StockDriftsStockDriftsTop 50 Bankplus Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 27.95% | 83.4K | $63.9M | +1.56%(+1.28K) | $593.41(+29.76%) | 2026-09-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.38% | 377.0K | $16.9M | +1.60%(+5.92K) | $47.11(-4.50%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.96% | 122.9K | $9.0M | +17.81%(+18.58K) | $76.93(-3.79%) | 2026-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.91% | 199.2K | $8.9M | -3.11%(-6.39K) | $46.07(-2.51%) | 2026-09-30 | |
| IQLT | ISHARES TR | 3.42% | 158.1K | $7.8M | +24.37%(+30.98K) | $43.99(+13.63%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.36% | 23.1K | $7.7M | -1.74%(-408) | $232.47(+47.52%) | 2026-09-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.46% | 18.4K | $5.6M | +26.65%(+3.88K) | $243.06(+21.69%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.29% | 67.0K | $5.2M | +20.06%(+11.19K) | $66.66(+19.02%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.86% | 8.3K | $4.3M | -0.20%(-17) | $424.35(+25.73%) | 2026-09-30 | |
| IWM | ISHARES TR | 1.86% | 15.3K | $4.3M | -5.28%(-852) | $219.28(+23.71%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.13% |
Bankplus Wealth Management LLC reports $228.68M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are IVV (27.9%), JCPB (7.4%) and VCRB (4.0%). The top 20 holdings account for 72.96% of reported assets. Its disclosed equity book has returned +18.00% cumulatively over 7 quarters. Figures reflect the Q3 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