NVDANVIDIA Corp
What Plan A Wealth LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2093645 · Filed Jul 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
NORTHERN LTS FD TR IVINSPIRE 500 ETF | 159.1K | +4.7% | $45.5M | 19.4% |
UNIFIED SER TRONEASCENT INTL | 655.3K | +3.3% | $31.3M | 13.3% |
BERKSHIRE HATHAWAY INC DELCL A | 25 | ±0% | $18.7M | 8% |
TIMOTHY PLANU S SM CP CORE | 182.7K |
| +3.5% |
| $8.8M |
| 3.7% |
NORTHERN LTS FD TR IVINSPIRE CORP BD | 322K | +8.3% | $7.7M | 3.3% |
SCHWAB STRATEGIC TRSHT TM US TRES | 288.5K | +7.5% | $7M | 3% |
NVDANVIDIA Corp | 29.3K | −0.0% | $5.9M | 2.5% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 93K | +13.2% | $5.5M | 2.3% |
ABRDN ETFSBBRG ALL COMD K1 | 215.9K | +0.8% | $4.8M | 2.1% |
NORTHERN LTS FD TR IVINSPIRE INTL ETF | 81.8K | +1.6% | $3.1M | 1.3% |
AAPLApple Inc. | 10.4K | +1.5% | $3M | 1.3% |
MSFTMicrosoft Corp | 7.1K | +2.9% | $2.6M | 1.1% |
ISHARES TRCORE S&P500 ETF | 3.3K | −21.2% | $2.5M | 1.1% |
GOOGLAlphabet Inc. | 6.6K | −0.9% | $2.3M | 1% |
TPLTexas Pacific Land Corp | 4.5K | −13.6% | $2M | 0.8% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 3.2K | −31.2% | $1.6M | 0.7% |
AVGOBroadcom Inc. | 4K | +8.2% | $1.5M | 0.6% |
SPYSPDR S&P 500 ETF Trust | 2K | +9.1% | $1.5M | 0.6% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 48.4K | −15.8% | $1.3M | 0.6% |
GEGeneral Electric Co | 3.5K | +0.2% | $1.3M | 0.6% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 2.7K | +7.4% | $1.3M | 0.6% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 25.4K | +53.8% | $1.2M | 0.5% |
AMEAMETEK Inc | 4.7K | +6.4% | $1.1M | 0.5% |
ORLYO Reilly Automotive Inc | 11.7K | +12.1% | $1.1M | 0.5% |
GEVGE Vernova Inc. | 907 | +0.1% | $1.1M | 0.5% |
COSTCostco Wholesale Corp | 1.1K | +8.1% | $1.1M | 0.5% |
ASMLASML Holding NV | 528 | +9.1% | $1.1M | 0.4% |
IXOrix Corp | 27.2K | +8.1% | $1M | 0.4% |
SCHWAB STRATEGIC TRUS AGGREGATE B | 42.4K | +5.5% | $980.5K | 0.4% |
SHGShinhan Financial Group Co Ltd | 15.3K | +2.0% | $968K | 0.4% |
TTETotalEnergies SE | 12.3K | +4.6% | $954.6K | 0.4% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 31.3K | +2.7% | $920.1K | 0.4% |
NUENucor Corp | 4K | +3.1% | $900K | 0.4% |
BHPBHP Group Ltd | 10.5K | +2.1% | $878.1K | 0.4% |
VRTVertiv Holdings Co | 2.6K | +4.3% | $868.5K | 0.4% |
AXPAmerican Express Co | 2.5K | +10.7% | $832.1K | 0.4% |
VANGUARD INDEX FDSMID CAP ETF | 10.3K | +234.2% | $830.1K | 0.4% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 1.2K | +5.4% | $824.9K | 0.4% |
SLFSun Life Financial Inc | 10.4K | +8.4% | $818K | 0.3% |
CSCOCisco Systems, Inc. | 6.9K | +2.2% | $804.8K | 0.3% |
MAMastercard Inc | 1.6K | +11.3% | $803.8K | 0.3% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 11.1K | −39.9% | $793.3K | 0.3% |
LLYELI LILLY & Co | 660 | +7.3% | $791.6K | 0.3% |
RFRegions Financial Corp | 26.2K | +9.7% | $790.6K | 0.3% |
UNIFIED SER TRONEASCENT EMGRG | 15.6K | +1.9% | $776K | 0.3% |
IBMInternational Business Machines Corp | 2.8K | +10.2% | $774.5K | 0.3% |
AFLAflac Inc | 6.5K | +3.4% | $766K | 0.3% |
LOWLowe's Companies Inc | 3.4K | +10.6% | $750.7K | 0.3% |
SPDR INDEX SHS FDSST PORT MARK ETF | 14.4K | New | $748.2K | 0.3% |
CBOECboe Global Markets, Inc. | 2.9K | +4.4% | $712.3K | 0.3% |
JPMJPMorgan Chase & Co | 2.2K | −13.5% | $709K | 0.3% |
SCHWAB STRATEGIC TRFUNDAMENTAL US L | 22.8K | +1.6% | $708.2K | 0.3% |
JNJJohnson & Johnson | 2.7K | −0.6% | $683.7K | 0.3% |
BEPCBrookfield Renewable Corp | 18.2K | +5.0% | $676.8K | 0.3% |
IQVIQVIA Holdings Inc. | 3.5K | +18.6% | $670.3K | 0.3% |
ROPRoper Technologies Inc | 2K | +10.6% | $670K | 0.3% |
SHELShell plc | 8.6K | +1.7% | $668.3K | 0.3% |
HMCHonda Motor Co Ltd | 24.5K | +12.5% | $663.1K | 0.3% |
NEENextEra Energy Inc | 7.3K | +9.6% | $638.4K | 0.3% |
WFCWells Fargo & Company | 7.7K | −3.2% | $634.8K | 0.3% |
QCOMQualcomm Inc | 3.4K | +4.8% | $632.3K | 0.3% |
MRKMerck & Co., Inc. | 4.9K | +1.1% | $624.5K | 0.3% |
ISHARES TRFUTU AI TECH ETF | 8K | New | $608.7K | 0.3% |
DEDeere & Co | 938 | +14.4% | $595K | 0.3% |
TMToyota Motor Corp | 3.5K | +11.1% | $591.2K | 0.3% |
KHCKraft Heinz Co | 24.9K | +2.6% | $589.1K | 0.3% |
SPDR INDEX SHS FDSST STR PO EX ETF | 11.6K | New | $586.9K | 0.2% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 2.8K | +4.5% | $586.4K | 0.2% |
MCKMcKesson Corp | 771 | +11.7% | $582.6K | 0.2% |
KLACKLA Corp | 1.9K | +980.1% | $573.6K | 0.2% |
AMZNAmazon Com Inc | 2.3K | −18.1% | $557.7K | 0.2% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 9.2K | −33.9% | $548.4K | 0.2% |
DOLEDole plc | 39.6K | +28.4% | $543.6K | 0.2% |
PEPPepsiCo Inc | 4K | −2.0% | $542.3K | 0.2% |
LNGCheniere Energy, Inc. | 2.2K | +20.1% | $527.7K | 0.2% |
CATCaterpillar Inc | 495 | −3.9% | $527.2K | 0.2% |
UNIFIED SER TRONEA ENH SMA ETF | 14.4K | New | $518.9K | 0.2% |
AMGNAmgen Inc | 1.4K | +10.4% | $512.5K | 0.2% |
STMSTMicroelectronics N.V. | 6.6K | −15.9% | $495.7K | 0.2% |
EWEdwards Lifesciences Corp | 5.3K | +11.4% | $479.6K | 0.2% |
MTDMettler Toledo International Inc | 366 | +10.6% | $467.6K | 0.2% |
AAgilent Technologies, Inc. | 3.5K | +12.4% | $464.8K | 0.2% |
SYKStryker Corp | 1.4K | +16.9% | $453.7K | 0.2% |
MDTMedtronic plc | 5.8K | +10.6% | $452.8K | 0.2% |
SJMJ M SMUCKER Co | 4K | +16.9% | $448.9K | 0.2% |
RELXRelx PLC | 14.2K | +19.3% | $448.7K | 0.2% |
ISHARES TRMSCI ACWI EX US | 5.9K | −5.6% | $446.5K | 0.2% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 2.3K | New | $441.6K | 0.2% |
DDOGDatadog, Inc. | 1.7K | New | $441.6K | 0.2% |
TSLATesla, Inc. | 1K | −0.1% | $440.1K | 0.2% |
ISHARES TRJPMORGAN USD EMG | 4.4K | −4.5% | $425.3K | 0.2% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 12.5K | +1.6% | $424.2K | 0.2% |
ORCLOracle Corp | 2.8K | +10.3% | $411.8K | 0.2% |
UNIFIED SER TRONEA CORE BD ETF | 18K | New | $409.2K | 0.2% |
SCHWAB STRATEGIC TRFUNDAMENTAL INTL | 7.7K | −3.3% | $406.7K | 0.2% |
SPDR SERIES TRUSTST STR AGGRE ETF | 15.9K | New | $406.2K | 0.2% |
ISHARES TRCORE MSCI EAFE | 4.2K | −18.9% | $402.8K | 0.2% |
PEBOPeoples Bancorp Inc | 10.4K | +8.3% | $399K | 0.2% |
YUMYUM Brands Inc | 2.5K | −0.2% | $396.5K | 0.2% |
SCHWAB STRATEGIC TRFUNDAMENTAL US S | 10.4K | +2.5% | $394.2K | 0.2% |
VANGUARD INDEX FDSTOTAL STK MKT | 1.1K | −43.2% | $390K | 0.2% |
AREAlexandria Real Estate Equities, Inc. | 7.2K | +25.8% | $380.3K | 0.2% |
ADBEAdobe Inc. | 1.8K | +13.6% | $372.7K | 0.2% |
ETF OPPORTUNITIES TRUSTAPPLIED FINA VAL | 7.9K | −2.0% | $367K | 0.2% |
FIDELITY COVINGTON TRUSTENHANCED INTL | 9.1K | −3.9% | $366.5K | 0.2% |
SPDR SERIES TRUSTST STR P500ETF | 4.1K | New | $364.3K | 0.2% |
NXPINXP Semiconductors N.V. | 1.2K | New | $345.7K | 0.1% |
ADIAnalog Devices Inc | 870 | +1.6% | $345.5K | 0.1% |
VICTORY PORTFOLIOS IISHS FR CA FL ETF | 7.5K | New | $344.8K | 0.1% |
TMDXTransMedics Group, Inc. | 5.2K | +33.9% | $343.2K | 0.1% |
EXPEExpedia Group, Inc. | 1.3K | New | $337.5K | 0.1% |
UNIFIED SER TRONEASCENT LARGE | 8.2K | −0.1% | $335.7K | 0.1% |
PENGPenguin Solutions, Inc. | 4.4K | New | $334.6K | 0.1% |
ISHARES TRRUSSELL 2000 ETF | 1.1K | −30.1% | $332.6K | 0.1% |
ISHARES TRINTL SEL DIV ETF | 8K | −16.6% | $331K | 0.1% |
MOSMosaic Co | 15.5K | +18.4% | $328.1K | 0.1% |
SPDR SERIES TRUSTST STR SP600 SML | 5.7K | New | $328K | 0.1% |
UNPUnion Pacific Corp | 1.2K | ±0% | $324.5K | 0.1% |
ISHARES TRRUS MID CAP ETF | 2.9K | ±0% | $321.6K | 0.1% |
FISVFiserv Inc | 6.6K | +14.5% | $321.5K | 0.1% |
ACNAccenture plc | 2.5K | +21.7% | $313.5K | 0.1% |
WSTWest Pharmaceutical Services Inc | 871 | New | $312.7K | 0.1% |
PSXPhillips 66 | 1.8K | −31.6% | $308.2K | 0.1% |
APPAppLovin Corp | 595 | New | $306.6K | 0.1% |
CAPITAL GROUP INTERNATIONALSHS | 8.3K | −6.1% | $301.8K | 0.1% |
PRKPark National Corp | 1.6K | ±0% | $297.4K | 0.1% |
RYAAYRyanair Holdings PLC | 4.5K | New | $290K | 0.1% |
ZTSZoetis Inc. | 4K | +59.4% | $289.4K | 0.1% |
BACBank of America Corp | 5K | −6.2% | $284.1K | 0.1% |
NTNXNutanix, Inc. | 5.5K | New | $280.5K | 0.1% |
GRMNGarmin Ltd | 1.2K | +7.3% | $276.5K | 0.1% |
VANECK ETF TRUSTBIOTECH ETF | 1.4K | −4.3% | $276.4K | 0.1% |
WMTWalmart Inc. | 2.4K | New | $274.8K | 0.1% |
GPCGenuine Parts Co | 2.3K | +22.8% | $274.6K | 0.1% |
IBKRInteractive Brokers Group, Inc. | 3.1K | New | $270.8K | 0.1% |
AERAerCap Holdings N.V. | 1.9K | +14.2% | $270.4K | 0.1% |
DHIHorton D R Inc | 1.6K | New | $268.6K | 0.1% |
PECOPhillips Edison & Company, Inc. | 6.4K | +0.8% | $268.1K | 0.1% |
LIILennox International Inc | 467 | New | $267.6K | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 400 | New | $262.4K | 0.1% |
STLDSteel Dynamics Inc | 1.1K | +2.5% | $261.6K | 0.1% |
INMDInMode Ltd. | 17.7K | +20.3% | $259.1K | 0.1% |
ISHARES INCCORE MSCI EMKT | 3.1K | −36.7% | $257.5K | 0.1% |
SPGSimon Property Group Inc. | 1.1K | New | $256.9K | 0.1% |
FTITechnipFMC plc | 3.8K | −20.3% | $255K | 0.1% |
ADMArcher-Daniels-Midland Co | 3.3K | −7.6% | $254.8K | 0.1% |
DECKDeckers Outdoor Corp | 2.6K | New | $254.5K | 0.1% |
CIGEnergy Co of Minas Gerais | 121.2K | New | $254.5K | 0.1% |
STRATEGY SHSEVEN HIGH DI ETF | 7.6K | New | $249.3K | 0.1% |
CPAYCorpay, Inc. | 747 | New | $249K | 0.1% |
EOGEOG Resources Inc | 1.9K | −11.1% | $248.5K | 0.1% |
SNNSmith & Nephew PLC | 8.6K | +16.5% | $248K | 0.1% |
PSAPublic Storage | 772 | New | $245.8K | 0.1% |
ISHARES INCESG AWR MSCI EM | 4.5K | ±0% | $245.5K | 0.1% |
RIORio Tinto PLC | 2.6K | −0.5% | $245.5K | 0.1% |
EQRVivmark Residential | 3.6K | New | $244.9K | 0.1% |
ISHARES TRS&P MC 400GR ETF | 2.1K | −1.1% | $243.1K | 0.1% |
DISWalt Disney Co | 2.5K | ±0% | $236.3K | 0.1% |
PCARPACCAR Inc | 2K | +8.4% | $235K | 0.1% |
PNRPENTAIR plc | 3.1K | New | $234K | 0.1% |
SLBSLB Limited | 5K | −15.0% | $232K | 0.1% |
DXCMDexCom Inc | 3.4K | New | $231.4K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC | 3.6K | New | $230.6K | 0.1% |
ISHARES TRCORE HIGH DV ETF | 8.4K | +344.3% | $230.5K | 0.1% |
ICLICL Group Ltd. | 46.1K | +21.0% | $229.8K | 0.1% |
FCXFreeport-McMoran Inc | 3.6K | −2.2% | $229.4K | 0.1% |
CHKPCheck Point Software Technologies Ltd | 1.7K | New | $227.1K | 0.1% |
CNPCenterpoint Energy Inc | 5.1K | +1.7% | $223.9K | 0.1% |
ASTSAST SpaceMobile, Inc. | 2.5K | +0.2% | $220.6K | 0.1% |
SCHWAB STRATEGIC TRUS REIT ETF | 9.3K | New | $220.5K | 0.1% |
BKNGBooking Holdings Inc. | 1.2K | −3.7% | $218.9K | 0.1% |
VANGUARD INDEX FDSSMALL CP ETF | 722 | New | $218.9K | 0.1% |
CTASCintas Corp | 1.3K | New | $216.4K | 0.1% |
GILGildan Activewear Inc. | 4.2K | −0.6% | $215.6K | 0.1% |
ATOAtmos Energy Corp | 1.2K | +4.9% | $212.1K | 0.1% |
DGDollar General Corp | 1.8K | New | $211.5K | 0.1% |
EENI SpA | 4.5K | −21.4% | $210.9K | 0.1% |
NICENICE Ltd. | 2.3K | +14.2% | $208.9K | 0.1% |
PLTRPalantir Technologies Inc. | 1.8K | +20.5% | $204.5K | 0.1% |
SPDR SERIES TRUSTST STR SP BIOT | 1.3K | New | $204.5K | 0.1% |
IDXXIDEXX Laboratories Inc | 385 | New | $202.7K | 0.1% |
ESLTElbit Systems Ltd | 264 | −23.9% | $200.3K | 0.1% |
MQYBlackRock Muniyield Quality Fund, Inc. | 13.9K | ±0% | $161.6K | 0.1% |
KTFDWS Municipal Income Trust | 17.3K | ±0% | $158.7K | 0.1% |
GTGoodyear Tire & Rubber Co | 13.5K | New | $89.1K | 0.1% |
AVALGrupo Aval Acciones Y Valores S.A. | 16.3K | +7.4% | $82.2K | 0.1% |
ENICEnel Chile S.A. | 18.2K | +8.5% | $81.9K | 0.1% |
GGBGerdau S.A. | 17.8K | +8.4% | $71.9K | 0.1% |
TKCTurkcell Iletisim Hizmetleri a S | 11.8K | +10.9% | $69.4K | 0.1% |
SBSCompanhia de Saneamento Basico do Estado de SAO Paulo-Sabesp | 11.7K | New | $67.8K | 0.1% |
BBDBank Bradesco | 19.1K | +2.9% | $66.3K | 0.1% |
LPLLG Display Co., Ltd. | 16.3K | +10.3% | $63.6K | 0.1% |
UGPUltrapar Holdings Inc | 12.6K | −19.2% | $63.1K | 0.1% |
SIDNational Steel Co | 55.9K | +46.1% | $51.2K | 0.1% |
