account_balance
Investment manager · 13F filer · SEC CIK 2051117
BankPlus Wealth Management LLC
Reported value$229Mas of Sep 30, 2026
Positions117 2 new, 11 sold out
Top 10 weight58.5%IVV alone is 28%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
27.9%
JCPBJ P Morgan Exchange Traded F
7.4%
VCRBVanguard Malvern FDS
4.0%+18%
JPIEJ P Morgan Exchange Traded F
3.9%−3%
IQLTiShares Tr
3.4%Added +24%
AAPLApple Inc.
3.4%
QQQMInvesco Exch Traded Fd Tr II
2.5%+27%
RDVYFirst Tr Exchange Traded Fd
2.3%+20%
MSFTMicrosoft Corp
1.9%
IWMiShares Tr
1.9%
TOTRT Rowe Price Exchange-Traded
1.8%
LQDiShares Tr
1.8%
IVViShares Tr
27.9%
JCPBJ P Morgan Exchange Traded F
7.4%
VCRBVanguard Malvern FDS
4.0%
JPIE3.9%
IQLT3.4%
AAPLApple Inc.
3.4%
QQQM2.5%
RDVY2.3%
MSFTIWM
TOTR1.8%
LQD1.8%
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
IVV iShares Tr 27.9% Held
JCPB J P Morgan Exchange Traded F 7.4% Held
VCRB Vanguard Malvern FDS 4.0% Added +18%
JPIE J P Morgan Exchange Traded F 3.9% Trimmed −3%
IQLT iShares Tr 3.4% Added +24%
AAPL Apple Inc. 3.4% HeldQQQM Invesco Exch Traded Fd Tr II 2.5% Added +27%
RDVY First Tr Exchange Traded Fd 2.3% Added +20%
MSFT Microsoft Corp 1.9% HeldIWM iShares Tr 1.9% Trimmed −5%
TOTR T Rowe Price Exchange-Traded 1.8% Trimmed −4%
LQD iShares Tr 1.8% Added +8%
What changed
Biggest moves since Jun 30, 2026
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