Institutions / Game Plan Financial Advisors, LLC

Game Plan Financial Advisors, LLC

CIK 1802952 · Institution · as of Jun 30, 2026
Portfolio value
$269.17M
Positions
465
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$269.17M+8.2%
$269.17M$258.94M$248.70MQ4 '25Q2 '26

Positions

465+27.0%
465416366Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 465 →
CompanyClassValueShares% of portfolio
Alphabet Inc.$17.86M50,5586.6%
Apple Inc.$14.67M50,6815.4%
NVIDIA Corp$14.38M71,8575.3%
Schwab Prime Advantage Money Investor$13.67M13,674,8865.1%
Amazon.com Inc$10.61M44,5123.9%
Eaton Corp plc$9.52M22,3443.5%
The Goldman Sachs Group, Inc.$8.73M8,6363.2%
Warren E. Buffett$8.41M16,8093.1%
Schwab U.S. Large-Cap Growth ETF$6.95M205,5172.6%
State Street Financial Select Sector SPDR ETF$6.89M128,6142.6%
Schwab U.S. Large-Cap Value ETF$6.73M193,4442.5%
US Treasury BILL26U S T Bill Due 09/08/26$5.96M6,000,0002.2%
JPMORGAN CHASE & CO$5.75M17,5752.1%
Schwab U.S. Mid-Cap ETF$5.50M149,2002.0%
State Street SPDR Sp Semiconductor ETF$5.24M8,3981.9%
Schwab U.S. Dividend Equity ETF$4.92M155,0451.8%
Invesco Qqq Tr$4.83M6,5591.8%
RPM International Inc$4.26M38,3521.6%
American Express Co$4.14M12,2321.5%
iShares Russell 1000 Value ETF$3.81M15,7051.4%
Corning Inc /Ny$3.80M14,8881.4%
Fundstrat Granny Shots US Small- Mid-Cap ETF$3.78M120,2691.4%
Schwab U.S. Small-Cap ETF$3.47M95,9311.3%
Schwab U.S. Large-Cap ETF$3.46M117,4891.3%
Costco Wholesale Corp /New$3.39M3,6221.3%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
TrimPalo Alto Networks Inc$-4.95M-15K
-99.76%
35
<0.01% of portfolio
low
Q2 2026
as of
Add78464A862$4.70M+8K
+876.51%
8,398
1.95% of portfolio
low
Q2 2026
as of
Trim032108664$-4.47M-43K
-88.09%
5,760
0.22% of portfolio
low
Q2 2026
as of
TrimMicrosoft Corp$-4.13M-11K
-61.85%
6,830
0.95% of portfolio
low
Q2 2026
as of
AddCorning Inc /Ny$3.79M+15K
+32984.44%
14,888
1.41% of portfolio
low
Q2 2026
as of
TrimUnited Parcel Service Inc$-3.71M-35K
-99.97%
11
<0.01% of portfolio
low
Q2 2026
as of
Add464287655$3.36M+11K
+22797.96%
11,220
1.25% of portfolio
low
Q2 2026
as of
Add464288794$3.24M+13K
+13368.00%
13,468
1.21% of portfolio
low
Q2 2026
as of
New464288752$3.13M+30K
29,972
1.16% of portfolio
low
Q2 2026
as of
Add808515605$3.10M+3.1M
+29.34%
13,674,886
5.08% of portfolio
low