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Plan A Wealth LLC

SEC CIK
0002093645
Latest filing
Jul 14, 2026

VRT holding history

Vertiv Holdings Co in every 13F filed by Plan A Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VRT overviewAll 13F holders of VRTFull Q2 2026 holdings

Shares (Q2 2026)
2,594
Value
$868.5K
% of portfolio
0.4%
Quarters held
4
Since Q3 2025
Holdings of VRT by Plan A Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,594$868.5K0.4%+107+4.3%AddedHolders
Q1 20262,487$623.2K0.3%+41+1.7%AddedHolders
Q4 20252,446$396.3K0.2%−10.0%ReducedHolders
Q3 20252,447$369.2K0.2%+2,447NewHolders