§ 13F · FUND PROFILE
Plan Group Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $304.1T (13F)Positions · 159Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 28K | $17.3T | 4.5% | −2% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 20 | $15.1T | 3.9% | −17% |
| 3 | ACWI | ISHARES TR | 97K | $13.7T | 3.6% | −3% |
| 4 | COWZ | PACER FDS TR | 224K | $13.5T | 3.5% | ±0% |
| 5 | JPM | JPMORGAN CHASE & CO. | 39K | $12.6T | 3.3% | +517% |
| 6 | IWR | ISHARES TR | 91K | $8.8T | 2.3% | −7% |
| 7 | COWG | PACER FDS TR | 228K | $8.0T | 2.1% | +19% |
| 8 | VTI | VANGUARD INDEX FDS | 23K | $7.8T | 2.0% | +7% |
| 9 | EDIV | SPDR INDEX SHS FDS | 195K | $7.6T | 2.0% | +18% |
| 10 | AAPL | APPLE INC | 27K | $7.2T | 1.9% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLAN SIGNAL
AC read
Plan Group Financial, LLC is a Other fund managing $304099.2 trillion in assets. The fund runs a portfolio of 159 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed