Plus Group Wealth Advisors LLC: 13F holdings
CIK 21095152026Q2
| Positions | 48 |
|---|---|
| Reported value | $106.3m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TR | 16,458 | $12.1m | 11.4% |
| SCHV SCHWAB STRATEGIC TR | 266,466 | $9.3m | 8.7% |
| VB VANGUARD INDEX FDS | 29,945 | $9.1m | 8.5% |
| SCHF SCHWAB STRATEGIC TR | 303,719 | $8.4m | 7.9% |
| FVD FIRST TR EXCHANGE-TRADED FD | 173,524 | $8.4m | 7.9% |
| VO VANGUARD INDEX FDS | 99,760 | $8.0m | 7.6% |
| SCHG SCHWAB STRATEGIC TR | 179,550 | $6.1m | 5.7% |
| FDN FIRST TR EXCHANGE-TRADED FD | 22,379 | $5.9m | 5.6% |
| FTSM FIRST TR EXCHANGE-TRADED FD | 89,073 | $5.3m | 5.0% |
| AMZN AMAZON COM INC | 17,080 | $4.1m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109515")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.