§ 13F · FUND PROFILE
Plus Group Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 43Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$90.1T 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 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 18K | $11.3T | 12.5% | NEW |
| 2 | FVD | FIRST TR EXCHANGE-TRADED FD | 166K | $7.7T | 8.5% | NEW |
| 3 | SCHV | SCHWAB STRATEGIC TR | 255K | $7.6T | 8.4% | NEW |
| 4 | VB | VANGUARD INDEX FDS | 29K | $7.4T | 8.2% | NEW |
| 5 | VO | VANGUARD INDEX FDS | 23K | $6.7T | 7.4% | NEW |
| 6 | SCHF | SCHWAB STRATEGIC TR | 276K | $6.6T | 7.3% | NEW |
| 7 | SCHG | SCHWAB STRATEGIC TR | 182K | $5.9T | 6.6% | NEW |
| 8 | FDN | FIRST TR EXCHANGE-TRADED FD | 22K | $5.9T | 6.5% | NEW |
| 9 | AMZN | AMAZON COM INC | 19K | $4.3T | 4.8% | NEW |
| 10 | FTSM | FIRST TR EXCHANGE-TRADED FD | 68K | $4.1T | 4.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PLUS SIGNAL
AC read
Plus Group Wealth Advisors LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed