Plan Group Financial, LLC - Q42025 Holdings

Plan Group Financial, LLC holds 202 stocks with a total portfolio value of $ 385.29M as of Q42025. In Q42025, Plan Group Financial, LLC added 34 new positions, increased stakes in 72 stocks, reduced 74 holdings, and fully exited 17 positions. The largest holding is Vanguard Index Fds (VOO), representing 4.48% of the total portfolio.