Plan Group Financial, LLC - Q12026 Holdings

Plan Group Financial, LLC holds 228 stocks with a total portfolio value of $ 426.26M as of Q12026. In Q12026, Plan Group Financial, LLC added 42 new positions, increased stakes in 112 stocks, reduced 51 holdings, and fully exited 16 positions. The largest holding is Berkshire Hathaway Inc Del (BRK-A), representing 3.54% of the total portfolio.