Portfolio (Quarterly) Guide ↗

Plus Group Wealth Advisors LLC

· CIK 0002109515

13F Portfolio $91M AUM 41 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 23 Added 3 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MKL	MARKEL GROUP INC	Financial Services	100	$215K	0.24%	SOLD
2	IWF	ISHARES TR	—	433	$205K	0.23%	SOLD

Sector Allocation

Financial Services 64.9%

Consumer Cyclical 19.4%

Technology 5.7%

Utilities 5.4%

Industrials 2.8%

Energy 1.8%