Plus Group Wealth Advisors LLC
All 13F Filings
- Location
- Belgium, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 90,894
- Description
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- Website
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- Founded
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- 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 | 4/7/2026 | 41 | 90,894 | 13F-HR | Plus Group Wealth Advisors LLC |
| Q4 2025 | 2/5/2026 | 43 | 90,146 | 13F-HR | Plus Group Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.01 K | 31.9% | 0 | 18.11 K | -18.11 K |
| ETFs | 61.89 K | 68.1% | 18.85 K | 0 | 18.85 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
90,894
Holdings
41
QoQ value change ($000)
748
(0.8%)
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.