Plan A Wealth LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports the firm held positions in 203 separate equities at the end of the reporting period.
The filing lists a diverse portfolio of common stock positions. Notable holdings include Apple Inc., with 17,768,666 shares; Microsoft Corporation, with 3,686,475 shares; and NVIDIA Corporation, with 6,945,721 shares. Other significant positions include Amazon.com Inc. (10,397,398 shares), Alphabet Inc. Class A (2,297,127 shares), and Berkshire Hathaway Inc. Class A (20 shares).
The portfolio also includes a mix of international and sector-specific equities. International holdings include Banco Brasileiro S.A. (23,327 shares), BHP Billiton Limited Sponsored ADS (10,927 shares), and Toyota Motor Corp ADS (3,630 shares). The filing also lists several exchange-traded funds, including the iShares Core S&P 500 ETF (2,790,895 shares) and the Vanguard S&P 500 ETF Shares (841,733 shares).
The filing was signed by Deb Galindo, Manager of Operations & Compliance, on October 8, 2026. The firm's address is listed as 7221 Plaza Ct, Lincoln, NE 68516.
