Plan Group Financial, LLC: summary

Plan Group Financial, LLC reported 228 positions with a reported value of $509.68M in its 13F for Q3 2026. Compared with Q2 2026: 22 new positions, 43 exited.

Top positions

• ISHARES TR
• J P MORGAN EXCHANGE TRADED F
• PACER US CASH COWS 100 ETF
• Berkshire Hathaway Inc.
• ISHARES TR
• PACER FDS TR
• SPDR BLOOMBERG 1-3 MONTH T-B
• STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF
• VANGUARD S&P 500 ETF
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF