BankPlus Wealth Management LLC - Portfolio overview

BankPlus Wealth Management LLC has 126 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 26.99%
2. JCPB - J P MORGAN EXCHANGE TRADED F, 8.54%
3. JPIE - J P MORGAN EXCHANGE TRADED F, 4.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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