StockDriftsStockDriftsTop 50 Plus Group Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.17% | 16.9K | $12.5M | +2.58%(+425) | $610.63(+17.64%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 8.86% | 360.5K | $9.9M | +18.70%(+56.78K) | $24.42(+10.20%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 7.36% | 104.9K | $8.2M | +5.19%(+5.17K) | $73.38(+9.14%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 6.63% | 206.3K | $7.4M | +14.89%(+26.74K) | $32.59(+9.16%) | 2026-09-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 6.05% | 144.3K | $6.8M | -16.87%(-29.27K) | $46.19(+5.91%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 5.42% | 21.3K | $6.1M | -28.83%(-8.63K) | $256.64(+10.82%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 5.24% | 175.8K | $5.9M | -34.02%(-90.65K) | $29.43(+15.53%) | 2026-09-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 4.67% | 87.8K | $5.2M | -1.39%(-1.24K) | $59.90(-0.40%) | 2026-09-30 | |
| ESN | NORTHERN LTS FD TR II | 3.47% | 191.1K | $3.9M | +78.85%(+84.27K) | $19.22(+7.67%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.41% | 5.4K | $3.8M | +390.27%(+4.33K) | $678.88(+3.79%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.76% |
Plus Group Wealth Advisors LLC reports $111.81M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.2%), SCHF (8.9%) and VO (7.4%). The top 20 holdings account for 86.23% of reported assets. Its disclosed equity book has returned +8.01% cumulatively over 3 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 Plus Group Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109515). View Plus Group Wealth Advisors LLC’s 13F filings on SEC