account_balance
Investment manager · 13F filer · SEC CIK 2109515
Plus Group Wealth Advisors LLC
Reported value$112Mas of Sep 30, 2026
Positions51 6 new, 3 sold out
Top 10 weight62.3%QQQ alone is 11%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
11.2%Added +3%
SCHFSchwab Strategic Tr
8.9%Added +19%
VOVanguard Index FDS
7.4%Added +5%
SCHGSchwab Strategic Tr
6.6%Added +15%
FVDFirst Tr Exchange-Traded Fd
6.1%Trimmed −17%
VBVanguard Index FDS
5.4%Trimmed −29%
SCHVSchwab Strategic Tr
5.2%Trimmed −34%
FTSMFirst Tr Exchange-Traded Fd
4.7%
ESNNorthern LTS Fd Tr II
3.5%Added +79%
VOOVanguard Index FDS
3.4%Added +390%
AMZNAmazon.com Inc
3.3%Trimmed −14%
FDNFirst Tr Exchange-Traded Fd
3.3%Trimmed −44%
QQQInvesco QQQ Tr
11.2%Added +3%
SCHFSchwab Strategic Tr
8.9%Added +19%
VOVanguard Index FDS
7.4%Added +5%
SCHGSchwab Strategic Tr
6.6%Added +15%
FVDFirst Tr Exchange-Traded Fd
6.1%Trimmed −17%
VBVanguard Index FDS
5.4%
SCHVSchwab Strategic Tr
5.2%
FTSMFirst Tr Exchange-Traded Fd
4.7%
ESNNorthern LTS Fd Tr II
3.5%
VOO3.4%
AMZNFDN3.3%
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
QQQ Invesco QQQ Tr 11.2% Added +3%
SCHF Schwab Strategic Tr 8.9% Added +19%
VO Vanguard Index FDS 7.4% Added +5%
SCHG Schwab Strategic Tr 6.6% Added +15%
FVD First Tr Exchange-Traded Fd 6.1% Trimmed −17%
VB Vanguard Index FDS 5.4% Trimmed −29%
SCHV Schwab Strategic Tr 5.2% Trimmed −34%
FTSM First Tr Exchange-Traded Fd 4.7% Held
ESN Northern LTS Fd Tr II 3.5% Added +79%
VOO Vanguard Index FDS 3.4% Added +390%
AMZN Amazon.com Inc 3.3% Trimmed −14%FDN First Tr Exchange-Traded Fd 3.3% Trimmed −44%
What changed
Biggest moves since Jun 30, 2026
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