Plan A Wealth LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 203 separate positions held by the firm, managed out of its office in Lincoln, Nebraska.
The portfolio includes a mix of large-cap technology companies, energy firms, and exchange-traded funds. Notable positions include Apple Inc., with 17,768,666 shares; Microsoft Corporation, holding 3,686,475 shares; and NVIDIA Corporation, with 6,945,721 shares. The filing also details significant stakes in Berkshire Hathaway Inc. Class A and Class B, with 20 and 1,431,223 shares respectively.
International holdings are also represented, including stakes in ASML Holding N.V., Taiwan Semiconductor Manufacturing Co., and Toyota Motor Corp. The firm holds a substantial number of shares in the SPDR S&P 500 ETF Trust, with 2,154,277 shares.
The filing was signed by Deb Galindo, Manager of Operations & Compliance, on October 8, 2026.
