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.
Plan Group Financial, LLC (CIK 1940033) reported $426.3M across 227 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($15.1M, 3.54%), COWZ ($14.4M, 3.37%), ACWI ($13.5M, 3.16%), JPM ($11.6M, 2.71%), VOO ($11.5M, 2.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $15.1M | 3.54% | 21 | Added |
| 2 | COWZ | PACER FDS TR | $14.4M | 3.37% | 229,452 | Added |
| 3 | ACWI | ISHARES TR | $13.5M | 3.16% | 97,449 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $11.6M | 2.71% | 39,302 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $11.5M | 2.70% | 19,272 | Trimmed |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | $10.3M | 2.41% | 167,437 | Added |
| 7 | PDBC | INVESCO ACTVELY MNGD ETC FD | $9.4M | 2.20% | 541,379 | Added |
| 8 | COWG | PACER FDS TR | $9.3M | 2.18% | 274,850 | Added |
| 9 | EDIV | SPDR INDEX SHS FDS | $9.0M | 2.11% | 227,435 | Added |
| 10 | IWR | ISHARES TR | $8.4M | 1.98% | 86,893 | Trimmed |
| 11 | XOM | EXXON MOBIL CORP | $8.4M | 1.96% | 49,311 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $8.0M | 1.88% | 24,942 | Added |
| 13 | AAPL | APPLE INC | $6.8M | 1.58% | 26,621 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $6.6M | 1.55% | 30,715 | Added |
| 15 | ICVT | ISHARES TR | $6.2M | 1.46% | 60,956 | Added |
| 16 | IAU | ISHARES GOLD TR | $6.1M | 1.43% | 69,136 | Added |
| 17 | JIVE | J P MORGAN EXCHANGE TRADED F | $6.0M | 1.42% | 70,433 | Added |
| 18 | ANGL | VANECK ETF TRUST | $5.8M | 1.35% | 200,613 | Added |
| 19 | REZ | ISHARES TR | $5.7M | 1.34% | 68,489 | Added |
| 20 | MGK | VANGUARD WORLD FD | $5.7M | 1.34% | 15,532 | Added |
| 21 | PFFD | GLOBAL X FDS | $5.7M | 1.33% | 307,627 | Added |
| 22 | GLD | SPDR GOLD TR | $5.6M | 1.32% | 13,058 | Trimmed |
| 23 | VWOB | VANGUARD WHITEHALL FDS | $5.6M | 1.32% | 85,414 | Added |
| 24 | SRLN | SSGA ACTIVE ETF TR | $5.6M | 1.31% | 138,766 | Added |
| 25 | IJR | ISHARES TR | $5.3M | 1.25% | 42,893 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31