Plan Group Financial, LLC - Portfolio overview

Plan Group Financial, LLC has 249 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. BRKA - BERKSHIRE HATHAWAY INC DEL, 3.46%
2. COWZ - PACER FDS TR, 3.29%
3. ACWI - ISHARES TR, 3.09%

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

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