Arkolith/Funds/Plan Group Financial, LLC

Plan Group Financial, LLC

CIK 1940033
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Plan Group Financial, LLC holds a diversified book of 243 stocks worth $483.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Ishares Russell 1000 Growth and trimmed JPMorgan Chase & Co. Their largest long position is Ishares Msci Acwi ETF at 3% of the equity book. They also disclosed $2.4M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Plan Group Financial, LLC's latest
holdings, largest changes, and filing provenance.
Opened
96
new positions
Added to
82
existing
Trimmed
94
reduced
Sold out
29
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.0%
+13.4%/yr · since Oct '24
Their reported book
+22.2%
held from quarter-end
S&P 500
+30.4%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Plan Group Financial, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.8 points over this window.

Growth of $10,000 cloning Plan Group Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
27%
Top 20 holdings
44%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

35% mapped to company sectors

ETF / fund or unclassified
65%
Financials
11%
Information Technology
6%
Utilities
5%
Energy
3%
Real Estate
3%
Consumer Staples
2%
Health Care
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Plan Group Financial, LLC

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC80 / 80$69.3B
LPL Financial LLC80 / 80$69.2B
OSAIC HOLDINGS, INC.80 / 80$15.2B
Rockefeller Capital Management L.P.80 / 80$14.2B
Farther Finance Advisors, LLC80 / 80$2.6B
MORGAN STANLEY79 / 80$381.5B
JPMORGAN CHASE & CO79 / 80$306.4B
BANK OF AMERICA CORP /DE/79 / 80$293.9B

Ranked by how many of Plan Group Financial, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

243 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
MSCI ACWI ETF
$16.1M102.3K
3.3%
+5.0%
Added · +5K sh
2Berkshire Hathaway Inc Del
CL A
$15.7M21
3.3%
Held
3Pacer FDS TR
US CASH COWS 100
$15.5M249.8K
3.2%
+8.9%
Added · +20K sh
4J P Morgan Exchange Traded F
US QUALTY FCTR
$15.1M209.0K
3.1%
+25%
Added · +42K sh
5Pacer FDS TR
US LRG CP CASH
$13.0M325.1K
2.7%
+18%
Added · +50K sh
6JPMorgan Chase & Co
COM
$12.3M37.6K
2.5%
−4.4%
Reduced · −2K sh
7Ishares TR
0-3 MTH TREASURY
$11.4M113.7K
2.4%
+140%
Added · +66K sh
8Vanguard Index FDS
S&P 500 ETF SHS
$11.2M16.3K
2.3%
−16%
Reduced · −3K sh
9Vanguard Index FDS
TOTAL STK MKT
$11.0M29.8K
2.3%
+20%
Added · +5K sh
10SPDR Index SHS FDS
ST MAR DIVID ETF
$10.6M260.0K
2.2%
+14%
Added · +33K sh
11Ishares TR
RUS MID CAP ETF
$10.0M90.2K
2.1%
+3.8%
Added · +3K sh
12J P Morgan Exchange Traded F
JPMORGAN INTL VL
$8.3M89.9K
1.7%
+28%
Added · +19K sh
13Vanguard Specialized Funds
DIV APP ETF
$8.3M34.9K
1.7%
+14%
Added · +4K sh
14Invesco Actvely MNGD Etc FD
OPTIMUM YIELD
$8.0M504.0K
1.7%
−6.9%
Reduced · −37K sh
15Ishares TR
CONV BD ETF
$7.6M62.8K
1.6%
+3.0%
Added · +2K sh
16Apple Inc
COM
$7.6M26.3K
1.6%
−1.1%
Reduced · −283 sh
17Vanguard World FD
MEGA GRWTH IND
$7.6M86.3K
1.6%
+455%
Added · +71K sh
18Ishares TR
RESIDENTIAL MULT
$7.0M74.3K
1.5%
+8.4%
Added · +6K sh
19Exxon Mobil Corp
COM
$7.0M51.2K
1.4%
+3.9%
Added · +2K sh
20Vanguard Whitehall FDS
EM MK GOV BD ETF
$6.9M102.4K
1.4%
+20%
Added · +17K sh
21Ssga Active ETF TR
ST STR BL LN ETF
$6.5M160.5K
1.3%
+16%
Added · +22K sh
22Vaneck ETF Trust
FALLEN ANGEL HG
$6.2M211.3K
1.3%
+5.3%
Added · +11K sh
23Global X FDS
US PFD ETF
$6.1M327.9K
1.3%
+6.6%
Added · +20K sh
24SPDR Series Trust
ST STR BLO 1 ETF
$6.1M66.6K
1.3%
+329%
Added · +51K sh
25J P Morgan Exchange Traded F
SMALL & MID CAP
$6.0M77.4K
1.2%
+27%
Added · +17K sh
26Ishares TR
CORE S&P SCP ETF
$5.4M36.5K
1.1%
−15%
Reduced · −6K sh
27First TR Exch Traded FD III
MUNI HI INCM ETF
$4.9M101.3K
1.0%
+5.9%
Added · +6K sh
28Broadcom Inc
COM
$4.8M12.8K
1.0%
+3.7%
Added · +458 sh
29Ishares Gold TR
ISHARES NEW
$4.8M63.7K
1.0%
−7.9%
Reduced · −5K sh
30ALPS ETF TR
ALERIAN MLP
$4.7M91.2K
1.0%
+35%
Added · +24K sh
31Invesco QQQ TR
UNIT SER 1
$4.3M5.9K
0.9%
+68%
Added · +2K sh
32Philip Morris Intl Inc
COM
$4.3M23.7K
0.9%
+4.0%
Added · +909 sh
33Dimensional ETF Trust
EMGR CRE EQT MNG
$4.1M102.3K
0.9%
−7.3%
Reduced · −8K sh
34Vaneck Merk Gold ETF
GOLD SHS
$4.1M105.3K
0.8%
−5.0%
Reduced · −6K sh
35Altria Group Inc
COM
$4.0M56.1K
0.8%
+11%
Added · +6K sh
36Ea Series Trust
ALPHA ARCH 1-3
$3.9M33.5K
0.8%
+90%
Added · +16K sh
37Ishares TR
CORE S&P500 ETF
$3.9M5.2K
0.8%
−15%
Reduced · −902 sh
38Dimensional ETF Trust
INTL CORE EQT MK
$3.9M93.5K
0.8%
−6.7%
Reduced · −7K sh
39Fifth Third Bancorp
COM
$3.8M67.4K
0.8%
+10%
Added · +6K sh
40Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$3.8M63.2K
0.8%
+138%
Added · +37K sh
41Chevron Corporation
COM
$3.7M22.5K
0.8%
−7.0%
Reduced · −2K sh
42International Business Machs
COM
$3.6M12.9K
0.7%
+19%
Added · +2K sh
43Southern Co
COM
$3.6M37.5K
0.7%
+11%
Added · +4K sh
44American Elec PWR Co Inc
COM
$3.6M26.2K
0.7%
+12%
Added · +3K sh
45Omega Healthcare Invs Inc
COM
$3.5M72.5K
0.7%
+13%
Added · +8K sh
46Ishares TR
RUSSELL 2000 ETF
$3.4M11.3K
0.7%
+6.9%
Added · +725 sh
47Berkshire Hathaway Inc Del
CL B NEW
$3.3M6.6K
0.7%
−3.1%
Reduced · −216 sh
48Ishares TR
1 3 YR TREAS BD
$3.2M39.4K
0.7%
+5.7%
Added · +2K sh
49Pfizer Inc
COM
$3.2M133.3K
0.7%
+18%
Added · +20K sh
50Dominion Energy Inc
COM
$3.1M46.1K
0.7%
+15%
Added · +6K sh
Showing 50 of 243 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$2.4M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishISHARES SILVER TRUSTSLV$1.1M20K
CALL · bullishNETFLIX INCNFLX$714K10K
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$299K400
CALL · bullishMICRON TECHNOLOGY INCMU$231K200
CALL · bullishINTEL CORPINTC$112K800
CALL · bullishNVIDIA CORPNVDA$20K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026253$485.5M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026232$426.3M13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026202$385.3M13F-HR
Q3 2025Sep 30, 2025Oct 27, 2025185$372.5M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025159$304.1M13F-HR
Q1 2025Mar 31, 2025May 9, 2025148$280.1M13F-HR
Q4 2024Dec 31, 2024Jan 31, 2025115$189.3M13F-HR
Q3 2024Sep 30, 2024Oct 22, 2024114$189.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.