Plus Group Wealth Advisors LLC

SEC CIK: 0002109515
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Plus Group Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 973
Value: $281.5K
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of AAPL by Plus Group Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	973	$281.5K	0.3%	−60−5.8%	Reduced	Holders
Q1 2026	1,033	$262.2K	0.3%	+49+5.0%	Added	Holders
Q4 2025	984	$267.5K	0.3%	–	No prior filing	Holders