Plan A Wealth LLC
All 13F Filings
Location
Lincoln, NE
CIK
0002093645
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000117266126002250
Q1 2026
178
208,736,257
13F-HR
5/15/2026
Plan A Wealth LLC