DOSSIER · 13F-HR · Q3 2026

Plus Group Wealth Advisors LLC

$112M in tracked AUM across 51 positions as of Q3 2026.

PG
CIK 0002109515 · last filed Sep 30, 2026
Total AUM
$112M
as of Q3 2026
Holdings
51
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Plus Group Wealth Advisors 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
QQQ
INVESCO QQQ TR
$12M17K11.2%
02
SCHF
SCHWAB STRATEGIC TR
$10M361K8.9%
03
VO
VANGUARD INDEX FDS
$8M105K7.4%
04
SCHG
SCHWAB STRATEGIC TR
$7M206K6.6%
05
FVD
FIRST TR EXCHANGE-TRADED FD
$7M144K6.1%
06
VB
VANGUARD INDEX FDS
$6M21K5.4%
07
SCHV
SCHWAB STRATEGIC TR
$6M176K5.2%
08
FTSM
FIRST TR EXCHANGE-TRADED FD
$5M88K4.7%
09
ESN
NORTHERN LTS FD TR II
$4M191K3.5%
10
VOO
VANGUARD INDEX FDS
$4M5K3.4%

Filing history

2026Q3Sep 30
$112M▲ 5.2%
51 positionsView →
2026Q2Jun 30
$106M▲ 17.0%
48 positionsView →
2026Q1Mar 31
$91M▲ 0.8%
41 positionsView →
2025Q4Dec 31
$90M—
43 positionsView →