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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 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 XLE SELECT SECTOR SPDR TR 56,670 $3.5M 0.81% SOLD
2 HON HONEYWELL INTL INC Industrials 4,565 $1.0M 0.24% SOLD
3 FANG DIAMONDBACK ENERGY INC Energy 3,720 $736K 0.17% SOLD
4 CRAK VANECK ETF TRUST 13,000 $642K 0.15% SOLD
5 NEM NEWMONT CORP Basic Materials 5,000 $541K 0.13% SOLD
6 E ENI SPA Energy 8,500 $481K 0.11% SOLD
7 LNG CHENIERE ENERGY INC Energy 1,472 $418K 0.10% SOLD
8 BKLN INVESCO EXCH TRADED FD TR II 19,064 $389K 0.09% SOLD
9 BSX BOSTON SCIENTIFIC CORP Healthcare 6,031 $378K 0.09% SOLD
10 DINO HF SINCLAIR CORP Energy 5,985 $373K 0.09% SOLD
11 GBUG SPROTT FDS TR Financial Services 7,300 $332K 0.08% SOLD
12 PG PROCTER & GAMBLE CO Consumer Defensive 2,085 $301K 0.07% SOLD
13 GDX VANECK ETF TRUST 3,172 $291K 0.07% SOLD
14 SCHD SCHWAB STRATEGIC TR 8,794 $270K 0.06% SOLD
15 VONG VANGUARD SCOTTSDALE FDS 2,416 $265K 0.06% SOLD
16 EFV ISHARES TR 3,249 $242K 0.06% SOLD
17 MTCH MATCH GROUP INC NEW Communication Services 7,807 $240K 0.06% SOLD
18 SCHX SCHWAB STRATEGIC TR 9,031 $232K 0.05% SOLD
19 GIS GENERAL MILLS INC Consumer Defensive 6,156 $229K 0.05% SOLD
20 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,665 $225K 0.05% SOLD
Page 1 of 2  ·  29 positions
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%