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Portfolio (Quarterly) Guide ↗

Plan Group Financial, LLC

· CIK 0001940033
13F Portfolio $426M AUM 232 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 103 Added 51 Reduced 16 Exited
Page 5 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITA ISHARES TR 5,548.0 $1.2M 0.28% +2K +51.9% $218.76 +7.7%
82 MSFT MICROSOFT CORP Technology 3,208.0 $1.2M 0.28% -260.0 -7.5% $370.20 +1.0%
83 HYG ISHARES TR 14,508.0 $1.2M 0.27% -8K -34.9% $79.56 +0.4%
84 MRK MERCK & CO INC Healthcare 9,403.0 $1.1M 0.27% -187.0 -1.9% $120.29 -0.6%
85 LQD ISHARES TR 9,956.0 $1.1M 0.26% -6K -36.4% $109.00 -0.1%
86 DFCF DIMENSIONAL ETF TRUST 25,685.0 $1.1M 0.25% -15K -36.9% $42.22 -0.4%
87 HON HONEYWELL INTL INC Industrials 4,565.0 $1.0M 0.24% -568.0 -11.1% $226.03 -1.6%
88 GOOGL ALPHABET INC Communication Services 3,588.0 $1.0M 0.24% +483.0 +15.6% $287.53 +20.4%
89 HELO J P MORGAN EXCHANGE TRADED F 16,017.0 $1.0M 0.24% -165.0 -1.0% $63.91 +5.2%
90 DFIP DIMENSIONAL ETF TRUST 24,471.0 $1.0M 0.24% -16K -39.5% $41.72 -1.6%
91 VO VANGUARD INDEX FDS 3,511.0 $1.0M 0.24% $287.19 -72.2%
92 TIP ISHARES TR 9,117.0 $1.0M 0.24% +7K +335.0% $110.36 -1.3%
93 TSLA TESLA INC Consumer Cyclical 2,642.0 $982K 0.23% $371.75 +2.7%
94 OKE ONEOK INC NEW Energy 10,743.0 $971K 0.23% +1K +12.9% $90.39 -2.6%
95 CALF PACER FDS TR 21,242.0 $953K 0.22% -9K -29.9% $44.87 +9.5%
96 AIRR FIRST TR EXCHANGE TRADED FD 8,600.0 $953K 0.22% +5K +160.6% $110.78 +16.9%
97 BTI BRITISH AMERN TOB PLC Consumer Defensive 16,000.0 $936K 0.22% -6K -26.3% $58.47 +3.9%
98 JEPI J P MORGAN EXCHANGE TRADED F 16,241.0 $921K 0.22% +5K +49.7% $56.68 -1.5%
99 RPV INVESCO EXCHANGE TRADED FD T 8,406.0 $903K 0.21% -1K -13.6% $107.39 +5.4%
100 AMZN AMAZON COM INC Consumer Cyclical 4,080.0 $850K 0.20% -2K -31.8% $208.27 +12.4%
Page 5 of 12  ·  229 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 33.1%
Energy 14.8%
Technology 13.8%
Utilities 10.3%
Consumer Defensive 8.0%
Communication Services 5.1%
Real Estate 5.1%
Healthcare 4.7%
Consumer Cyclical 2.7%
Industrials 2.2%