BankPlus Wealth Management LLC
All 13F Filings
- Location
- Jackson, MS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 193,541
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 117 | 193,541 | 13F-HR | BankPlus Wealth Management LLC |
| Q4 2025 | 2/4/2026 | 111 | 181,173 | 13F-HR | BankPlus Wealth Management LLC |
| Q3 2025 | 10/30/2025 | 108 | 169,777 | 13F-HR | BankPlus Wealth Management LLC |
| Q2 2025 | 7/16/2025 | 101 | 150,713 | 13F-HR | BankPlus Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 57.49 K | 29.7% | 0 | 24.23 K | -24.23 K |
| ETFs | 134.3 K | 69.4% | 36.52 K | 0 | 36.52 K |
| Debt | 1.71 K | 0.9% | 79 | 0 | 79 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
193,541
Holdings
117
QoQ value change ($000)
12,368
(6.8%)
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.