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Becky Wiegand

Plan A Wealth Llc

Assets Managed
$208.736M
Holdings
178
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
2.12%(2Q avg: 3.07%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Plan A Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 178 positions.

Assets under management

The assets under management (AUM) of Plan A Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 208.736M in assets, with a quarterly growth rate of 2.12% and a 2-quarter average growth rate of 3.07%. The portfolio is managed by Becky Wiegand, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PTL
Inspire 500 Etf
Recent Activity
Increased 7.11%
18.25%
$38.078M
151,974 shares@ $250.56 avg price
OAIM
Oneascent Intl Eqty Etf
Recent Activity
Increased 3.63%
13.09%
$27.306M
634,179 shares@ $43.06 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Decreased -13.79%
8.61%
$17.953M
25 shares@ $718140.0 avg price
TPSC
Timothy Plan Us Small Cap Co
Recent Activity
Increased 2.07%
3.59%
$7.492M
176,510 shares@ $42.45 avg price
IBD
Inspire Corporate Bond Etf
Recent Activity
Increased 5.32%
3.4%
$7.094M
297,360 shares@ $23.86 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 10.32%
3.13%
$6.516M
268,472 shares@ $24.27 avg price
BCI
Abrdn Bloomberg All Commodit
Recent Activity
Increased 5.68%
2.5%
$5.2M
214,064 shares@ $24.29 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.75%
2.46%
$5.114M
29,324 shares@ $174.4 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 16.65%
2.35%
$4.889M
82,102 shares@ $59.55 avg price
WWJD
Inspire International Etf
Recent Activity
Decreased -10.98%
1.45%
$3.009M
80,466 shares@ $37.4 avg price

1-10 of 178