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Portfolio (Quarterly) Guide ↗

BankPlus Wealth Management LLC

· CIK 0002051117
13F Portfolio $181M AUM 111 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 44 Added 42 Reduced
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 1,164.0 $241K 0.13% -28.0 -2.4% $206.96 +33.0%
42 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 10,892.0 $88K 0.05% -615.0 -5.3% $8.11 -9.6%
Page 3 of 3  ·  42 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
Technology 32.8%
Financial Services 23.1%
Healthcare 11.7%
Industrials 10.1%
Consumer Cyclical 6.0%
Consumer Defensive 4.9%
Communication Services 4.0%
Energy 3.8%
Utilities 2.0%
Real Estate 1.5%