StockDriftsStockDriftsTop 48 Plus Group Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.4% | 16.5K | $12.1M | -7.33%(-1.30K) | $607.34(+18.68%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 8.72% | 266.5K | $9.3M | +1.81%(+4.73K) | $29.43(+18.93%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 8.54% | 29.9K | $9.1M | +2.07%(+606) | $256.64(+19.39%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 7.91% | 303.7K | $8.4M | +7.39%(+20.89K) | $23.83(+18.65%) | 2026-06-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 7.86% | 173.5K | $8.4M | -3.44%(-6.18K) | $46.19(+9.71%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 7.56% | 99.8K | $8.0M | +4.14%(+3.96K) | $73.06(+13.64%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.71% | 179.6K | $6.1M | +0.86%(+1.53K) | $32.25(+10.92%) | 2026-06-30 | |
| FDN | FIRST TR EXCHANGE-TRADED FD | 5.57% | 22.4K | $5.9M | -0.96%(-218) | $273.66(+5.93%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 5% | 89.1K | $5.3M | +16.18%(+12.40K) | $59.90(-0.19%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.83% | 17.1K | $4.1M | -4.25%(-758) | $225.20(+22.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.32% |
Plus Group Wealth Advisors LLC reports $106.33M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.4%), SCHV (8.7%) and VB (8.5%). The top 20 holdings account for 89.38% of reported assets. Its disclosed equity book has returned +9.41% cumulatively over 2 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 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