Bank Plus Wealth Management LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $49.9B, J P Morgan Exchange Traded Fd with a value of $13.6B, J P Morgan Exchange Traded Fd with a value of $7.7B, Apple Inc. with a value of $6.35B, and Vanguard Bd Index Fd Inc Total with a value of $3.93B.
Examining the 13F form we can see an increase of $19.1B in the current position value, from $151B to 170B.
Bank Plus Wealth Management LLC is based out at Jackson, MS
Below you can find more details about Bank Plus Wealth Management LLC portfolio as well as his latest detailed transactions.
