Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Plus Group Wealth Advisors

Latest statistics and disclosures from Plus Group Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109515

Tip: Access up to 7 years of quarterly data

Positions held by Plus Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Plus Group Wealth Advisors

Plus Group Wealth Advisors holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	12.5	$11M	18k	614.29	View chart
First Tr Exchange-traded SHS (FVD)	8.5	$7.7M	166k	46.08	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.4	$7.6M	255k	29.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	8.2	$7.4M	29k	257.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.4	$6.7M	23k	290.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.3	$6.6M	276k	24.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	6.6	$5.9M	182k	32.62	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	6.5	$5.9M	22k	269.18	View chart
Amazon (AMZN)	4.8	$4.3M	19k	230.82	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	4.5	$4.1M	68k	59.93	View chart
Spdr Series Trust State Street Spd (SPTI)	2.8	$2.5M	88k	28.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.7	$2.4M	27k	88.49	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.4	$2.2M	43k	49.99	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.9	$1.7M	18k	92.51	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.3	$1.2M	12k	96.84	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	1.2	$1.1M	26k	43.03	View chart
Gabelli Utility Trust (GUT)	1.2	$1.1M	178k	6.03	View chart
Wec Energy Group (WEC)	1.0	$943k	8.9k	105.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$652k	1.0k	627.23	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.7	$642k	11k	56.69	View chart
Badger Meter (BMI)	0.7	$616k	3.5k	174.41	View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI)	0.6	$582k	23k	25.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$548k	9.6k	57.24	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.6	$519k	11k	46.71	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.6	$502k	18k	28.04	View chart
Sprott Com New (SII)	0.5	$490k	5.0k	97.92	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$453k	7.8k	58.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$441k	16k	27.43	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$401k	8.7k	46.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$393k	1.9k	210.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$371k	544.00	681.92	View chart
Microsoft Corporation (MSFT)	0.4	$320k	662.00	483.62	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$315k	763.00	412.63	View chart
A. O. Smith Corporation (AOS)	0.3	$306k	4.6k	66.88	View chart
Kinder Morgan (KMI)	0.3	$275k	10k	27.49	View chart
Apple (AAPL)	0.3	$268k	984.00	271.86	View chart
Construction Partners Com Cl A (ROAD)	0.3	$228k	2.1k	108.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$226k	2.7k	83.75	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$224k	2.7k	82.51	View chart
Markel Corporation (MKL)	0.2	$215k	100.00	2149.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$211k	308.00	684.71	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$206k	2.2k	94.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$205k	433.00	473.30	View chart

Past Filings by Plus Group Wealth Advisors

SEC 13F filings are viewable for Plus Group Wealth Advisors going back to 2025

Plus Group Wealth Advisors 2025 Q4 filed Feb. 5, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z