Institutions / BankPlus Wealth Management LLC
BankPlus Wealth Management LLC
CIK 2051117 · Institution · as of Dec 31, 2025
Portfolio value
$181.17M
Positions
111
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 111 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $52.38M | 28.9% |
| J P Morgan Exchange Traded F | $14.58M | 8.0% |
| J P Morgan Exchange Traded F | $8.27M | 4.6% |
| Apple Inc. | $6.72M | 3.7% |
| Vanguard Bd Index Fds | $4.34M | 2.4% |
| iShares Tr | $4.01M | 2.2% |
| iShares Tr | $3.92M | 2.2% |
| T Rowe Price ETF Inc | $3.74M | 2.1% |
| iShares Tr | $3.68M | 2.0% |
| SPDR S&P 500 ETF Tr | $3.60M | 2.0% |
| Microsoft Corp | $3.47M | 1.9% |
| JPMorgan Chase & Co | $3.09M | 1.7% |
| First Tr Exchange Traded Fd | $2.89M | 1.6% |
| iShares MSCI UAE ETF | $2.76M | 1.5% |
| Invesco Exch Traded Fd Tr II | $2.73M | 1.5% |
| iShares Tr | $2.04M | 1.1% |
| John Hancock Exchange Traded | $2.03M | 1.1% |
| SPDR Index Shs Fds | $1.94M | 1.1% |
| BNY Mellon ETF Trust | $1.63M | 0.9% |
| NVIDIA Corp | $1.62M | 0.9% |
| Vanguard Index Fds | $1.56M | 0.9% |
| PIMCO ETF Tr | $1.42M | 0.8% |
| PROCTER & GAMBLE Co | $1.39M | 0.8% |
| Schwab Strategic Tr | $1.31M | 0.7% |
| Visa Inc | $1.17M | 0.6% |
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.