Institutional Fund
Bankplus Wealth Management LLC
Jackson, MSCIK 20511175 filings on record
Portfolio Value
$193.54M
Q1 2026
Holdings
117
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+6.8%
from $181.17M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr27.3%
- J P Morgan Exchange Traded F8.6%
- J P Morgan Exchange Traded F4.8%
- Vanguard Bd Index Fds3.1%
- Apple Inc3.1%
- Ishares Tr2.6%
- Other50.5%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 81.0K | $52.93M | 27.3% | +4.5K | Added |
| 2 | J P Morgan Exchange Traded F | 355.6K | $16.74M | 8.6% | +47.7K | Added |
| 3 | J P Morgan Exchange Traded F | 201.0K | $9.26M | 4.8% | +22.4K | Added |
| 4 | Vanguard Bd Index Fds | 81.1K | $5.97M | 3.1% | +22.5K | Added |
| 5 | Apple Inc | 23.5K | $5.97M | 3.1% | −1.2K | Reduced |
| 6 | Ishares Tr | 108.7K | $5.03M | 2.6% | +20.4K | Added |
| 7 | T Rowe Price ETF Inc | 108.8K | $4.38M | 2.3% | +17.2K | Added |
| 8 | Ishares Tr | 16.5K | $4.08M | 2.1% | +550 | Added |
| 9 | Ishares Tr | 33.7K | $3.75M | 1.9% | +1.4K | Added |
| 10 | Ishares Tr | 32.5K | $3.54M | 1.8% | +7.5K | Added |
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