# EDGAR Filing Document

**Accession Number:** 0002093645
**File Stem:** 0001172661-25-004606
**Filing Date:** 2025-11
**Character Count:** 13134
**Document Hash:** 402e228f2fd8e57b15feeac634c75b68
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004606.hdr.sgml**: 20251106

**ACCESSION NUMBER**: 0001172661-25-004606

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20241231

**FILED AS OF DATE**: 20251106

**DATE AS OF CHANGE**: 20251106

**EFFECTIVENESS DATE**: 20251106

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Plan A Wealth LLC
- **CENTRAL INDEX KEY:** 0002093645

**ORGANIZATION NAME:**
- **EIN:** 473052087
- **STATE OF INCORPORATION:** NE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25820
- **FILM NUMBER:** 251457083

**BUSINESS ADDRESS:**
- **STREET 1:** 7221 PLAZA CT
- **CITY:** LINCOLN
- **STATE:** NE
- **ZIP:** 68516
- **BUSINESS PHONE:** (402) 975-8008

**MAIL ADDRESS:**
- **STREET 1:** 7221 PLAZA CT
- **CITY:** LINCOLN
- **STATE:** NE
- **ZIP:** 68516

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2024

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Plan A Wealth LLC<br>**Address:** 7221 PLAZA CT<br>LINCOLN, NE 68516

**Form 13F File Number:** 028-25820

**CRD Number (if applicable):** 000287860

**SEC File Number (if applicable):** 801-110113

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Becky Wiegand<br>**Title:** Financial Advisor  Chief Compliance Officer<br>**Phone:** 402-975-8008

**Signature, Place, and Date of Signing:**

s/ Becky Wiegand  Lincoln, NE  11-06-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 95

**Form 13F Information Table Value Total:** $109335847

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AFLAC INC | COM | 001055102 |  | 490719 | 4744 | SH |  | SOLE |  | 4744 | 0 | 0 |
| ALLIANCEBERNSTEIN NATL MUN I | COM | 01864U106 |  | 136647 | 12571 | SH |  | SOLE |  | 12571 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 388822 | 2054 | SH |  | SOLE |  | 2054 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 983745 | 4484 | SH |  | SOLE |  | 4484 | 0 | 0 |
| AMBEV SA | SPONSORED ADR | 02319V103 |  | 37870 | 20470 | SH |  | SOLE |  | 20470 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1156393 | 4618 | SH |  | SOLE |  | 4618 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 221011 | 755 | SH |  | SOLE |  | 755 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 281669 | 6409 | SH |  | SOLE |  | 6409 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2843425 | 6273 | SH |  | SOLE |  | 6273 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 20427600 | 30 | SH |  | SOLE |  | 30 | 0 | 0 |
| BLACKROCK LONG-TERM MUN ADVA | COM | 09250B103 |  | 109751 | 11245 | SH |  | SOLE |  | 11245 | 0 | 0 |
| BNY MELLON STRATEGIC MUN BD | COM | 09662E109 |  | 61005 | 10500 | SH |  | SOLE |  | 10500 | 0 | 0 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 383192 | 6670 | SH |  | SOLE |  | 6670 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 274200 | 4017 | SH |  | SOLE |  | 4017 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 254480 | 6781 | SH |  | SOLE |  | 6781 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 284044 | 310 | SH |  | SOLE |  | 310 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 244446 | 2195 | SH |  | SOLE |  | 2195 | 0 | 0 |
| DWS MUN INCOME TR NEW | COM | 233368109 |  | 177216 | 18753 | SH |  | SOLE |  | 18753 | 0 | 0 |
| EDISON INTL | COM | 281020107 |  | 247504 | 3100 | SH |  | SOLE |  | 3100 | 0 | 0 |
| ETF SER SOLUTIONS | VIDENT INTERNATI | 26922A404 |  | 2045162 | 82232 | SH |  | SOLE |  | 82232 | 0 | 0 |
| ETF SER SOLUTIONS | VIDENT US BOND | 26922A602 |  | 2439080 | 56778 | SH |  | SOLE |  | 56778 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 705651 | 2486 | SH |  | SOLE |  | 2486 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 671163 | 4024 | SH |  | SOLE |  | 4024 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 331233 | 1007 | SH |  | SOLE |  | 1007 | 0 | 0 |
| GILDAN ACTIVEWEAR INC | COM | 375916103 |  | 201515 | 4283 | SH |  | SOLE |  | 4283 | 0 | 0 |
| GOLUB CAP BDC INC | COM | 38173M102 |  | 168094 | 11088 | SH |  | SOLE |  | 11088 | 0 | 0 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 200760 | 15455 | SH |  | SOLE |  | 15455 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | INTL CORP BD | 46138E636 |  | 1210386 | 56088 | SH |  | SOLE |  | 56088 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 2808807 | 75062 | SH |  | SOLE |  | 75062 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 3509275 | 105100 | SH |  | SOLE |  | 105100 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 381989 | 7315 | SH |  | SOLE |  | 7315 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 645452 | 9184 | SH |  | SOLE |  | 9184 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 250423 | 1947 | SH |  | SOLE |  | 1947 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1079639 | 1834 | SH |  | SOLE |  | 1834 | 0 | 0 |
| ISHARES TR | FUTURE AI  TECH | 46435U556 |  | 2187706 | 59016 | SH |  | SOLE |  | 59016 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 2359779 | 26502 | SH |  | SOLE |  | 26502 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 546224 | 6179 | SH |  | SOLE |  | 6179 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 629515 | 2849 | SH |  | SOLE |  | 2849 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 253298 | 1327 | SH |  | SOLE |  | 1327 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 404213 | 2795 | SH |  | SOLE |  | 2795 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 908207 | 3789 | SH |  | SOLE |  | 3789 | 0 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 214053 | 124 | SH |  | SOLE |  | 124 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 213939 | 738 | SH |  | SOLE |  | 738 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 513914 | 5166 | SH |  | SOLE |  | 5166 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1745637 | 4141 | SH |  | SOLE |  | 4141 | 0 | 0 |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | 66538H633 |  | 2092994 | 89292 | SH |  | SOLE |  | 89292 | 0 | 0 |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | 66538H534 |  | 1798226 | 46220 | SH |  | SOLE |  | 46220 | 0 | 0 |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 |  | 2992862 | 103202 | SH |  | SOLE |  | 103202 | 0 | 0 |
| NUVEEN QUALITY MUNCP INCOME | COM | 67066V101 |  | 167473 | 14363 | SH |  | SOLE |  | 14363 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2666879 | 19859 | SH |  | SOLE |  | 19859 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 206623 | 2058 | SH |  | SOLE |  | 2058 | 0 | 0 |
| PARK NATL CORP | COM | 700658107 |  | 278574 | 1625 | SH |  | SOLE |  | 1625 | 0 | 0 |
| PEOPLES BANCORP INC | COM | 709789101 |  | 212323 | 6700 | SH |  | SOLE |  | 6700 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 628920 | 4136 | SH |  | SOLE |  | 4136 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 276124 | 10408 | SH |  | SOLE |  | 10408 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 303623 | 2665 | SH |  | SOLE |  | 2665 | 0 | 0 |
| PHILLIPS EDISON  CO INC | COMMON STOCK | 71844V201 |  | 234275 | 6254 | SH |  | SOLE |  | 6254 | 0 | 0 |
| PIONEER MUNICIPAL HIGH INCOM | COM | 723762100 |  | 108722 | 12897 | SH |  | SOLE |  | 12897 | 0 | 0 |
| PIONEER MUNICIPAL HIGH INCOM | COM SHS | 723763108 |  | 264512 | 28565 | SH |  | SOLE |  | 28565 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 324358 | 13993 | SH |  | SOLE |  | 13993 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 196840 | 10640 | SH |  | SOLE |  | 10640 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 411710 | 18137 | SH |  | SOLE |  | 18137 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 486664 | 2093 | SH |  | SOLE |  | 2093 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 5946720 | 154984 | SH |  | SOLE |  | 154984 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 4286573 | 125595 | SH |  | SOLE |  | 125595 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 293626 | 501 | SH |  | SOLE |  | 501 | 0 | 0 |
| SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 |  | 1417372 | 56718 | SH |  | SOLE |  | 56718 | 0 | 0 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 3029601 | 43945 | SH |  | SOLE |  | 43945 | 0 | 0 |
| SPDR SER TR | PORTFOLIO S | 78468R853 |  | 2687508 | 59829 | SH |  | SOLE |  | 59829 | 0 | 0 |
| SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 |  | 205356 | 2151 | SH |  | SOLE |  | 2151 | 0 | 0 |
| STRATEGY SHS | EVENTIDE HIGH DI | 86280R811 |  | 228891 | 9260 | SH |  | SOLE |  | 9260 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 550434 | 1363 | SH |  | SOLE |  | 1363 | 0 | 0 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 |  | 1907781 | 1725 | SH |  | SOLE |  | 1725 | 0 | 0 |
| TIMOTHY PLAN | US LRGMD CP CORE | 887432359 |  | 1834707 | 42838 | SH |  | SOLE |  | 42838 | 0 | 0 |
| TIMOTHY PLAN | U S SM CP CORE | 887432342 |  | 1852395 | 47439 | SH |  | SOLE |  | 47439 | 0 | 0 |
| UNIFIED SER TR | ONEASCENT CORE P | 90470L519 |  | 380691 | 16932 | SH |  | SOLE |  | 16932 | 0 | 0 |
| UNIFIED SER TR | ONEASCENT INTL | 90470L444 |  | 1163188 | 36211 | SH |  | SOLE |  | 36211 | 0 | 0 |
| UNIFIED SER TR | ONEASCENT LARGE | 90470L527 |  | 333071 | 11241 | SH |  | SOLE |  | 11241 | 0 | 0 |
| UNIFIED SER TR | ONEASCENT EMGRG | 90470L469 |  | 677863 | 23259 | SH |  | SOLE |  | 23259 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 272052 | 1193 | SH |  | SOLE |  | 1193 | 0 | 0 |
| VANECK ETF TRUST | BIOTECH ETF | 92189F726 |  | 2370305 | 15100 | SH |  | SOLE |  | 15100 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 729958 | 10151 | SH |  | SOLE |  | 10151 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 204931 | 4178 | SH |  | SOLE |  | 4178 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 816776 | 1990 | SH |  | SOLE |  | 1990 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 393748 | 2434 | SH |  | SOLE |  | 2434 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3310427 | 12533 | SH |  | SOLE |  | 12533 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 497860 | 924 | SH |  | SOLE |  | 924 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 211062 | 1065 | SH |  | SOLE |  | 1065 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 305750 | 1055 | SH |  | SOLE |  | 1055 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 615067 | 3633 | SH |  | SOLE |  | 3633 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 942544 | 21402 | SH |  | SOLE |  | 21402 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 280082 | 4829 | SH |  | SOLE |  | 4829 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1177807 | 24630 | SH |  | SOLE |  | 24630 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 788233 | 11222 | SH |  | SOLE |  | 11222 | 0 | 0 |
| YUM BRANDS INC | COM | 988498101 |  | 342913 | 2556 | SH |  | SOLE |  | 2556 | 0 | 0 |

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