StockDriftsStockDriftsTop 50 Plan Group Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 4.01% | 202.6K | $20.4M | +78.13%(+88.86K) | $100.64(-0.02%) | 2026-09-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.66% | 245.5K | $18.6M | +17.51%(+36.58K) | $64.42(+18.18%) | 2026-09-30 | |
| COWZ | PACER FDS TR | 3.47% | 248.1K | $17.6M | -0.67%(-1.67K) | $51.79(+38.60%) | 2026-09-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.34% | 21 | $17.0M | +0.00%(+0) | $741260.48(+10.69%) | 2026-09-30 | |
| ACWI | ISHARES TR | 3.2% | 102.4K | $16.3M | +0.06%(+65) | $104.72(+50.31%) | 2026-09-30 | |
| COWG | PACER FDS TR | 2.52% | 320.0K | $12.8M | -1.56%(-5.08K) | $34.19(+18.02%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 2.4% | 133.4K | $12.2M | +100.38%(+66.83K) | $91.64(-0.05%) | 2026-09-30 | |
| EDIV | SPDR INDEX SHS FDS | 2.27% | 284.6K | $11.5M | +9.46%(+24.59K) | $37.90(+6.72%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 2.15% | 15.5K | $10.9M | -4.78%(-777) | $443.06(+60.07%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.11% | 28.4K | $10.7M | -4.84%(-1.45K) | $261.12(+44.91%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.26% | +45.29% | — | — | +42.58% |
| Top 20 Holdings Unweighted | +13.20% | +45.04% | — | — | +42.97% |
Plan Group Financial LLC reports $509.68M in US-listed equity holdings across 223 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (4.0%), JQUA (3.7%) and COWZ (3.5%). The top 20 holdings account for 45.6% of reported assets. Its disclosed equity book has returned +45.29% on a three-year cumulative basis. 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 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