Plus Group Wealth Advisors LLC - Portfolio Stock Holdings
Plus Group Wealth Advisors LLC disclosed 48 stock positions in a recent SEC 13F filing. $106,327,774 of stock holdings were filed, with the largest holdings including QQQ, SCHV, and VB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $158,861,208 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
48Est. Stock Holding Value:
$106,327,774Top Stock Holdings By Sector
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Portfolio Stock Holdings - Plus Group Wealth Advisors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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