Plus Group Wealth Advisors
Plus Group Wealth Advisors reported 51 stocks worth $112M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are QQQ (11.2%), SCHF (8.9%) and VO (7.4%). Compared with Q2 2026, the fund opened new positions in JVAL, XSMO and BRK.B, added to QQQ, SCHF and VO, trimmed FVD, VB and SCHV and sold out of SPYG, ROAD and GOOGL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $12.5M | 11.2% | 17K | +425 (+3%) | 4 of 4 | |
| 2 |  SCHF Schwab International | $9.9M | 8.9% | 361K | +57K (+19%) | 4 of 4 | |
| 3 |  VO Vanguard Index Fds | $8.2M | 7.4% | 105K | +5,175 (+5%) | 4 of 4 | |
| 4 |  SCHG Schwab Strategic TR | $7.4M | 6.6% | 206K | +27K (+15%) | 4 of 4 | |
| 5 |  FVD First TR Exchange-Traded FD | $6.8M | 6.0% | 144K | −29K (−17%) | 4 of 4 | |
| 6 |  VB Vanguard Index Fds | $6.1M | 5.4% | 21K | −8,632 (−29%) | 4 of 4 | |
| 7 |  SCHV Schwab US Large Cap | $5.9M | 5.2% | 176K | −91K (−34%) | 4 of 4 | |
| 8 |  FTSM First TR Exchange-Traded FD | $5.2M | 4.7% | 88K | −1,241 (−1%) | 4 of 4 | |
| 9 |  ESN Northern Lts FD TR II | $3.9M | 3.5% | 191K | +84K (+79%) | 2 of 4 | |
| 10 |  VOO Vanguard S&P 500 ETF | $3.8M | 3.4% | 5,442 | +4,332 (+390%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Plus Group Wealth Advisors 13F FAQ
What does Plus Group Wealth Advisors own?
Plus Group Wealth Advisors reported 51 stocks worth $112M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are QQQ (11.2%), SCHF (8.9%) and VO (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Plus Group Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 23 added to, 11 trimmed and 3 sold out. New positions include JVAL, XSMO and BRK.B. It sold all of SPYG, ROAD and GOOGL.
When will Plus Group Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Plus Group Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $112M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.