StockDriftsStockDriftsTop 50 BankPlus Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 27.69% | 82.1K | $61.5M | +1.41%(+1.14K) | $590.85(+31.57%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.84% | 371.1K | $17.4M | +4.37%(+15.55K) | $47.13(-1.97%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 4.26% | 205.6K | $9.5M | +2.26%(+4.54K) | $46.07(-0.54%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.63% | 104.3K | $8.1M | new | $77.19(-1.57%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.06% | 23.5K | $6.8M | -0.06%(-15) | $232.47(+31.92%) | 2026-06-30 | |
| IQLT | ISHARES TR | 2.84% | 127.1K | $6.3M | +16.93%(+18.41K) | $42.76(+21.31%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.18% | 16.1K | $4.9M | -1.93%(-317) | $219.28(+37.44%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.04% | 55.8K | $4.5M | +14.28%(+6.97K) | $64.05(+30.42%) | 2026-06-30 | |
| TOTR | T ROWE PRICE EXCHANGE-TRADED | 2% | 110.9K | $4.4M | +1.86%(+2.02K) | $40.71(-2.84%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.99% | 14.5K | $4.4M | +13.06%(+1.68K) | $226.87(+30.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.10% |
BankPlus Wealth Management LLC reports $222.22M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are IVV (27.7%), JCPB (7.8%) and JPIE (4.3%). The top 20 holdings account for 71.43% of reported assets. Its disclosed equity book has returned +17.49% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BankPlus Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2051117). View BankPlus Wealth Management LLC’s 13F filings on SEC