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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 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VANECK FDS 5,000.0 $217K 0.04% NEW $43.32
42 FDS FACTSET RESH SYS INC Financial Services 939.0 $216K 0.04% NEW $230.08 +32.7%
43 IVZ INVESCO LTD Financial Services 8,152.0 $215K 0.04% NEW $26.39 +23.0%
44 SMH VANECK ETF TRUST 320.0 $210K 0.04% NEW $655.89 -16.6%
45 PAVE GLOBAL X FDS 3,488.0 $205K 0.04% NEW $58.92 -5.1%
46 AHR AMERICAN HEALTHCARE REIT INC Real Estate 3,858.0 $201K 0.04% NEW $52.15 +7.7%
47 INTC CALL INTEL CORP Technology 800.0 $112K 0.02% NEW $139.63 -37.5%
48 NFLX NETFLIX INC. Communication Services 1,055.0 $75K 0.02% NEW $71.40 +12.1%
49 NVDA CALL NVIDIA CORPORATION Technology 100.0 $20K 0.00% NEW $200.09 +4.2%
Page 3 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%