Plus Group Wealth Advisors LLC
Plus Group Wealth Advisors LLC reported 48 positions worth $106.3M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: QQQ (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $12.1M | 11.40% | 16,458 | — | — | |
| ▸ 2 | SCHV | SH | $9.3M | 8.72% | 266,466 | — | — | |
| ▸ 3 | VB | SH | $9.1M | 8.54% | 29,945 | — | — | |
| ▸ 4 | SCHF | SH | $8.4M | 7.91% | 303,719 | — | — | |
| ▸ 5 | FVD | SH | $8.4M | 7.86% | 173,524 | — | — | |
| ▸ 6 | VO | SH | $8.0M | 7.56% | 99,760 | — | — | |
| ▸ 7 | SCHG | SH | $6.1M | 5.71% | 179,550 | — | — | |
| ▸ 8 | FDN | SH | $5.9M | 5.57% | 22,379 | — | — | |
| ▸ 9 | FTSM | SH | $5.3M | 5.00% | 89,073 | — | — | |
| ▸ 10 | AMZN | SH | $4.1M | 3.83% | 17,080 | — | — |
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Frequently Asked Questions
What stocks does Plus Group Wealth Advisors LLC hold as of Q2 2026?
Plus Group Wealth Advisors LLC reported 48 positions worth $106.3M in its Q2 2026 13F filing. Largest positions: QQQ (11.4%), SCHV (8.7%), VB (8.5%), SCHF (7.9%) and FVD (7.9%).
What did Plus Group Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Plus Group Wealth Advisors 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.