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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 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 20,555.0 $2.6M 0.53% NEW $124.17 -2.5%
2 AIQ GLOBAL X FDS 24,614.0 $1.6M 0.33% NEW $65.61 -5.0%
3 FRDM EA SERIES TRUST 18,407.0 $1.3M 0.28% NEW $72.90 -6.7%
4 NFLX CALL NETFLIX INC. Communication Services 10,000.0 $714K 0.15% NEW $71.40 +12.1%
5 SNDK SANDISK CORP Technology 300.0 $682K 0.14% NEW $2273.73 -34.3%
6 PRN INVESCO EXCHANGE TRADED FD T 2,600.0 $678K 0.14% NEW $260.71 -22.4%
7 VOOG VANGUARD ADMIRAL FDS INC 8,000.0 $661K 0.14% NEW $82.62 +0.3%
8 PSCT INVESCO EXCH TRADED FD TR II 6,500.0 $601K 0.12% NEW $92.41 -16.3%
9 RSHO TEMA ETF TRUST 9,500.0 $597K 0.12% NEW $62.87 -1.7%
10 MU MICRON TECHNOLOGY INC Technology 517.0 $597K 0.12% NEW $1154.30 -21.1%
11 INTC INTEL CORP Technology 3,415.0 $477K 0.10% NEW $139.63 -37.5%
12 ACYS FIRST TR EXCHANGE-TRADED FD 22,648.0 $465K 0.10% NEW $20.54 -0.2%
13 SE SEA LTD Consumer Cyclical 3,750.0 $359K 0.07% NEW $95.83 +20.7%
14 FALN ISHARES TR 12,744.0 $347K 0.07% NEW $27.24 -0.8%
15 PSK SPDR SERIES TRUST 10,996.0 $336K 0.07% NEW $30.53 -2.6%
16 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 400.0 $299K 0.06% NEW $746.77 +2.2%
17 LLY ELI LILLY & CO Healthcare 249.0 $299K 0.06% NEW $1199.52 +4.0%
18 ENB ENBRIDGE INC Energy 5,283.0 $286K 0.06% NEW $54.21 -7.6%
19 NUTX NUTEX HEALTH INC Healthcare 1,652.0 $282K 0.06% NEW $170.89 +9.8%
20 HONEYWELL INTL INC 1,225.0 $274K 0.06% NEW $223.94
Page 1 of 3  ·  49 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%