BankPlus Wealth Management LLC
BankPlus Wealth Management LLC reported 126 positions worth $222.2M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: IVV (27.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $61.5M | 27.69% | 82,143 | — | — | |
| ▸ 2 | JCPB | SH | $17.4M | 7.84% | 371,116 | — | — | |
| ▸ 3 | JPIE | SH | $9.5M | 4.26% | 205,578 | — | — | |
| ▸ 4 | VCRB | SH | $8.1M | 3.63% | 104,339 | — | — | |
| ▸ 5 | AAPL | SH | $6.8M | 3.06% | 23,495 | — | — | |
| ▸ 6 | IQLT | SH | $6.3M | 2.83% | 127,136 | — | — | |
| ▸ 7 | IWM | SH | $4.9M | 2.18% | 16,143 | — | — | |
| ▸ 8 | RDVY | SH | $4.5M | 2.04% | 55,816 | — | — | |
| ▸ 9 | TOTR | SH | $4.4M | 2.00% | 110,869 | — | — | |
| ▸ 10 | QQQM | SH | $4.4M | 1.99% | 14,547 | — | — |
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Frequently Asked Questions
What stocks does BankPlus Wealth Management LLC hold as of Q2 2026?
BankPlus Wealth Management LLC reported 126 positions worth $222.2M in its Q2 2026 13F filing. Largest positions: IVV (27.7%), JCPB (7.8%), JPIE (4.3%), VCRB (3.6%) and AAPL (3.1%).
What did BankPlus Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BankPlus Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.