13F Insight
DOSSIER · 13F-HR · Q2 2026

Plan Group Financial, LLC

$486M in tracked AUM across 253 positions as of Q2 2026.

PG
CIK 0001940033 · last filed Jun 30, 2026
Total AUM
$486M
as of Q2 2026
Holdings
253
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Plan Group Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ACWI
ISHARES TR
$16M102K3.3%02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$16M213.2%03
COWZ
PACER FDS TR
$16M250K3.2%04
JQUA
J P MORGAN EXCHANGE TRADED F
$15M209K3.1%05
COWG
PACER FDS TR
$13M325K2.7%06
JPM
JPMORGAN CHASE & CO
$12M38K2.5%07
SGOV
ISHARES TR
$11M114K2.4%08
VOO
VANGUARD INDEX FDS
$11M16K2.3%09
VTI
VANGUARD INDEX FDS
$11M30K2.3%10
EDIV
SPDR INDEX SHS FDS
$11M260K2.2%

Filing history

2026Q2Jun 30
$486M▲ 13.9%
253 positionsView →2026Q1Mar 31
$426M▲ 14.4%
232 positionsView →2025Q3Sep 30
$372M▲ 22.5%
185 positionsView →2025Q2Jun 30
$304M▲ 8.6%
159 positionsLocked2025Q1Mar 31
$280M▲ 47.9%
148 positionsLocked2024Q4Dec 31
$189M▼ 0.0%
115 positionsLocked2024Q3Sep 30
$189M▲ 15.8%
114 positionsLocked2024Q2Jun 30
$164M▲ 7.4%
99 positionsLocked2024Q1Mar 31
$152M▲ 33.6%
94 positionsLocked2023Q4Dec 31
$114M▼ 17.9%
71 positionsLocked2023Q3Sep 30
$139M▲ 16.0%
71 positionsLocked2023Q2Jun 30
$120M▲ 106.0%
66 positionsLocked
Showing 12 of 13