Plan A Wealth LLC
CIK 2093645 · Holdings on Dec 31, 2024 · First reported Nov 6, 2025
Top ten holdings
Q4 2024- BRK.A18.68%
- SPEM5.44%
- SPDW3.92%
- ESGE3.21%
- VO3.03%
- SPYM2.77%
- WWJD2.74%
- BRK.B2.60%
- RSPT2.57%
- SPSM2.46%
Share classes counted separately47.42%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $20.43M | 18.68% | 30 shares | Prior unavailable — | — | ↗▾ |
| 02 | SPEMSTATE STREET SP PTF EM ETFPORTFOLIO EMG MK View history and evidence | $5.95M | 5.44% | 154.98K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $4.29M | 3.92% | 125.59K shares | Prior unavailable — | — | ↗▾ |
| 04 | ESGEISHARES INC ISHARES ESG AWARESG AWR MSCI EM View history and evidence | $3.51M | 3.21% | 105.10K shares | Prior unavailable — | — | ↗▾ |
| 05 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $3.31M | 3.03% | 12.53K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $3.03M | 2.77% | 43.95K shares | Prior unavailable — | — | ↗▾ |
| 07 | WWJDINSPIRE INTERNATIONAL ETFINSPIRE INTL ETF View history and evidence | $2.99M | 2.74% | 103.20K shares | Prior unavailable — | — | ↗▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $2.84M | 2.60% | 6.27K shares | Prior unavailable — | — | ↗▾ |
| 09 | RSPTINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL TEC View history and evidence | $2.81M | 2.57% | 75.06K shares | Prior unavailable — | — | ↗▾ |
| 10 | SPSMSS SPDR P S&P 600 SMALL CAPPORTFOLIO S&P600 View history and evidence | $2.69M | 2.46% | 59.83K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2093645 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 109335847
}Research all 95 reported holdings.
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