Plan Group Financial, LLC: 13F holdings
CIK 19400332026Q2
| Positions | 243 |
|---|---|
| Reported value | $485.5m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ACWI ISHARES TR | 102,342 | $16.1m | 3.3% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 21 | $15.7m | 3.2% |
| COWZ PACER FDS TR | 249,803 | $15.5m | 3.2% |
| JQUA J P MORGAN EXCHANGE TRADED F | 208,959 | $15.1m | 3.1% |
| PACER FDS TR | 325,050 | $13.0m | 2.7% |
| JPM JPMORGAN CHASE & CO | 37,583 | $12.3m | 2.5% |
| SGOV ISHARES TR | 113,737 | $11.4m | 2.4% |
| VOO VANGUARD INDEX FDS | 16,251 | $11.2m | 2.3% |
| VTI VANGUARD INDEX FDS | 29,842 | $11.0m | 2.3% |
| EDIV SPDR INDEX SHS FDS | 260,012 | $10.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1940033")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.