Plus Group Wealth Advisors LLC — 13F holdings

Plus Group Wealth Advisors LLC reported 51 holdings worth $112M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. QQQ INVESCO QQQ TR — $12.5M (11.2%)
  2. SCHF SCHWAB STRATEGIC TR — $9.90M (8.9%)
  3. VO VANGUARD INDEX FDS — $8.23M (7.4%)
  4. SCHG SCHWAB STRATEGIC TR — $7.41M (6.6%)
  5. FVD FIRST TR EXCHANGE-TRADED FD — $6.77M (6.1%)
  6. VB VANGUARD INDEX FDS — $6.06M (5.4%)
  7. SCHV SCHWAB STRATEGIC TR — $5.86M (5.2%)
  8. FTSM FIRST TR EXCHANGE-TRADED FD — $5.23M (4.7%)
  9. ESN NORTHERN LTS FD TR II — $3.88M (3.5%)
  10. VOO VANGUARD INDEX FDS — $3.81M (3.4%)