Institutions / Plan Group Financial, LLC
Plan Group Financial, LLC
CIK 1940033 · Institution · as of Dec 31, 2025
Portfolio value
$385.29M
Positions
202
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 202 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $17.27M | 4.5% |
| Berkshire Hathaway Inc Del | $15.10M | 3.9% |
| iShares Tr | $13.73M | 3.6% |
| Pacer Fds Tr | $13.47M | 3.5% |
| JPMorgan Chase & Co | $12.56M | 3.3% |
| iShares Tr | $8.78M | 2.3% |
| Pacer Fds Tr | $8.03M | 2.1% |
| Vanguard Index Fds | $7.75M | 2.0% |
| SPDR Index Shs Fds | $7.63M | 2.0% |
| Apple Inc. | $7.22M | 1.9% |
| iShares Tr | $7.20M | 1.9% |
| SPDR Gold Tr | $6.79M | 1.8% |
| Vanguard Specialized Funds | $6.07M | 1.6% |
| iShares Tr | $5.64M | 1.5% |
| Exxon Mobil Corp | $5.55M | 1.4% |
| iShares Tr | $5.53M | 1.4% |
| Ssga Active ETF Tr | $5.48M | 1.4% |
| VanEck ETF Trust | $5.46M | 1.4% |
| Global X Fds | $5.40M | 1.4% |
| J P Morgan Exchange Traded F | $5.37M | 1.4% |
| Vanguard Whitehall Fds | $5.37M | 1.4% |
| iShares Tr | $5.27M | 1.4% |
| Vanguard World Fd | $5.17M | 1.3% |
| Dimensional ETF Trust | $4.98M | 1.3% |
| Legg Mason ETF Invt | $4.87M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.