Plan A Wealth LLC
Top Portfolio Positions
124 positions ·
$70,619,174 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 | 7.60% | |
| NVDA |
Nvidia Corp
Technology
|
29,324 | $5,114,105 | 7.24% | |
| AAPL |
Apple Inc.
Technology
|
10,258 | $2,603,377 | 3.69% | |
| MSFT |
Microsoft Corp
Technology
|
6,864 | $2,540,846 | 3.60% | |
| TPL |
Texas Pacific Land Corp
Energy
|
5,175 | $2,455,848 | 3.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,625 | $1,905,085 | 2.70% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,837 | $1,194,674 | 1.69% | |
| AVGO |
Broadcom Inc.
Technology
|
3,675 | $1,137,449 | 1.61% | |
| TTE |
TotalEnergies SE
Energy
|
11,735 | $1,067,650 | 1.51% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,053 | $1,049,240 | 1.49% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SID
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,465 | 38,279 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,160 | 36,975 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $50,134 | 33,423 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $28,541 | 20,387 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $18,882 | 11,307 | Shares | Sole | 2025-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||