Plan A Wealth LLC

Business address
7221 Plaza Ct, Lincoln, NE, 68516
Top securities (13F)
PTL, OAIM, BRKA, TPSC, IBD, NVDA, SCHO, VGIT, BCI, MSFT, WWJD, BRKB, AAPL, IVV, TPL, GOOGL, SPEM, VEA, VO, and GE
State of incorporation
NE
Fiscal year end
31 December
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Plan A Wealth LLC has filed 4 SEC EDGAR filings since 06 Nov 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-25820
13F-HR Open Document Open Filing 06 Nov 2025 30 Jun 2025 028-25820
13F-HR Open Document Open Filing 06 Nov 2025 31 Mar 2025 028-25820
13F-HR Open Document Open Filing 06 Nov 2025 31 Dec 2024 028-25820