Plan Group Financial, LLC - Q32026 Holdings

Plan Group Financial, LLC holds 222 stocks with a total portfolio value of $ 509.68M as of Q32026. In Q32026, Plan Group Financial, LLC added 222 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (SGOV), representing 4.00% of the total portfolio.