DOSSIER · 13F-HR · Q2 2026

Plus Group Wealth Advisors LLC

$106M in tracked AUM across 48 positions as of Q2 2026.

PG
CIK 0002109515 · last filed Jun 30, 2026
Total AUM
$106M
as of Q2 2026
Holdings
48
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Plus Group Wealth Advisors 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
QQQ
INVESCO QQQ TR
$12M16K11.4%
02
SCHV
SCHWAB STRATEGIC TR
$9M266K8.7%
03
VB
VANGUARD INDEX FDS
$9M30K8.5%
04
SCHF
SCHWAB STRATEGIC TR
$8M304K7.9%
05
FVD
FIRST TR EXCHANGE-TRADED FD
$8M174K7.9%
06
VO
VANGUARD INDEX FDS
$8M100K7.6%
07
SCHG
SCHWAB STRATEGIC TR
$6M180K5.7%
08
FDN
FIRST TR EXCHANGE-TRADED FD
$6M22K5.6%
09
FTSM
FIRST TR EXCHANGE-TRADED FD
$5M89K5.0%
10
AMZN
AMAZON COM INC
$4M17K3.8%

Filing history

2026Q2Jun 30
$106M 17.0%
48 positionsView →
2026Q1Mar 31
$91M 0.8%
41 positionsView →
2025Q4Dec 31
$90M
43 positionsView →