account_balance
Investment manager · 13F filer · SEC CIK 1940033
Plan Group Financial, LLC
Reported value$509Mas of Sep 30, 2026
Positions223 19 new, 39 sold out
Top 10 weight29.1%SGOV alone is 4%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
4.0%Added +78%
JQUAJ P Morgan Exchange Traded F
3.7%Added +18%
COWZPacer FDS Tr
3.5%
Berkshire Hathaway Inc
ACWIiShares Tr
3.2%
COWGPacer FDS Tr
2.5%
BILSPDR Series Trust
2.4%Added +100%
EDIVSPDR Index SHS FDS
2.3%Added +9%
VOOVanguard Index FDS
2.2%Trimmed −5%
VTIVanguard Index FDS
2.1%Trimmed −5%
JIVEJ P Morgan Exchange Traded F
2.0%Added +18%
VIGVanguard Specialized Funds
2.0%
SGOViShares Tr
4.0%+78%
JQUAJ P Morgan Exchange Traded F
3.7%
COWZPacer FDS Tr
3.5%
ACWIiShares Tr
3.2%
COWGPacer FDS Tr
2.5%
BILSPDR Series Trust
2.4%+100%
EDIVSPDR Index SHS FDS
2.3%
VOOVanguard Index FDS
2.2%
VTI2.1%
JIVE
VIG2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares Tr 4.0% Added +78%
JQUA J P Morgan Exchange Traded F 3.7% Added +18%
COWZ Pacer FDS Tr 3.5% Held
Berkshire Hathaway Inc 3.3% Held
ACWI iShares Tr 3.2% Held
COWG Pacer FDS Tr 2.5% Held
BIL SPDR Series Trust 2.4% Added +100%
EDIV SPDR Index SHS FDS 2.3% Added +9%
VOO Vanguard Index FDS 2.2% Trimmed −5%
VTI Vanguard Index FDS 2.1% Trimmed −5%
JIVE J P Morgan Exchange Traded F 2.0% Added +18%
VIG Vanguard Specialized Funds 2.0% Added +18%
What changed
Biggest moves since Jun 30, 2026
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