Institutional Fund
Plus Group Wealth Advisors LLC
Belgium, WICIK 21095152 filings on record
Portfolio Value
$90.89M
Q1 2026
Holdings
41
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+0.8%
from $90.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr11.3%
- First Tr Exchange-Traded Fd9.3%
- Schwab Strategic Tr8.8%
- Vanguard Index Fds8.5%
- Schwab Strategic Tr7.7%
- Vanguard Index Fds7.6%
- Other46.9%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 17.8K | $10.25M | 11.3% | −604 | Reduced |
| 2 | First Tr Exchange-Traded Fd | 179.7K | $8.45M | 9.3% | +13.3K | Added |
| 3 | Schwab Strategic Tr | 261.7K | $7.98M | 8.8% | +6.5K | Added |
| 4 | Vanguard Index Fds | 29.3K | $7.68M | 8.5% | +561 | Added |
| 5 | Schwab Strategic Tr | 282.8K | $7.00M | 7.7% | +7.2K | Added |
| 6 | Vanguard Index Fds | 23.9K | $6.88M | 7.6% | +845 | Added |
| 7 | First Tr Exchange-Traded Fd | 22.6K | $5.29M | 5.8% | +843 | Added |
| 8 | Schwab Strategic Tr | 178.0K | $5.19M | 5.7% | −3.7K | Reduced |
| 9 | First Tr Exchange-Traded Fd | 76.7K | $4.58M | 5.0% | +9.0K | Added |
| 10 | Amazon Com Inc | 17.8K | $3.72M | 4.1% | −889 | Reduced |
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