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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 3, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
243
+15 vs. Q1 2026
Portfolio value
$483.1M
+$57.0M (+13.4%) vs. Q1 2026
Filed
Aug 3, 2026
SEC
Holdings of Plan Group Financial, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288257MSCI ACWI ETF102,342$16.1M3.3%+4,893+5.0%Added–
BRK.ABerkshire Hathaway IncCL A21$15.7M3.3%00.0%UnchangedHistory
Pacer US Cash Cows 100 ETF69374H881ETF249,803$15.5M3.2%+20,351+8.9%Added–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR208,959$15.1M3.1%+41,522+24.8%Added–
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF325,050$13.0M2.7%+50,200+18.3%Added–
JPMJPMorgan Chase & CoStock37,583$12.3M2.5%−1,719−4.4%ReducedHistory
iShares Tr46436E7180-3 MTH TREASURY113,737$11.4M2.4%+66,406+140.3%Added–
Vanguard S&P 500 ETF922908363ETF16,251$11.2M2.3%−3,021−15.7%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF29,842$11.0M2.3%+4,900+19.6%Added–
SPDR Index Shs FDS78463X533ST MAR DIVID ETF260,012$10.6M2.2%+32,577+14.3%Added–
iShares Russell Midcap ETF464287499ETF90,221$9.95M2.1%+3,328+3.8%Added–
J P Morgan Exchange Traded F46654Q757JPMORGAN INTL VL89,917$8.27M1.7%+19,484+27.7%Added–
Vanguard Dividend Appreciation ETF921908844ETF34,940$8.27M1.7%+4,225+13.8%Added–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD504,041$8.00M1.7%−37,338−6.9%Reduced–
iShares Tr46435G102CONV BD ETF62,812$7.65M1.6%+1,856+3.0%Added–
AAPLApple Inc.Stock26,338$7.62M1.6%−283−1.1%ReducedHistory
Vanguard World FD921910816MEGA GRWTH IND86,279$7.58M1.6%+8,619+11.1%AddedConverted for a 5-for-1 split–
iShares Tr464288562RESIDENTIAL MULT74,274$7.03M1.5%+5,785+8.4%Added–
XOMExxonMobil Holdings CorpCOM51,211$7.00M1.4%+1,900+3.9%AddedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF102,370$6.88M1.4%+16,956+19.9%Added–
Ssga Active ETF Tr78467V608ST STR BL LN ETF160,458$6.46M1.3%+21,692+15.6%Added–
VanEck ETF Trust92189F437FALLEN ANGEL HG211,316$6.18M1.3%+10,703+5.3%Added–
Global X FDS37954Y657US PFD ETF327,939$6.13M1.3%+20,312+6.6%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF66,584$6.10M1.3%+51,073+329.3%Added–
J P Morgan Exchange Traded F46641Q118SMALL & MID CAP77,375$6.04M1.2%+16,545+27.2%Added–
iShares Core S&P Small Cap ETF464287804ETF36,475$5.41M1.1%−6,418−15.0%Reduced–
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF101,321$4.91M1.0%+5,669+5.9%Added–
AVGOBroadcom Inc.Stock12,785$4.83M1.0%+458+3.7%AddedHistory
IAUiShares Gold TrustETF63,664$4.81M1.0%−5,472−7.9%ReducedHistory
Alps ETF Tr00162Q452ALERIAN MLP91,225$4.73M1.0%+23,900+35.5%Added–
Invesco QQQ Trust Series I46090E103ETF5,869$4.32M0.9%+2,367+67.6%Added–
PMPhilip Morris International Inc.Stock23,686$4.28M0.9%+909+4.0%AddedHistory
Dimensional Emerging Core Equity Market ETF25434V302ETF102,329$4.11M0.9%−8,075−7.3%Reduced–
OUNZVanEck Merk Gold ETFGOLD SHS105,275$4.06M0.8%−5,500−5.0%ReducedHistory
MOAltria Group, Inc.Stock56,096$4.04M0.8%+5,573+11.0%AddedHistory
Ea Series Trust02072L565ALPHA ARCH 1-333,549$3.93M0.8%+15,868+89.7%Added–
iShares Core S&P 500 ETF464287200ETF5,186$3.88M0.8%−902−14.8%Reduced–
Dimensional ETF Trust25434V203INTL CORE EQT MK93,471$3.86M0.8%−6,731−6.7%Reduced–
FITBFifth Third BancorpCOM67,424$3.80M0.8%+6,373+10.4%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF63,207$3.77M0.8%+36,701+138.5%Added–
CVXChevron CorpStock22,457$3.72M0.8%−1,698−7.0%ReducedHistory
IBMInternational Business Machines CorpStock12,853$3.61M0.7%+2,074+19.2%AddedHistory
SOSouthern CoStock37,485$3.59M0.7%+3,813+11.3%AddedHistory
AEPAmerican Electric Power Co IncStock26,185$3.58M0.7%+2,771+11.8%AddedHistory
OHIOmega Healthcare Investors IncCOM72,485$3.46M0.7%+8,417+13.1%AddedHistory
iShares Russell 2000 ETF464287655ETF11,267$3.39M0.7%+725+6.9%Added–
BRK.BBerkshire Hathaway IncStock6,621$3.31M0.7%−216−3.2%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD39,402$3.24M0.7%+2,117+5.7%Added–
PFEPfizer IncStock133,266$3.21M0.7%+19,918+17.6%AddedHistory
DDominion Energy, IncStock46,094$3.15M0.7%+6,105+15.3%AddedHistory
SPDR Series Trust78464A664ST LON TREAS ETF119,566$3.14M0.6%+8,619+7.8%Added–
Invesco Actvely MNGD Etc FD46090F308AGRI CMDTY STRA88,002$3.13M0.6%+7,138+8.8%Added–
DUKDuke Energy CORPStock24,369$3.08M0.6%+3,222+15.2%AddedHistory
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT48,303$3.08M0.6%−3,899−7.5%Reduced–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW75,180$3.05M0.6%−14,785−16.4%Reduced–
NVDANVIDIA CorpStock15,121$3.03M0.6%−171−1.1%ReducedHistory
NLYAnnaly Capital Management IncREIT132,942$2.97M0.6%+18,775+16.4%AddedHistory
DLRDigital Realty Trust, Inc.COM16,535$2.97M0.6%+2,015+13.9%AddedHistory
PPLPPL CorpCOM81,333$2.96M0.6%+10,923+15.5%AddedHistory
VICIVici Properties Inc.COM107,637$2.86M0.6%+19,770+22.5%AddedHistory
First Tr Exchange Traded FD33738R704RBA INDL ETF21,120$2.81M0.6%+12,520+145.6%Added–
VZVerizon Communications IncStock65,091$2.76M0.6%+7,616+13.3%AddedHistory
ARCCAres Capital CorpCEF147,018$2.72M0.6%+25,473+21.0%AddedHistory
GLDSPDR Gold TrustETF7,098$2.61M0.5%−5,960−45.6%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF20,555$2.55M0.5%+20,555New–
OCSLOaktree Specialty Lending CorpCOM202,342$2.42M0.5%+41,336+25.7%AddedHistory
FDUSFidus Investment CorpCOM125,520$2.39M0.5%+26,718+27.0%AddedHistory
TAT&T Inc.Stock115,020$2.38M0.5%+11,538+11.1%AddedHistory
AMATApplied Materials IncStock3,244$2.35M0.5%−714−18.0%ReducedHistory
Neos ETF Trust78433H303NEOS S&P 500 HI40,200$2.13M0.4%+23,050+134.4%Added–
TSLXSixth Street Specialty Lending, Inc.COM120,324$2.07M0.4%+29,955+33.1%AddedHistory
WMTWalmart Inc.Stock17,382$1.97M0.4%−4,702−21.3%ReducedHistory
SGOLabrdn Gold ETF TrustETF50,600$1.93M0.4%−1,000−1.9%ReducedHistory
SLViShares Silver TrustETF33,630$1.80M0.4%−31,784−48.6%ReducedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF24,925$1.68M0.3%+8,908+55.6%Added–
Global X FDS37954Y632ARTIFICIAL ETF24,614$1.61M0.3%+24,614New–
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,221$1.54M0.3%−476−12.9%ReducedHistory
EPDEnterprise Products Partners L.P.Stock40,643$1.49M0.3%−7,494−15.6%ReducedHistory
GOOGLAlphabet Inc.Stock4,160$1.49M0.3%+572+15.9%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM24,314$1.37M0.3%+8,073+49.7%Added–
Ea Series Trust02072L607FREEDOM 100 EM18,407$1.34M0.3%+18,407New–
iShares Tr464288281JPMORGAN USD EMG13,358$1.29M0.3%−938−6.6%Reduced–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF18,365$1.13M0.2%+5,333+40.9%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF13,904$1.12M0.2%−140−1.0%ReducedConverted for a 4-for-1 split–
MRKMerck & Co., Inc.Stock8,264$1.06M0.2%−1,139−12.1%ReducedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR17,000$1.05M0.2%+1,000+6.3%AddedHistory
iShares Tips Bond ETF464287176ETF9,535$1.04M0.2%+418+4.6%Added–
Vanguard Information Technology ETF92204A702ETF8,556$1.02M0.2%+4,884+133.0%AddedConverted for a 8-for-1 split–
Pacer US Small Cap Cash Cows ETF69374H857ETF19,862$1.01M0.2%−1,380−6.5%Reduced–
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF3,500$1.00M0.2%+550+18.6%Added–
MSFTMicrosoft CorpStock2,650$988.6K0.2%−558−17.4%ReducedHistory
OKEONEOK IncCOM11,134$968.0K0.2%+391+3.6%AddedHistory
iShares Tr464288513IBOXX HI YD ETF11,986$958.5K0.2%−2,522−17.4%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF4,867$927.2K0.2%−15,025−75.5%Reduced–
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL7,902$899.4K0.2%−504−6.0%Reduced–
WESWestern Midstream Partners, LPCOM UNIT LP INT20,350$890.5K0.2%+2,220+12.2%AddedHistory
J P Morgan Exchange Traded F46641Q399BETABUILDRS US6,599$889.1K0.2%−249−3.6%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF8,042$877.2K0.2%−1,914−19.2%Reduced–
Vanguard Total Bond Market ETF921937835ETF11,829$868.4K0.2%−5,540−31.9%Reduced–
Dimensional ETF Trust25434V872CORE FIXE IN ETF20,336$858.4K0.2%−5,349−20.8%Reduced–

Options (6)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Plan Group Financial, LLC in Q2 2026
SecurityClassPutsCalls
SLViShares Silver TrustETF–$1.07M
NFLXNetflix IncStock–$714.0K
SPYSPDR S&P 500 ETF TrustETF–$298.7K
MUMicron Technology IncStock–$230.9K
INTCIntel CorpStock–$111.7K
NVDANVIDIA CorpStock–$20.0K

Sold out since Q1 2026 (29)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Plan Group Financial, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
State Street Energy Select Sector SPDR ETF81369Y506ETF56,670$3.47M0.8%–
HONHoneywell International IncCOM4,565$1.03M0.2%History
FANGDiamondback Energy, Inc.Stock3,720$735.8K0.2%History
VanEck Vectors ETF Tr92189F585OIL REFINERS ETF13,000$642.2K0.2%–
NEMNEWMONT CorpStock5,000$541.3K0.1%History
EEni SpASPONSORED ADR8,500$481.2K0.1%History
LNGCheniere Energy, Inc.COM NEW1,472$417.8K0.1%History
Invesco Exch Traded FD Tr II46138G508SR LN ETF19,064$389.1K0.1%–
BSXBoston Scientific CorpStock6,031$378.5K0.1%History
DINOHF Sinclair CorpCOM5,985$373.4K0.1%History
GBUGBarclays Bank PLCACTIVE GOLD & SI7,300$331.7K0.1%History
PGProcter & Gamble CoStock2,085$301.2K0.1%History
VanEck ETF Trust92189F106GOLD MINERS ETF3,172$291.1K0.1%–
Schwab US Dividend Equity ETF808524797ETF8,794$269.8K0.1%–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,416$265.0K0.1%–
iShares Tr464288877EAFE VALUE ETF3,249$241.6K0.1%–
MTCHMatch Group, Inc.COM7,807$239.8K0.1%History
Schwab U.S. Large-Cap ETF808524201ETF9,031$231.5K0.1%–
GISGeneral Mills IncStock6,156$229.1K0.1%History
CTSHCognizant Technology Solutions CorpCL A3,665$224.8K0.1%History
LULUlululemon athletica inc.Stock1,466$224.4K0.1%History
Vanguard Ftse Developed Markets ETF921943858ETF3,477$222.8K0.1%–
PAYCPaycom Software, Inc.Stock1,796$218.3K0.1%History
PLTRPalantir Technologies Inc.Stock1,485$217.2K0.1%History
MPLXMPLX LPCOM UNIT REP LTD3,674$209.7K<0.1%History
LOWLowes Companies IncStock887$209.6K<0.1%History
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET950$207.8K<0.1%History
ACNAccenture plcStock1,024$203.0K<0.1%History
GDOTGreen Dot CorpCL A14,803$166.1K<0.1%History