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Portfolio (Quarterly) Guide ↗

Plan Group Financial, LLC

· CIK 0001940033
13F Portfolio $385M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 202 New
Page 9 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLP SELECT SECTOR SPDR TR 3,610.0 $280K 0.07% NEW $77.68 +7.8%
162 VDE VANGUARD WORLD FD 2,115.0 $266K 0.07% NEW $125.92 +22.8%
163 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 25,114.0 $256K 0.07% NEW $10.19 +1.5%
164 SIL GLOBAL X FDS 3,050.0 $255K 0.07% NEW $83.52 -6.0%
165 WDC WESTERN DIGITAL CORP Technology 1,463.0 $252K 0.07% NEW $172.27 +325.3%
166 HEQT SIMPLIFY EXCHANGE TRADED FUN 7,826.0 $251K 0.07% NEW $32.05 +3.7%
167 INNOVATOR ETFS TRUST 9,738.0 $251K 0.07% NEW $25.74
168 INNOVATOR ETFS TRUST 9,433.0 $250K 0.07% NEW $26.53
169 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,400.0 $250K 0.07% NEW $178.59 +26.6%
170 VYM VANGUARD WHITEHALL FDS 1,736.0 $249K 0.07% NEW $143.52 +10.2%
171 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,170.0 $243K 0.06% NEW $207.81 -47.6%
172 PLTR PALANTIR TECHNOLOGIES INC Technology 1,365.0 $243K 0.06% NEW $177.75 -34.3%
173 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 7,300.0 $241K 0.06% NEW $33.02 -6.3%
174 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 2,901.0 $241K 0.06% NEW $83.00 -50.7%
175 FOXA FOX CORP Communication Services 3,293.0 $241K 0.06% NEW $73.07 -33.2%
176 AEE AMEREN CORP Utilities 2,394.0 $239K 0.06% NEW $99.86 +11.9%
177 IVW ISHARES TR 1,907.0 $235K 0.06% NEW $123.26 +8.5%
178 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 16,540.0 $233K 0.06% NEW $14.10 +1.1%
179 RTX RTX CORPORATION Industrials 1,263.0 $232K 0.06% NEW $183.40 +1.6%
180 CLS CELESTICA INC Technology 780.0 $231K 0.06% NEW $295.61 +18.8%
Page 9 of 11  ·  202 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 34.8%
Technology 16.8%
Energy 10.1%
Utilities 9.8%
Consumer Defensive 8.0%
Real Estate 4.9%
Communication Services 4.6%
Healthcare 4.6%
Consumer Cyclical 3.4%
Industrials 2.6%