What does BankPlus Wealth Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

BankPlus Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$53M81K27.3%

J P MORGAN EXCHANGE TRADED F

$17M356K8.6%

J P MORGAN EXCHANGE TRADED F

$9M201K4.8%

VANGUARD BD INDEX FDS

$6M81K3.1%

APPLE INC

$6M24K3.1%

ISHARES TR

$5M109K2.6%

T ROWE PRICE ETF INC

$4M109K2.3%

ISHARES TR

$4M16K2.1%

ISHARES TR

$4M34K1.9%

ISHARES TR

$4M33K1.8%

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