Plan Group Financial, LLC

Name: Plan Group Financial, LLC 13F Holdings
Creator: 13F Insight

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

CIK 0001940033 · last filed Jun 30, 2026

Total AUM

$486M

as of Q2 2026

Holdings

253

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positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

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