Plus Group Wealth Advisors LLC

CIK 2109515 · View on SEC EDGAR ↗

Portfolio value
$106.3M
#8,257 of 9,443 by 13F value · top 87.4%
Positions
48
As of
June 30, 2026

Portfolio value QoQ: +17.0% 13F does not disclose cash

Top 10 holdings weight
72.11%
Top 25 holdings weight
92.52%
Positions above 1%
18
Effective number of positions
16.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 2.91% Est. buys $14,036,122 · sells $2,872,030

New positions
7
Increased
23
Decreased
12
Closed
2
On this page

Sector breakdown

Retail
3.8%
Utilities
1.0%
Industrials
1.0%
Financial Services
0.5%
Technology
0.5%
Energy
0.3%
Financials
0.2%
Communication Services
0.2%
Other/Unmapped
92.4%

Full portfolio 48 positions

Type Streak 8Q trend
QQQ Invesco QQQ Trust, Series 1 $12,119,574 11.40% 16,458 $1,868,933 Down ×2
SCHV $9,275,674 8.72% 266,466 $1,292,841 Up ×2
VB $9,076,824 8.54% 29,945 $1,392,470 Up ×2
SCHF $8,413,027 7.91% 303,719 $1,412,981 Up ×2
FVD $8,360,371 7.86% 173,524 $-91,312 Down ×1
VO $8,037,697 7.56% 99,760 $1,160,142 Up ×2
SCHG $6,075,981 5.71% 179,550 $890,349 Up ×1
FDN $5,924,169 5.57% 22,379 $635,793 Down ×1
FTSM First Trust Enhanced Short Maturity ETF $5,320,339 5.00% 89,073 $737,121 Up ×2
AMZN Amazon.com, Inc. - Common Stock $4,070,847 3.83% 17,080 $355,727 Down ×2
VNQ $3,449,297 3.24% 35,770 $537,368 Up ×2
SPTI $3,139,013 2.95% 110,568 $131,048 Up ×2
LMBS First Trust Low Duration Opportunities ETF $2,729,171 2.57% 54,825 $548,569 Up ×2
ESN Essential 40 Stock ETF $2,124,791 2.00% 106,862 Up ×1
FCVT First Trust SSI Strategic Convertible Securities ETF $1,439,411 1.35% 26,767 $288,777 Up ×2
IWR $1,270,666 1.20% 11,518 Up ×1
GUT Gabelli Utility Trust (The) Common Stock $1,237,924 1.16% 187,849 $153,334 Up ×2
TDIV First Trust NASDAQ Technology Dividend Index Fund $1,183,096 1.11% 10,299 $28,058 Down ×2
WEC WEC Energy Group, Inc. Common Stock $1,046,651 0.98% 8,963 $8,985
VOO $762,471 0.72% 1,110 $137,336 Up ×2
FDVV $746,567 0.70% 12,383 $71,497 Up ×2
FTCS First Trust Capital Strength ETF $658,426 0.62% 7,010 $-1,025,540 Down ×1
JEPI $648,776 0.61% 11,487 $72,709 Up ×2
FIDI $634,508 0.60% 23,183 $-3,501 Up ×2
JPRE $633,322 0.60% 12,137 $66,917 Up ×2
INCM $591,988 0.56% 20,516 $19,061 Up ×2
SII Sprott Inc. Common Shares $561,750 0.53% 5,000 $-152,750
BMI Badger Meter, Inc. Common Stock $548,116 0.52% 3,694 $-14,665
SCHD $544,896 0.51% 17,184 $22,378 Up ×2
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $544,426 0.51% 8,858 $59,533 Up ×2
IWD $451,092 0.42% 1,861 $52,293 Down ×1
FBND $412,576 0.39% 9,070 $-44,890 Down ×1
SPY SPY $406,243 0.38% 544 $52,458
IVV $351,902 0.33% 470 $150,780 Up ×1
MGK $335,178 0.32% 3,813 $54,916 Up ×1
KMI Kinder Morgan, Inc. Common Stock $321,894 0.30% 10,069 $-14,117 Up ×2
AAPL Apple Inc. - Common Stock $281,547 0.26% 973 $19,382 Down ×1
AOS A.O. Smith Corporation Common Stock $269,069 0.25% 4,290 $-32,277 Down ×1
SPYG $265,943 0.25% 2,235 Up ×1
PFG Principal Financial Group Inc - Common Stock $255,794 0.24% 2,373 Up ×1
ROAD Construction Partners, Inc. - Common Stock $254,999 0.24% 2,147 $21,980 Up ×1
MSFT Microsoft Corporation - Common Stock $251,415 0.24% 674 $-6,964 Down ×1
SPTM $246,448 0.23% 2,714 $31,841
VCIT Vanguard Intermediate-Term Corporate Bond ETF $223,155 0.21% 2,700 $-270
IWF $213,448 0.20% 1,719
MGV $209,192 0.20% 1,280 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $204,773 0.19% 573 Up ×1
USMV $203,126 0.19% 2,106 $136 Down ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
ESN $2,124,791 106,862 2.00%
IWR $1,270,666 11,518 1.20%
SPYG $265,943 2,235 0.25%
PFG $255,794 2,373 0.24%
IWF $213,448 1,719 0.20%
MGV $209,192 1,280 0.20%
GOOGL $204,773 573 0.19%

Top movers (QoQ)

Security Action Shares Δ Value Δ
QQQ Trimmed -1K +$1.9M
SCHF Bought more +21K +$1.4M
VB Bought more +606 +$1.4M
SCHV Bought more +5K +$1.3M
VO Bought more +76K +$1.2M
FTCS Trimmed -11K -$1.0M
SCHG Bought more +2K +$890K
FTSM Bought more +12K +$737K
FDN Trimmed -218 +$636K
LMBS Bought more +11K +$549K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
MKL March 31, 2026 100 $214,965 -5.0%
IWF March 31, 2026 433 $204,939 No longer tracked