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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 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPM JPMORGAN CHASE & CO Financial Services 37,583.0 $12.3M 2.53% -2K -4.4% $327.33 +8.9%
2 VOO VANGUARD INDEX FDS 16,251.0 $11.2M 2.30% -3K -15.7% $686.81 +2.2%
3 PDBC INVESCO ACTVELY MNGD ETC FD 504,041.0 $8.0M 1.65% -37K -6.9% $15.88 +16.3%
4 AAPL APPLE INC Technology 26,338.0 $7.6M 1.57% -283.0 -1.1% $289.36 +7.3%
5 IJR ISHARES TR 36,475.0 $5.4M 1.11% -6K -15.0% $148.31 -1.0%
6 IAU ISHARES GOLD TR Financial Services 63,664.0 $4.8M 0.99% -5K -7.9% $75.51 +15.8%
7 DFAE DIMENSIONAL ETF TRUST 102,329.0 $4.1M 0.85% -8K -7.3% $40.21 -2.9%
8 OUNZ VANECK MERK GOLD ETF Financial Services 105,275.0 $4.1M 0.84% -6K -5.0% $38.59 +15.9%
9 IVV ISHARES TR 5,186.0 $3.9M 0.80% -902.0 -14.8% $748.95 +2.4%
10 DFAI DIMENSIONAL ETF TRUST 93,471.0 $3.9M 0.79% -7K -6.7% $41.25 +4.9%
11 CVX CHEVRON CORPORATION Energy 22,457.0 $3.7M 0.77% -2K -7.0% $165.76 +22.5%
12 BERKSHIRE HATHAWAY INC DEL 6,621.0 $3.3M 0.68% -216.0 -3.2% $500.39
13 RPG INVESCO EXCHANGE TRADED FD T 48,303.0 $3.1M 0.64% -4K -7.5% $63.85 -10.3%
14 LVHI LEGG MASON ETF INVT 75,180.0 $3.1M 0.63% -15K -16.4% $40.59 +6.1%
15 NVDA NVIDIA CORPORATION Technology 15,121.0 $3.0M 0.62% -171.0 -1.1% $200.09 +4.2%
16 GLD SPDR GOLD TR Financial Services 7,098.0 $2.6M 0.54% -6K -45.6% $368.38 +15.8%
17 AMAT APPLIED MATLS INC Technology 3,244.0 $2.3M 0.48% -714.0 -18.0% $723.03 -33.0%
18 WMT WALMART INC Consumer Defensive 17,382.0 $2.0M 0.41% -5K -21.3% $113.26 -6.0%
19 SGOL ETFS GOLD TR Financial Services 50,600.0 $1.9M 0.40% -1K -1.9% $38.23 +15.9%
20 SLV ISHARES SILVER TR Financial Services 33,630.0 $1.8M 0.37% -32K -48.6% $53.47 +16.3%
Page 1 of 5  ·  91 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%