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Portfolio (Quarterly) Guide ↗

Plus Group Wealth Advisors LLC

· CIK 0002109515
13F Portfolio $90M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BMI BADGER METER INC Technology 3,534.0 $616K 0.68% NEW $174.41 -31.8%
22 FIDI FIDELITY COVINGTON TRUST 22,475.0 $582K 0.65% NEW $25.91 +9.5%
23 JEPI J P MORGAN EXCHANGE TRADED F 9,567.0 $548K 0.61% NEW $57.24 -1.9%
24 JPRE J P MORGAN EXCHANGE TRADED F 11,119.0 $519K 0.58% NEW $46.71 +10.2%
25 INCM FRANKLIN TEMPLETON ETF TR 17,895.0 $502K 0.56% NEW $28.04 +4.0%
26 SII SPROTT INC Financial Services 5,000.0 $490K 0.54% NEW $97.92 +31.8%
27 JEPQ J P MORGAN EXCHANGE TRADED F 7,787.0 $453K 0.50% NEW $58.12 +2.7%
28 SCHD SCHWAB STRATEGIC TR 16,076.0 $441K 0.49% NEW $27.43 +16.8%
29 FBND FIDELITY MERRIMACK STR TR 8,719.0 $401K 0.45% NEW $46.04 -1.8%
30 IWD ISHARES TR 1,866.0 $393K 0.43% NEW $210.35 +10.6%
31 SPY SPDR S&P 500 ETF TR Financial Services 544.0 $371K 0.41% NEW $681.92 +8.3%
32 MSFT MICROSOFT CORP Technology 662.0 $320K 0.35% NEW $483.62 -12.8%
33 MGK VANGUARD WORLD FD 763.0 $315K 0.35% NEW $412.63 -78.6%
34 AOS SMITH A O CORP Industrials 4,570.0 $306K 0.34% NEW $66.88 -15.2%
35 KMI KINDER MORGAN INC DEL Energy 10,000.0 $275K 0.30% NEW $27.49 +22.3%
36 AAPL APPLE INC Technology 984.0 $268K 0.30% NEW $271.86 +9.6%
37 ROAD CONSTRUCTION PARTNERS INC Industrials 2,097.0 $228K 0.25% NEW $108.55 +8.8%
38 VCIT VANGUARD SCOTTSDALE FDS 2,700.0 $226K 0.25% NEW $83.75 -2.2%
39 SPTM SPDR SERIES TRUST 2,714.0 $224K 0.25% NEW $82.51 +8.3%
40 MKL MARKEL GROUP INC Financial Services 100.0 $215K 0.24% NEW $2149.65 -14.2%
Page 2 of 3  ·  43 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 64.9%
Consumer Cyclical 20.9%
Technology 5.8%
Utilities 4.6%
Industrials 2.6%
Energy 1.3%