StockDriftsStockDriftsTop 50 Plan Group Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | 3.33% | 102.3K | $16.1M | +5.02%(+4.89K) | $104.69(+54.23%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.26% | 21 | $15.7M | +0.00%(+0) | $741260.48(+6.00%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 3.22% | 249.8K | $15.5M | +8.87%(+20.35K) | $51.79(+35.36%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.13% | 209.0K | $15.1M | +24.80%(+41.52K) | $62.92(+18.63%) | 2026-06-30 | |
| COWG | PACER FDS TR | 2.7% | 325.1K | $13.0M | +18.26%(+50.20K) | $34.19(+14.88%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.55% | 37.6K | $12.3M | -4.37%(-1.72K) | $304.62(+18.67%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.37% | 113.7K | $11.4M | +140.30%(+66.41K) | $100.60(-0.10%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.31% | 16.3K | $11.2M | -15.68%(-3.02K) | $443.06(+60.48%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.29% | 29.8K | $11.0M | +19.65%(+4.90K) | $261.12(+46.30%) | 2026-06-30 | |
| EDIV | SPDR INDEX SHS FDS | 2.2% | 260.0K | $10.6M | +14.32%(+32.58K) | $37.50(+11.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.71% | +39.39% | — | — | +39.39% |
| Top 20 Holdings Unweighted | +11.70% | +39.36% | — | — | +39.36% |
Plan Group Financial, LLC reports $485.54M in US-listed equity holdings across 243 positions in its most recent 13F filing. Its largest disclosed positions are ACWI (3.3%), BRK.A (3.3%) and COWZ (3.2%). The top 20 holdings account for 43.56% of reported assets. Its disclosed equity book has returned +39.39% on a three-year cumulative basis. 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 Plan Group Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1940033). View Plan Group Financial, LLC’s 13F filings on SEC