Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Game Plan Financial Advisors, LLC (CIK 1802952) reported $222.2M across 319 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($14.9M, 6.69%), NVDA ($13.1M, 5.88%), AAPL ($13.0M, 5.83%), SWVXX ($12.3M, 5.54%), AMZN ($9.5M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CLASS CLASS C | $14.9M | 6.69% | 51,835 | Trimmed |
| 2 | NVDA | NVIDIA CORP | $13.1M | 5.88% | 74,910 | Added |
| 3 | AAPL | APPLE INC | $13.0M | 5.83% | 51,068 | Added |
| 4 | SWVXX | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $12.3M | 5.54% | 12.3M | Added |
| 5 | AMZN | AMAZON.COM INC | $9.5M | 4.26% | 45,421 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $8.2M | 3.68% | 17,043 | Added |
| 7 | ETN | EATON CORP PLC F | $8.0M | 3.60% | 22,357 | Added |
| 8 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $7.2M | 3.23% | 246,663 | Added |
| 9 | GS | GOLDMAN SACHS GROUP INC | $6.5M | 2.93% | 7,686 | Added |
| 10 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $6.3M | 2.83% | 127,241 | Added |
| 11 | SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $6.1M | 2.75% | 200,471 | Trimmed |
| 12 | JPM | JPMORGAN CHASE CO | $5.1M | 2.28% | 17,223 | Trimmed |
| 13 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $4.7M | 2.13% | 154,460 | Trimmed |
| 14 | SCHM | SCHWAB U.S. MID-CAP ETF | $4.7M | 2.10% | 150,588 | Trimmed |
| 15 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $4.1M | 1.83% | 88,546 | Added |
| 16 | QQQ | INVESCO QQQ TR | $3.9M | 1.75% | 6,744 | Trimmed |
| 17 | RPM | RPM INTL INC | $3.8M | 1.72% | 38,527 | Added |
| 18 | COST | COSTCO WHSL CORP NEW | $3.8M | 1.72% | 3,836 | Added |
| 19 | SCHB | SCHWAB U.S. BROAD MARKETETF | $3.6M | 1.60% | 141,491 | Added |
| 20 | AXP | AMERICAN EXPRESS CO | $3.4M | 1.55% | 11,382 | Trimmed |
| 21 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $3.4M | 1.52% | 15,780 | Hold |
| 22 | SNAXX | SCHWAB PRIME ADVANTAGE MONEY ULTRA | $3.2M | 1.45% | 3.2M | Added |
| 23 | SMH | VANECK SEMICONDUCTOR ETF | $3.1M | 1.41% | 8,184 | Added |
| 24 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $3.0M | 1.37% | 118,679 | Trimmed |
| 25 | ITA | ISHARES U.S. AEROSPACE &DEFENSE ETF | $2.9M | 1.31% | 13,352 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31