Plan Group Financial, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $295 Million distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18.3M, Ishares Msci Acwi ETF with a value of $13.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $11.9M, Ishares Russell Mid Cap ETF with a value of $9.92M, and Ishares Core S&P Sm Cap ETF with a value of $9.43M.
Examining the 13F form we can see an increase of $22.3M in the current position value, from $272M to 295M.
Plan Group Financial, LLC is based out at Oklahoma City, OK
Below you can find more details about Plan Group Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$295 Million
ETFs: $206 Million
Technology: $16.1 Million
Energy: $14 Million
Financial Services: $13.6 Million
Utilities: $10.3 Million
Consumer Defensive: $9.85 Million
Communication Services: $5.77 Million
Real Estate: $5.76 Million
Other: $13.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
