSMEDICS GROUP INC$392,9170.22%2,932CommonSOLE
17275R102CSCOCISCO SYS INC$391,3730.22%5,641CommonSOLE
58933Y105MRKMERCK & CO INC$389,3090.22%4,918CommonSOLE
088606108BHPBHP GROUP LTD$385,2970.22%8,012CommonSOLE
988498101YUMYUM BRANDS INC$382,0080.22%2,578CommonSOLE
464287655IWMISHARES TR$379,5750.22%1,759CommonSOLE
46266C105IQVIQVIA HLDGS INC$375,2220.21%2,381CommonSOLE
244199105DEDEERE & CO$371,7060.21%731CommonSOLE
G5960L103MDTMEDTRONIC PLC$367,0730.21%4,211CommonSOLE
61945C103MOSMOSAIC CO NEW$364,8360.21%10,001CommonSOLE
532457108LLYELI LILLY & CO$352,3480.20%452CommonSOLE
464288448IDVISHARES TR$351,1740.20%10,176CommonSOLE
N07059210ASMLASML HOLDING N V$348,6050.20%435CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$343,0180.19%292CommonSOLE
88160R101TSLATESLA INC$335,8560.19%1,057CommonSOLE
86280R811ELCVSTRATEGY SHS$331,8900.19%13,065CommonSOLE
922908769VTIVANGUARD INDEX FDS$320,6460.18%1,055CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$318,4080.18%55CommonSOLE
718546104PSXPHILLIPS 66$317,9350.18%2,665CommonSOLE
922908736VUGVANGUARD INDEX FDS$306,8800.17%700CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$303,9940.17%2,576CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$302,0470.17%3,862CommonSOLE
060505104BACBANK AMERICA CORP$297,6510.17%6,290CommonSOLE
922908744VTVVANGUARD INDEX FDS$294,9790.17%1,669CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$294,0040.17%4,017CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$293,4940.17%1,159CommonSOLE
031162100AMGNAMGEN INC$289,2620.16%1,036CommonSOLE
464287499IWRISHARES TR$286,4870.16%3,115CommonSOLE
907818108UNPUNION PAC CORP$274,4850.16%1,193CommonSOLE
254687106DISDISNEY WALT CO$272,3110.15%2,196CommonSOLE
700658107PRKPARK NATL CORP$271,7980.15%1,625CommonSOLE
717081103PFEPFIZER INC$269,9120.15%11,135CommonSOLE
74340W103PLDPROLOGIS INC.$267,8460.15%2,548CommonSOLE
723763108XMHIXPIONEER MUNICIPAL HIGH INCOM$261,6550.15%28,565CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$261,6050.15%8,956CommonSOLE
46434G103IEMGISHARES INC$256,9280.15%4,280CommonSOLE
98978V103ZTSZOETIS INC$256,5380.15%1,645CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$255,4080.14%6,382CommonSOLE
20030N101CMCSACOMCAST CORP NEW$250,0380.14%7,006CommonSOLE
570535104MKLMARKEL GROUP INC$247,6730.14%124CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$239,0250.14%3,291CommonSOLE
149123101CATCATERPILLAR INC$232,5380.13%599CommonSOLE
464287408IVEISHARES TR$227,6640.13%1,165CommonSOLE
084423102WRBBERKLEY W R CORP$221,0510.13%3,009CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$219,0780.12%6,254CommonSOLE
464287150ITOTISHARES TR$217,6840.12%1,612CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$212,6690.12%2,507CommonSOLE
46429B663HDVISHARES TR$211,8430.12%1,808CommonSOLE
464287309IVWISHARES TR$211,5020.12%1,921CommonSOLE
032654105ADIANALOG DEVICES INC$208,9820.12%878CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$207,8910.12%4,222CommonSOLE
709789101PEBOPEOPLES BANCORP INC$204,6180.12%6,700CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$202,0020.11%655CommonSOLE
G27907107DOLEDOLE PLC$180,4850.10%12,901CommonSOLE
233368109KTFDWS MUN INCOME TR NEW$165,7770.09%18,753CommonSOLE
67066V101NADNUVEEN QUALITY MUNCP INCOME$162,1580.09%14,363CommonSOLE
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$129,6070.07%12,571CommonSOLE
M53213100ICLICL GROUP LTD$129,1180.07%18,823CommonSOLE
723762100XPMAXPIONEER MUNICIPAL HIGH INCOM$107,0450.06%12,897CommonSOLE
09250B103XBTAXBLACKROCK LONG-TERM MUN ADVA$103,1170.06%11,245CommonSOLE
151290889CXCEMEX SAB DE CV$77,2490.04%11,147CommonSOLE
09662E109DSMBNY MELLON STRATEGIC MUN BD$58,8000.03%10,500CommonSOLE
02319V103ABEVAMBEV SA$44,5850.03%18,500CommonSOLE
059460303BBDBANCO BRADESCO S A$42,5740.02%13,778CommonSOLE
29278D105ENICENEL CHILE S.A.$41,7230.02%11,494CommonSOLE
50186V102LPLLG DISPLAY CO LTD$36,6150.02%10,706CommonSOLE
90400P101UGPULTRAPAR PARTICIPACOES SA$34,8270.02%10,618CommonSOLE
373737105GGBGERDAU SA$34,7190.02%11,890CommonSOLE
40053W101AVALGRUPO AVAL ACCIONES Y VALORE$33,5600.02%11,943CommonSOLE
20440W105SIDCOMPANHIA SIDERURGICA NACION$28,5420.02%20,387CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.