Position in EW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$479,618
+$98,598 QoQ
Shares Held
5,302
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#765
of 1,315 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Plan A Wealth LLC holds $2,467,736 across 7 Medical Devices names. EW ranks #1 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
This page
|
5,302 | $479,618 | |
| 2 | SYK |
Stryker Corp
|
1,441 | $453,684 | |
| 3 | MDT |
Medtronic plc
|
5,788 | $452,795 | |
| 4 | TMDX |
TransMedics Group, Inc.
|
5,167 | $343,192 | |
| 5 | INMD |
InMode Ltd.
|
17,720 | $259,066 | |
| 6 | SNN |
Smith & Nephew PLC
|
8,607 | $247,967 | |
| 7 | DXCM |
Dexcom Inc
|
3,436 | $231,414 |
All Filings in EW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,618 | 5,302 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $381,020 | 4,758 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $387,887 | 4,550 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $336,199 | 4,323 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $302,047 | 3,862 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||