13F Insight
DOSSIER · 13F-HR · Q3 2026

Plan Group Financial, LLC

$510M in tracked AUM across 230 positions as of Q3 2026.

PG
CIK 0001940033 · last filed Sep 30, 2026
Total AUM
$510M
as of Q3 2026
Holdings
230
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Plan Group Financial, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SGOV
ISHARES TR
$20M203K4.0%02
JQUA
J P MORGAN EXCHANGE TRADED F
$19M246K3.7%03
COWZ
PACER FDS TR
$18M248K3.5%04
BRK/A
BERKSHIRE HATHAWAY INC DEL
$17M213.3%05
ACWI
ISHARES TR
$16M102K3.2%06
COWG
PACER FDS TR
$13M320K2.5%07
BIL
SPDR SERIES TRUST
$12M133K2.4%08
EDIV
SPDR INDEX SHS FDS
$12M285K2.3%09
VOO
VANGUARD INDEX FDS
$11M15K2.1%10
VTI
VANGUARD INDEX FDS
$11M28K2.1%

Filing history

2026Q3Sep 30
$510M▲ 5.0%
230 positionsView →2026Q2Jun 30
$486M▲ 13.9%
253 positionsView →2026Q1Mar 31
$426M▲ 14.4%
232 positionsView →2025Q3Sep 30
$372M▲ 22.5%
185 positionsLocked2025Q2Jun 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 positionsLocked
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