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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 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,221.0 $1.5M 0.32% -476.0 -12.9% $477.52 -13.0%
22 EPD ENTERPRISE PRODS PARTNERS L 40,643.0 $1.5M 0.31% -7K -15.6% $36.76
23 EMB ISHARES TR 13,358.0 $1.3M 0.27% -938.0 -6.6% $96.44 -1.2%
24 MRK MERCK & CO INC Healthcare 8,264.0 $1.1M 0.22% -1K -12.1% $128.49 +20.6%
25 CALF PACER FDS TR 19,862.0 $1.0M 0.21% -1K -6.5% $50.61 +13.6%
26 MSFT MICROSOFT CORP Technology 2,650.0 $989K 0.20% -558.0 -17.4% $373.07 +31.2%
27 HYG ISHARES TR 11,986.0 $959K 0.20% -3K -17.4% $79.97 -0.1%
28 XLK SELECT SECTOR SPDR TR 4,867.0 $927K 0.19% -15K -75.5% $190.51 -4.7%
29 RPV INVESCO EXCHANGE TRADED FD T 7,902.0 $899K 0.18% -504.0 -6.0% $113.82 +7.4%
30 BBUS J P MORGAN EXCHANGE TRADED F 6,599.0 $889K 0.18% -249.0 -3.6% $134.73 +2.6%
31 LQD ISHARES TR 8,042.0 $877K 0.18% -2K -19.2% $109.08 -2.2%
32 BND VANGUARD BD INDEX FDS 11,829.0 $868K 0.18% -6K -31.9% $73.41 -1.1%
33 DFCF DIMENSIONAL ETF TRUST 20,336.0 $858K 0.18% -5K -20.8% $42.21 -1.2%
34 TSLA TESLA INC Consumer Cyclical 2,041.0 $858K 0.18% -601.0 -22.8% $420.54 -15.3%
35 DFIP DIMENSIONAL ETF TRUST 20,528.0 $847K 0.17% -4K -16.1% $41.26 -1.9%
36 AMZN AMAZON COM INC Consumer Cyclical 3,104.0 $740K 0.15% -976.0 -23.9% $238.34 +9.5%
37 OGE OGE ENERGY CORP Utilities 15,000.0 $730K 0.15% -716.0 -4.6% $48.66 -5.6%
38 TOTALENERGIES SE 8,625.0 $671K 0.14% -5K -37.2% $77.76
39 ET ENERGY TRANSFER L P Energy 32,012.0 $612K 0.13% -7K -17.3% $19.12 +10.2%
40 APOS APOLLO GLOBAL MGMT INC 5,146.0 $609K 0.12% -366.0 -6.6% $118.32
Page 2 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%