Plan Group Financial, LLC - Portfolio Stock Holdings
Plan Group Financial, LLC disclosed 270 stock positions in a recent SEC 13F filing. $476,208,935 of stock holdings were filed, with the largest holdings including ACWI, BRK.A, and COWZ. This filing represented positions held on June 30, 2026, and was filed today.Report Period:
June 30, 2026No. of Stocks:
270Est. Stock Holding Value:
$476,208,935Top Stock Holdings By Sector
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Portfolio Stock Holdings - Plan Group Financial, LLC
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Portfolio Options Holdings - Plan Group Financial, LLC
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