Plan A Wealth LLC
Top Portfolio Positions
125 positions ·
$72,836,432 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
1,275 | $5,368,157 | 7.37% | |
| NVDA |
Nvidia Corp
Technology
|
29,324 | $5,114,105 | 7.02% | |
| AAPL |
Apple Inc.
Technology
|
10,258 | $2,603,377 | 3.57% | |
| MSFT |
Microsoft Corp
Technology
|
6,864 | $2,540,846 | 3.49% | |
| TPL |
Texas Pacific Land Corp
Energy
|
5,175 | $2,455,848 | 3.37% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,627 | $2,217,258 | 3.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,625 | $1,905,085 | 2.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,837 | $1,194,674 | 1.64% | |
| AVGO |
Broadcom Inc.
Technology
|
3,675 | $1,137,449 | 1.56% | |
| TTE |
TotalEnergies SE
Energy
|
11,735 | $1,067,650 | 1.47% |
Portfolio Trend
6 quarters · across all stocks
Holdings in AVAL
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,950 | 15,216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,339 | 16,380 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $52,176 | 15,811 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $33,559 | 11,943 | Shares | Sole | 2025-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||