Plan Group Financial, LLC
All 13F Filings
- Location
- Oklahoma City, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 485,544
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 249 | 485,544 | 13F-HR | Plan Group Financial, LLC |
| Q1 2026 | 4/13/2026 | 229 | 426,257 | 13F-HR | Plan Group Financial, LLC |
| Q4 2025 | 2/3/2026 | 202 | 385,291 | 13F-HR | Plan Group Financial, LLC |
| Q3 2025 | 10/27/2025 | 185 | 372,463 | 13F-HR | Plan Group Financial, LLC |
| Q2 2025 | 8/13/2025 | 159 | 304,099 | 13F-HR | Plan Group Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.445 K
(0.5% of total reported value)
· QoQ Δ:
+2.303 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203 K | 42.0% | 16.27 K | 0 | 16.27 K |
| ETFs | 279.7 K | 57.9% | 40.71 K | 0 | 40.71 K |
| Debt | 351 | 0.1% | 11 | 0 | 11 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
485,544
Holdings
249
QoQ value change ($000)
59,287
(13.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.