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Portfolio (Quarterly) Guide ↗

Plan Group Financial, LLC

· CIK 0001940033
13F Portfolio $426M AUM 232 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 103 Added 51 Reduced 16 Exited
Page 2 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFFD GLOBAL X FDS 307,627.0 $5.7M 1.33% +22K +7.8% $18.40 +1.8%
22 GLD SPDR GOLD TR Financial Services 13,058.0 $5.6M 1.32% -4K -23.7% $430.29 -12.3%
23 VWOB VANGUARD WHITEHALL FDS 85,414.0 $5.6M 1.32% +6K +7.3% $65.69 +2.1%
24 SRLN SSGA ACTIVE ETF TR 138,766.0 $5.6M 1.31% +6K +4.4% $40.14 +0.3%
25 IJR ISHARES TR 42,893.0 $5.3M 1.25% -17K -28.4% $124.31 +14.8%
26 CVX CHEVRON CORPORATION Energy 24,155.0 $5.0M 1.17% +955.0 +4.1% $206.90 -14.9%
27 OUNZ VANECK MERK GOLD ETF Financial Services 110,775.0 $5.0M 1.17% +4K +3.3% $45.05 -12.3%
28 SGOV ISHARES TR 47,331.0 $4.8M 1.12% NEW $100.66 -0.0%
29 FMHI FIRST TR EXCH TRADED FD III 95,652.0 $4.5M 1.07% +13K +15.9% $47.54 +1.9%
30 SLV ISHARES SILVER TR Financial Services 65,414.0 $4.5M 1.05% -3K -4.8% $68.14 -18.2%
31 JMEE J P MORGAN EXCHANGE TRADED F 60,830.0 $4.1M 0.95% +30K +94.7% $66.77 +13.9%
32 IVV ISHARES TR 6,088.0 $4.0M 0.93% -2K -20.9% $653.22 +12.9%
33 DFAI DIMENSIONAL ETF TRUST 100,202.0 $3.9M 0.92% -30K -23.3% $38.96 +4.9%
34 AVGO BROADCOM INC Technology 12,327.0 $3.8M 0.90% +251.0 +2.1% $309.52 +22.8%
35 PM PHILIP MORRIS INTL INC Consumer Defensive 22,777.0 $3.8M 0.88% +905.0 +4.1% $165.34 +8.1%
36 DFAE DIMENSIONAL ETF TRUST 110,404.0 $3.7M 0.88% -34K -23.7% $33.86 +16.7%
37 LVHI LEGG MASON ETF INVT 89,965.0 $3.6M 0.86% -42K -31.9% $40.54 +0.1%
38 AMLP ALPS ETF TR 67,325.0 $3.5M 0.83% +13K +23.6% $52.64 -1.9%
39 XLE SELECT SECTOR SPDR TR 56,670.0 $3.5M 0.81% NEW $61.26 -11.1%
40 MO ALTRIA GROUP INC Consumer Defensive 50,523.0 $3.3M 0.78% +6K +13.1% $65.99 +8.5%
Page 2 of 12  ·  229 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.1%
Energy 14.8%
Technology 13.8%
Utilities 10.3%
Consumer Defensive 8.0%
Communication Services 5.1%
Real Estate 5.1%
Healthcare 4.7%
Consumer Cyclical 2.7%
Industrials 2.2%