Plus Group Wealth Advisors LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Belgium, WI
CIK
0002109515
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
48
106,327
QQQ, SCHV, VB, SCHF
13F-HR
7/13/2026
000210951526000003
Q1 2026
41
90,893
QQQ, FVD, SCHV, VB
13F-HR
4/7/2026
000210951526000002
Q4 2025
43
90,146
QQQ, FVD, SCHV, VB
13F-HR
2/5/2026
000210951526000001