BankPlus Wealth Management LLC - Portfolio Stock Holdings
BankPlus Wealth Management LLC disclosed 129 stock positions in a recent SEC 13F filing. $221,511,889 of stock holdings were filed, with the largest holdings including IVV, JCPB, and JPIE. This filing represented positions held on June 30, 2026, and was filed on July 17, 2026.We estimate the fund has a total AUM of $263,759,468 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
129Est. Stock Holding Value:
$221,511,889Top Stock Holdings By Sector
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Portfolio Stock Holdings - BankPlus Wealth Management LLC
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% of Portfolio
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