Plus Group Wealth Advisors LLC - Portfolio Stock Holdings
Plus Group Wealth Advisors LLC disclosed 54 stock positions in a recent SEC 13F filing. $111,808,218 of stock holdings were filed, with the largest holdings including QQQ, SCHF, and VO. This filing represented positions held on Sept. 30, 2026, and was filed today.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:
Sept. 30, 2026No. of Stocks:
54Est. Stock Holding Value:
$111,808,218Top 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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