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Portfolio (Quarterly) Guide ↗

Plan Group Financial, LLC

· CIK 0001940033
13F Portfolio $486M AUM 253 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 49 New 80 Added 91 Reduced 29 Exited
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FMHI FIRST TR EXCH TRADED FD III 101,321.0 $4.9M 1.01% +6K +5.9% $48.49 -2.3%
22 AVGO BROADCOM INC Technology 12,785.0 $4.8M 0.99% +458.0 +3.7% $377.76 -5.0%
23 AMLP ALPS ETF TR 91,225.0 $4.7M 0.97% +24K +35.5% $51.85 +5.9%
24 QQQ INVESCO QQQ TR Financial Services 5,869.0 $4.3M 0.89% +2K +67.6% $736.39 -4.1%
25 PM PHILIP MORRIS INTL INC Consumer Defensive 23,686.0 $4.3M 0.88% +909.0 +4.0% $180.91 +5.8%
26 MO ALTRIA GROUP INC Consumer Defensive 56,096.0 $4.0M 0.83% +6K +11.0% $71.95 -4.8%
27 BOXX EA SERIES TRUST 33,549.0 $3.9M 0.81% +16K +89.8% $117.09 +0.7%
28 FITB FIFTH THIRD BANCORP Financial Services 67,424.0 $3.8M 0.78% +6K +10.4% $56.37 -2.6%
29 VWO VANGUARD INTL EQUITY INDEX F 63,207.0 $3.8M 0.78% +37K +138.5% $59.69 +0.5%
30 IBM INTERNATIONAL BUSINESS MACHS Technology 12,853.0 $3.6M 0.74% +2K +19.2% $281.20 -17.8%
31 SO SOUTHERN CO Utilities 37,485.0 $3.6M 0.74% +4K +11.3% $95.71 -5.9%
32 AEP AMERICAN ELEC PWR CO INC Utilities 26,185.0 $3.6M 0.74% +3K +11.8% $136.81 -10.8%
33 OHI OMEGA HEALTHCARE INVS INC Real Estate 72,485.0 $3.5M 0.71% +8K +13.1% $47.68 -2.3%
34 IWM ISHARES TR 11,267.0 $3.4M 0.70% +725.0 +6.9% $300.45 -0.8%
35 SHY ISHARES TR 39,402.0 $3.2M 0.67% +2K +5.7% $82.11 -0.1%
36 PFE PFIZER INC Healthcare 133,266.0 $3.2M 0.66% +20K +17.6% $24.08 +16.2%
37 D DOMINION ENERGY INC Utilities 46,094.0 $3.1M 0.65% +6K +15.3% $68.29 -2.5%
38 SPTL SPDR SERIES TRUST 119,566.0 $3.1M 0.65% +9K +7.8% $26.23 -3.8%
39 PDBA INVESCO ACTVELY MNGD ETC FD 88,002.0 $3.1M 0.65% +7K +8.8% $35.62 +6.0%
40 DUK DUKE ENERGY CORP NEW Utilities 24,369.0 $3.1M 0.64% +3K +15.2% $126.58 -3.6%
Page 2 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.2%
Technology 17.9%
Utilities 11.6%
Energy 10.2%
Consumer Defensive 8.0%
Real Estate 6.3%
Healthcare 5.2%
Communication Services 4.6%
Consumer Cyclical 2.6%
Industrials 2.1%