BankPlus Wealth Management LLC: 13F holdings
CIK 20511172026Q2
| Positions | 126 |
|---|---|
| Reported value | $222.2m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 82,143 | $61.5m | 27.7% |
| JCPB J P MORGAN EXCHANGE TRADED F | 371,116 | $17.4m | 7.8% |
| JPIE J P MORGAN EXCHANGE TRADED F | 205,578 | $9.5m | 4.3% |
| VANGUARD MALVERN FDS | 104,339 | $8.1m | 3.6% |
| AAPL APPLE INC | 23,495 | $6.8m | 3.1% |
| IQLT ISHARES TR | 127,136 | $6.3m | 2.8% |
| IWM ISHARES TR | 16,143 | $4.9m | 2.2% |
| RDVY FIRST TR EXCHANGE TRADED FD | 55,816 | $4.5m | 2.0% |
| T ROWE PRICE EXCHANGE-TRADED | 110,869 | $4.4m | 2.0% |
| QQQM INVESCO EXCH TRADED FD TR II | 14,547 | $4.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2051117")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.