Plus Group Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q1 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
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