Plan A Wealth LLC
Annual return '25
+21.6%
SPY '25
+17.7%
Alpha
+3.9ptsvs SPY
Invested
$208.7M
Holdings
178
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PTL
NORTHERN LTS FD TR IV
Q4 2025: Increased +4.4% (136.0k → 141.9k shares)
18.2%
02
$OAIM
UNIFIED SER TR
Q4 2025: Increased +4.1% (587.9k → 612.0k shares)
13.1%
03
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Q4 2024: New position (30 shares)
8.6%
04
$TPSC
TIMOTHY PLAN
Q4 2025: Increased +2.8% (168.2k → 172.9k shares)
3.6%
05
$IBD
NORTHERN LTS FD TR IV
Q4 2025: Increased +18.6% (238.2k → 282.3k shares)
3.4%
06
$SCHO
SCHWAB STRATEGIC TR
Q4 2025: Increased +6.4% (228.7k → 243.4k shares)
3.1%
07
$BCI
ABRDN ETFS
Q4 2025: Increased +7.2% (189.0k → 202.6k shares)
2.5%
08
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 1.5% (30.0k → 29.5k shares)
2.5%
09
$VGIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Increased +3.2% (68.2k → 70.4k shares)
2.3%
10
$WWJD
NORTHERN LTS FD TR IV
Q4 2025: Sold 4.8% (94.9k → 90.4k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:54 UTC.