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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 5 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FRDM EA SERIES TRUST 18,407.0 $1.3M 0.28% NEW $72.90 -6.7%
82 EMB ISHARES TR 13,358.0 $1.3M 0.27% -938.0 -6.6% $96.44 -1.6%
83 JEPQ J P MORGAN EXCHANGE TRADED F 18,365.0 $1.1M 0.23% +5K +40.9% $61.46 -3.3%
84 VO VANGUARD INDEX FDS 13,904.0 $1.1M 0.23% +10K +296.0% $80.57 +2.8%
85 SLV CALL ISHARES SILVER TR Financial Services 20,000.0 $1.1M 0.22% $53.47 +16.3%
86 MRK MERCK & CO INC Healthcare 8,264.0 $1.1M 0.22% -1K -12.1% $128.49 +17.3%
87 BTI BRITISH AMERN TOB PLC Consumer Defensive 17,000.0 $1.0M 0.22% +1K +6.2% $61.76 -8.2%
88 TIP ISHARES TR 9,535.0 $1.0M 0.21% +418.0 +4.6% $109.43 -2.0%
89 VGT VANGUARD WORLD FD 8,556.0 $1.0M 0.21% +8K +1764.0% $119.53 -2.6%
90 CALF PACER FDS TR 19,862.0 $1.0M 0.21% -1K -6.5% $50.61 +14.4%
91 PTL NORTHERN LTS FD TR IV 3,500.0 $1.0M 0.21% +550.0 +18.6% $286.09 -1.1%
92 MSFT MICROSOFT CORP Technology 2,650.0 $989K 0.20% -558.0 -17.4% $373.07 +30.6%
93 OKE ONEOK INC NEW Energy 11,134.0 $968K 0.20% +391.0 +3.6% $86.94 +7.0%
94 HYG ISHARES TR 11,986.0 $959K 0.20% -3K -17.4% $79.97 -0.3%
95 XLK SELECT SECTOR SPDR TR 4,867.0 $927K 0.19% -15K -75.5% $190.51 -5.5%
96 RPV INVESCO EXCHANGE TRADED FD T 7,902.0 $899K 0.18% -504.0 -6.0% $113.82 +7.8%
97 WES WESTERN MIDSTREAM PARTNERS L Energy 20,350.0 $891K 0.18% +2K +12.2% $43.76 +10.9%
98 BBUS J P MORGAN EXCHANGE TRADED F 6,599.0 $889K 0.18% -249.0 -3.6% $134.73 +2.2%
99 LQD ISHARES TR 8,042.0 $877K 0.18% -2K -19.2% $109.08 -2.7%
100 BND VANGUARD BD INDEX FDS 11,829.0 $868K 0.18% -6K -31.9% $73.41 -1.4%
Page 5 of 13  ·  249 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%