Plan A Wealth LLC

Q4 2025 13F Holdings

Location
Lincoln, NE
Holdings as of
12/31/2025
Value ($000)
$204,419
Num holdings
173
Date filed
2/6/2026
Form type
13F-HR
Prev filing
11/6/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type