Plan A Wealth Llc Q2 2026 Portfolio Activity Analysis
Plan A Wealth increased its holdings in several tax-managed funds and ETFs during the second quarter of 2026, while maintaining significant positions in established names like Berkshire Hathaway.
As reported by insiderset.com for the period ending June 30th, 2026, Plan A Wealth Llc, a tax-loss harvesting fund focused on maximizing returns through strategic buying and selling, has continued its pattern of portfolio adjustments.
The fund's primary strategy involves shifting between various investment vehicles to optimize tax benefits. This quarter saw notable increases in holdings across several sectors:
- IBD: Plan A Wealth significantly boosted its position in Vanguard Tax-Managed Fund (IBD), adding over 24,000 shares and increasing the fund's allocation to this holding from approximately 3.26% to a higher percentage.
- SCHO: The Schwab Strategic Trust (SCHO) also saw substantial growth in its share count during Q2, with Plan A adding over 20,000 shares, leading to an allocation increase for this investment within the portfolio.
- VO: Vanguard Index Funds ETF (VO), another key holding, experienced a significant buy as Plan A added nearly 7,000 shares during the quarter.
In addition to these substantial purchases, the fund also made notable additions in other areas:
- FBND: Fidelity Merrimack Strategic Trust (FBND) was a significant buy for Plan A during Q2.
- G27907107: Dole PLC common stock (G27907107) saw an increase in its position by the fund.
- M53213100: ICL Group Ltd. common stock (M53213100) was also added to the portfolio during this period.
- PTL: While already a top holding, Plan A further increased its stake in Northern LTS Fund TR IV (PTL), adding over 7,000 shares and solidifying its position as one of the fund's largest holdings at approximately 19.36%.
- BRK-A: The fund maintained its existing stake in Berkshire Hathaway Inc (BRK-A), which remains a top holding allocation, indicating stability but no change during this quarter.
The investor also continued to adjust positions within the fixed income and tax-managed space:
- VGIT: Vanguard Scottsdale Tax-Managed Fund (VGIT) allocation increased slightly, reflecting a modest buy.
- SCHF: The fund sold shares in Schwab Strategic Trust (SCHF), reducing its position and the associated portfolio allocation percentage for this specific holding.
Furthermore, Plan A Wealth demonstrated activity with several other holdings:
- N6596X109: This symbol was listed among significant buys by the fund during Q2.
- KLA Corp (KLAC): Another stock noted as a significant buy, adding to its portfolio of tax-advantaged positions.
- DDOG: Digital Dog Holdings Inc common stock was also identified by Plan A as a significant purchase during the quarter.
The fund's overall approach appears focused on capitalizing on market movements and tax regulations. While it increased positions in several key holdings, including FBND, VO, and others, the data does not indicate any major new equity positions outside of its typical fixed income and tax-managed fund allocations.