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Plus Group Wealth Advisors

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

Top 5 stock holdings are QQQ, FVD, SCHV, VB, SCHF, and represent 45.51% of Plus Group Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FVD, FTSM, VNQ, SPTI, VO, SCHV, FDN, SCHF, VB, FBND.
Reduced shares in these 6 stocks: QQQ, MKL, IWF, AMZN, SCHG, TDIV.
Sold out of its positions in IWF, MKL.
Plus Group Wealth Advisors was a net buyer of stock by $2.5M.
Plus Group Wealth Advisors has $91M in assets under management (AUM), dropping by 0.83%.
Central Index Key (CIK): 0002109515

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Portfolio Holdings for Plus Group Wealth Advisors

Plus Group Wealth Advisors holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.3	$10M	-3%	18k	577.18	View chart
First Tr Exchange-traded SHS (FVD)	9.3	$8.5M	+7%	180k	47.03	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.8	$8.0M	+2%	262k	30.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	8.5	$7.7M		29k	261.92	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.7	$7.0M	+2%	283k	24.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.6	$6.9M	+3%	24k	287.18	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	5.8	$5.3M	+3%	23k	234.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.7	$5.2M	-2%	178k	29.13	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	5.0	$4.6M	+13%	77k	59.78	View chart
Amazon (AMZN)	4.1	$3.7M	-4%	18k	208.27	View chart
Spdr Series Trust State Street Spd (SPTI)	3.3	$3.0M	+18%	105k	28.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.2	$2.9M	+20%	33k	88.70	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.4	$2.2M		44k	49.81	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.9	$1.7M		18k	92.76	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.3	$1.2M		12k	93.66	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	1.3	$1.2M		26k	44.18	View chart
Gabelli Utility Trust (GUT)	1.2	$1.1M		179k	6.05	View chart
Wec Energy Group (WEC)	1.1	$1.0M		9.0k	115.77	View chart
Sprott Com New (SII)	0.8	$715k		5.0k	142.90	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.7	$675k	+7%	12k	55.24	View chart
Fidelity Covington Trust Int Hg Div Etf (FIDI)	0.7	$638k	+2%	23k	27.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$625k		1.0k	597.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$576k	+6%	10k	56.68	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.6	$573k	+11%	20k	28.75	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.6	$566k	+5%	12k	48.07	View chart
Badger Meter (BMI)	0.6	$563k	+4%	3.7k	152.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$523k	+5%	17k	30.68	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$485k	+12%	8.7k	55.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$458k	+15%	10k	45.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$399k		1.9k	213.72	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$354k		544.00	650.34	View chart
Kinder Morgan (KMI)	0.4	$336k		10k	33.53	View chart
A. O. Smith Corporation (AOS)	0.3	$301k		4.6k	65.94	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$280k		763.00	367.32	View chart
Apple (AAPL)	0.3	$262k	+4%	1.0k	253.79	View chart
Microsoft Corporation (MSFT)	0.3	$258k	+5%	698.00	370.17	View chart
Construction Partners Com Cl A (ROAD)	0.3	$233k		2.1k	111.12	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$223k		2.7k	82.75	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$215k		2.7k	79.07	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$203k		2.2k	92.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$201k		308.00	652.99	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 2026 Q1 filed April 7, 2026
Plus Group Wealth Advisors 2025 Q4 filed Feb. 5, 2026

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