What does Plan Group Financial, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Plan Group Financial, 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

BERKSHIRE HATHAWAY INC DEL

$15M213.5%

PACER FDS TR

$14M229K3.4%

ISHARES TR

$13M97K3.2%

JPMORGAN CHASE & CO

$12M39K2.7%

VANGUARD INDEX FDS

$12M19K2.7%

J P MORGAN EXCHANGE TRADED F

$10M167K2.4%

INVESCO ACTVELY MNGD ETC FD

$9M541K2.2%

PACER FDS TR

$9M275K2.2%

SPDR INDEX SHS FDS

$9M227K2.1%

ISHARES TR

$8M87K2.0%

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