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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
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIDI FIDELITY COVINGTON TRUST 23,112.0 $638K 0.70% +637.0 +2.8% $27.61 +2.8%
22 VOO VANGUARD INDEX FDS 1,046.0 $625K 0.69% +7.0 +0.7% $597.64 +13.6%
23 JEPI J P MORGAN EXCHANGE TRADED F 10,163.0 $576K 0.63% +596.0 +6.2% $56.68 -1.0%
24 INCM FRANKLIN TEMPLETON ETF TR 19,928.0 $573K 0.63% +2K +11.4% $28.75 +1.5%
25 JPRE J P MORGAN EXCHANGE TRADED F 11,783.0 $566K 0.62% +664.0 +6.0% $48.07 +7.1%
26 BMI BADGER METER INC Technology 3,694.0 $563K 0.62% +160.0 +4.5% $152.35 -21.9%
27 SCHD SCHWAB STRATEGIC TR 17,031.0 $523K 0.57% +955.0 +5.9% $30.68 +4.4%
28 JEPQ J P MORGAN EXCHANGE TRADED F 8,734.0 $485K 0.53% +947.0 +12.2% $55.52 +7.6%
29 FBND FIDELITY MERRIMACK STR TR 10,028.0 $457K 0.50% +1K +15.0% $45.62 -0.9%
30 IWD ISHARES TR 1,866.0 $399K 0.44% $213.72 +8.9%
31 SPY STATE STR SPDR S&P 500 ETF T Financial Services 544.0 $354K 0.39% $650.34 +13.6%
32 KMI KINDER MORGAN INC DEL Energy 10,021.0 $336K 0.37% $33.53 +0.3%
33 AOS SMITH A O CORP Industrials 4,570.0 $301K 0.33% $65.94 -14.0%
34 MGK VANGUARD WORLD FD 763.0 $280K 0.31% $367.32 -76.0%
35 AAPL APPLE INC Technology 1,033.0 $262K 0.29% +49.0 +5.0% $253.79 +17.4%
36 MSFT MICROSOFT CORP Technology 698.0 $258K 0.28% +36.0 +5.4% $370.17 +14.0%
37 ROAD CONSTRUCTION PARTNERS INC Industrials 2,097.0 $233K 0.26% $111.12 +6.2%
38 VCIT VANGUARD SCOTTSDALE FDS 2,700.0 $223K 0.25% $82.75 -1.0%
39 SPTM SPDR SERIES TRUST 2,714.0 $215K 0.24% $79.07 +13.0%
40 USMV ISHARES TR 2,189.0 $203K 0.22% $92.73 +3.5%
Page 2 of 3  ·  41 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 19.4%
Technology 5.7%
Utilities 5.4%
Industrials 2.8%
Energy 1.8%