Plan A Wealth LLC

Plan A Wealth LLC reported 178 holdings worth US$209M as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed May 15, 2026

Plan A Wealth LLC reported 178 holdings worth US$209M as of Mar 31, 2026. Filed May 15, 2026 (Form 13F).

Holdings
178
Value as reported
US$209M

Source

View original at SEC

Related

  • Plan A Wealth LLC
  • Form 13F · Plan A Wealth LLC · Oct 8, 2026
  • Form 13F · Plan A Wealth LLC · Jul 14, 2026