13F Insight
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DOSSIER · 13F-HR · Q1 2026

Plan Group Financial, LLC

$426M in tracked AUM across 232 positions as of Q1 2026.

PG
CIK 0001940033 · last filed Mar 31, 2026
Total AUM
$426M
as of Q1 2026
Holdings
232
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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