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Deb Galindo

Plan A Wealth Llc

Assets Managed
$235.074M
Holdings
194
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.62%(2Q avg: 7.37%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Plan A Wealth Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 194 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 235.074M in assets, with a quarterly growth rate of 12.62% and a 2-quarter average growth rate of 7.37%. The portfolio is managed by Deb Galindo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PTL
Inspire 500 Etf
Recent Activity
Increased 4.69%
19.37%
$45.517M
159,100 shares@ $286.09 avg price
OAIM
Oneascent Intl Eqty Etf
Recent Activity
Increased 3.33%
13.34%
$31.341M
655,254 shares@ $47.84 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
7.97%
$18.721M
25 shares@ $748850.0 avg price
TPSC
Timothy Plan Us Small Cap Co
Recent Activity
Increased 3.52%
3.73%
$8.767M
182,718 shares@ $47.99 avg price
IBD
Inspire Corporate Bond Etf
Recent Activity
Increased 8.31%
3.26%
$7.655M
322,041 shares@ $23.78 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 7.47%
2.97%
$6.965M
288,517 shares@ $24.14 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.04%
2.5%
$5.865M
29,312 shares@ $200.09 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 13.24%
2.34%
$5.483M
92,971 shares@ $58.99 avg price
BCI
Abrdn Bloomberg All Commodit
Recent Activity
Increased 0.84%
2.06%
$4.822M
215,854 shares@ $22.34 avg price
WWJD
Inspire International Etf
Recent Activity
Increased 1.65%
1.33%
$3.119M
81,787 shares@ $38.13 avg price

1-10 of 194