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Portfolio (Quarterly) Guide ↗

BankPlus Wealth Management LLC

· CIK 0002051117
13F Portfolio $181M AUM 111 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 44 Added 42 Reduced 4 Exited
Page 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 12,421.0 $245K 0.14% $19.71 -30.3%
102 JNJ JOHNSON & JOHNSON Healthcare 1,164.0 $241K 0.13% -28.0 -2.4% $206.96 +12.0%
103 SPGP INVESCO EXCHANGE TRADED FD T 2,086.0 $238K 0.13% $113.88 +3.3%
104 CRWD CROWDSTRIKE HLDGS INC Technology 478.0 $224K 0.12% NEW $468.77 +38.3%
105 TMO THERMO FISHER SCIENTIFIC INC Healthcare 379.0 $220K 0.12% NEW $580.08 -22.1%
106 IEF ISHARES TR 2,223.0 $214K 0.12% NEW $96.16 -2.5%
107 EW EDWARDS LIFESCIENCES CORP Healthcare 2,421.0 $206K 0.11% NEW $85.25 -2.4%
108 HGLB HIGHLAND GLOBAL ALLOCATION F Financial Services 16,000.0 $146K 0.08% $9.13 -9.6%
109 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 20,000.0 $126K 0.07% $6.30 -21.3%
110 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 10,892.0 $88K 0.05% -615.0 -5.3% $8.11 -4.2%
111 MGF MFS GOVT MKTS INCOME TR Financial Services 15,415.0 $47K 0.03% $3.02 -5.8%
Page 6 of 6  ·  111 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
Technology 32.3%
Financial Services 22.7%
Healthcare 11.5%
Industrials 9.9%
Consumer Cyclical 5.9%
Communication Services 5.6%
Consumer Defensive 4.9%
Energy 3.8%
Utilities 1.9%
Real Estate 1.5%