Plan A Wealth LLC

Position in IQV — Iqvia Holdings Inc.

CIK 2093645 LINCOLN, NE

Position in IQV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$670,280

+$171,280 QoQ

Shares Held

3,469

+18.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#585

of 1,077 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Plan A Wealth LLC holds $1,805,299 across 4 Diagnostics & Research names. IQV ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IQV	Iqvia Holdings Inc. This page	3,469	$670,280
2	MTD	Mettler Toledo International Inc/	366	$467,568
3	A	Agilent Technologies, Inc.	3,499	$464,772
4	IDXX	Idexx Laboratories Inc /De	385	$202,679

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,280	3,469	+18.6%	Shares	Sole	2026-07-14
2026-03-31	$499,000	2,926	+6.1%	Shares	Sole	2026-05-15
2025-12-31	$621,455	2,757	+1.2%	Shares	Sole	2026-02-06
2025-09-30	$517,586	2,725	+14.4%	Shares	Sole	2025-11-06
2025-06-30	$375,221	2,381	—	Shares	Sole	2025-11-06
No filing history on record for this holder in this stock.