Plan Group Financial, LLC

Est. AUM

$426.3M

13F long equity, this entity only

Positions

232

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL A	$15.1M	21	3.54%	SOLE
2	PACER FDS TR	US CASH COWS 100	$14.4M	229452	3.37%	SOLE
3	ISHARES TR	MSCI ACWI ETF	$13.5M	97449	3.16%	SOLE
4	JPMORGAN CHASE & CO	COM	$11.6M	39302	2.71%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.5M	19272	2.70%	SOLE
6	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$10.3M	167437	2.41%	SOLE
7	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$9.4M	541379	2.20%	SOLE
8	PACER FDS TR	US LRG CP CASH	$9.3M	274850	2.18%	SOLE
9	SPDR INDEX SHS FDS	STATE STREET SPD	$9.0M	227435	2.11%	SOLE
10	ISHARES TR	RUS MID CAP ETF	$8.4M	86893	1.98%	SOLE
11	EXXON MOBIL CORP	COM	$8.4M	49311	1.96%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$8.0M	24942	1.88%	SOLE
13	APPLE INC	COM	$6.8M	26621	1.58%	SOLE
14	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.6M	30715	1.55%	SOLE
15	ISHARES TR	CONV BD ETF	$6.2M	60956	1.46%	SOLE
16	ISHARES GOLD TR	ISHARES NEW	$6.1M	69136	1.43%	SOLE
17	J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$6.0M	70433	1.42%	SOLE
18	VANECK ETF TRUST	FALLEN ANGEL HG	$5.8M	200613	1.35%	SOLE
19	VANGUARD WORLD FD	MEGA GRWTH IND	$5.7M	15532	1.34%	SOLE
20	ISHARES TR	RESIDENTIAL MULT	$5.7M	68489	1.34%	SOLE
21	GLOBAL X FDS	US PFD ETF	$5.7M	307627	1.33%	SOLE
22	SPDR GOLD TR	GOLD SHS	$5.6M	13058	1.32%	SOLE
23	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$5.6M	85414	1.32%	SOLE
24	SSGA ACTIVE ETF TR	STATE STREET BLA	$5.6M	138766	1.31%	SOLE
25	ISHARES TR	CORE S&P SCP ETF	$5.3M	42893	1.25%	SOLE
26	CHEVRON CORPORATION	COM	$5.0M	24155	1.17%	SOLE
27	VANECK MERK GOLD ETF	GOLD SHS	$5.0M	110775	1.17%	SOLE
28	ISHARES TR	0-3 MNTH TREASRY	$4.8M	47331	1.12%	SOLE
29	FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$4.5M	95652	1.07%	SOLE
30	ISHARES SILVER TR	ISHARES	$4.5M	65414	1.05%	SOLE
31	J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$4.1M	60830	0.95%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$4.0M	6088	0.93%	SOLE
33	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.9M	100202	0.92%	SOLE
34	BROADCOM INC	COM	$3.8M	12327	0.89%	SOLE
35	PHILIP MORRIS INTL INC	COM	$3.8M	22777	0.88%	SOLE
36	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.7M	110404	0.88%	SOLE
37	LEGG MASON ETF INVT	FRANKLIN INTL LW	$3.6M	89965	0.86%	SOLE
38	ALPS ETF TR	ALERIAN MLP	$3.5M	67325	0.83%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.5M	56670	0.81%	SOLE
40	ALTRIA GROUP INC	COM	$3.3M	50523	0.78%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.3M	6837	0.77%	SOLE
42	SOUTHERN CO	COM	$3.3M	33672	0.76%	SOLE
43	PFIZER INC	COM	$3.2M	113348	0.75%	SOLE
44	ISHARES TR	1 3 YR TREAS BD	$3.1M	37285	0.72%	SOLE
45	AMERICAN ELEC PWR CO INC	COM	$3.1M	23414	0.72%	SOLE
46	AT&T INC	COM	$3.0M	103482	0.70%	SOLE
47	INVESCO ACTVELY MNGD ETC FD	AGRI CMDTY STRA	$2.9M	80864	0.69%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$2.9M	110947	0.68%	SOLE
49	VERIZON COMMUNICATIONS INC	COM	$2.9M	57475	0.68%	SOLE
50	FIFTH THIRD BANCORP	COM	$2.8M	61051	0.67%	SOLE

1–50 of 229

1 / 5

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.