Plan a Wealth
$235M 13F equity value
209 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Plan a Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PTL | NORTHERN LTS FD TR IV | 159,100 | $46M | 19.4% |
| OAIM | UNIFIED SER TR | 655,254 | $31M | 13.3% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 25 | $19M | 8.0% |
| TPSC | TIMOTHY PLAN | 182,718 | $9M | 3.7% |
| IBD | NORTHERN LTS FD TR IV | 322,041 | $8M | 3.3% |
| SCHO | SCHWAB STRATEGIC TR | 288,517 | $7M | 3.0% |
| NVDA | NVIDIA CORPORATION | 29,312 | $6M | 2.5% |
| VGIT | VANGUARD SCOTTSDALE FDS | 92,971 | $5M | 2.3% |
| BCI | ABRDN ETFS | 215,854 | $5M | 2.1% |
| WWJD | NORTHERN LTS FD TR IV | 81,787 | $3M | 1.3% |
Track Plan a Wealth's 13F portfolio: $235M in reported holdings, 209 positions. Top holdings and quarterly changes on SentiSense.
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