Holdings
Plan A Wealth LLC
As of Sep 30, 2026, Plan A Wealth LLC reported 124 positions worth US$123M. Largest: Apple Inc, Berkshire Hathaway Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 53,356 | US$17.8M | +42,941 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 2,894 | US$16.4M | −37,704 | Sep 30, 2026 |
| Amazon.com, Inc. | 41,731 | US$10.4M | +39,391 | Sep 30, 2026 |
| Nvidia Corporation | 30,413 | US$6.95M | +1,101 | Sep 30, 2026 |
| Analog Devices, Inc. | 15,098 | US$5.99M | +14,228 | Sep 30, 2026 |
| Johnson & Johnson | 16,036 | US$4.25M | +13,344 | Sep 30, 2026 |
| Microsoft Corp. | 7,187 | US$3.69M | +121 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 6,676 | US$2.3M | +111 | Sep 30, 2026 |
| Texas Pacific Land Corporation | 4,470 | US$1.46M | no change | Sep 30, 2026 |
| Broadcom Inc. | 3,978 | US$1.4M | +3 | Sep 30, 2026 |