Arkolith/Funds/Plan A Wealth LLC

Plan A Wealth LLC

CIK 2093645Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Plan A Wealth LLC holds a focused book of 194 stocks worth $235.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Datadog Inc - Class A and trimmed Nvidia Corp. Their largest long position is Inspire 500 ETF at 19% of the equity book.

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Use Arkolith to show Plan A Wealth LLC's latest
holdings, largest changes, and filing provenance.
Opened
31
new positions
Added to
102
existing
Trimmed
51
reduced
Sold out
15
exited

Concentration

Top-heavy: focused book

Top 5 holdings
48%
Top 10 holdings
59%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Financials
14%
Information Technology
12%
Health Care
3%
Consumer Discretionary
3%
Industrials
2%
Materials
2%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

194 positions
#SecurityValueShares% PortLast moveHistory
1Northern LTS FD TR IV
INSPIRE 500 ETF
$45.5M159.1K
19.4%
+4.7%
Added · +7K sh
2Unified Ser TR
ONEASCENT INTL
$31.3M655.3K
13.3%
+3.3%
Added · +21K sh
3Berkshire Hathaway Inc Del
CL A
$18.7M25
8.0%
Held
4Timothy Plan
U S SM CP CORE
$8.8M182.7K
3.7%
+3.5%
Added · +6K sh
5Northern LTS FD TR IV
INSPIRE CORP BD
$7.7M322.0K
3.3%
+8.3%
Added · +25K sh
6Schwab Strategic TR
SHT TM US TRES
$7.0M288.5K
3.0%
+7.5%
Added · +20K sh
7Nvidia Corporation
COM
$5.9M29.3K
2.5%
~0%
Reduced · −12 sh
8Vanguard Scottsdale FDS
INTER TERM TREAS
$5.5M93.0K
2.3%
+13%
Added · +11K sh
9Abrdn Etfs
BBRG ALL COMD K1
$4.8M215.9K
2.1%
+0.8%
Added · +2K sh
10Northern LTS FD TR IV
INSPIRE INTL ETF
$3.1M81.8K
1.3%
+1.6%
Added · +1K sh
11Apple Inc
COM
$3.0M10.4K
1.3%
+1.5%
Added · +157 sh
12Microsoft Corp
COM
$2.6M7.1K
1.1%
+2.9%
Added · +202 sh
13Ishares TR
CORE S&P500 ETF
$2.5M3.3K
1.1%
−21%
Reduced · −895 sh
14Alphabet Inc
CAP STK CL A
$2.3M6.6K
1.0%
−0.9%
Reduced · −60 sh
15Texas Pacific Land Corporati
COM
$2.0M4.5K
0.8%
−14%
Reduced · −705 sh
16Berkshire Hathaway Inc Del
CL B NEW
$1.6M3.2K
0.7%
−31%
Reduced · −1K sh
17Broadcom Inc
COM
$1.5M4.0K
0.6%
+8.2%
Added · +300 sh
18State STR SPDR S&P 500 ETF T
TR UNIT
$1.5M2.0K
0.6%
+9.1%
Added · +168 sh
19Schwab Strategic TR
INTL EQTY ETF
$1.3M48.4K
0.6%
−16%
Reduced · −9K sh
20Ge Aerospace
COM NEW
$1.3M3.5K
0.6%
+0.2%
Added · +6 sh
21Taiwan Semiconductor Manufac
SPONSORED ADS
$1.3M2.7K
0.6%
+7.4%
Added · +187 sh
22Fidelity Merrimack STR TR
TOTAL BD ETF
$1.2M25.4K
0.5%
+54%
Added · +9K sh
23Ametek Inc
COM
$1.1M4.7K
0.5%
+6.4%
Added · +285 sh
24Oreilly Automotive Inc
COM
$1.1M11.7K
0.5%
+12%
Added · +1K sh
25Ge Vernova Inc
COM
$1.1M907
0.5%
+0.1%
Added · +1 sh
26Costco Wholesale Corporation
COM
$1.1M1.1K
0.5%
+8.1%
Added · +85 sh
27ASML Hldg NV
N Y REGISTRY SHS
$1.1M528
0.4%
+9.1%
Added · +44 sh
28Orix Corp
SPONSORED ADR
$1.0M27.2K
0.4%
+8.1%
Added · +2K sh
29Schwab Strategic TR
US AGGREGATE B
$981K42.4K
0.4%
+5.5%
Added · +2K sh
30Shinhan Financial Group Co L
SPN ADR RESTRD
$968K15.3K
0.4%
+2.0%
Added · +306 sh
31Totalenergies SE
ACT
$955K12.3K
0.4%
+4.6%
Added · +541 sh
32Schwab Strategic TR
US LRG CAP ETF
$920K31.3K
0.4%
+2.7%
Added · +812 sh
33Nucor Corp
COM
$900K4.0K
0.4%
+3.1%
Added · +122 sh
34BHP Billiton Limited
SPONSORED ADS
$878K10.5K
0.4%
+2.0%
Added · +212 sh
35Vertiv Holdings Co
COM CL A
$869K2.6K
0.4%
+4.3%
Added · +107 sh
36American Express Co
COM
$832K2.5K
0.4%
+11%
Added · +237 sh
37Vanguard Index FDS
MID CAP ETF
$830K10.3K
0.4%
+234%
Added · +7K sh
38Vanguard Index FDS
S&P 500 ETF SHS
$825K1.2K
0.4%
+5.4%
Added · +62 sh
39Sun Life Financial Inc.
COM
$818K10.4K
0.3%
+8.4%
Added · +805 sh
40Cisco Sys Inc
COM
$805K6.9K
0.3%
+2.2%
Added · +150 sh
41Mastercard Incorporated
CL A
$804K1.6K
0.3%
+11%
Added · +159 sh
42Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$793K11.1K
0.3%
−40%
Reduced · −7K sh
43Eli Lilly & Co
COM
$792K660
0.3%
+7.3%
Added · +45 sh
44Regions Financial Corp New
COM
$791K26.2K
0.3%
+9.7%
Added · +2K sh
45Unified Ser TR
ONEASCENT EMGRG
$776K15.6K
0.3%
+1.9%
Added · +294 sh
46International Business Machs
COM
$775K2.8K
0.3%
+10%
Added · +256 sh
47Aflac Inc
COM
$766K6.5K
0.3%
+3.4%
Added · +217 sh
48Lowes Cos Inc
COM
$751K3.4K
0.3%
+11%
Added · +325 sh
49SPDR Index SHS FDS
ST PORT MARK ETF
$748K14.4K
0.3%
−15%
Reduced · −3K sh
50Cboe Global MKTS Inc
COM
$712K2.9K
0.3%
+4.4%
Added · +124 sh
Showing 50 of 194 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 2026194$235.1M13F-HR
Q1 2026Mar 31, 2026May 15, 2026178$208.7M13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026173$204.4M13F-HR
Q3 2025Sep 30, 2025Nov 6, 2025175$196.5M13F-HR
Q2 2025Jun 30, 2025Nov 6, 2025157$176.4M13F-HR
Q1 2025Mar 31, 2025Nov 6, 2025120$129.0M13F-HR
Q4 2024Dec 31, 2024Nov 6, 202595$109.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.